Zoho Books
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1006 results found
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Delivery Status In the invoice
adding an delivery status in invoice will be more helpful because, i take payment first and process the order, when the order is completed the status should be either paid & undelivered or paid and delivered, in status it is showing only paid option how could we know that the order is delivered or not , so kindly update this feature as soon as possible
4 votes -
Edit the next invoice in a recurring invoice
We need the ability to update the NEXT recurring invoice in a series.
We only bill clients once a month, but sometimes we need to update the next month's recurring invoice to reflect a different charge than normal due to extra work being done that month that didn't reflect in the retainer.
How can we handle this? It looks like trying to edit a recurring invoice (even when clicking on the "Next Invoice" tab doesn't allow us to actually update the next invoice - only the entire series.
4 votes -
CSV file format - sales order confirmation and invoice
Can we please have the option to send sales order confirmation and invoices in CSV file format?
4 votes -
Easy link to item overview page on creating invoices by click on item name.
to view the item details
4 votes -
Option to remove decimals from discount column
Option to remove decimals from discount column (It Shows 10.00%, Consume more width in invoice)
4 votes -
History of price list for specific customer and items
I want to check the price of a specific item when i'm making a invoice for a specific customer, so i can give him the same price all times
4 votes -
i want to make able to choose automaticly on the last day of the month to send automatickly statment og the month.
i have every day Costumer telling me that I need to send them statment on last day of the month so they all do pay on next 20, at this stage i pay one by one but is taking to much time, seems all other online softwars offr this.
4 votes -
Invoice to Delivery Challan
In the manufacturing Industry we need to submit delivery challan against invoices.Currently, we have to create a new challan and copy down the details from the invoice which is a tedious process. The user should be able to convert an invoice into a challan. There is a feature available to convert a challan to invoice but we actually need the reverse.
4 votes -
Entering Company Details without GSTIN, and Changing Invoice Numbers in Retail Invoices
1) Make it possible to enter companies' details without making it mandatory to enter their GSTIN number, and
2) Make it possible to change invoice number while making retail invoices
4 votes -
Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice
Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice.
In many countries, the auto-generated invoice is not useful, since a formal invoice must be issued either on paper or by the tax authority's electronic system. Not only is the auto-generated invoice not useful, it also generates confusion for the client, Zoho Books could offer an option to send the Invoice record's attachments (where a copy of the true invoice can be stored).
4 votes -
Add a template that has invoice and delivery note/ delivery challan on the same page
Add a template that has invoice and delivery note/ delivery challan on the same page
4 votes -
DEBIT NOTE FOR FREIGHT
Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature
4 votes -
Invoice size
We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.
4 votes -
Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more4 votes -
percentage wise invoicing for customers
there should be a column under total area, where we can enter the %age which should be calculated automatically and show under subtotal before tax calculation and VAT need to calculate on that particular amount. this is mainly applicable for the contracting companies where they prefer to invoice stage wise.
4 votes -
Generate report that shows invoice date, number, item number for each part invoiced
Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.
4 votes -
Quantity as 1 without decimals when creating an bill
When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)
4 votes -
gst total should be there in invoice
the total amount of GST should be there in Invoice
4 votes -
convert retainer invoices to invoices
Often times my bookkeeping customers perform services for customers even though their customers haven't yet paid their open retainer invoices. It would be nice to convert those retainer invoices to invoices instead of voiding retainer invoices and then creating an invoice.
4 votes -
Grouping Line Items in consolidated Invoice from multiple Sales Order
lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.
4 votes
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