Zoho Books
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1006 results found
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Support Delayed Charging in zoho books
whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.
4 votes -
add the invoice option for discounts to choose not only % but also flat rate currency on an invoice level
allow discount field to have a choice between % or $
4 votes -
Quick Entry Improvement for Invoicing Sales that have already occured
This request is for the 'Import' system, so no gui changes requested. In the 'Import' system, it would be helpful if all the Invoice steps could be completed at once. Basically, there is no way to bulk input all the way to the paid phase. So, I would like to be able to enter in the 'status' field 'Paid' and fill in the 'Paid on Date'. Basically, I think this would just require an adjustment to how the data gets parsed into the table.
4 votes -
4 votes
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Hide discount column when not used.
When discount on item level has been chosen in the preferences a column will appear in the estimate and invoice templates.
As discounts are not always given it would be great for the column to disapear in the pdf when no discount has been added for any of the products.
4 votes -
Invoices - Listing
Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.
I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…
4 votes -
it would be great if there is a stamp on remark for Paid or Void invoices.
This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.
4 votes -
Not able to add multiple email id's to an exisiting invoice
Only primary email id's are associated for the payment reminders and we not able to add multiple email id's to an exisiting invoice also.
4 votes -
Auto sales person's name on the invoice created should be by default of the user's name.
In order not to abuse the user who created the invoice, there should not be a list of user to choose from, but instead a default of the user's name.
4 votes -
when creating an invoice, there should be an option to enter amount paid at the time of sale
This is important for cash sales. Where i can send invoice paid in just one simple step.
4 votes -
Add Date column in Item Tab
Add a date column in Items Tab
4 votes -
deilvery note
Hi
is it possible to create Delivery note before creating the invoice.sometimes we send the goods along with DN/DC then on the weekend create invoices for payment against those DC's.
4 votes -
download file after payment
Feature that allows customer to download attached file(s) only after payment is made.
4 votes -
Invoices
I am new to zoho invoice. I have noticed that company and tax id even if checked. It is still not appearing on the Invoices. Also, It would be nice if the Total amount in the invoice could be mentioned in words too. Just my opinion.
4 votes -
Invoice from Timesheet - Date and Time as Entry Label Options
When you generate an invoice from the timesheet area of the app... it gives you some options on how you want your log to be imported into the invoice...When using the include every time log entry... The options for the Task Label are very limited... I would like the following options to be added: Date of the Log, Start time, and End time
4 votes -
Double taxation
There are cases where two taxes needed to be added to the invoice. On the sale amount, first excise duty needs to be added and then sales tax on the total amount after excise duty. There should be a system that allows that to happen.
4 votes -
Automatic quantity totals
I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month
4 votes -
alert x days in advance of the next invoice date
recurring invoice: I would like an e-mail to alert x days in advance of the next invoice date
4 votes -
Have items auto-populate under Retainer Invoices
I'd love for our items/products to be auto-populated similar to the normal invoices. I'd simply love for the retainer invoices to be structured exactly like a regular invoice.
4 votes -
VAT on task items on invoice
Currently on Zoho if you invoice for a project with itemised items you have to go through every item and change the dropdown to include VAT, this can be annoying when you have 20+ itemised items on the invoice, if you're VAT registered in the UK you charge VAT on eveything, there are only a few items that are VAT exempt, so it would make more sense for the default to be VAT charged and the drop down to be VAT exempt.
4 votes
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