Zoho Books

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  1. Invoice numbering per client

    When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

    It makes it easier to reconcile with clients in case some of the invoices went missing.

    Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

    325 votes
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      7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow multiple currencies per client

      Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

      277 votes
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        23 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Add automatic late fees on past-due invoices

        Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

        228 votes
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          7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • 154 votes
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            9 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Include proforma invoice

            Please create proforma invoice link to enable a user to create a PI.

            While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

            Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

            117 votes
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              6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow the ability to add an extra percentage if paying by credit card

              allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.

              76 votes
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                6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • 70 votes
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                  6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Create CREDIT LIMITS against accounts in Zoho Books.

                  We require the ability to create limit credit limits within accounts.

                  When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.

                  We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.

                  58 votes
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                    3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • GST Tax feature for Malaysia

                    The feature i requested is GST Tax feature for Malaysia.
                    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

                    42 votes
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                      3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • Delivery note

                      Can we have the option to generate part delivery notes within a draft invoice?

                      Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.

                      Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.

                      After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.

                      Please look into it.

                      27 votes
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                        1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • Backorder view/report at product level

                        Create a backorder view/report with information at product level.

                        When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.

                        However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
                        - Product Name
                        - Quantity ordered but not yet invoiced
                        - Sales Order Number
                        - Sales Order Status
                        - Customer Name

                        In addition also orders that are invoiced yet (whole order is a backorder)…

                        26 votes
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                          2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • 26 votes
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                            3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Calculation of multiple Commissions per Sales Line Item or per Invoice Total

                            Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
                            - Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
                            - A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.

                            Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
                            A matrix would define the calculation based on either Product Code…

                            24 votes
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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • More details of activity on an invoice (similar to Freshbooks)

                              Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG

                              As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD

                              22 votes
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                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • Switzerland QR-Invoicing

                                You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

                                20 votes
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                                  3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Customizable packing slips - attention field, special instruction field

                                  Invoice & Packing Slip - more customizable

                                  (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
                                  (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
                                  (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

                                  20 votes
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                                    3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Tracking pixel for invoice - shows open

                                    Each invoice e-mail sent to EACH user should have a tracking pixel embedded so the administrator can tell when an e-mail has been view as well as when an attachment or link has been clicked to track viewing of invoices as attachments as well as opens by users. This information would then be presented as part of a color coded history shown for each invoice just like Freshbooks (shown here). This way your customers can NEVER say they haven't seen an e-mail when you know they have downloaded the attachment and opened the e-mail multiple times (all tracked by user).…

                                    18 votes
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                                      3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Mark SO as invoiced

                                      I'd like to be able to mark an SO manually as invoiced.

                                      18 votes
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                                        2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Invoice Print in (POS) Ticket Style or Layout

                                        Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

                                        17 votes
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                                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Credit card rejections - send e-mail to administrator

                                          Right now credit card rejections are ONLY sent to the end user(s) whose card has been rejected. Ideally the administrator (or an identified user) should also receive a rejection notice via e-mail when credit cards are rejected along with the reason code. Really all you need to do is CC the client rejection e-mail to the administrator.

                                          16 votes
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                                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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