Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1006 results found
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Add a Button for Text Amount Due
I would see a text option for sending amount due besides the email option. Maybe this could develop into even more in-app texting records and capabilities Mass texting, Community environment and so on.
1 vote -
Discount Options and auto filled discount rates per line item
- At present the below options are global setting across estimates, Sales Orders, Purchase Orders, etc., instead please provide these options at sales order, invoice , purchase order creation level. In Settings -> Preferences -> General -> Do you give discounts?
- I don't give discounts
- At individual item level
At invoice level
Price lists are helping to provide custom rates to the special category customers but invoice is not showing actual price and discounted price separately, it is very much essential for retail invoices. Please provide this feature as a standard or help us with custom code or field.
OR
Please…
1 vote -
Field level Validation
Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice
1 vote -
1 vote
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invoice to challan
I have been facing 2 issues -
1. When i convert my estimate to invoice the Terms & Conditions changes to the t&cs of last invoice. I would want that the terms and conditions in the invoice should remain same as in the estimates.- We've the create challan's every time a material is delivered, but there is no option to convert and invoice into a challan which becomes a big hassle. Would love to have these features soon on Zoho.
1 vote -
Have an option to turn off Email alerts for auto-creating of draft recurring invoices.
We have several recurring invoices that we send out, most need adjusting prior to sending. We have them setup to create a draft when the recurrence is triggered and that works fine. However, Zoho sends an email alert to our accounting email for each of these invoices. It would be great to opt out of that alert so we don't get hundreds of notices emailed to us.
1 vote -
Retail-standard template- payment modes
Can you please add Payment mode options in Retail-standard template like - balance due & partially payment details on invoice like Zoho's any another template.
1 vote -
Marginal VAT
Marginal VAT invoice is required for those business who are in used car business and Government of UAE have option to do marginal Vat by law, so therefore your ZOHO books is not dealing in this type of invoice
1 vote -
vehicle number in sales invoice
We required text box for vehicle number in sales invoice form.
1 vote -
Packing List
Packing needs more custom fields like
Net Weight
Gross Weight
Box Dimensions
all in item level and in total1 vote -
LInking of Bills with Invoices for easy reconciliation and margin
LInking of Bills with Invoices for easy reconciliation and check on margin
1 vote -
return items
would like to see a return item not credit note which will be posted on the customer invoice and removed from inventory so the custome
1 vote -
Xero's search is better
Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:
https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0
1 vote -
1 vote
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1 vote
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view pdf of unpaid invoices from mobile
Hi
Please add the feature to the mobile app to view the pdf of unpaid invoices for a customer.Because the statement of account generated now includes all the paid and the unpaid invoices. Which is confusing.
1 vote -
1 vote
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Pls add an option to bulk print deliver notes
add option to bulk print delivery notes.
thanks.1 vote -
Delivery Note - non-roman language support
Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.
1 vote -
Add the ability to clone a credit note, and make recurring if possible.
We would like to be able to clone credit notes the same way that we can clone an invoice. We have regular adjustments that we make during our regular billing process and it would be helpful to be able to clone existing credit notes, and even make them recurring (best case scenario).
1 vote
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