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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.

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1009 results found

  1. The due date is calculated once he invoice is created

    The due date should be calculated on the basis of sent date, not on the invoice date.

    there is always a possibility of dispatch after date of invoice due to delay in shipment due to various reason.

    the customer should get credit in payment as per actual date not invoice date

    this can be done with updating date of due when sent option is marked in invoice, that date should be selected as date of shipment and due date should be calculated on that

    11 votes
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  2. Arabic + English language on both invoices

    Dear Zoho,

    Can you please create a templete for both invoice that support arabic and english language.

    11 votes
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  3. Avoid duplicate customer by using mobile number

    When ever I entered mobile number of customer I should get details. And should not get mobile number duplicate in other names.

    11 votes
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  4. Combine multiple invoices into 1 Invoice or 1 PDF file.

    I have several customers who want 1 big invoice at the end of the month instead of several small invoices which we create for different days of the month.

    10 votes
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  5. Allow customers to pay by Bank Account (ACH through Forte) from invoice

    When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.

    10 votes
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  6. in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay

    in Italy is a widely used method of deferred payment

    when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days

    it would be useful to have a system that alerts the customer deadlines

    all management systems sold in Italy have this function

    10 votes
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  7. deposit feature on invoices needed desperately. Please pay a deposit of 10% by _____ choose date

    You guys need to have this:

    A deposit field that states:

    Please pay a deposit of 10% by _____ choose date

    This should then be calculated by the total amount.

    The Retainer feature is double handling and a very, very basic way of asking for money with little or no details on it like an invoice.

    This is stopping me from signup and changing from freshbooks. !

    10 votes
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    5 comments  ·  Invoices  ·  Admin →
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  8. Customize Recurring Invoice Handling Not Default

    Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.

    I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.

    I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only…

    10 votes
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  9. quantity total

    in the Quantity Column of Estimate/Invoice, we should be able to Total Quantity.

    in the present scenario, if we click on Quantity Option, in Total Section of template, it shows Total of "Items" and "Hours" but that does not serves the purpose at all.

    Example: there could 10 items, now quantity of each item is 5 kgs, so total quantity is 50 kgs, which should reflect below Quantity Column.

    it would immensely help.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. export related

    Request to give an template for Export invoice: Add Fields like Port of Loading;Port of Discharge;Country of Origin;Vessel No/Flight No: etc.

    10 votes
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  11. DISPLAY PREVIOUS BALANCES

    PLEASE ADD THE FEATURE THAT DISPLAYS THE PREVIOUS BALANCE AND PAYMENT ON RECURRING AND REGULAR INVOICES

    10 votes
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  12. Show connected retainer invoices when viewing invoices

    When displaying a retainer invoice, the invoice that it was applied to is displayed below the invoice for reference.

    Let's do this in reverse too. It would be helpful to see what retainer invoices had been applied to an invoice when viewing it.

    10 votes
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  13. want discount column in purchase bill entry

    At time of sales invoice we can see only three unpaid invoices instead of that all unpaid invoice should be display

    10 votes
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  14. Convert estimate to recurring invoice

    Have ability to mark an estimate as accepted and convert it to a recurring invoice instead of a regular invoice

    10 votes
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  15. Shipping Label Printing in A6 size

    A lot of invoices of goods needs to be sent via couriers/postage. All the details of shipper and customer are available in ZOHO Books, so in addition to "Print Delivery Note" and "Print Packaging Slip", a new option of "Print Shipping Label" can be added.

    10 votes
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  16. Allow One Time Shipping Addresses

    Allow the user to manually enter a shipping address that does not commit to the account but only appears on that one invoice one time. You could still have the shipping address limit but allow users to add one time addresses to the invoice manually.

    10 votes
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  17. Purchase order, invoice, sales order item keyword search

    when i input items to the Invoice, Purchase order, saler orders or any.. i have to input the exact words from the beginning of the item name.

    example

    Item name: Apple Watch

    search item: apple

    in order for it to appear in the dropdown list.

    i would be great to just write "watch" and also be able to select from the dropdown list

    PC, and Android app, must write the exact first word.

    iOS, can write "watch" and the product is listed in the dropdown list to be selected.

    10 votes
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  18. line item

    Allow line item specification for partially paid invoices. For example if my customer pays for 1 of 10 items on my invoice, I should be able to specify what specific item they've paid for so I know what to remind them about during collections.

    10 votes
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  19. PLEASE ADD IN SOA TEMPLATE - ONLYFOR OUTSTANDING INVOICES TO SHOW

    PLEASE ADD IN SOA TEMPLATE - ONLYFOR OUTSTANDING INVOICES TO SHOW

    10 votes
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  20. support of XML format to export sales data

    I have to send to my banks, xml format files to organize SEPA wire transfer from my customers

    10 votes
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