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42 results found
Recurring Statements and Invoices
Recurring Invoices, along with Statement
It would add great value if you could provide an option to include the latest statement when emailing the recurring invoice every month.
This would mean the customer would receive the invoice, along with the statement.
This will save hours, in having to send each customer a statement each month. It will also reduce requests. I am so tired of being requested to email the statement.
It would really help to have both recurring invoices, along with statement. It kills 2 birds with one stone24 votes
Detect Payment Information Capture to Trigger Workflow
Detect automatically when a customer captures his payment information (Credit Card) in order to trigger a workflow.
Today, when we send an email to a customer requesting his payment information, we cannot be notified properly and we cannot trigger automated actions when the customer has entered his Credit Card information.22 votes
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically
Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
1. email confirmation to customer and attach Sales Order to email
2. email warehouse a different sales order attachment without pricing
3 email transportation a different sales order attachment with the information17 votes
Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.17 votes
Add the PDF to a mail teamplate
I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.14 votes
Formula fields in Zoho Books
It would be usefull to have formula fields in Books as we have in CRM. For example, a client of mine needs to work with lb and Kg, as no conversion tool exists in Books, a simple formula field would do the job.14 votes
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.8 votes
Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
Estimate - Service or Supply Agreement - Recurring Invoice
Saves time and will look professional.
No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.8 votes
Attach invoice pdf
With email templates can we have ....
Attach Delivery note.pdf
Attach Packing slip.pdf
This would aid enormously in automating workflows for warehouse staff !7 votes
Please include more email addresses into invoice reminder for individual customer
I have encountered that customers required me to send reminder to a few email addresses. However, I can only have one email address for invoice reminder. Please include more option to include more email addresses to remind individual customer.7 votes
Add ability to interact with Retainer Invoices in Deluge natively
Currently there is no way to use Deluge to create a Retainer Invoice automatically (zoho.books.createRecord) in a function and this seems an oversight since it is just simply another module of the same program as the other records that can be created.7 votes
Select 2 or more modules when creating a workflow
I would like to be able to select 2 or more modules when creating a workflow. If implemented, this would enable me to select a greater range of triggers under the same workflow.6 votes
Calculate UK corporation tax
A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.6 votes
Timesheets Cloning or templates
My weeks are around 75% the same from one week to the next. It would therefore be very helpful to be able to create a weekly time log template or clone the prior week and roll it over to the next week, then adjust the entries that are different. The current process of having to re-enter the weekly timesheet over and over is a disincentive for my team to actually fill it out, which is a nuisance.6 votes
Please make a change in sms notification. It means sms notification for bills and payments should be send in business name only not in zoho book name. Another thing please enable group message sending option for saved contacts to sending common messages like offers and etc..5 votes
automatically stop reminders being sent for invoices with a Paid status.
We are trying to limit the amount of reminder emails our customers receive and it seems silly that the automation for payment reminders doesn't stop once an invoice is paid. Could you redevelop the automation to be able to read the status of an invoice just before the reminder is sent? If the status is PAID when the reminder is about to be sent, we'd like Zoho to automatically turn off any reminders for that invoice.5 votes
Mass or Batch update records in Zoho Books
For example: change the value of 100 custom fields in 1 action.5 votes
QR code addition facility
QR code addition facility on every invoice in zoho books to add documents digitally which can be accessed by customer upon scanning4 votes
WAY MORE Zapier Update Actions with Support for Custom Fields and Payment Gateway
We need the ability not just to create an invoice or customer but to FIND and UPDATE an existing customer or invoice. Right now this is not possible and makes zoho books which is otherwise a pretty good program, difficult to use. It also needs to work with the custom fields and with the payment gateway options(IE enabling the gateway for a customer). Adding Zapier functionality is ALWAYS a good thing.4 votes
Give access to PriceLists in Deluge (custom fucntions)
Give me access to "PriceLists" via custom fucntions with deluge
Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......
Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists3 votes
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