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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.

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1006 results found

  1. An Invoice can be composed of the item and value from different Estimate

    In Zoho Books, One Estimate can be directly converted into One Invoice, which means it be confirmed as <Sales Income> in P/L
    But in practically, we might meet with a situation as below
    Example:
    Buyer: ABC Company
    Estimate 001: U.S.D 20
    Estimate 002: U.S.D 80
    Estimate 001 and Estimate 002 will ex-factory on same day and go same destination, ABC Company require us issue an INVOICE U.S.D 100 which convert Estimate 001 and 002 into same Invoice.
    Currently Zoho Books not allow this combination.
    What we do to cover this problem is we go Invoice and set up a new…

    1 vote
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  2. ADD MORE CUSTOM ADJUSTMENT FIELD and CUSTOM ORDER OF THE SAME

    We want to buy this software for long term but will not be able to raise a single invoice due to following reasons:
    1. There are multiple bill sundry in our invoices. Like Inspection charges, Forwarding charges (Different from shipping charges), Freight (already there but in lum sum value, need per pcs per item).
    Also the order of all fields should be customizable. Also Discount can be on 1 item in invoice.
    2. Balance sheet/P&L are only provided in vertical format. Not the indian way of horizontal view which we are used to. Assets and liabilities side by side.

    problem…

    1 vote
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  3. PLZ ADD IN HADDER L R NO LINE

    PLZ ADD L R NO IN TEMPLETS BUT ITS OPTIONAL

    1 vote
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  4. Test Report or Certificate of analysis ....as we generate test report along with each and every invoice of our product may be any business

    as we generate test report along with each and every invoice of our product may be any business may be steel or stationay goods or plastic bottles or paints ...any industry requires test report of quality tested at the supplier end

    1 vote
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  5. invoice,payments and credit receipts should be Customize

    invoice,payments and credit receipts should be Customize.

    1 vote
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  6. INVOICE

    TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
    WHAT TO DO FOR SAME.
    ALSO STATE AND STATE CODE NOT PLACE

    1 vote
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  7. A5

    I prefer printing invoice on A5 paper to save papers.

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  8. THE OPTION FOR SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN

    I WOULD LIKE TO SUGGEST ZOHO BOOKS TO HAVE THE OPTION OF SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN

    FOR EXAMPLE : STONE CUTTING BLADE IS MY ITEM
    IT SHOULD GIVE ME SUGGESTIONS ON TYPING BLADE .

    THESE WAS ONE DRAW BACK FOR ME AFTER COMING FROM QUICKBOOKS

    REGARDS,
    RAJENDER MUTHA

    1 vote
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  9. Allow view invoices not paid by vendor

    I have 6 vendors on my organization, and i need to have a view that shows me all the invoices Not Paid by vendor and by customer

    1 vote
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  10. can you please make the credit card icon on invoices bigger and more obvious so my customers can see it. So far none of my customers see it

    can you please make the credit card icon on invoices bigger and more obvious so my customers can see it. So far none of my customers see it even when I describe exactly where to find it.

    1 vote
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  11. show CGST, SGST, IGST seperately

    i wanted to divide the taxes into cgst, sgst, igst seperately for each and every invoice and also for each and every line item entered in the invoice. Also when we export the invoices to excel the tax column should show cgst, sgst, igst seperately even if we enter the in the standard tax columns while invoicing

    1 vote
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  12. 1 vote
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  13. Add an appendix/index opyion

    Certain bills will consist of more or less 30 to 50 items in a single bill, thus while taking print it goes to more than 3 to 4 pages. This honestly is a waste of paper and is a environmental issue.

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  14. recurring

    Invoice recurring
    Add feature "jump period of payment"

    Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
    It would be convenient to decide to set non-billable times.

    1 vote
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  15. Service charges (in %) on individual item and total bill; then the GST addition

    Please add this feature asap.
    This is already present in form of Discount.

    I need exact same feature, the only changes would be instead of deduction in case of Discount, it should be addition of the amount in the total.

    1 vote
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  16. A link back to current project being timed in the bottom left counter area.

    A link back to the project being currently timed in the bottom left counter. Sometimes I will accidentally leave a timer go

    1 vote
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  17. re formate your invoice templete excell to fit into a4 paper.

    re formate your invoice templete excell to fit into a4 paper. let all invoice remain of a4 standard size printout, like tally bill
    all taxes to be tabled and shown at proper place
    not one below the other ,

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  18. A dropdown menu in customer comments in invoices would help a lot

    A dropdown menu in customer comments in invoices would help a lot

    1 vote
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  19. Equilisation Tax

    This tax is used for online advertisement. This tax can be used in the invoice before GST as a compound Tax. But after GST this cannot be associated with GST taxes.

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  20. Invoice

    In my existing software, I use to add reimbursement of expense (as a pure agent) as separate line item with out charging Tax in my invoice.

    This is not permitted in Zoho

    In Zoho, I am advised to issue bill of supply with out charging GST.

    As per Section 31(3)(c) of CGST act
    (c) a registered person supplying exempted goods or services or both or paying
    tax under the provisions of section 10 shall issue, instead of a tax invoice, a bill of
    supply containing such particulars and in such manner as may be prescribed:

    Reimbursement of expense is not…

    1 vote
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