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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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1020 results found

  1. Profit & margin selection in line items on estimates and invoices, including manual entry items.

    Profit & margin selection in line items on estimates and invoices, including manual entry items.
    I have different margins for clients on a wide range of products,it would be a lot easier to have this done with a drop-down selection box for margin and/or profit percentage not to have to calculate each entry.

    4 votes
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  2. VAT complaince !!!!

    Hello. We have been using Zoho for over 2 years now and it has been brought to our notice that the invoice format in Zoho does not comply to legal statutory requirements of FTA in UAE.
    The invoice is supposed to show individual VAT amount for each item which is not the case presently and there is AED 5000/- fine for non-compliance.
    The same is the case with the Credit note format as well.

    Please advise.

    4 votes
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  3. Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort

    Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort .Suppose we save invoice number in order 1 ,2,3,-----100--100---1000 etc,it is not possible to sort the invoice number in order 1,2,3 etc , it sort in 1,10,100 etc order

    4 votes
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  4. LOYALTY POINTS FOR CUSTOMERS

    when customer buy anything they will get points which can be reedem as future payments or discounts or gift.......

    4 votes
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  5. assosciate a tax or tax exemption to a customer for organizations outside of the US

    I AM LOCATED IN SPAIN. I WANT TO BE ABLE TO ASSOCIATE TAXES TO SPECIFIC CUSTOMERS AS THERE ARE A FEW DIFFERENT SCENARIOS. IT SEEMS THIS FEATURE IS ONLY AVAILABLE IN THE US. HOPEFULLY I AM WRONG

    4 votes
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  6. packing list with value of goods

    Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
    Thanks in Advance

    4 votes
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  7. Please create a deleting button for invoices in Zoho CRM

    Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.

    4 votes
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  8. bulk payment of invoice from multiple clients

    • in the invoices table select list of invoices
    • enable receipt of bulk payment of selected invoices
    4 votes
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  9. Need two tax withheld field or more then that

    Need to make more tax field here like sale tax withheld and income tax withheld but in zoho books there is only one option for tax withheld.

    4 votes
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  10. 2 Bank Accounts of Different Branches

    Bank Account details has to be set up in Invoice Template and selected Invoice template becomes default for the entire company. When we activate Branchwise accounting this creates trouble. Suppose 2 different branches may have 2 different Bank Accounts and each expects payment from client to be received in their respective Bank Account only. In such case when Invoice is generated it always shows the Bank Details which are mentioned on default template and thus creates trouble for Invoice creation.

    4 votes
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  11. show Net invoice amounts on views

    Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes

    4 votes
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  12. Sales person contact number shall be displayed in the invoice

    Sales person contact number shall be displayed in the invoice

    4 votes
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  13. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
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  14. milestone invoicing

    A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.

    4 votes
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  15. Integration with Bluevine

    They work with a variety of bookkeeping software packages to feed the invoice to them for approval.

    4 votes
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  16. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
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  17. Show credited invoices as "credited" rather than "paid"

    When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".

    4 votes
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  18. Add TDS (Tax Deducted at Source) section in ZOHO Books.

    Add TDS (Tax Deducted at Source) section in ZOHO Books.

    4 votes
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  19. Invoice Furnishing facility

    GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.

    Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.

    There is no provision to track this on Zoho currently.

    4 votes
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  20. I want to be able to group my billable expenses into one line item on the customer invoice

    4 votes
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