Zoho Books
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1007 results found
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Capability for discount payment terms on customer invoices
Make the payment terms more robust so that discount terms can be automatically calculated. As a simple model, the ability to have a discount if paid within a certain number of days and the invoice due date in a longer number of days. For example, net 60, 1.5% 10 days: payment is due within 60 days, but if paid within 10 days the customer is allowed to take a 1.5% discount. The number of days and the discount percentage should be configurable within the terms. Frankly, this is a basic function that is surprisingly missing from the package.
10 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 -
Importing Customer Invoices
When importing customer invoices:
(1) Allow the invoice "Subject" to be mapped and imported.
(2) If payment terms are not provided, default them from the customer.3 votes -
Proforma Invoice is compulsory and should be easily convertible to Invoice
It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…
14 votes -
we want to have different series of invoice numbers for different categories of client. how to do that in zoho?
Different series of invoice numbers for different category of clients.
example for small retailers 1,2 ,3 etc...
for big insitutions A1, A2, A3 etc...
for agents B1,B2, B3 etcc..
is it possible to automate such numbering in zoho.1 vote -
Please change the stamp from PAID to WRITE OFF on invoices that are written off
Please change the stamp from PAID to WRITE OFF on invoices that are written off. It is very difficult to look back and see which invoices were written off and which were actually paid.
3 votes -
unsettled payment details
unsettled payment further details should be avialable.
1 vote -
Invoice pdf needs Original Copy for the use of the recipient
Invoice export to pdf is excellent as it creates filename with the invoice number. To be able to send it to a client it also needs to say (Original Copy for the use of the recipient) on the top. Can this be incorporated ?
The workaround to print and save to pdf has an interesting problem.
JS code embedded in the file launches the print dialog box every time we open the pdf file.1 vote -
Different invoice data formats for "client" country
I have both US and UK clients. As my business is in the UK I have that date format selected for my organisation, but it does confuse clients I have in the US, where they have the day-month-year rather than month-day-year. Would be great to be able to set a date format based on the clients country, not my organisation.
1 vote -
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.
1 vote -
Recurring invoice - Repeat Every Week, change default (weekly) options
Recurring invoice - Repeat Every option is default set per week
Problem: default is weekly, but we have only yearly invoices.
Solution: allow us to change the default option.1 vote -
ability to format invoices to reduce white space so that an invoice will print on a single page
The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!
1 vote -
How to show TDS deducted on Customer advance received
Suppose A customer paid an advance Rs 90000 bank transfer and 10000 TDS on March 2018, We generate Invoice in April 2019.
Then the closing balance is not showing TDS difference in March, It comes only when we showed the payment against Invoice. We need to show advance tax received in March along with payment recieved1 vote -
Allow to export invoice comments into zoho analytics
Right now We are using invoice comments to keep the team up to date with each invoice.
When preparing a report in zoho analytics we have realised that these invoice comments are not available to sync with zoho analytics so we lose the history and context in our zoho analytics report.
1 vote -
Can we see that which user has viewed or modified the Journal/invoice at what time. if we can see tthe version history of any entry for audi
I would want to see the version history of any JV/Invoice for Audit trail purpose
2 votes -
To know the purchase rate while invoicing
My customers are always in a hurry and while invoicing they need to know the item price [we have 2000+ items] and we have different pricing for each customer, so we need to check the item purchase price to convince the customers in the invoicing page.
2 votes -
Reoccurring invoices - variable (month name) parameter
Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.
1 vote -
A transaction that has been filed in a tax return can not be changed.
Give the opportunity to modify a transaction even if it enters a tax return. Simply indicate the difference and take it into account in the following statement.
8 votes -
Auto signature on payment reminders in Accounts Receivable
Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders
1 vote -
allow exporting invoices with one click but separated PDF file
i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.
1 vote
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