UPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoiceCOST CENTER
Hello, Is it possible to add cost centers.Project profitability
It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.Payment Vouchers
Hi, We need to be able to issue Payment Vouchers (Receipts) to our customers. It would be nice to have that option in Zoho Books. ThanksDashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!error notification: Amount Please enter a valid amount! (remove commas from amount automatically please!)
Amount Please enter a valid amount the valid amount means it has not COMMAS in the numbers... please implement a .js that removes the commas automatically!Viewing current financial year Zoho books
Hi, How can we adjust zoho books and inventory to current financial year so that We can view only running year sales order and invoices. What is happening right Now is , when we arrange sales order or invoice in ascending order or descending order, entireImplement workflow rules for Timesheets
Currently, a workflow can be triggered if a Project is created or edited - but it cannot be triggered if timesheet entries are created/edited for that project. This is a gap. Please implement this functionality ie allow a workflow to be triggered whenBooks Invoicing Default Payment Method
We accept Paypal and Authorize.net, but only about 5% of our customers use Paypal. We DO NOT want our customers to use Paypal at all. When we create an invoice we are forced to UNCHECK the box "Paypal" to keep it from showing on the invoice. We wouldINVOICE TEMPLATE ITEM TABLE LINE SPACING
how do i remove the line spacing between items in Item Table i can only put 6 7 items max in a a4 size page normally i make a invoice of 16 items quickbooks doesnt have line spacing and sage has a addon for customizing your invoice Please solve this problemVendor statement
I need to generate statements for my vendors but could not find it??? I can generate statements for my customers for sure.Print a customer/vendor name and address onto an envelope
Hello, it would be great to be able to print out envelopes directly from customer contact entries, or even perhaps from invoices/bills. Instead, I have to copy the data into Msft Word, and print the envelopes from there. - davidPurchase Orders in Zoho Books: add "project name" field
Please add the "Project Name" field in Purchase Orders which is available when recording an expense or time entry. Currently on a Purchase Order in "Deliver To" we are able to select the Customer but cannot select the Project associated to that Customer.Need to be able to save Customized Reports
There are several standard reports in zoho books. Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)Custom Invoice Numbering
Invoice numbering is an important issue in many countries. At least in mine, to comply with legislation, invoice numbers must have a SERIES and a sequential NUMBER starting from 1. It is possible to reset the counter but only in the beginning of a fiscalCredit Note: copy / duplicate
We are not able to create a copy or duplicate of credit notes; Sales (Customer) and Vendor credit notes are used by our company frequently and having the duplicate button (in view mode and in list mode) available would save us tons of time and errors.Add address auto fill to customer billing and shipping
It would help out a lot if on the customer billing and shipping address it was linked to a mapping service like google offers where you can start typing in an address and it begins to sch the maps and find the correct address and then auto fill in theHow can reset Payment made and Received receipt serial number set as per date
Dear ZOHO Team, How can reset Payment made and Received receipt serial number set as per date find screenshotExport invoice data with Zoho project link
Hello, I was building global service project KPIs and I was wondering if there was a way to get the project linked to each item in invoices as part of the invoice export. Right now I can map individual items to my projects using a text field in whichFull Customization of Source Document (Like Invoice) and Report
Zoho should allow consultants access to design Source documents Like Invoices, Payment receipts, Sales Orders etc. It is so sad that one cannot design source documents to look the way your client like them. This is because Zoho has already limited ourSearch MATCHED or Categorized Bank Statements
As far as I can tell there is no way to look at bank statement lines once they're matched or categorized. No search, no import/feed log, nothing. This is problematic for a number of reasons. What if there was a duplicate import/feed and the same statementTwo difference auto-generating serial number in Invoice
Dear ZOHO Team. Two difference auto-generating serial number in Invoice Please start this feature..it is most useful for our business find screenshotcolumnar Feature
Hello Sir Tushar, I'm Zoho User I want to request to kindly add a feature just like tally already uses it. The Columnar feature is in the feature if we go to the individual ledger when using this feature it will open up just like below mention screenshotFeature request: Cashflow forecast for ZohoBooks
Hi there, Some two years ago, there were posts and questions about the need to have Cash Flow forecasting mechanisms in Zoho Books as they are available in competitor products. Back then, the answer is that it was not planned for the short term. Now theProject Specific Invoice Number Schemes
