Zoho Books
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1006 results found
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Grouping Line Items in consolidated Invoice from multiple Sales Order
lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.
4 votes -
provide the option for bulk upload of Bill of Supply
We have both Taxable invoices and Bill of Supply but you currently allow bulk upload of Taxable invoices and not Bill of Supply. This will greatly reduce our effort on a monthly basis.
4 votes -
Apply credit note to retainer invoice
In the scenario an invoice is disputed on a retainer invoice, and a credit note is applied to the invoice in question, it would also be good to reduce the amount drawn on the retainer with the credited amount (a second option should appear after the credit note is applied to an invoice that is linked to a retainer invoice - "The invoice you credited is applied to a retainer invoice - do you wish to reduce the amount drawn of the retainer with this amount (increasing the balance on the retainer invoice to be drawn later) or do you…
4 votes -
Select multiple line items and move to New or Existing invoice
Often times clients ask me to split a large invoice (with many line items) into separate ones.
It would be amazing to be able to select multiple line items and from a pull down menu choose from 2 options:
Option 1: Create new invoice from selected items
Option 2: Add to existing invoice4 votes -
Status (seen) of the invoices.
View the status (Seen) of the invoices without the customer having to register in the customer portal. Like QB. Almost 80% our of the customer don't do the register on customer portal.
4 votes -
SALES INVOICE INCLUDING GST
NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST
4 votes -
Create a simpler refund system
The current system is ridiculous and doesn't really make sense. Having to create credit notes, apply them to invoices and then refund them to show it or delete payments, and so on. Half the time it seems like the Zoho tech support can't even figure it out and they end up doing something different like deleting payments then making a credit note to balance the account. There should be a simple way to process partial and full refunds. For example just a button that you click refund, choose the amount being refunded, where the money is being refunded from and…
4 votes -
Dropdown selection of contacts within a company
There are multiple contacts within a company. However, current we are only able to select the default contact person. As such, we have to keep changing the contact default contact which is not practical at all.
4 votes -
support import of 3rd party timesheets
I have subcontractors. They submit invoice and timesheets to me, which i must record as time entries and submit invoices for. Right now, i need to manual recreate the timesheets they send me in Books. I am amazed that there is no way to import the timesheets - project, task, date, hours and avoid this manual entry.
4 votes -
4 votes
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Enable restrictions on printing Invoices/Delivery Notes/Packing Slips.
I have given access to several users on creating Invoices.
However, I would like to restrict users from printing Invoices/Delivery Notes/Packing Slips in both Zoho Books and Zoho Inventory so I can control the printouts.
Can anyone help with this? Customer support has informed me that this is currently not possible.
Thanks!
4 votes -
Group receipts/expenses into a single page for zoho invoice (same as zoho expense can do)
For ZOHO books -> invoice: Group up to 9 expense receipts in the client invoice (same feature as in ZOHO expense); currently the invoice inserts one receipt to single page generating too many pages.
4 votes -
Include Brand option
we have different brands in same business gst address, we need to use each brand with different invoices always
4 votes -
On purchase bills there needs to be an option to enter the VAT amount manually and or make VAT adjustments
To accurately account for VAT on sales and purchases we need to be able to manually enter VAT amounts also VAT adjustments
4 votes -
Showing Partial Payment Amount on invoice template
is it possible for us to show partial payment detail on invoice template? we need it to show down payment 1, 2, 3, etc from our customer in invoice template. Thanks.
4 votes -
PDF format to customers automatically
We should have the option to send recurring invoices to customers as a link or PDF automatically. We can only manually do that right now.
4 votes -
Profit & margin selection in line items on estimates and invoices, including manual entry items.
Profit & margin selection in line items on estimates and invoices, including manual entry items.
I have different margins for clients on a wide range of products,it would be a lot easier to have this done with a drop-down selection box for margin and/or profit percentage not to have to calculate each entry.4 votes -
VAT complaince !!!!
Hello. We have been using Zoho for over 2 years now and it has been brought to our notice that the invoice format in Zoho does not comply to legal statutory requirements of FTA in UAE.
The invoice is supposed to show individual VAT amount for each item which is not the case presently and there is AED 5000/- fine for non-compliance.
The same is the case with the Credit note format as well.Please advise.
4 votes -
Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort
Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort .Suppose we save invoice number in order 1 ,2,3,-----100--100---1000 etc,it is not possible to sort the invoice number in order 1,2,3 etc , it sort in 1,10,100 etc order
4 votes -
LOYALTY POINTS FOR CUSTOMERS
when customer buy anything they will get points which can be reedem as future payments or discounts or gift.......
4 votes
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