Zoho Books
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1006 results found
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Choose the Transaction number series in the Template
We can create different transactional numbers but to automate things would be easier to associate it to a template and in flows I will be able to choose the template and thats it.
1 vote -
E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals
E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals,
If we upload E-invoice manually with utility we make unit rate in 2 decimals even if actual invoice is in 3 or 4 decimals, the total remains same in E-invoice portal, but while pushing invoices from Zoho to E-Invoice IRP, it shows error of Unit price is invalid. Its not even accepting the negative round offs.
So, if manual E-invoice utility accepts rounded unit price in 2 decimals, zoho also need to push invoice to IRP in the same way, its showing error…
1 vote -
QR code for reading items in Inventory
Hello, Zoho Inventory is able to use barcodes for items. It's very nice but the SKU must be numerical values to use this feature. Numerical SKUs are unworkable for humans, so we use alphanumerical values.
This wouldn't be an issue if the Zoho Inventory app was able to read QR codes on top of barcodes. Honnestly speaking barcodes are a thing of the past.
Could you upgrade this features to read also QR codes?
1 vote -
Colomb
Customisation field- “(item rate X quantity) + tax amount” - amount with Tax
1 vote -
I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding the rate myself)
I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding or selecting the current exchange rate myself)
1 vote -
add a send invoice to alternative e-mail address field to contact
use case: the payer is not the direct customer. We send the invoice for a service that a person requested to the e-mail address of the insurance of that person. To send this invoice from Books we have to create a secondary contact person with the e-mail address of the insurance as of now. We think this could be simplified having a field inside the contact that can be used when the invoice should be sent via e-mail to a different address.
1 vote -
Allow Invoice Templates to be made "Inactive"
Allow Invoice Templates to be made "Inactive"
1 vote -
Minimum Retainer Balance
I use what is called an "evergreen clause" in my service agreements.
This requires that my client maintain a minimum balance in a retainer account to be billed against each month.
Example #1:1) Client signs agreement and pays $2,500 as a retainer.
2) At the end of the first month I issue an invoice of $1,200 for services provided.
3) That invoice will be paid by drawing $1,200 from the $2,500 retainer invoice.
4) The client's retainer balance is now below the $2,500 minimum requirement, so . . .
5) I need to be able to issue a payment…
1 vote -
Option of to give cash discount on entire invoice
Apart from the line discount, Many customers i have to give CD for advance payments. Presently have to calculate manually if different line discounts are there. Additional layer of discount on total invoice should be introduced
1 vote -
same billing address but different customer names.For ex DC will be addressed to stores and Invoice to a Persons Name
same billing address but different customer names.For ex DC will be addressed to stores and Invoice to a Persons Name at the same address.We should be able to have a default Name and a chosen one from the drop down list.
1 vote -
Integrate Supplier / Client zoho invoices with your own.
Allow other organisations to link up with yours so that they can send invoices or bills directly between organisations, pre-filled.
1 vote -
Project wise invoice details
Hi,
Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.
It would be great if you could create a report accordingly.
1 vote -
Integration of deferred income report
My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.
1 vote -
Manually associate invoices to sales orders!
The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
Why isn't there just a function to manually associate an…1 vote -
statements
The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.
0 votesHi Debbi,
You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
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Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe
Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe
0 votes -
Address doesn't stay the same on reoccurring invoices.
When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?
0 votes -
Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
0 votes -
invoice view
In the invoice page where it list all invoices, I have created 3 custom view namely
Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
Current - when invoice date is 'This Month'Now in nov 2018 the view needs to be recreated.
In addition to 'ALL' by default zoho books should come with monthly view of the invoice.0 votes -
When you update a contact it should also update the reoccurring invoices.
When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?
0 votes
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