My previous invoicing solution (Harvest) allowed me to have different invoice number schemes for different projects. I could have invoices to customer ABC be auto numbered to ABC-YEAR-1 (increment by 1 on the next invoice). Customer XYZ's invoices couldBranding: eigenes Design erstellen
Das Design von Zoho Books wurde in letzter Zeit um weitere Farben ergänzt, wie zum Beispiel "Mustard Yellow". Noch besser wäre es, wenn man in den Einstellungen die beiden Farbwerte als HEX-Wert eintragen könnte. Der eine Werte wäre #EBEBEB der anderetip: open all reports in new tab as ZohoBooks does not provide a way to access last used custom reports
When looking at reports, esp reports with custom dates, be sure to open the reports in a new tab. If you don't open the report in a new tab then you'll have to reset your custom search patterns over and over again. TIP: OPEN ALL REPORTS IN A NEW TAB andCustom View - Customer Name
In Custom View Filter there is no way to list all invoices except particular Company. When i define the criteria- Csutomer Name - i get only "is" can you also add filter "except" or "is not"Allow 2 type of auto-generating invoice numbers
Dear ZOHO Team, Kindly allow 2 type of auto-generating invoice numbers Because I am air Ticketing agent & I have created 2 type of invoice for example, Tax invoice start with INV-000001 Out of scope invoice start with DM-000001 So it most important forAutomatic drop down custom fields
It would be great if we could create a drop down custom field or reporting tag that could automatically include all customer names or vendor names or items etc.. This could be useful for recording/reporting which customer certain items on a PO are beingBulk change in Template Style
Guys you need to put the following options in Zoho. 1)Change in Template Style - I do not want to goto every invoice and change the template style for the invoice. Please give me an option where i can change the template style for 42 invoices with a fewAdding RATIO ANALYSIS On Reports
Generating reports based on RATIO ANALYSIS.Bulk Updation of invoices for approval
Guys you need to put the following options in Zoho. 1) Bulk Approval. I have 42 invoices for approval. I need an option where I can approve all the invoice pending for approval at once. It just too much waste of time. Please start working on the changesPosibility to show custom fields (on lists) with color labels and possibility to edit it on list (without go to edit mode)
Invoices, sales orders, estimates, customers has custom fields. But custom fields are not visible enough for quick see important data (like Rush Order, Need ship today). And to change (in this example DEAL STATUS) I need OPEN document, then click EDIT,Assign Bills to Customer
Assign Bills to Customer just like you can assign an expense to a customer currently. This would be a great feature to break up costs and see exactly what the cost is of servicing a customer.Zoho Books - Important Feautures.
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in InvoiceAdd Bulk Expenses
I find it very repetitive to add bulk expenses. For example, If I enter a past date , I have to go to past month several time, if this enables to keep the last selection (month / month and date) it will easy for data entry. Also, there should be an optionE-Mailvorlagen: Variable "Betreff" hinzufügen
Wenn ein Angebot erstellt wurde, versenden wir dieses per E-Mail. In der Standard-E-Mailvorlage wird in die Betreffzeile geschrieben "Angebot xyz wartet auf Genehmigung". Wir finden diese Betreffzeile wenig Aussagekräftig, deshalb schreiben wir immerTransaktionen zuordnen - Kunde in Zahlungsrückerstattung anzeigen
Auf dem Bankkonto werden Transaktionen zugeordnet. Bei Kundenzahlung wird in der Übereinstimmung der Kunde angegeben. Bei einer Zahlungsrückerstattung fehlt diese Angabe. Verbesserungsvorschlag: Bei dem Zuordnen von Transaktionen bei einer ZahlungsrückerstattungZoho Books Reports: Committed Stock Details Report - Pretty Useless unless you can export and / or group by item
In Books / Inventory we have the Committed Stock Details report but it's pretty useless. Problems - Everything is grouped by Sales Order so one item would be spread across multiple orders. No way to see that unless you scroll through the list. - Can'tNext Page
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Announcements
E-Invoicing in Belgium with Zoho Books
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-InvoicingFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Introducing VeriFactu Support in Zoho Books
Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de AdministraciónZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalFunction #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
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E-Invoicing in Belgium with Zoho Books
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-InvoicingRequest for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How doCustom item field won't allow decimal.
Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
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[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho[WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration
Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February
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