Zoho Books
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1006 results found
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stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
Import the Recurring Invoices - Overwrite Function please
Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.
1 vote -
option to select the Bank Account details from a multi tab that need to appear on Invoices
We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.
1 vote -
Invoice Templates order summary page
We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.
2 votes -
have a feature to view invoices associated with a certain price list category or a sort option to view all invoices under that price list.
My business is using 4 PRICE LIST categories: SRP, special price, dealer price, and distributor price. I need to view the recent invoices associated to the SPECIAL PRICE category because I had a feeling that only a few customers is currently availing that price list. We're looking at making it inactive. I want to see for myself and not just base it on a hunch. But there is no option to check that. Kindly have that feature please.
27 votes -
Option for Custom Invoice Paper Size
At my company we use Dot Matrix Printers, we need to be able to customize the size of the paper. At the moment the only options are A4, A5 and Letter. We need more sizes, or better yet, custom sizes.
3 votes -
GST waybill print option not available ???
GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???
1 vote -
AMC Work order Invoicing
For First Invoicing:
AMC Work Order with Description & Order Value
Claim @ 25 % or 50 % or in term of %
GST
Total
For 2nd Invoice
AMC Work Order with Description & Order Value
% of 1st Claim Invoice value
% of 2nd Claim
% of Final Claim
GST
Total1 vote -
MULTIPLE PREFIX FOR INVOICES IN A YEAR
IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO
1 vote -
Invoice Furnishing facility
GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.
Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.
There is no provision to track this on Zoho currently.
4 votes -
how to place digital signature in invoice
unable to find the option to select the location of the signature on invoice template. Please guide
1 vote -
GST TDS
GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.
6 votes -
how to print selected delivery notes in one action
I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones
1 vote -
item wise sales person
Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.
1 vote -
Make delivery challan accessible to user who can generate invoice.
Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.
1 vote -
Invoice a sales order on another customer
Possibility to invoice a sales order on another customer.
Customer 'X' order some products. We deliver the products, but he wants them invoiced on another account, for example his company 'Y'.
On today this is not possible, but frequently asked!
3 votes -
Project Hour Subtotals on Invoices
I want to group hours by task, but for each project, I want a subtotal of those hours.
3 votes -
Packing slip total # of pieces
We sell physical goods and when packing the items, it would be very helpful to have a "Total # of pieces" option at the bottom of the packing slip.
That way, after packing goods a quick look at "total # of pieces" would help the shipper verify if everything has been picked.
5 votes -
make proforma invoice document
make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders
1 vote -
1 vote
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