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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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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1009 results found

  1. stop invoice creation for late paying customer

    If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.

    1 vote
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  2. Make delivery challan accessible to user who can generate invoice.

    Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.

    1 vote
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  3. item wise sales person

    Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.

    1 vote
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  4. how to print selected delivery notes in one action

    I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones

    1 vote
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  5. how to place digital signature in invoice

    unable to find the option to select the location of the signature on invoice template. Please guide

    1 vote
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  6. MULTIPLE PREFIX FOR INVOICES IN A YEAR

    IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO

    1 vote
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  7. AMC Work order Invoicing

    For First Invoicing:
    AMC Work Order with Description & Order Value
    Claim @ 25 % or 50 % or in term of %
    GST
    Total
    For 2nd Invoice
    AMC Work Order with Description & Order Value
    % of 1st Claim Invoice value
    % of 2nd Claim
    % of Final Claim
    GST
    Total

    1 vote
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  8. GST waybill print option not available ???

    GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???

    1 vote
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  9. option to select the Bank Account details from a multi tab that need to appear on Invoices

    We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.

    1 vote
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  10. Import the Recurring Invoices - Overwrite Function please

    Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.

    1 vote
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  11. clearly guide us to select different sales account while creating a sales entry

    i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.

    1 vote
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  12. 1 vote
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  13. Add a report for Reminders

    It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.

    1 vote
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  14. Drop Down Menu for Terms

    This can be applied to all entries...

    Offer drop down menu to accomodate various terms and conditions offered client /product /service specific

    1 vote
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  15. Invoice Generate time on must be showing on the invoice

    Invoice Generate time must be showing on the invoice i cant find this option in ZOHO BOOKS.

    1 vote
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  16. API / GUI Option to Mark Invoice as Sent

    Hi

    I posted this idea some time ago. It has been marked as "Available" but it is not.

    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7601382-mark-invoice-as-sent-without-sending

    I would like to be able to mark an invoice as sent when it is added (either via the API or when manually added via Books GUI).

    The main reason I want this functionality is that in many instances I do NOT want to email the invoice to my customer.
    To do this at present I have to post the invoice and then manually mark it as sent.

    The ideal would be to have an option in the GUI to "Save…

    1 vote
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  17. Total for the qty. is missing.

    invoice should reflect total qty. in numers. for e.g. Total Qty - 50 pcs

    1 vote
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  18. Orbilogin, orbi satellite not connecting

    https://orbirouterssetup.com/troubleshooting/orbi-satellite-sync-failed-orbi-satellite-not-connecting/
    Today in this article, we will cover all the major issues including the orbilogin and
    orbi satellite not connecting. To access the Orbilogin admin page, go to
    www.orbiapplogin.com or https://orbirouterssetup.com/. If you encounter an error during the orbilogin

    Orbilogin, orbi satellite not connecting

    Today, well go through all of the major issues, such as orbilogin and orbi satellite not
    connecting, in this article. Go to www.orbilogin.com or www.orbilogin.net to get to the
    Orbilogin admin page. If an error occurs during the orbilogin procedure, restart the device
    and wait for the system to boot up. If you don;t have…

    1 vote
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  19. I would like to be able to edit the layout and fields in the delivery note so a template for that would be useful.

    I would like to be able to edit the layout and fields in the delivery note so a modifiable template for that would be useful.

    1 vote
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  20. From email for invoices should have the ability to be from user, not just company

    I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.

    1 vote
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