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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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If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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1006 results found

  1. Add a Button for Text Amount Due

    I would see a text option for sending amount due besides the email option. Maybe this could develop into even more in-app texting records and capabilities Mass texting, Community environment and so on.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  2. Discount Options and auto filled discount rates per line item

    1. At present the below options are global setting across estimates, Sales Orders, Purchase Orders, etc., instead please provide these options at sales order, invoice , purchase order creation level. In Settings -> Preferences -> General -> Do you give discounts?
    2. I don't give discounts
    3. At individual item level

    4. At invoice level

    5. Price lists are helping to provide custom rates to the special category customers but invoice is not showing actual price and discounted price separately, it is very much essential for retail invoices. Please provide this feature as a standard or help us with custom code or field.
      OR
      Please…

    1 vote
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  3. Field level Validation

    Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice

    1 vote
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  4. Please provide an option to attached "pending invoices" when sending bulk invoices.

    1 vote
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  5. invoice to challan

    I have been facing 2 issues -
    1. When i convert my estimate to invoice the Terms & Conditions changes to the t&cs of last invoice. I would want that the terms and conditions in the invoice should remain same as in the estimates.

    1. We've the create challan's every time a material is delivered, but there is no option to convert and invoice into a challan which becomes a big hassle. Would love to have these features soon on Zoho.
    1 vote
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  6. Have an option to turn off Email alerts for auto-creating of draft recurring invoices.

    We have several recurring invoices that we send out, most need adjusting prior to sending. We have them setup to create a draft when the recurrence is triggered and that works fine. However, Zoho sends an email alert to our accounting email for each of these invoices. It would be great to opt out of that alert so we don't get hundreds of notices emailed to us.

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  7. Retail-standard template- payment modes

    Can you please add Payment mode options in Retail-standard template like - balance due & partially payment details on invoice like Zoho's any another template.

    1 vote
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  8. Marginal VAT

    Marginal VAT invoice is required for those business who are in used car business and Government of UAE have option to do marginal Vat by law, so therefore your ZOHO books is not dealing in this type of invoice

    1 vote
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  9. vehicle number in sales invoice

    We required text box for vehicle number in sales invoice form.

    1 vote
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  10. Packing List

    Packing needs more custom fields like

    Net Weight
    Gross Weight
    Box Dimensions
    all in item level and in total

    1 vote
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  11. LInking of Bills with Invoices for easy reconciliation and margin

    LInking of Bills with Invoices for easy reconciliation and check on margin

    1 vote
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  12. return items

    would like to see a return item not credit note which will be posted on the customer invoice and removed from inventory so the custome

    1 vote
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  13. Xero's search is better

    Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:

    https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0

    1 vote
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  14. Make it easier to add late payment charges to invoices.

    1 vote
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  15. Add the ability to prorate invoices

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  16. view pdf of unpaid invoices from mobile

    Hi
    Please add the feature to the mobile app to view the pdf of unpaid invoices for a customer.

    Because the statement of account generated now includes all the paid and the unpaid invoices. Which is confusing.

    1 vote
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  17. Please include Tax Inclusive/Tax exclusive option while creating invoice under Sales in Mobile App

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  18. Pls add an option to bulk print deliver notes

    add option to bulk print delivery notes.
    thanks.

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  19. Delivery Note - non-roman language support

    Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.

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  20. Add the ability to clone a credit note, and make recurring if possible.

    We would like to be able to clone credit notes the same way that we can clone an invoice. We have regular adjustments that we make during our regular billing process and it would be helpful to be able to clone existing credit notes, and even make them recurring (best case scenario).

    1 vote
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