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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.

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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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1026 results found

  1. 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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  2. 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.

    1 vote
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  3. 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.

    1 vote
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  4. unsettled payment details

    unsettled payment further details should be avialable.

    1 vote
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  5. 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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  6. I suggest for multi series for invoice is the most important feature & it should be in Books

    1 vote
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  7. Preprinted invoice

    We need an option for preprinted invoice stationary

    1 vote
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  8. Make things easy

    Make things intuitive! UGH!

    1 vote
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  9. 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.

    1 vote
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  10. 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)

    1 vote
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  11. Can I create a blank template or upload my own? move fields / objects around and add text?

    Hi,

    Can you please help on the above query?

    1 vote
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  12. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    1 vote
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    7 comments  ·  Invoices  ·  Admin →
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  13. Packing Slip should be available for multiple invoices.

    It helps in loading sku wise material into delivery truck.
    1) When multiple invoices with same type of SKU are to be loaded for delivery then it speeds up
    2) Speeds up loading drastically
    3) Inventory mismatch is reduced

    1 vote
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  14. To be able to send invoices, ... not only in pdf, but also in XML

    To be able to send invoices, ... not only in pdf, but also in XML

    1 vote
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  15. I need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.

    We need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.
    We need to create invoices for multiple accounts per same deal.

    1 vote
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  16. Option to let the logo be on top of header

    In Zoho Books, when you use a header it covers the organization logo. I need an option to have the logo on top of the header

    1 vote
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  17. would like to add separate address in invoice for seller like factory address and corporate address

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  18. while calculating sale price it would be nice to have a % box so that it automatically calculates the sale prize from purchasing price

    1 vote
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  19. material delivered on DC at different dates should be allowed to convert to 1 invoice.

    1 vote
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  20. Indian language support for all text including numbers. Especiall in Marathi

    I want to create invoices, POs, quotes, and all other documents in Indian local/ regional language, especially Marathi.

    1 vote
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