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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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1010 results found

  1. Fetch GST of Customers based on PAN and update all Invoices with their GST respectively

    We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature

    1 vote
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  2. Export invoice content as .xls and .csv file

    I need to make some calculations on invoice contents. Multiple items invoice takes lots of time to work on..

    1 vote
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  3. Option to change colour of part payment received from client in an invoice

    When your client pays part of an invoice it features as (-) $000.00 in Red text. This can be confusing for a client as they may interpret this as an outstanding figure that is owed when it is the opposite.
    We need the ability to change the colour of this text in the invoice template as opposed to the current system wide set up that can not be changed.

    1 vote
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  4. TCS u/s 206C(1H) appicability

    How to levied TCS in Invoice

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  5. Make the Estimate and Invoice templates field changes during entry time rather than pre-defined.

    Hi Zoho Team !

    I completely rely on Zoho books for my Accounts.
    I raise several estimates and invoices on daily basis.
    My customers requirements on invoices vary. Some people expect printed estimates & invoices with sign and Seal. Some people are good with digitally signed estimates and invoices.
    I have to cater the customers as required.by them to sustain my business.
    For this purpose, I currently use 7 different templates for estimates and 12 different templates for invoices.
    Example.
    Estimate with description & item-wise discount,

    Estimate with description & total discount,
    Estimate with description & no discount,
    Estimate without…

    1 vote
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  6. CREDIT NOTES - CLOSE OPTION

    Close Button, like the ones we have for invoices that we physically mail versus email. Sometimes we just need to close out credit notes rather applying to invoices because it deducts from more than one and offsets value which is normal in business world but if we can just close it rather applying it since customer pays in full intended invoice and we dont like using the refund button but doing that for now...thanks

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  7. Update invoicing to align with Projects

    Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.

    1 vote
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  8. Retainer Invoice and Invoice

    Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.

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  9. Be able to distinguish between TIME and ITEMS when exporting invoices

    Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.

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  10. Allow for reminders to be turned on based on customer, vs 'all or nothing'.

    Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…

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  11. automate all invoice emails to go out with my trustpilot link in the bcc section?

    Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?

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  12. 1 vote
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  13. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

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  14. 1 vote
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  15. please create an advance payment amount option in the invoice

    have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder

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  16. Clone invoice to sales order

    It would be handy if you could clone an existing invoice into a new sales order.

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  17. Print invoice with option to print packing & delivery notes also

    Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.

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  18. To select an invoice template depending on the checkout page is coming from the sale

    to be able to select an inovice template depending on from which checkout page is made the automatic sale

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  19. Multiple estimates to be included to an invoice

    Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates

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  20. 1 vote
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