Zoho Books
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1006 results found
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Profile Name optional on new Recurring Invoices
It is inconvenient (waste of precious human time) to manually specify a unique value for Profile Name when creating a new recurring invoice. Freshbooks does not require one to specify a unique Profile Name. Zoho Books should either make this field optional or automatically populate this field with a default value which can be optionally altered.
3 votes -
3 votes
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Adapt the input format (e.g. for Invoices and Expenses) to the usual local number format.
It would be good if number formats could be adapted in the input masks.
Countries that use a comma as decimal separator (133.15 vs. 133.15) usually have a comma between 0 and Enter/Return at the numeric keypad (e.g. QWERTZ layout).
Currently, the system converts a value of 133.15 to 0.00000. The amount is therefore entered correctly (according to local practice), but is not recognized by the system.Translated with www.DeepL.com/Translator
3 votes -
Multiple Invoice Type
I need different invoices, separately numbered for local and interstate sales. If there would be an option to choose between local and interstate invoice options, that would be really helpful.
3 votes -
The ability to automatically attach pdf on a customer base.
Some customers want / require to have the pdf attached to the invoice e-mail, others find it ok to click the portal link.
So would be a great plus to have this option as an option on the Customer instead of doing this for all customers or none.3 votes -
VAT
Default VAT code to standard rated on all items unless the item is specifically exempt or standard rated.
Of course, this only applies to VAT registered businesses.
In the sales invoice template/settings, there should be a "default VAT rate" so sales invoices can't be sent out without VAT being applied.
3 votes -
have an option in the invoice section to send and mark as paid
I often take payment before i create an invoice, so it would be great to send an invoice as already paid.
3 votes -
Electronic invoice for Europe
Starting from January 2019 for europe it is mandatory to generate an electronic invoice, integrating this function would give the opportunity to take full advantage of zoho books.
3 votes -
Option to Remove Invoices & Payment History via Client Portal
We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.
So here is what leads up to this function....
- We would like to use the 'Accept this Estimate' without use of a client portal.
- We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
- …
3 votes -
Envelope and label printing
Many times we need to post hard copy of invoice/ Delivery Challan so for that there should be envelope printing and label printing option. so we can directly print it from zoho books.
3 votes -
The salesperson should not be adaptable
The salesperson should not be adaptable, it should be filled automatically. This way it can be avoided that someone writes invoices or creates credit notes in the bottle name.
3 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?3 votes -
sales tax
We have a need to know the total sales tax payable to a given collection authority. For example, the State of Oklahoma may have 20 different tax jurisdictions, but only one collection authority (the State of Oklahoma). When we pay our sales taxes, we pay one amount to the state. We need a way to group tax jurisdictions by collection authorities. This way we would only create one tax liability and tax payment for the State of Oklahoma, instead of 20 payments to 20 different tax jurisdictions, then have to reconcile those 20 payments in Zoho to the one payment…
3 votes -
Credit Card Expiration Notification
I just found out that Zoho Books does not notify customers via email when their card is expiring. This would be a nice feature instead of simply sending Payment Declined emails once the card is actually expired. Sending the notification the month before it expires would be sufficient.
3 votes -
Delivery Note Date and Custom Field Generation
- Delivery Note can generate delivery date or other custom field from invoice.
- Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.
3 votes -
show each individual payment received as a separate line item on invoice, and subtract them out separately
show each payment received as a separate line item on the invoice and subtract each from the remaining balance of the invoice separately.
For example, if my invoice total is $1,000.
Client paid one payment of $300, it would show that payment received on its own line, and subtract it from the $1000 and show remaining balance $700.
A second payment for $400 would then be added to the invoice also having a separate line on the invoice and be subtracted from the REMAINING BALANCE of $700, and would then show a Remaining Balance of $300.
Currently, the payments are…3 votes -
Paid Invoice Tag visible
"PAID" appears as a green tag a the top right hand corner of an invoice. Please make this visible for a customer to see that the invoice has been paid other than balance due $0.00.
3 votes -
Set up recurring invoice for %(UnbilledHoursToDate)%
Create a variable that represents unbilled Timesheet hours to date for this project, and let me use it in the QTY field of my recurring invoice... Bonus points if each task in a customer project got its own variable, so I can set up individual line items for each task.
3 votes -
Have a link to item edit (after the line item) from the sales order edit screen, like Zoho Inventory
3 votes -
Send a reminder users when a recurring invoice is nearing it's end date
If a recurring invoice is for a set period that is to be renewed at the end of the time period, it would be helpful for the platform to notify the users (us) that the end of the recurring invoice is near dependent on the frequency.
So for instance is the recurring invoice is setup to have a monthly frequency and is for 12 months, when the last but one invoice is sent a renewal reminder can be sent to us that the recurring invoice is due to end.
It would also be nice to be able to filter the…
3 votes
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