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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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1020 results found

  1. Add stripe surcharge

    It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. progress billing

    When you start a project you bill 50%, then as execution progress, you bill accordingly per percentage done.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Billable Bank Charges

    It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).

    I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.

    For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.

    For now, if they send…

    3 votes
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  4. 3 votes
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  5. CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts

    Right now the trigger applies to all accounts with a new closed won potential, I only need invoices to be auto triggered for a few selected accounts, is there a way to do it?

    3 votes
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  6. Make an automatically adjusting description placeholder for recurring invoice year

    When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
    For instance:
    the placeholder: %m+, y% will make this:
    April, 2015

    but when you bill in December 2015 for the next month (January), you'll get:

    January, 2015

    Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?

    3 votes
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  7. update invoice date when sending invoice

    We will often create an invoice while work is being done, but not send it until the job is completed. This may be several weeks later.

    It has occurred a number of times now that we sent an invoice, and just a couple of days later, the late payment notice was triggered because we did not update the invoice date when changing from draft to live invoice.

    Of course, this is not very good . . .

    At the very least, a warning message to update the invoice date would be very useful.

    Or it may make sense to change…

    3 votes
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  8. packing slip only

    I need to make a custom role for driver to have access on invoices as packing slip only

    3 votes
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  9. To update Zoho Invoice

    Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.

    3 votes
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  10. Takeout invoicing for those who don't need it.

    Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.

    3 votes
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  11. comissions for sells person

    i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal

    3 votes
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  12. Bring back the ability to indicate tax deductions in invoice payments

    This functionality was available in the US edition until a couple of months ago, but it disappeared without notice or a workaround. On April 29 I was promised it would be reinstated but it hasn't been yet.

    3 votes
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  13. To limite The view on invoicing

    Users can only see the invoices that they have made

    3 votes
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  14. permission for template

    I need multiple templates, however I do not want to make all of them available for everyone to use. For example, I used a different template for the invoices that I IMPORTED from another CRM, to make them stand out in case we need to research the data for some reason. I would at least like to be able to mark a template as INACTIVE so that my users could not use that template going forward.

    3 votes
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  15. Enable customer to change invoice to recurring invoice in portal

    Would like customer to be able to switch current open invoice to recurring invoice and enable auto charge on their saved credit card.

    3 votes
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  16. Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times

    Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times

    3 votes
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  17. Be able to track sales agent and production staff member who did the work.

    I would like to be able track which person brought the client to the firm (sales agent) in terms of dollars collected by the client and track who did the work (staff member). An owner may bring a client to the firm (sales agent) but may not do the work; we need to measure value of who grows the firm as well as who did the work (for bonuses).

    3 votes
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  18. 3 votes
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  19. Reminders with the same set of configuration

    Possibility to have reminders with the same set of configurations so it would be possible to set reminders in different languages.

    3 votes
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  20. To add unit

    To add unit manually while creating Invoice or estimate.

    3 votes
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