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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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1006 results found

  1. Provision to Add Supplier Name & Supplier Amount While Creating Invoices

    We have cases wherein we also sell third party products. In such cases currently we need to create an Invoice in Sales and concurrently in Purchase.

    This process exposes of possibilities wherein accounts forgets to update the supplier details under Purchase Invoices and is only realized once an invoice is received from our supplier.

    Further if the supplier does not send the invoice for a quarter (in our case they have not bothered to send us the invoice for 8 months) the monthly balance sheet would emulate incorrect data. Hence we would propose if there can be a provision wherein…

    1 vote
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  2. There can be a editable and non editable of field data of stock items in invoicing.

    There can be a editable and non editable SETTING option of field data of stock items in invoicing.

    bcz , when a user is given rights only to create a invoice, there are lot of chanaces to change the price of a item and invoice, which is un easy to check for a admin to always check the price was invoiced right as set while creating the item.

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  3. Generate invoices from client's open sales orders

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  4. to add an option to sum quantities based on units (Kgs or numbers) on the invoice

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  5. Download Invoices

    Download Invoices: An advanced filter for invoices (download). For example, only closed, only partialy paid, etc.

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  6. Delivery notes and packing slips should be available on plain paper

    When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.

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  7. add a return column on the invoices rather then a total separate credit note it makes things easier

    can you create a special invoice that be activated or deactivated special for me?
    i want it to be the same just it should have few coulombs
    product load1 load2 load 3 load 4 load 5 returns price total
    bread 100 100 50 10 20 5 7 1925
    this is how i want a line to look like
    it will make my dispatch very easy as i really like the software
    please advise more?

    1 vote
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  8. Luxury tax on non discounted rate

    We have a major issue with a key ZOHO feature that is not allowing us to use the tool fully . All taxes are calculated on the discounted rate by ZOHO , but in Tamil Nadu the hotel industry luxury tax calculation is different .

    In Tamil Nadu Luxury taxes are calculated on Declared rate/Published rate/Rack rate .

    Example .
    Published rate is Rs.2000/Day
    If room is charged at full rate then
    Luxury tax = 12.5% = 250
    Service tax = 9% =180

    If a discount is provided the calculation has to be as follows
    Room rate = 2000
    Discount…

    1 vote
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  9. When entering an item in an invoice, allow for search of item description

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  10. sales orders notes

    Sales Order Notes should have checkbox to say transfer to Purchase Orders and/or Invoices. It is a big problem when customer specific notes like delivery instructions do not get transferred to PO or Invoice for packing slips

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  11. what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

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  12. retainer payment will be added to the from estimate generated invoice

    the nice retainer invoice works nicely - but if you generate the main invoice the retainer payment shows up in the page after you made the invoce instead of before in the editor. Also if you generate a retainer it should remind you that you didn't generate the main invoice..

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  13. Invoice status: "Reminded"

    I can't immediately tell when overdue invoices had a reminder sent.
    How about a new setting "Remind again after" which would be the number of days after a reminder that an invoice needs to be reminded again.

    As an example, set the Remind-again-after to 7.
    When a reminder is sent, invoice moves to new category "Reminded".
    After 7 days it reverts to Overdue again.
    Then all we need to do is send reminders to Overdue.

    1 vote
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  14. adding a page numbering code to the Customize Layout example for invoice templates

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  15. Short videos of how to use each module, with explanation about each word meaning

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  16. Invoicing for services on a per day basis after entering unit rate for an item for the month period

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  17. we would like to have advance receipt as an option in sales

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  18. SIR PLEASE ADD HSN CODE FOR GST BILLING

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  19. Delivery Note - Total Value of Goods field needed

    Delivery Note must have a 'Total Value of Goods' field (value fetched from Invoice Total Value) as its a requirement in GST norms. This is for Standard India GST Template invoice

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  20. Roundoff in Invoice (Workaround in currencies decimal reduces few paisa per invoice)

    Need Roundoff option in final invoice amount.

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