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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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1009 results found

  1. Printing on a Existing Pre-Printed Invoice from the portal. It should be like just a fill in the blanks

    I request team to give an feature to print the required information only (i.e. Customer Details, Product and sales details only) on a Physical Pre-Printed Invoice Paper so that invoice copy looks for better.

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  2. Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired

    For my business, we issue Credit Notes to customers which expire in varying time periods (10 days, 30 days, or 1 year). I would like a way to set an expiration date so the customer cannot use that credit note after the date.

    More importantly, the credit should show on the Balance Sheet from the date of issuance to the date of expiration, and afterward should not be seen on the balance sheet. It is an actual liability if used and Zoho Books should record it as such and allow it to remain active for a certain time period.

    The…

    1 vote
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  3. 1 vote
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  4. allow exporting invoices with one click but separated PDF file

    i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.

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  5. Auto signature on payment reminders in Accounts Receivable

    Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders

    1 vote
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  6. Reoccurring invoices - variable (month name) parameter

    Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.

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  7. Allow to export invoice comments into zoho analytics

    Right now We are using invoice comments to keep the team up to date with each invoice.

    When preparing a report in zoho analytics we have realised that these invoice comments are not available to sync with zoho analytics so we lose the history and context in our zoho analytics report.

    1 vote
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  8. How to show TDS deducted on Customer advance received

    Suppose A customer paid an advance Rs 90000 bank transfer and 10000 TDS on March 2018, We generate Invoice in April 2019.
    Then the closing balance is not showing TDS difference in March, It comes only when we showed the payment against Invoice. We need to show advance tax received in March along with payment recieved

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  9. ability to format invoices to reduce white space so that an invoice will print on a single page

    The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!

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  10. Recurring invoice - Repeat Every Week, change default (weekly) options

    Recurring invoice - Repeat Every option is default set per week
    Problem: default is weekly, but we have only yearly invoices.
    Solution: allow us to change the default option.

    1 vote
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  11. Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".

    Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.

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  12. Different invoice data formats for "client" country

    I have both US and UK clients. As my business is in the UK I have that date format selected for my organisation, but it does confuse clients I have in the US, where they have the day-month-year rather than month-day-year. Would be great to be able to set a date format based on the clients country, not my organisation.

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  13. unsettled payment details

    unsettled payment further details should be avialable.

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  14. we want to have different series of invoice numbers for different categories of client. how to do that in zoho?

    Different series of invoice numbers for different category of clients.
    example for small retailers 1,2 ,3 etc...
    for big insitutions A1, A2, A3 etc...
    for agents B1,B2, B3 etcc..
    is it possible to automate such numbering in zoho.

    1 vote
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  15. 1 vote
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  16. Preprinted invoice

    We need an option for preprinted invoice stationary

    1 vote
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  17. Make things easy

    Make things intuitive! UGH!

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  18. discount feature

    The Discount Field on invoices at the transaction level (not line item) should not only be by percentage. The invoice creator should also have the privilege to input a total discount value by themselves at the transaction level(not by percentage) which will now be deducted to get an invoice balance. Zoho books only provides for discount by percentage.

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  19. Auto detect the same reference numbers on "Payment Received"

    Please implement not to allow the same reference numbers entered in "Payment Received".(e.g Auto detect the same reference numbers especially our clerks have accidentally entered the same reference numbers)

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  20. 1 vote
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