Zoho Books
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1006 results found
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packing list with value of goods
Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
Thanks in Advance4 votes -
Please create a deleting button for invoices in Zoho CRM
Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.
4 votes -
bulk payment of invoice from multiple clients
- in the invoices table select list of invoices
- enable receipt of bulk payment of selected invoices
4 votes -
Need two tax withheld field or more then that
Need to make more tax field here like sale tax withheld and income tax withheld but in zoho books there is only one option for tax withheld.
4 votes -
2 Bank Accounts of Different Branches
Bank Account details has to be set up in Invoice Template and selected Invoice template becomes default for the entire company. When we activate Branchwise accounting this creates trouble. Suppose 2 different branches may have 2 different Bank Accounts and each expects payment from client to be received in their respective Bank Account only. In such case when Invoice is generated it always shows the Bank Details which are mentioned on default template and thus creates trouble for Invoice creation.
4 votes -
show Net invoice amounts on views
Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes
4 votes -
Sales person contact number shall be displayed in the invoice
Sales person contact number shall be displayed in the invoice
4 votes -
I would like to see the ability to insert Subtotals in the body of an invoice.
I would like to see the ability to insert Subtotals in the body of an invoice.
4 votes -
milestone invoicing
A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.
4 votes -
Integration with Bluevine
They work with a variety of bookkeeping software packages to feed the invoice to them for approval.
4 votes -
send later function on retainer invoices
Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.
4 votes -
Show credited invoices as "credited" rather than "paid"
When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".
4 votes -
Add TDS (Tax Deducted at Source) section in ZOHO Books.
Add TDS (Tax Deducted at Source) section in ZOHO Books.
4 votes -
Invoice Furnishing facility
GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.
Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.
There is no provision to track this on Zoho currently.
4 votes -
4 votes
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Add stripe surcharge
It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen
4 votes -
Billable Bank Charges
It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).
I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.
For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.
For now, if they send…
3 votes -
3 votes
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CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts
Right now the trigger applies to all accounts with a new closed won potential, I only need invoices to be auto triggered for a few selected accounts, is there a way to do it?
3 votes -
Make an automatically adjusting description placeholder for recurring invoice year
When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
For instance:
the placeholder: %m+, y% will make this:
April, 2015but when you bill in December 2015 for the next month (January), you'll get:
January, 2015
Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?
3 votes
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