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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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1022 results found

  1. Remarks Section

    Add the remarks section to the new "View Customer Details" section when creating invoices.

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  2. Clone invoice statement

    It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.

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  3. Display composite item indicator after the item on edit sales order screen

    We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)

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    0 comments  ·  Invoices  ·  Admin →
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  4. Recurring Invoices

    Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.

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  5. sales account

    Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.

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  6. change contact for shipping

    I would like the ability to select the contact for billing and the contact for Shipping separately. Currently only the default contact will show up for both the bill to and ship to address.

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  7. Apply correct rate table to invoices created from bills

    We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.

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  8. Please add the ability to include $ before 'rate' and 'amount' on the invoice line items

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  9. The ability to pay multiple invoices with a credit card

    Please add the ability to select and pay multiple invoices with a credit card in one transaction.

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  10. sorting

    Allow sorting by created custom field in Sales module.

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  11. unsettled payment details

    unsettled payment further details should be avialable.

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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

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    7 comments  ·  Invoices  ·  Admin →
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  13. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

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    1 comment  ·  Invoices  ·  Admin →
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  14. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

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    1 comment  ·  Invoices  ·  Admin →
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  15. ADD "ADVANCE PAYMENT" OPTIONS IN PAYMENT TERMS TAB (OR) MAKE IT CUSTOM FIELD TO ENABLE USER TO ENTER TEXT BASED ON CUSTOMER

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  16. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

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    1 comment  ·  Invoices  ·  Admin →
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  17. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
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    1 comment  ·  Invoices  ·  Admin →
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  18. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

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  19. print delivery note in multiple copies

    I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
    original
    customer copy
    etc

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  20. Allow discounts at both the individual item level and at the invoice level

    We know that Discounts can be applied on two levels in Zoho Books:

    Item level - Discount is applied individually on each item in a transaction.
    Invoice level - A discount is applied on the total amount of the invoice.

    It would be better if we allow users to select both options simultaneously.

    1 vote
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