Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
-
Granular control over auto send or auto draft invoices
I have a few invoices recurring that I prefer to draft first rather than send automatically. I have a separate payment system that is not currently integrated properly, and so I'd like to mark these that are being paid by cc as paid before they get sent to the customer. I have some that are bills and the customer needs to receive them immediately. Ideally I can set the default to send, but then set these few invoices to draft for my review prior to sending.
6 votes -
to add DDT on
how i can add DDT to my module?
6 votes -
Automate exporting invoices
Scheduled automation of invoices export to google drive or other cloud services.
6 votes -
Receivable/Payable Planning For Future
This feature is important for future receivable/invoicing reminders tracking. Many times a project is worked on a fixed cost with milestone basis. It's hard to create a tentative budget if we don't know how many milestone invoices could be raised in the next month for all of our projects which would complete milestones. This would also help finance teams to help keep delivery teams updated with their targets.
This can be simply implemented if the "Sales Order" can have a feature for adding a "tentative invoice raising date" for each of the items/milestones of the sales order. Based on these…6 votes -
Add Labels to invoices to enable us to clone & Track easily
Add Labels to invoices / Sales Order to enable us to clone & Track easily
if some form of label can be added to an invoice / Sales Order type it would be easier to clone the same and also search for same when you have 1 customer ordering too many items.
6 votes -
Invoice item name can be timesheet date
Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.
6 votes -
Retainers to be automatically applied on Recurring Invoices
Retainers to be automatically applied on Recurring Invoices. At the moment, true feature of recurring invoices cannot be availed due to the fact that retainers cannot be applied automatically. They have to be done manually.
6 votes -
'Issue Debit Note' option
When purchased goods is damaged/not as per sample we should return the goods to vendor. In this time we should issue them a Debit Note for getting us a credit note & for their transportation of returned goods.
6 votes -
Allow to email be marked as received and opened by customer
I know that is possible to do make a hook when an email when is opened and seen by their recipients, so when we send an email, mainly invoices, check if customer received and read the email.
6 votes -
Please allow turning packages into invoices.
Currently, if i am shipping 500 items out of a sales order of 600 items, i need to go to the sales order --> create invoice --> edit the amount to invoice to match the amount of item in the package.
That is a waste of time and source of errors.
6 votes -
add a page break in estimates and invoices
I suggest you add the possibility to insert a page break between 2 articles so that we can spread over several pages and avoid having only signature and footer on the last page...
6 votes -
When Saving Invoices/Estimates: Please add option to "Save and Mark as Sent".
Several of my Customers use their own platforms for invoices and proposals. I always need to create my own invoice/estimate in Zoho. It would be great to skip the extra steps to Mark as Sent.
6 votes -
make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not
make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not contain so I can work the listing that is not jet done.
rob
6 votes -
please kindly make provide us the use of arrow keys in invoice/estimate
i suggest zoho books to make zoho invoice as well as estimate more responsive and handy, whlie giving us some more extra features and shorcuts in it .
6 votes -
While converting estimate to invoice, I want invoice number to be auto-generated to same as estimate number.
While converting an estimate to invoice, I want invoice number to be auto-generated and it should be same as estimate number.
Reason - once I have sign off from buyer and procurement team, I convert estimate to invoice. Now, procurement team has dealt with estimate number, while dispatching we need to put invoice.
Estimate number and invoice number being different creates misunderstanding.6 votes -
Item search when adding to Estimate/Invoice
It would be nice to have search extended to other fields too (Description, maybe other fields too) when adding items to Estimate/Invoice.
6 votes -
Total in words in languages other than English
In invoices, we need an options to have "total in words" to be translated to a chosen language
6 votes -
Quantity recorded cannot be more than quantity ordered.
As some products might have approximated weight, it is possible invoiced quantity might be little bit higher than sales order quantity. However, currently this is not possible. Please try and give an option for allowing the difference or a limit of how much difference there can be.
6 votes -
Show Total Outstanding on each PDF invoice.
Zoho Books on customer/client's invoice should show up the total outstanding amount as option. It's much more easy to track customer and customer easy to find it if they don't us "Client Portals".
6 votes -
Ability to print Refund Cheques
In order to issue a refund to a customer currently Zoho advises to follow:
https://www.zoho.com/ca/invoice/kb/credits/refund-invoice-amount.html
The credit note gets created and marked as paid. However there is no option to print a cheque for this refund to be processed. The refund to be issued is via a cheque.
I would like this option to be added.
6 votes
- Don't see your idea?