Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
1020 results found
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Undo Payment
I should have the capability to designate an invoice as unpaid in the event that it was inadvertently marked as paid during previous records.
3 votes -
Egypt E-invoicing
Applying E invoicing for Egypt
3 votes -
link payment mode with payment account.
for exampl, if i choose cash, zoho should choose "undeposte fund" auotomatic
3 votes -
Create eway bill for bill of supply other state
For other state bill of supply, we have to go to eway bill portal to create eway bill. We should have an option to generate one within the app.
3 votes -
Let us upload our own invoice template
It would be helpful if you can integrate a feature of uploading our own invoice template. I am having lot of issues with making it billingual by copy pasting into your template as only one font supports it and its not too great looking. Also the preview during customizing the invoice is completely different compared to when I download it as pdf. Please solve. Thank you
3 votes -
Disable HSN for B2C sales turnover less than 5 Crore
As we know that HSN of B2C sales is optional if turnover is less than 5 crore, i want a feature that if i generate an Invoice for B2C sales then HSN will not be shown on the invoice and HSN for B2C sales will also be not counted in the HSN Summary. That means HSN summary will only show summary of B2B sales.
3 votes -
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Please include invoice status as "Closed with CN" instead of showing "Paid"
When Invoices are closed with CN, invoice status shows as 'Paid' which creates confusion like payment is received by bank or closed with CN? We have to open each invoice to check the payment mode. 'Paid invoices by bank' and 'Paid invoices with CN' can not be filtered through "Status" as there is only one status "Paid" for both.
3 votes -
we can add one more feature as Performa Invoice inbetween Quote and Invoice
adding one more tab in between Quote and Invoice, which is missing.
if added will be more useful.3 votes -
Show Previous rate
Show Previous rate of an item to the same customer given in previous invoice ( so we dont have see the previous every time). And also automatically pickup tha previous rate in the new invoice.
3 votes -
The ability to 'schedule send' Retainer Invoice emails
I want to be able to schedule send retainer invoices that are created afterhours to send to the client at the start of the next business day.
Currently you can do this with a standard Tax Invoice however the same drop down arrow function on the 'send email' icon is not available when sending Retainer Invoices. Can this be fixed please? Thanks3 votes -
Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page.
Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page and customers don't see it. For example, if I want my QR code to be a link to my google reviews, I would like that to stand out to the customer, not be hidden in the back. Thanks!!!
3 votes -
import inventory sales invoices
When I import bulk sales invoices with inventory,
The invoices do not reflect the sold inventory and neither do they show up under the inventory reports.I have to go back and edit each invoice to select the intended inventory item.
The problem is usually with an import like that,
You have a bulk of invoices eg 1000 and editing each is very, very time wasting.Hopefully Zohobooks team can come up with a way to attach inventory directly during the invoices import.
Or is the problem the zoho plan am on?
(currently using the Zoho Professional pricing plan)3 votes -
2 votes
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Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
Improve Email Confirmation for Paid Invoices
2 improvements for Paid Invoice Email Confirmation...
1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.
2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)
Thanks!
2 votes -
Viewing Invoices : Needs 'Back to Customer Invoices' button
When clicking on an invoice to view it you are transferred to the 'invoices' section. It would be nice to have a simple 'back to customer invoices' link or button at the top instead of having to scroll down to the customer's name, and click on transactions again to view their invoices.
2 votes -
Re:- "Attach Reference File" on Invoices need to be able to attach more than one file
"Attach Reference File" on Invoices need to be able to attach more than one file.
2 votes -
Hide or remove invoice number on invoice.
Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.
2 votes -
invoices
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes
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