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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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1020 results found

  1. 2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice

    Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Multiple Invoices from Sales Order

    To have the ability to create recurring invoices from a Sales Order or to create Monthly Billing from a Sales order where the items are 1 Year Subscriptions.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. Signature on invoices - option to print without signature

    While I use the signature image on my invoices to be sent via email, some clients insist on a physical, printed invoice with a personal signature. It is difficult to keep changing the template to take a printout without signature, but then to retain the digital signature for bills sent by email. please give an option to print invoices without the digital signature, so that I can physically sign it and send physically by snail mail when required.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add a [Save and Continue] button

    I know Zoho Books has an auto save feature but it is never clear when it actually saves. Sometimes I work on long invoices that can take me several hours so having a [Save and Continue] button gives me peace of mind that what I just did is saved.

    Note: I can always save but to continue working I have to open the invoice again.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. Allow Merging Invoices

    Allow the ability to check two or more invoices and merge the items together to form a new invoice. This would allow the ability to send one invoice for a recurring charge and then add the draft items to the same invoice, preventing having to send two invoices to the same customer.

    2 votes
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  7. List credited invoices as credited

    Current, a credited invoice is marked as "PAID" - please change this to "CREDITED", so you can easily tell the difference, without having to opening every single invoice

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Flexible sales approval process

    While we turn on the "sales approval" process the approval is applied on sale orders, sales invoices, credit notes etc by default,

    It must be more flexible as to on which modules we want the approval like in our organization we only want Approval for sales order not on Invoice & credit notes.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Reduce Paragraph spacing between Iteams, Subtotal, Total and Balance due

    It's taking too much line space between paragraphs, a simple three items on A5 page take 2 pages, and 2nd page prints blank with just page no.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Autogenerate invoices based on when invoice sent, not created in draft mode.

    It would be useful to have the option for the auto-generation of invoices to occur when an invoice is sent out, rather than prepared in draft format. Every time I prepare an invoice it autogenerates, even if I then delete that draft ('cos I make a mistake).

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Prevent Custom data of Customer from changing retro actively

    I am not sure why the data changes retroactively on older invoices why other data like addresses don't. It should be an option to change them retroactively or not.

    Or just don't . An invoice is already released and major data like this in it should not just change retroactively just because the customer changed something in his details. It's neither accurate or legal as the invoice which you already issued , has now changed.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Include Waybills

    It would be nice to have the option for a waybill in the case that you deliver some products to a customer, you have the option of issue a delivery note but it takes all the itmes and all the quantities from an ivoice

    2 votes
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  13. To know the purchase rate while invoicing

    My customers are always in a hurry and while invoicing they need to know the item price [we have 2000+ items] and we have different pricing for each customer, so we need to check the item purchase price to convince the customers in the invoicing page.

    2 votes
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  14. 2 votes
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  15. Pls add lorry/ truck no. and eway bill no. column in Invoice

    Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.

    2 votes
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  16. Please add Tax collected at source(as per income tax act) in the tax Invoice in india

    We are collecting TCS from our customer so please add this feature

    2 votes
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  17. 2 votes
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  18. Paperless

    we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.

    2 votes
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  19. signature

    Capture client signature on invoices on mobile device. Joist app has a great integration.

    2 votes
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  20. please create an advance payment amount option in the invoice

    have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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