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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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1008 results found

  1. TAX Summary

    I would prefer to have a Tax Summary on every invoice. if possible

    12 votes
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  2. Purchasing / sales by item reporting for customers in the client portal.

    I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.

    Thanks for your consideration!

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. when invoice written off (bad debt), the tax attached should be deducted at tax payable

    When an invoice being written off (bad debt), the tax amount attached should be deducted also. Current zoho books is the whole written off amount is included tax, it should be separated.

    Example, invoice with $100 + $6 tax = $106, payment received $53, overdue $53. Payment haven't received for few months hence written off $53. In such, $50 will go to bad debt $3 will be deducted from "tax payable" at the written off date.

    12 votes
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  4. Add Service / Work Order Module

    Hi, we need a simple form to register work orders data, because we have a line of business where we need register equipment to repair and on site maintenance and is very functional have a work order form where we can register the following data: (Some of this data already are in the books, like customers and inventory)

    1. Order Number
    2. Order Date 2.1 Order Status
    3. Customer
    4. Time: Like Qty Hours or Start and End Time
    5. Type of Service:
    6. Type of Equipment
    7. Equipment Model
    8. Equipment Serial Number
    9. Equiment Details
    10. Service details.
    11. Send Email to customer on order submit
    12. Maybe if when…
    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Invoice Discount Option- Line-by-Line or Entire Invoice- on Create Invoice Page rather than in Settings

    Create the option to choose the line-by-line discount option or to apply the discount to the entire invoice on an invoice-by-invoice basis, with the click of a button, rather than having to go into settings to change the default discount option. I am constantly having to switch the discount option to accommodate both types of discount options which I regularly apply to customer invoices. Choosing the discount option on the Create Invoice page would be most helpful.

    12 votes
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  6. Allow to create a sales receipt without an invoice.

    Allow to create a sales receipt without an invoice. Many Nonprofits don't issue invoices, but need to send a "sales receipt" or donor receipt for the donations received.

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. MARK INVOICES IN BULK AS PAID

    In the "All invoices" section you need to add a button to "mark as paid" when you have ticked several invoices (no matter which contact these invoices belong to). I cannot go into each contact to mark it as paid as, firstly I haven't got time for that, and secondly I have HUNDREDS to do. this option is absolutely necessary and it must be added as soon as possible. Please consider this to be added otherwise I will have to go back to freshbooks.

    12 votes
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  8. 12 votes
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  9. Tax Invoice with Transaction Statement Useful for Travel Agency

    Dear Zoho Team,

    Tax Invoice with Transaction Statement Useful for Travel Agency

    Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....

    So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement

    Please add this function

    12 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. clone delivery challan to new delivery challan

    we should have option to clone existing delivery challan to new delivery challan in zoho books, this feature might save lot of time and come handy to may users.

    12 votes
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    3 comments  ·  Invoices  ·  Admin →
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  11. Sales Order shared by multiple salespersons

    Many of our clients are served by multiple people on our sales team, and we would like the capability to share the sale credit/commission for some of these clients. Is there a way that multiple salespeople can be listed as the "Salesperson" on a single sales order and/or invoice?

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Custom Fields Translation

    We need to be able to translate custom fields.
    All our clients have invoice templates in several languages. Currently we cannot translate the custom fields in those languages, which is a problem. The custom fields should be translated the same way all built-in fields get translated when choosing an invoice template language.

    12 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Customer company Tax details

    TIN, CST, Service Tax, CIN numbers of the customer companies needs to be added for customer invoice. Invoice can not be done for companies without these tax details.

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Be able to save Terms & Conditions in different templates

    So you can select a diferent template in each invoice, depending of the products you are billing, including a diffent "Terms & Conditions"

    11 votes
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    3 comments  ·  Invoices  ·  Admin →
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  15. Client Company Group

    We have a client who has about 5 different companies. Whenever he calls he always ask us for his total outstanding. It will nice we can add all his different companies in one group.

    11 votes
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  16. Add an account "Outstanding Balance" to inovices

    Invoice template should have a account balance or "receivables" (outstanding) so it will alert or tell the customer what they owe on their account, or an aging box showing all past due amounts.

    This seems like it would be really easy to pull the "receivables" from the contacts and add as a placeholder.

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Calculate shipping cost during sale order creation

    Calculate shipping cost during sale order creation Process. Shipping costs factor into the items ordered at times.

    11 votes
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  18. I would like to add Withholding Tax and Retention fields to the invoice. They come as percentages of Subtotal before VAT.

    Less Withholding Tax - % of Subtotal
    Less Retention - % of Subtotal
    Reports-
    1. Generate a Withholding Tax report per customer and summary for all customers.
    2. Generate a retention report for a specific customer for a specfic project.

    11 votes
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    2 comments  ·  Invoices  ·  Admin →
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  19. bulk payment record option required in zohobooks

    Presently record payment option is for individual invoices.
    Its very difficult for us for matching the payments can you please make it as bulk record payment

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. show on Invoices and estimates the sub total after discount and then show taxes

    have the choice to show on Invoices and estimates the sub total after discount and then show taxes

    11 votes
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