Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

23 results found

  1. Sales order balance

    Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Pending Sales Orders Customer and Item wise

    Please add report which can give us details of pending sales orders customer wise and also item wise with available stocks, so that we can make purchases if there are any short of items.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Track link of orders and deals

    Currently we need to go order by order to see whether they are linked to a deal or not.

    In order to make this much easier please can we include this information in the export file of sales orders?

    The same would apply to Estimates and Invoices.

    Thanks

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. make a project be able to be created when creating a Sales order.

    When creating a sales order, you need to be able to create a project linked to it.
    This is the same function that is available when you are creating an estimate but is not available in Sales Order.
    Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Change in company name at Sales Order Stage

    I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.

    So the client should be able to decide to change on whom he would like these invoices.
    Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
    Not to mention if three were changes from Estimate to SALES ORDER you will need to make…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.

    Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Serial Number Selection on Sales Orders

    So serial number tracking was carried over from Zoho inventory which is awesome to not have to go back and forth between the 2 in order to add and manage serial numbers on products.

    Would it be possible to add the ability to select serial numbers of an item on sales orders like you can when an item gets added to an invoice?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Field Created by in the sales order

    Can we see who has created the sales order ? Please add the Field Created by in the sales order listing.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Reflection of Invoice No. in the sales order to track.

    When Sales order is converted into Invoice, Invoice no. should be reflected in the sales order listing and reports to track.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Make Sales Estimates available in Zoho Inventory - not only Zoho Books

    My sales people can do all of their work in Zoho Inventory EXCEPT create Sales Estimates. I have to give them access to Books just to do this. Why aren't these forms available in BOTH apps???

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. TOTAL AMOUT IN WORD IN THE SALES ORDER

    We have started recording quotations using Sales Orders. But the total amount isn't appearing in words and the option to do so cannot be found in the template as well. We would like to suggest to add this option to the Sales Orders.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Client portal have ability to place an order by customer

    Current client portal only provide historical and current transaction details. However, Client portal can be further advance where Customer should be able to place an order with their confirmation. This can seen in Sales IQ or Sales Pipeline. This help Sales person drive focus and cut some time on Data entry.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. sales order placement from customers

    It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Restrict the sales orders to be edited by the same user who has created.

    Can we restrict the sales orders to be edited by the same user who has created ?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Option to disable email auto populate in "Send To" field

    Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. SALES ORDER

    Allow customer to create sales order using the access we have given to them, so far they can only see there invoices and make payment and it is one way relationship only

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. sale orders

    conert to invoice automatically

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Exception Approval for SO, Invoice or delivery without advance or full payment

    We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1
  • Don't see your idea?

Feedback and Knowledge Base