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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1007 results found
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Client Portal Addition
Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.
1 vote -
I create invoice number as my client number followed by project number.
I create invoice number as my client number followed by project number. Suppose my client number is 10 and project number of that specific client is 5 the my Invoice will be K010P005
1 vote -
'Account type' for invoices
While creating an invoice, the line items automatically get accounted under the default 'Sales' ledger. But we would like to bifurcate our sales as 'local sales' ; 'inter-state sales' ; 'exports' ; 'job work', etc. To achieve this, we are presently having to click on the three dots for each line item and then select the respective account head under 'additional information' tab. This is proving to be very tedious for our team to do this for each line item. Our invoices generally have more than 10 line items. It would be so good to have an 'accounts' tab near…
1 vote -
Cloning a line item in iPad app for Zoho Books
Can you enable cloning a line item in iPad app for Zoho Books?
1 vote -
Down payment
There should be a much simpler way to take down payments on projects than a retainer invoice. This just complicates and confuses clients. A simple field directly on an invoice for a percent or $ amount down is all that is needed. This is already there but is shown as an adjustment or discount. Just change this field to Down Payment and account for it as such.
This way the client can easily see the total and the required "retainer" instead of sending them 2 forms and confusing the matter.
1 vote -
I want to export the invoices, but now only items are coming in the excel , i want to know the number of services offered also.
while exporting invoices as eway bill in excel, only items are coming, the services offered by the company and the number of services are not present. so is that feature present in Zoho ? if not, can u suggest the way in which i can know the same?
1 vote -
1 vote
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DATEA
I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .
1 vote -
Description in quantity
Make an Optional Text Tab under the "quantity" in Invoice.
This will allow the user to define the quantity as per their client requirement.1 vote -
Please improve filter whiles creating invoices ..make search like google search box
Please improve search box of sales invoice ..make filters like Google search box
1 vote -
Mark an invoice: in Production - Shipped - Completed
Mark an invoice: in Production - Shipped - Completed
1 vote -
There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms
At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.
1 vote -
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
1 vote -
item wise discount in purchase invoice
please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option
1 vote -
Provide the ability to sort email addresses,
Provide the ability to sort email addresses, alphabetically or otherwise, within the active edit invoice view.
Example, when editing an invoice you can scroll down and see all the emails associated to the company, below. They are not sorted, instead they display from left to right, and top to bottom like reading a book, starting from the most recently added contact.
It would be great to be able to sort alphabetically, or drag them around in order of importance or some way to sort, usefully.
1 vote -
Allow for multiple VAT registrations
To have a wharehouse in more than one EU country you must have a VAT registration in each country. Please allow multiple VAT registrations
1 vote -
An alternate default billing contact on an account
When sending out invoices we have to manually choose a billing contact that is different from the primary contact on an account. This is a huge pain and often invoices go to the wrong person. There should be a way to choose a default accounts payable contact that may or may not be the primary contact. This has caused us quite a problem. If you are only invoicing a few accounts no big deal; but if you are billing hundreds at a time, it is an extra step that costs time and money. It would probably be a simple fix…
1 vote -
High Sea Sales Invoice
There should be a provision for generation of High Sea Sales invoice. I import material from various countries and than sell them while they are still in sea. Now the onus of paying GST directly at the time of custom clearance is on my customer. I have to raise a High Sea Sales Invoice without mentioning GST in it.
1 vote -
Multiple Delivery Challans to Single Invoice Creation
When we create invoice from multiple delivery challans, the invoice should have a single entry of each product ( adding the total quantity in all delivery challans, i.e group by product id might help). Otherwise, the invoice has the multiple entries of a single product which is quite a long invoice.
1 vote -
OVERDUE Status Stamp
OVERDUE status stamp
1 vote
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