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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. job cost

    YOUR ZOHO book is basic form.. You need to update more common features for business like Job cost in the invoices,performa invoice, expenses covered in invoices,

    8 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client

    Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.

    The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Create lead times for recurring invoices

    Zoho Invoice > Preferences > Recurring Invoices

    This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Grouped Invoices

    There should be a feature to be able to divide one invoice into multiple invoices. For example, the project costs 500000 I should be able to generate an invoice of 500000 with different sub invoices of 100000 for advance, 200000 for an instalment and another 200000 for final instalment

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Invoice - Charge without sending mail

    My purpose is to maintain only accounts. So, i dont want to send invoice email. Currently there no option without sending mail and it adds up one additional step in invoicing process. kindly add up this feature.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Please add date rage selection for invoice list view.

    Can you please add date rage selection for invoice list view. This will help in bulk print of invoices with date range.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Move columns in templates

    It would be great to be able to customize layouts by switching the sides of the columns. So if your template has a logo on the right, you could move it to the left, and if you have the client address on the left, you could move it to the right.

    In our case, we want both the logo to the right and the contact address to the left below and the templates we use don't allow for this.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Insert payment received

    Can I just insert payment received without creating an invoice?

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. In Sales order add date and title on under Authorised Signature

    In Sales order add date and title on under Authorised Signature

    7 votes
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  10. 7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. connect auto-invoice numbering with Year.

    Invoice-numbers contain most of the time the present year, for example 2017001.
    make the auto-invoice numbering of Zoho intelligent enough to adapt the numbering automatically, so the numbering in a new year starts all over like the year before.
    so in 2017 the numbering starts automatically with 2017001.
    Now the numbering continues

    7 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. Add comments and change history to recurring invoices

    Please add comments to recurring invoices, it would help to be able to add notes as to why a recurring invoice was stopped or otherwise modified. It would also help to see who modified the recurring invoice on what date.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Automatic invoice entry from Scanned Documents

    The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
    Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Retainer Invoice should have all the field like in Invoice...

    Retainer Invoice should have all the field like in Invoice... because it is mirror of Invoice for payment. As per my understanding it is like PROFORMA INVOICE and if Not then a separate head for Proforma Invoice should be created for sending it for payment.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. 7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. 7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. The ability to apply discount on item Level and invoice level.

    The ability to apply discount on item Level and invoice level. That would help my business. Please please add it to your future release.

    Thank you.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Direct print to printer without preview

    We received an order for zoho books to a medical college canteen, entire products fits fine unfortunately we're not able to provide the provision to print invoice (Epson Thermal printer -Receipt Printer) directly to the printer, please help. customer requires to print invoice after saving the document automatically

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. SEZ INVOICING

    We are not able to raise IGST based invoices to SEZs where the Place of Supply (State) is same as ours (State).

    Please add a feature where we can add a custom tax that gets applied when place of supply is same. This tax should be called IGST and should be charged without splitting in half like SGST.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. 7 votes
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    0 comments  ·  Invoices  ·  Admin →
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