Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Allow multiple currencies per client

    Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

    515 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      37 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • Invoice numbering per client

      When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

      It makes it easier to reconcile with clients in case some of the invoices went missing.

      Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

      433 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        11 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Add automatic late fees on past-due invoices

        Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

        323 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          8 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Include proforma invoice

          Please create proforma invoice link to enable a user to create a PI.

          While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

          Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

          295 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            10 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • 275 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              18 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow the ability to add an extra percentage if paying by credit card

              allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.

              249 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                16 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Create CREDIT LIMITS against accounts in Zoho Books.

                We require the ability to create limit credit limits within accounts.

                When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.

                We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.

                148 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  18 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Delivery note

                  Can we have the option to generate part delivery notes within a draft invoice?

                  Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.

                  Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.

                  After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.

                  Please look into it.

                  61 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • GST Tax feature for Malaysia

                    The feature i requested is GST Tax feature for Malaysia.
                    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

                    58 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • Switzerland QR-Invoicing

                      You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

                      40 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • Invoice Print in (POS) Ticket Style or Layout

                        Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

                        32 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • Stripe and Bitcoin

                          Integrate the possibility of paying in Bitcoin with Stripe
                          https://stripe.com/bitcoin

                          31 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Backorder view/report at product level

                            Create a backorder view/report with information at product level.

                            When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.

                            However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
                            - Product Name
                            - Quantity ordered but not yet invoiced
                            - Sales Order Number
                            - Sales Order Status
                            - Customer Name

                            In addition also orders that are invoiced yet (whole order is a backorder)…

                            29 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • Calculation of multiple Commissions per Sales Line Item or per Invoice Total

                              Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
                              - Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
                              - A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.

                              Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
                              A matrix would define the calculation based on either Product Code…

                              28 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • Tax Shipping

                                Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

                                26 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • More details of activity on an invoice (similar to Freshbooks)

                                  Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG

                                  As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD

                                  23 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Pro Forma Invoice

                                    Invoicing software that does not have a facility to generate pro forma invoices is not a proper invoicing software. Pro forma invoicing is a daily part of running a business and all business will one day or another need to issue a pro forma invoice to a non credit customers.

                                    23 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • include an option for interest and fee charges where payments are late (over 60 days past due)

                                      Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.

                                      21 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Customizable packing slips - attention field, special instruction field

                                        Invoice & Packing Slip - more customizable

                                        (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
                                        (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
                                        (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

                                        20 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Tracking pixel for invoice - shows open

                                          Each invoice e-mail sent to EACH user should have a tracking pixel embedded so the administrator can tell when an e-mail has been view as well as when an attachment or link has been clicked to track viewing of invoices as attachments as well as opens by users. This information would then be presented as part of a color coded history shown for each invoice just like Freshbooks (shown here). This way your customers can NEVER say they haven't seen an e-mail when you know they have downloaded the attachment and opened the e-mail multiple times (all tracked by user).…

                                          18 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 26 27
                                          • Don't see your idea?

                                          Zoho Books

                                          Feedback and Knowledge Base