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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.

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32 results found

  1. 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
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  2. 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
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  3. 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
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  4. 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
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  5. 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

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  6. 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?

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  7. 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

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  8. sale orders

    conert to invoice automatically

    1 vote
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  9. 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
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  10. UI

    Black-Green

    1 vote
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  11. SO VOID RESTRICTION TO USER

    SO VOID RESTRICTION TO USER

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