Zoho Books
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1007 results found
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Revise the wording when clients save their payment info
It would be great if the wording when clients check to save payment info said that their card will be charged automatically on the next invoice.
1 vote -
Enable filter for "Item Name'and/or "Item Description" in the 'All Invoices'overview
Hi there,
I would like to make the following suggestion:
On the "All Invoices" overview page, it would be VERY helpful to be able and add a column for Item Name or Item Description. These fields are currently not available and they cannot be added to the invoices dashboard. If I want to filter and see all invoices for a certain client, paid or overdue, it would be truly helpful if i can also see the Item Name in there. Right now, we need to click through each invoice to understand what is the invoice about.
Thank you.
miaa Guard…1 vote -
Create Refunded Status for invoices instead of just Paid or OverDue -
Currently, you can not glance at any account and see a refund. You have to drill into the invoice, see the payment and then see the refund.
1 vote -
Customer statement with invoice
The new feature that enables us to send a quick statement to our customers when sending and invoice should be customizable.
Usually, we send a statement with only the unpaid invoice in the statement, not all invoices, payments and unpaid invoices. This makes the list very long and it's exhasuting for the customer that received the statement.
We should have a way to select only unpaid invoices in this version of the statement as a default, that way we will not be forced to edit this each time. The dates of the statement should also be preselected to include 1…
1 vote -
To let the users create their own invoice template
As every firm has different products and services to sell, there may be differences in billing format. As we have created a sample format, we want to use that on Zoho books
1 vote -
EN ESTADOS DE CUENTAS
EN ESTADOS DE CUENTAS, REMPLAZAR LA COLUMNA DETALLES POR LA DESCRIPCIÓN DEL PRIMER PRODUCTO. ASÍ EL CLIENTE PODRÁ IDENTIFICAR QUE PAGA. O EN FACTURA TENER UN CAMPO DE DESCRIPCIÓN DE LA FACTURA PARA QUE APAREZCA EN CADA LINEA DE FACTURAS EN EL ESTADO DE CUENTA
1 vote -
1 vote
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Show company name in Tooptip while select custome as i have same customer name
Show company name in Tooptip while select custome as i have same customer name, as you have not use this field in Invoice Display. This will help the customer to select proper customer with different location with different GST.
Advance search is good but every time customer not select that option as you provide auto suggest on customer name, please understand my concern.
I raise my concern many time.
1 vote -
price to retailer column ,Free scheme supply column,
price to retailer column ,Free scheme supply column, In the template.
1 vote -
Allow different company name and address in billing and shipping address without change of preference setting
Different company name and address can be entered in billing and shipping address. But in this case the order of placeholders needs to be changed. Then this change will reflect all other orders.
So I really need to set up billing address and shipping address in customers individually.1 vote -
1 vote
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delivery challan to invoice
same product every day delivery challan when convert for invoice all product take new line in invoice
I need sum of all same delivery challan product and than final invoice
in case of laundry daily pick up linen list is same and month end I need final invoice1 vote -
Control for Pricelists in Zoho Books
When Pricelists are enabled/created in Zoho Books, we are not able to restrict users from changing the default ones defined for a single or group of Customers.
The use case is as follows: A business has a standard set of price list defined for a group of customers. This is created and associated to each customer in Customer record. When a user create a Sales Order/Invoice for this customer, the associated price list is selected as default in the price list dropdown but the system also allows the users to override the selection by letting users choose from the other…1 vote -
Display what Payment Options are "Enabled" on the Overview section of Recurring Invoices Profiles
It would be great if you were to add the field "Payment Options" (Enabled/Disabled) or the payment processor name like "Forte: Enabled" or "Forte: Disabled" as examples underneath the "Details" section under "Overview" on the Recurring Invoices individual Profiles.
I really like that we can quickly identify if the customer enabled "autopay" with the Bank icon next to the amount, but it doesn't tell us if they are enabled to pay through the portal or not on the Overview section.
Thanks,
GCIT1 vote -
In RCM invoicing please make sure the GST amt and percentage shows near RCM total amount instead of showing in the billing columns.
in RCM invoicing gst should be shown near rcm payable amount instead of showing in billing columns, if gst amt and gst percentage is removed we can use that space for any other options.
please add this option if u get more votes1 vote -
An option that while an invoice is in draft status the corresponding sales order cant be automatically changed to closed status.
An option that while an invoice remains in draft status the corresponding sales order cant be automatically changed to closed status until the invoice is actually sent. Or an internal email template could be raised on the invoice without the actual invoice being marked as sent This is because an invoice is raised by one person but checked by another before sending to the customer.
1 vote -
INVOICE Template 'Spreadsheet - Plus'
Dear Zoho Team
Please kindly we inform that , Requested to Added [ Template 'Spreadsheet - Plus' ] for Invoices Template In ZOHO ONE - BOOKS .
1 vote -
WE WANT ONE TEMPLATE SIMILAR TO TALLY
CURRENT INVOICE TEMPLATE ARE LENGHTY AND ALWAYS TAKES TWO PAGES.
ITS WIDE WASTAGE OF PAPER JUST DUE TO BAD DESIGN OF INVOICES1 vote -
AUTO ARRANGE BILL ITEM WISE
AFTER ENTER AND COMPLETE THERE MUST BE A OPTION IN PACKING SLIP IN AUTO ARRANGEMENT
1 vote -
Invoice row height adjustable
Currently the height of rows in invoices is fixed and can not be changed and this might leave a lot of white space in the invoice,
I suggest that height of rows should be made flexible and the user should have the ability to put max and min values1 vote
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