Zoho Books
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1006 results found
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better way to deal with vendor invoices
There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.
3 votes -
custom status in Invoices
We must be able to create custom status just like that of Sales Order.
Eg : 1. Printed
2. Acknowledged etc...........3 votes -
hide invoices
Allow to flag an invoice that has to be hidden from other users
3 votes -
BUG: Use discounted total to generate sales tax line on invoices and estimates
Somebody fix this, please! The current calculation process makes absolutely no sense. Although it doesn't affect the final total owed by the customer, It is misleading, potentially problemsome, and definitely annoying. I'm constantly explaining the issue to observant customers. Plus, it forces me to manually calculate the sales tax paid on every taxable sale--a tedious task that my invoice program should be doing for me.
BAD (current method):
Sub Total: $100.00
Sales Tax (5%): $5.00
Discount (50%): -$50.00
Total: $52.50
Revenue: $52.50 - $5.00 = $47.50GOOD (proper method):
Sub Total: $100.00
Discount (50%): -$50.00
Sales Tax (5%): $2.50
Total:…3 votes -
In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.
In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.
3 votes -
Ability to bill hours in excess
I bill my customers a certain amount of hours every month. That's a fixed amount in each invoice I create. What I need is a way to tell Zoho Books to add a new line to the invoice when the associated project hours are more than a the number of fixed hours. That way I can automate billing and charge my customer for those extra hours I worked for them during the month
3 votes -
Delivery Chellan
In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory
3 votes -
3 votes
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Email full invoices for selected periods.
I want zoho to email me specific month invoices, not just the list, i want it to email the full invoices for selected periods i choose.
3 votes -
Make all caracters of a project searchable when creating a new invoice
Make all project name searchable when creating an invoice.
We create project by writing the client number, the project number, and the client name.
It would be much easier when creating an invoice if we could search by entering the name of the client, not the project number.
Now, only the first caracters of the projects are searchable when creating an invoice.
3 votes -
3 votes
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Search option when adding items on desktop version ( already exist in mobile app)
This option is needed when there are thousands of items. In mobile app the option of search item exist. This module is needed for invoices, po, so etc not only invoices.
3 votes -
we want some changes in billing format
bills should display basic amount with subtraction of gst amount and then it should display the final amount.
ex . if 200000 is the cost for a product with a 12 % gst include.
then billing format will be like
sr product quan unit rate cgst sgst total
1 mc 740 1 178571.43 10714.285 10714.285 2000003 votes -
Reset Auto Invoice Numbering
At the beginning of FY invoice numbering counter needs to be reset
eg. FY 17-18 the last invoice generated is 325.
Now from 1-APR-18 the counter needs to be reset to 001.3 votes -
3 votes
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While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
3 votes -
Change Invoices so they can stay open even though the bill has been paid in full.
Currently when invoices are paid they are moved to end of line because they have a zero balance. But that doesn't indicate that it has completed the job or service.
I would like to have a notification showing that it has been paid but job is not complete. When job is complete or delivered to customer then it will be closed.
3 votes -
Improvements in Retail Invoice
Retail Invoice displays payment mode only as cash or card. It should allow us to select any payment mode, e.g. check, bank transfer, the same as what accepting Payments allows us.
3 votes -
Quick Edit for Sales Orders/Invoices to edit summary data only
We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.
3 votes -
Print out in A5 Format
to save paper need prinout in A5 format. that will save papers usage and would be environment friendly also.
3 votes
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