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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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  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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6553 results found

  1. Add a payment gateway in books app to take credit card payments on pending invoices

    we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. Add a Report "Estimates per User"

    Reports Estimates per User

    1 vote
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  3. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  4. banking integration for Yes Bank Retail

    Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  5. Account overview screen needs to show link to recurring invoices/subscriptions

    From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  6. We have multiple projects from same client. We need project based sales orders and further invoicing should be linked.

    1 vote
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  7. Please add the Sales Order field "due date" to packing slip fields. No way to relay this information to the warehouse other than in a note

    The due date is critical information for the warehouse to know so they can ship on time. Can this be added to the available fields on the packing slip?

    1 vote
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  8. use Province/Postal Code instead of State/Zip Code in the Canadian edition

    1 vote
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  9. 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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    0 comments  ·  Invoices  ·  Admin →
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  10. adding a page numbering code to the Customize Layout example for invoice templates

    1 vote
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  11. Can we turn on the "pay by ACH" option for everyone, versus just 1 by 1?

    1 vote
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  12. Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  13. 'Create Invoice from Attachment' button - Office365 integration

    We are an Office365 organisation. Every time a vendor sends an invoice, the invoice is attached to an email. Instead of having to open the email, save attachment to desktop, rename it, then go into zoho books, create invoice, then upload the invoice...imagine if we could simply (in outlook) right click on an attachment in email, and have a zoho option such as "Create invoice with attachment" which would open a new browser window with a 'rename' input text box option, automatically create a new zoho invoice with the attachment already uploaded. this would significantly reduce workflow and admin time…

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  14. Picture of Client

    Re:[## 16795043 ##] Good Morning. With reference to my last discussion with ZOHO Sales IQ Team. I requested for option of Customer Profile Picture. As we are dealing in real estate sector in which customers requires their picture on their statements. Waiting for you...

    1 vote
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  15. Short videos of how to use each module, with explanation about each word meaning

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Enable User-Selection Required Fields

    Would like to see the ability to make more system & user-defined fields required, such as Salesperson

    1 vote
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  17. I CANT ADD MULTIPLE PRODUCT AT A TIME OR ADD A FEATURE OF PRODUCT VARIENTS

    1 vote
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  18. Report Settings - Only Display Non-Zero Amounts

    It would be nice if you could only show non-zero amounts when running financial statements in Zoho like you can in QBO.

    1 vote
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  19. Books and Motivator - use the existing technology from motivator and make it available in zoho books

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  20. Invoicing for services on a per day basis after entering unit rate for an item for the month period

    1 vote
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