Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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  1. Recurring Statements and Invoices

    Recurring Invoices, along with Statement
    It would add great value if you could provide an option to include the latest statement when emailing the recurring invoice every month.

    This would mean the customer would receive the invoice, along with the statement.

    This will save hours, in having to send each customer a statement each month. It will also reduce requests. I am so tired of being requested to email the statement.

    It would really help to have both recurring invoices, along with statement. It kills 2 birds with one stone

    23 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Detect Payment Information Capture to Trigger Workflow

    Detect automatically when a customer captures his payment information (Credit Card) in order to trigger a workflow.

    Today, when we send an email to a customer requesting his payment information, we cannot be notified properly and we cannot trigger automated actions when the customer has entered his Credit Card information.

    21 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  3. In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically

    Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
    1. email confirmation to customer and attach Sales Order to email
    2. email warehouse a different sales order attachment without pricing
    3 email transportation a different sales order attachment with the information

    17 votes
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  4. Schedule backup

    Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.

    16 votes
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    5 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Add the PDF to a mail teamplate

    I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.

    14 votes
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  6. Formula fields in Zoho Books

    It would be usefull to have formula fields in Books as we have in CRM. For example, a client of mine needs to work with lb and Kg, as no conversion tool exists in Books, a simple formula field would do the job.

    13 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Autocharge Customer on Due Date

    When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.

    7 votes
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  8. Contract Forms

    Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
    Estimate - Service or Supply Agreement - Recurring Invoice
    Saves time and will look professional.
    No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.

    7 votes
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    2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Attach invoice pdf

    With email templates can we have ....
    Attach invoice.pdf
    Attach Delivery note.pdf
    Attach Packing slip.pdf
    This would aid enormously in automating workflows for warehouse staff !

    7 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Select 2 or more modules when creating a workflow

    I would like to be able to select 2 or more modules when creating a workflow. If implemented, this would enable me to select a greater range of triggers under the same workflow.

    6 votes
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  11. Calculate UK corporation tax

    A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.

    6 votes
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  12. Please include more email addresses into invoice reminder for individual customer

    I have encountered that customers required me to send reminder to a few email addresses. However, I can only have one email address for invoice reminder. Please include more option to include more email addresses to remind individual customer.

    6 votes
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  13. Add ability to interact with Retainer Invoices in Deluge natively

    Currently there is no way to use Deluge to create a Retainer Invoice automatically (zoho.books.createRecord) in a function and this seems an oversight since it is just simply another module of the same program as the other records that can be created.

    4 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  14. QR code addition facility

    QR code addition facility on every invoice in zoho books to add documents digitally which can be accessed by customer upon scanning

    4 votes
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  15. SMS Notification

    Please make a change in sms notification. It means sms notification for bills and payments should be send in business name only not in zoho book name. Another thing please enable group message sending option for saved contacts to sending common messages like offers and etc..

    4 votes
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  16. Mass or Batch update records in Zoho Books

    For example: change the value of 100 custom fields in 1 action.

    4 votes
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  17. WAY MORE Zapier Update Actions with Support for Custom Fields and Payment Gateway

    We need the ability not just to create an invoice or customer but to FIND and UPDATE an existing customer or invoice. Right now this is not possible and makes zoho books which is otherwise a pretty good program, difficult to use. It also needs to work with the custom fields and with the payment gateway options(IE enabling the gateway for a customer). Adding Zapier functionality is ALWAYS a good thing.

    4 votes
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  18. Give access to PriceLists in Deluge (custom fucntions)

    Give me access to "PriceLists" via custom fucntions with deluge
    Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......

    Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists

    3 votes
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    2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Heavy bike bag in pakistan

    These high-quality fabric side bags are an essential element for those bike rider who carries a lot of luggage with them and wants to ride on long tours. These bags can hold a good amount of components. On average a bag contains around 18 kg s. They are waterproof and durable in nature. Easily removable.Very useful for touring and long routes.
    https://rapidrides.pk/category/accessories/motorcycle-bags/

    3 votes
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  20. Fix the Avaza to Zapier zap

    There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…

    3 votes
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