Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
1006 results found
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pdf credit card
I think the pay by credit card needs to be more obvious on the PDF. I have PayPal and Stripe integrated, but I can't tell you how many times a client calls to ask how to pay by credit card when looking at the invoice. They see the PayPal icon, but don't know that the credit card icon is for CC payments. I suggest having the words "pay by credit card" or something similar on the icon itself.
Additionally, clients often overlook the link to view/pay the invoice online. Is there a way this could be made to be a…
1 vote -
Draft Creation timeline
Have the ability to set the creation timeline of a Draft Invoice to a certain amount of time before the date so that you can schedule the sending and modifications if necessary.
1 vote -
Include a column on the invoice that shows the price of the item + VAT%
A lot of costumers are interested in knowing the landing price for the product they buy, as such they need to know the price of each item including VAT on it.
1 vote -
drag and drop designer for estimates and invoices besides the pre made templates, just like the one used in CRM
In CRM you have to option to either create your Invoice / Estimate tempalte from scratch, using HTML or use the Drag & Drop tool. Althoug for many use cases the pre-made tamplates are good enough and easy to configure, there are cases in wich you need more freedom in this process. One specific case that I currently have is that after creating the templates for Estimates and Invocies in Zoho CRM that have been approved by my client, after convincing him to use Zoho Books I am finding dificult to justify that the tamplates will not be the same.
1 vote -
1 vote
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1 vote
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Customer Wise Summary Report with detailed information as on invoice
Their should be an option to customize SALES BY CUSTOMER REPORT for an individual customer and also customization available to select fileds to show in summary report
1 vote -
Single billing address but multiple shipping location
Many companies, especially the larger ones, have a single billing address but require shipping to multiple locations. Would be great to have this
1 vote -
Switching between stored/saved credit cards.
With recurring invoices there needs to be a simplified process to switch between saved credit cards. I should be able to open the recurring invoice, go to "update card" and when multiple credit cards are available I should be able to choose/change which credit card to use.
1 vote -
Select default Quote and invoicing contact
Because they are most of the time different.
A box where we could select wich contacts are default for quotes and for invoices per account would be great and easy to do1 vote -
Invoice Numbering Per Billing Point
If a client has 4 different showrooms, he needs different billing sequences for each showroom
1 vote -
Mention the Payments in Invoice when it is recorded.
When a customer makes a payment like by CASH or Bank Transfer or Bank's Cheque and when is gets recorded under the RECORD PAYMENT option, there should be an Option to mention this payment details in the INVOICE like it is done in other standalone software.
1 vote -
kindly remove balance due from tax invoice
"balance due" is not a proffesional way to show in tax invoice
1 vote -
El escaneado automático de facturas optimizado para español
Optimizar el escaneo de facturas también para el idioma Español
1 vote -
Send and Print
Print Setting > Document Copies > 2 Copies Selected
However in the invoice click 'Send and Print' only one copy printout.The way it should work is
When click on 'Send and Print' according to the print setting that many copies should be printed1 vote -
Read notifications for invoices
Read notification for emailed invoices would be nice. That way we know that they got it and have looked at it. And that the invoice didn't get lost in the spam folder.
1 vote -
Price list Markup or Markdown the item rates by a specific amount
My company wanted me to do Zoho Inventory/Books evaluation for making call for company to migrate to Zoho.
While evaluating I realized that there is no option for price list Markup or Markdown the item rates by a specific amount.
Having the option of Price list Markup or Markdown the item rates by a specific amount will be of great value add for business workflow with Zoho.
Many business including ours doesn't mark up/down based on percentage but instead there are fix service charges fixed.
Please try to implement this feature. Thanks.
1 vote -
1 vote
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Apply Journal Entries to Vendor & Customer Balances to knock-off adjustments which are non-GST in nature
We need to make adjustments via JE to customer & vendor accounts due to certain transactions not falling under the purview of GST and for which we do not account the transactions as Bills / Invoices. We want to be able to use these adjustments against receipts / payments / bills / invoices - as the case may be.
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1 vote
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