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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. Packing List

    Packing needs more custom fields like

    Net Weight
    Gross Weight
    Box Dimensions
    all in item level and in total

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  2. LInking of Bills with Invoices for easy reconciliation and margin

    LInking of Bills with Invoices for easy reconciliation and check on margin

    1 vote
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  3. return items

    would like to see a return item not credit note which will be posted on the customer invoice and removed from inventory so the custome

    1 vote
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  4. Xero's search is better

    Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:

    https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0

    1 vote
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  5. 1 vote
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  6. 1 vote
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  7. view pdf of unpaid invoices from mobile

    Hi
    Please add the feature to the mobile app to view the pdf of unpaid invoices for a customer.

    Because the statement of account generated now includes all the paid and the unpaid invoices. Which is confusing.

    1 vote
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  8. 1 vote
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  9. Pls add an option to bulk print deliver notes

    add option to bulk print delivery notes.
    thanks.

    1 vote
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  10. Delivery Note - non-roman language support

    Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.

    1 vote
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  11. Add the ability to clone a credit note, and make recurring if possible.

    We would like to be able to clone credit notes the same way that we can clone an invoice. We have regular adjustments that we make during our regular billing process and it would be helpful to be able to clone existing credit notes, and even make them recurring (best case scenario).

    1 vote
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  12. Custom field under the total amount in the invoice

    We face an issue in Lebanon where we invoice in US Dollars. We have a VAT tax which value should be mentioned in local Lebanese pounds on the invoice under the total amount. This means that even when the invoice is in US Dollars, the tax value should be displayed in US Dollars. Since it seems impossible for ZOHO team to develop this feature, we are requesting a custom filed under the invoice total that we can call TAX Value in LBP & then input this conversion manually on each invoice. Thx.

    1 vote
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  13. add a line item ability for date. meaning the ability to date each item i am adding to the invoice.

    I would like a column for "Date" on the invoice. I simply put that in the description right now but it would be great to have as a separate column. It would also be great if it was a searchable field in within the client so i could look at what work was done on a date. But that i am sure would be much more difficlut

    1 vote
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  14. Allow retainer invoices to be applied against customer's prepayments

    Currently if i received an advance paymnet from customer then I craeted a Retainer invoices, I cannot apply the retainer invoice against customer's prepayments, it is only applied against final invoice

    1 vote
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  15. There should be more freedom to edit the sections of the Invoice.

    We are facing limitations for the same to adapt our offline format. The Invoice format should be easily editable or allow us to import our codes or formats.

    1 vote
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  16. facturas de anticipo

    How can I do my advance invoice, I am new at this and I could not set up this yet.

    1 vote
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  17. Add facility to enter discount (% + amount) at line item level. Its very common in industry. Buyer gets discount itemwise.

    Add facility to enter discount (% + amount) on Purchase Bill, at line item level. Its very common in industry. Buyer gets discount itemwise.

    There is not any option to enter discount (given by supplier) itemwise on Purchase bill/ purchase order. Its a must have features. Basic invoicing features missing in zohobooks.

    1 vote
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    3 comments  ·  Invoices  ·  Admin →
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  18. RESTRICTION TO INVOICE WHEN STOCK DROPS BELOW A CERTAIN QTY

    This is an EXTREMELY URGENT REQUEST especially for organizations that deal with hundreds of items. I've never heard before of an accounting system that allows invoicing when items become unavailable in stock. How can this be possible? Qties dropping under zero & people still being able to invoice. PLEASE MAKE SURE THIS FEATURE IS IMPLEMENTED THE SOONEST.
    Our sales team is not aware of our stock situation, invoicing unavailable items to customers & therefore not being able to deliver, losing the SALE & THE CUSTOMER!!!

    1 vote
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  19. 1 vote
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  20. Make selecting the VAT drop drown compulsory

    We can select a standard VAT inclusive / exclusive for our invoices as some items we bill for do not include VAT e.g. social media advertising.

    As you do with entering a client name, can you also make it enforceable that before you save and send that it flags up if not VAT amount has been selected. As it stands we can accidentally send out invoices that still say "Select VAT" so ultimately that needs to have at least changed to 20% or Zero VAT.

    1 vote
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