Zoho Books
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1006 results found
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Multiple contacts for each customer/company as a dropdown menu
We have multiple contact people for each company we do business for. They look after separate activities and we would like to keep invoices separate for each contact but still under the same company umbrella. There is currently no option to select from a set list of contacts for the same company. You can add contact persons to each customer/company but when making an invoice it's impossible to select just one person to send a specific invoice to. It's a bit ridiculous really because Zoho gives us the option to select our own salespeople from a dropdown list but not…
3 votes -
PDF table update; add item SKUs to table as new column
There is more than enough room to add another column to show the SKUs for each item. Instead of the SKU being listed below the item name. This will take up less space in each row and allow many invoices to remain a single page. Also the SKU will be more visible for the customers and sales people to place future orders.
3 votes -
Add currency drop-down on invoices when receiving a payment
Let us say the base currency is USD, and invoices are issued in EUR for whatever reason. Customers will then make a transfer in base currency (USD). It would be efficient to have the ability to choose from a drop-down (like expenses) several currencies.
3 votes -
Invoice printing support for thermal printers
Better invoice size support , A4 and letter size paper for invoicing a single item etc seems like a waste.
3 votes -
Books for italians companies
In Italy companies have some needs related to the tax aspects of the country that ERPs meet but are not present in Zoho:
1. The management of multiple payment deadlines is missing (the classic combinations of payment extensions 30-60-90 days from the end of the month or bank transfer, bank receipt, SDD transaction or a combination of these)There is no generation of an XML path that allows sending to the Revenue Agency for electronic invoicing and electronic fees
The management of special VAT treatments such as declarations of intent, split payment, etc ... is missing.
How we could use…
3 votes -
Skip an recurring invoice
Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,
3 votes -
When invoicing a client and adding an unbilled project I would like to be able to moved the unbilled expenses below the project information
When invoicing a client and adding an unbilled project it always displays this a the bottom of the invoice. I would like to be able to move this above the unbilled expenses for the project. Our clients prefer to see this first followed by the list of expenses. Is there a way of being able to selectively merge the expenses so the invoice is not pages long!
3 votes -
Bill/expense grouping to single line on invoice
Currently, when a bill or expense that is associated to a project is added to an invoice all the individual items in the bill or expense are on a separate line. I would like to have a single line with a description and the total amount of the expense or bill.
3 votes -
Limiting accounts that you can use on accounts payable/receivable.
Zoho Books shouldn't limit accounts we can use on any modules: accounts receivable/payable. There are cases where we need all the accounts. I understand that some of these accounts don't show due to their type/category of accounts, but because of this, there are times when I am obligated to make reclassifying journal entries on the grand ledger.
3 votes -
To make an option to get payment recorded my generating an invoice
In your zoho books websites their should be an option to auto record payment by generating invoice or advance
3 votes -
Change Paypal icon next to "Payment Options"
Regarding of how many payment gateways you have activated, only the Paypal logo shows next to the "Payment Options" line in the invoices footer.
This is quite confusing because you would expect that by clicking a Paypal button a Paypal page will pop up. Instead, this links to a Zoho portal page, and, in there, you can choose to pay that invoice.
Maybe using a more generic online payment icon would fix this.3 votes -
Please change the stamp from PAID to WRITE OFF on invoices that are written off
Please change the stamp from PAID to WRITE OFF on invoices that are written off. It is very difficult to look back and see which invoices were written off and which were actually paid.
3 votes -
Importing Customer Invoices
When importing customer invoices:
(1) Allow the invoice "Subject" to be mapped and imported.
(2) If payment terms are not provided, default them from the customer.3 votes -
Minimum payment or deposit required field on invoice
Hello
I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.
Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.
3 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.
3 votes -
show which projects are inactive while making invoice
If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.
3 votes
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