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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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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. Select default Quote and invoicing contact

    Because they are most of the time different.
    A box where we could select wich contacts are default for quotes and for invoices per account would be great and easy to do

    1 vote
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  2. Invoice Numbering Per Billing Point

    If a client has 4 different showrooms, he needs different billing sequences for each showroom

    1 vote
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  3. Mention the Payments in Invoice when it is recorded.

    When a customer makes a payment like by CASH or Bank Transfer or Bank's Cheque and when is gets recorded under the RECORD PAYMENT option, there should be an Option to mention this payment details in the INVOICE like it is done in other standalone software.

    1 vote
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  4. kindly remove balance due from tax invoice

    "balance due" is not a proffesional way to show in tax invoice

    1 vote
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  5. El escaneado automático de facturas optimizado para español

    Optimizar el escaneo de facturas también para el idioma Español

    1 vote
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  6. Send and Print

    Print Setting > Document Copies > 2 Copies Selected
    However in the invoice click 'Send and Print' only one copy printout.

    The way it should work is
    When click on 'Send and Print' according to the print setting that many copies should be printed

    1 vote
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  7. Read notifications for invoices

    Read notification for emailed invoices would be nice. That way we know that they got it and have looked at it. And that the invoice didn't get lost in the spam folder.

    1 vote
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  8. Price list Markup or Markdown the item rates by a specific amount

    My company wanted me to do Zoho Inventory/Books evaluation for making call for company to migrate to Zoho.

    While evaluating I realized that there is no option for price list Markup or Markdown the item rates by a specific amount.

    Having the option of Price list Markup or Markdown the item rates by a specific amount will be of great value add for business workflow with Zoho.

    Many business including ours doesn't mark up/down based on percentage but instead there are fix service charges fixed.

    Please try to implement this feature. Thanks.

    1 vote
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  9. Can you please make the retail template available on the android mobile app? Invoice and payment receipt would be of importance for us.

    1 vote
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  10. Apply Journal Entries to Vendor & Customer Balances to knock-off adjustments which are non-GST in nature

    We need to make adjustments via JE to customer & vendor accounts due to certain transactions not falling under the purview of GST and for which we do not account the transactions as Bills / Invoices. We want to be able to use these adjustments against receipts / payments / bills / invoices - as the case may be.

    1 vote
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  11. costomer individual account statement

    1 vote
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  12. PRO FORMA

    Pro Forma invoices allow you to ship stock without a taxable invoice, but still treating it as a transaction with an agreed value of items - usually to be billed when the receiver sells it onward. This allows effective asset and stock tracking. Please add pro forma under Invoices options

    1 vote
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  13. Want to see profit margin and profit amount for each invoice and invoice lineitem

    1 vote
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  14. Retail Invoice

    Please add Retail Invoice as main Module under Sales and need to give separate template option

    1 vote
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  15. IN SOFTWARE MUST BE ENABLE HOW CAN I CHANGE THE DESIGN OF INVOICE ACCORDING TO MY REQUIREMENTS

    PLZ DESCRIBE HOW CAN WE CHANGE THE DESIGN OF INVOICE ACCORDING TO OUR REQUIREMENT

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  16. please include the option for selecting the partial sales order of the same client while invoicing.

    currently we can select normal job but not partial job while we create a new invoice. so please include that option also

    1 vote
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  17. no module for pre owned products , tax is only charged on profit

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  18. ADD RESSOURCE ON THE ARTICLE

    please add a field 'ressource' on the article could be a good solution to link with a people'name or to a room or to a something else

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  19. I think it is good to add a feature that someone can recheck a deleted invoice in the system in case someone wants to know what went wrong.

    I think it is good to add a feature that someone can re-check a deleted invoice in the system in case someone wants to know what went wrong. this should be helpful

    1 vote
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  20. I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .

    I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .

    1 vote
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