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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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  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. sales orders notes

    Sales Order Notes should have checkbox to say transfer to Purchase Orders and/or Invoices. It is a big problem when customer specific notes like delivery instructions do not get transferred to PO or Invoice for packing slips

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  2. what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

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  3. retainer payment will be added to the from estimate generated invoice

    the nice retainer invoice works nicely - but if you generate the main invoice the retainer payment shows up in the page after you made the invoce instead of before in the editor. Also if you generate a retainer it should remind you that you didn't generate the main invoice..

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  4. Invoice status: "Reminded"

    I can't immediately tell when overdue invoices had a reminder sent.
    How about a new setting "Remind again after" which would be the number of days after a reminder that an invoice needs to be reminded again.

    As an example, set the Remind-again-after to 7.
    When a reminder is sent, invoice moves to new category "Reminded".
    After 7 days it reverts to Overdue again.
    Then all we need to do is send reminders to Overdue.

    1 vote
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  5. 1 vote
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  6. 1 vote
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  7. 1 vote
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  8. 1 vote
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  9. 1 vote
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  10. Delivery Note - Total Value of Goods field needed

    Delivery Note must have a 'Total Value of Goods' field (value fetched from Invoice Total Value) as its a requirement in GST norms. This is for Standard India GST Template invoice

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  11. 1 vote
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  12. An Invoice can be composed of the item and value from different Estimate

    In Zoho Books, One Estimate can be directly converted into One Invoice, which means it be confirmed as <Sales Income> in P/L
    But in practically, we might meet with a situation as below
    Example:
    Buyer: ABC Company
    Estimate 001: U.S.D 20
    Estimate 002: U.S.D 80
    Estimate 001 and Estimate 002 will ex-factory on same day and go same destination, ABC Company require us issue an INVOICE U.S.D 100 which convert Estimate 001 and 002 into same Invoice.
    Currently Zoho Books not allow this combination.
    What we do to cover this problem is we go Invoice and set up a new…

    1 vote
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  13. ADD MORE CUSTOM ADJUSTMENT FIELD and CUSTOM ORDER OF THE SAME

    We want to buy this software for long term but will not be able to raise a single invoice due to following reasons:
    1. There are multiple bill sundry in our invoices. Like Inspection charges, Forwarding charges (Different from shipping charges), Freight (already there but in lum sum value, need per pcs per item).
    Also the order of all fields should be customizable. Also Discount can be on 1 item in invoice.
    2. Balance sheet/P&L are only provided in vertical format. Not the indian way of horizontal view which we are used to. Assets and liabilities side by side.

    problem…

    1 vote
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  14. PLZ ADD IN HADDER L R NO LINE

    PLZ ADD L R NO IN TEMPLETS BUT ITS OPTIONAL

    1 vote
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  15. Test Report or Certificate of analysis ....as we generate test report along with each and every invoice of our product may be any business

    as we generate test report along with each and every invoice of our product may be any business may be steel or stationay goods or plastic bottles or paints ...any industry requires test report of quality tested at the supplier end

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  16. invoice,payments and credit receipts should be Customize

    invoice,payments and credit receipts should be Customize.

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  17. INVOICE

    TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
    WHAT TO DO FOR SAME.
    ALSO STATE AND STATE CODE NOT PLACE

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  18. A5

    I prefer printing invoice on A5 paper to save papers.

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  19. THE OPTION FOR SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN

    I WOULD LIKE TO SUGGEST ZOHO BOOKS TO HAVE THE OPTION OF SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN

    FOR EXAMPLE : STONE CUTTING BLADE IS MY ITEM
    IT SHOULD GIVE ME SUGGESTIONS ON TYPING BLADE .

    THESE WAS ONE DRAW BACK FOR ME AFTER COMING FROM QUICKBOOKS

    REGARDS,
    RAJENDER MUTHA

    1 vote
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  20. Allow view invoices not paid by vendor

    I have 6 vendors on my organization, and i need to have a view that shows me all the invoices Not Paid by vendor and by customer

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