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

977 results found

  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?

    1,180 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Not For Now  ·  86 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add automatic late fees on past-due invoices

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

    685 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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.

    650 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    21 comments  ·  Invoices  ·  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. 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.

    634 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    20 comments  ·  Invoices  ·  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. 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.

    603 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    47 comments  ·  Invoices  ·  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. 402 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    29 comments  ·  Invoices  ·  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. Intergrate with whatsapp. PLEASE to send invoices via Whatspp

    I would like to be able to send invoices via Whatsapp

    190 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    18 comments  ·  Invoices  ·  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. 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.

    102 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    25 comments  ·  Invoices  ·  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. Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice

    Lets have a feature to Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice. And also vice versa...invoice to single or multiple delivery challans.

    98 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    11 comments  ·  Invoices  ·  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. 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.

    96 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Invoices  ·  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. 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)…

    61 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Invoices  ·  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. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Invoices  ·  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. subtotal expenses on invoice

    I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice

    52 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Invoices  ·  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. 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.

    50 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Invoices  ·  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. 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.

    47 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    13 comments  ·  Invoices  ·  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. Stripe and Bitcoin

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

    46 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Invoices  ·  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. 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

    44 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Invoices  ·  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. 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.

    41 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Invoices  ·  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. Different tax accounts per tax code

    It would nice to define variable tax G/L account per tax code.

    40 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Invoices  ·  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. Factura Mexico - Integration to issue invoices with official government procedure

    Create an integration in order to be able to generate official invoices as Mexican Government requires CFDI

    39 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Invoices  ·  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 3 4 5 48 49
  • Don't see your idea?

Feedback and Knowledge Base