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
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When a delivery note is printed note it in comments & history
When a delivery note is printed note it in comments & history
6 votes -
add option to export invoice by xml format
Please add the option to export invoices by xml format or to be able to create xml format from invoices.
6 votes -
Allow setting of monthly budget hours on projects
Using zoho invoice, I have the ability to add project budget by hours. But some projects have a recurring budget. For example, each month I can spend 150 hours for a project. At the end of that budget we stop and bill them. Next month, the budget resets, and I have that available again. This ties into the dashboard as well, because when i login, I want to make sure those projects are staying on budget each month.
6 votes -
E-way Bill Print option directly from Zoho book should be there.
E-way Bill Print option directly from Zoho book should be there.
6 votes -
create recurring invoices in advance
"Create recurring invoices ____ days in advance". I need to generate recurring invoices up to 90 days on certain clients. This is a feature quickbooks offers... would like Zoho to implement as well.
6 votes -
Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
GST TDS
GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.
6 votes -
Insert variables into Invoice Numbers (Date, ID etc.)
Hello
It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.
In our firm, we use to generate invoice numbers like this :
F{YY}{MM}{DD}xxxxF means "Facture"
{YY} is replaced by year on 2 digits
{MM} month with 2 digits
{DD} day with 2 digits
xxxx auto-increment numberFor example an invoice generated on Feb. 18th 2021 could be : F2102180045
It's very useful to quickly find an invoice in our registry.We can also (but we dont use this feature) insert the Client ID, the…
6 votes -
Export Overdue Invoices List in PDF Format
It would be great if you could add an option to export current view of overdue invoices in PDF format.
6 votes -
provide whatsapp details about invoice amount , payment reminder and payment received details also
need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.
6 votes -
Allow external SMTP configuration for mail sent from Zoho Books.
Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.
This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.
6 votes -
to have a feature to automatically create interest invoices for unpaid invoices
Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed
5 votes -
Allow hiding company name in "Show Organization Address" on Invoice Templates
Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.
This can look redundant for some users who display a company logo right above this.
Some business names are too long, which causes wrapping, and makes that section look awkward.
So, having the ability to show the address without the name might be important.
5 votes -
Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.
Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.
5 votes -
I would like to see an option within invoice/packing slips enabling a customer to digitally sign for a delivery on my pda/phone.
I have several customers that require a signed hard copy of the paperwork to pay us. Emailing the invoice without the sig is not allowed. Access to a printer is rarely an option. Asking the customer to print out the invoice and sign is unprofessional.
This would be similar to signing for a credit card purchase on Square. The digital signature would then be incorporated into the packing slip and/or invoice and emailed to the vendor.
5 votes -
make a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
Requesting a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
This will help us to control our Sales team who can't quote or invoice low prices without manager's approval.
Price Authorization while invoice and making estimates - Min. price level for Sales Team ... beyond which they are not allowed to sell or quote their customers
5 votes -
when you part invoice via sales order, the sales order should be updated so it only shows value of outstanding orders and not total sales or
Sales order value should be adjusted once part invoice is raised and posted
5 votes -
Match Transactions
The automated algorithm only searches by transaction date.
Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.
Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.
5 votes -
I need different invoice ID for different products for sale
I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…
5 votes -
State code
You should also add State Code for Invoice Making
5 votes
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