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Zoho Books

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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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1006 results found

  1. Customer Payment Terms - Due Net 10th or Net 15th

    Instead of having terms of xx days from the date of the invoice, we invoice our customers so all payments for a month are due on a certain day. IE. Term of Net 15th means that anything that is billed to an account this month - Payment will be due Next month on the 15th.

    5 votes
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  2. Manually associate invoices to sales orders!

    The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
    Why isn't there just a function to manually associate an…

    1 vote
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  3. When an invoice is paid in Zoho Books the associated Zoho Project will be closed.

    When an Invoice, associated with a Project, is paid in Zoho Books update the Project's State/Status as paid.
    We have Deals with multiple associated Projects, each which is invoiced separately, so we would not necessarily want to have a paid invoice change the status of the Deal.

    0 votes
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  4. Integration of deferred income report

    My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.

    1 vote
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  5. Project wise invoice details

    Hi,

    Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.

    It would be great if you could create a report accordingly.

    1 vote
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  6. Create eway bill for bill of supply other state

    For other state bill of supply, we have to go to eway bill portal to create eway bill. We should have an option to generate one within the app.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Disable HSN for B2C sales turnover less than 5 Crore

    As we know that HSN of B2C sales is optional if turnover is less than 5 crore, i want a feature that if i generate an Invoice for B2C sales then HSN will not be shown on the invoice and HSN for B2C sales will also be not counted in the HSN Summary. That means HSN summary will only show summary of B2B sales.

    3 votes
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  8. Integrate Supplier / Client zoho invoices with your own.

    Allow other organisations to link up with yours so that they can send invoices or bills directly between organisations, pre-filled.

    1 vote
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  9. Let us upload our own invoice template

    It would be helpful if you can integrate a feature of uploading our own invoice template. I am having lot of issues with making it billingual by copy pasting into your template as only one font supports it and its not too great looking. Also the preview during customizing the invoice is completely different compared to when I download it as pdf. Please solve. Thank you

    3 votes
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  10. Egypt E-invoicing

    Applying E invoicing for Egypt

    3 votes
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  11. link payment mode with payment account.

    for exampl, if i choose cash, zoho should choose "undeposte fund" auotomatic

    3 votes
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  12. Give the option to apply or at least remind us that a client has a credit on his account before the next invoice is sent to the client.

    I already discussed this via chat and email with Zoho support but was told this is not possible. They did indicate this is doable but only with recurring invoices.

    My situation: client mistakenly sent two checks for the same job. He told us to go ahead and deposit both checks and to issue him a credit on his account that shall be applied towards his next invoice. We invoice this client once per year so it's likely we will forget to apply the credit.

    Solution: Zoho should add functionality so we get the option to apply OR at least remind…

    0 votes
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  13. digital signature with certificate on Mac OS

    digital signature with certificate on Mac OS

    3 votes
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  14. Undo Payment

    I should have the capability to designate an invoice as unpaid in the event that it was inadvertently marked as paid during previous records.

    3 votes
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  15. I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding the rate myself)

    I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding or selecting the current exchange rate myself)

    1 vote
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  16. same billing address but different customer names.For ex DC will be addressed to stores and Invoice to a Persons Name

    same billing address but different customer names.For ex DC will be addressed to stores and Invoice to a Persons Name at the same address.We should be able to have a default Name and a chosen one from the drop down list.

    1 vote
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  17. Option of to give cash discount on entire invoice

    Apart from the line discount, Many customers i have to give CD for advance payments. Presently have to calculate manually if different line discounts are there. Additional layer of discount on total invoice should be introduced

    1 vote
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  18. Minimum Retainer Balance

    I use what is called an "evergreen clause" in my service agreements.

    This requires that my client maintain a minimum balance in a retainer account to be billed against each month.
    Example #1:

    1) Client signs agreement and pays $2,500 as a retainer.

    2) At the end of the first month I issue an invoice of $1,200 for services provided.

    3) That invoice will be paid by drawing $1,200 from the $2,500 retainer invoice.

    4) The client's retainer balance is now below the $2,500 minimum requirement, so . . .

    5) I need to be able to issue a payment…

    1 vote
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  19. Allow Invoice Templates to be made "Inactive"

    Allow Invoice Templates to be made "Inactive"

    1 vote
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  20. add a send invoice to alternative e-mail address field to contact

    use case: the payer is not the direct customer. We send the invoice for a service that a person requested to the e-mail address of the insurance of that person. To send this invoice from Books we have to create a secondary contact person with the e-mail address of the insurance as of now. We think this could be simplified having a field inside the contact that can be used when the invoice should be sent via e-mail to a different address.

    1 vote
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