Zoho Books
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1006 results found
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While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.
At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.
1 vote -
Not able to add multiple email id's to an exisiting invoice
Only primary email id's are associated for the payment reminders and we not able to add multiple email id's to an exisiting invoice also.
4 votes -
it would be great if there is a stamp on remark for Paid or Void invoices.
This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.
4 votes -
accent
enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
These accents are part of the Spanish spelling :D1 vote -
Comments and History feature
In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.
1 vote -
email or print unlimited invoices
We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.
6 votes -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote -
comissions for sells person
i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal
3 votes -
Credit notes automatically added to automatically generated invoices
When I create a credit note now, I have to stop all of the invoices in the system from being automatic.
Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.
When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.
Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.
6 votes -
Invoices - Listing
Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.
I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…
4 votes -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
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 -
Takeout invoicing for those who don't need it.
Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.
3 votes -
in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay
in Italy is a widely used method of deferred payment
when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days
it would be useful to have a system that alerts the customer deadlines
all management systems sold in Italy have this function
10 votes -
Put currency on invoice
It's not clear is it US dollars or CA dollars on invoice.
1 vote -
To update Zoho Invoice
Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.
3 votes -
Move columns in templates
It would be great to be able to customize layouts by switching the sides of the columns. So if your template has a logo on the right, you could move it to the left, and if you have the client address on the left, you could move it to the right.
In our case, we want both the logo to the right and the contact address to the left below and the templates we use don't allow for this.
7 votes -
I want the option to change the currency with the live exchange rates at the invoices, estimates
I want the option to change the currency with the live exchange rates at the invoices, estimates. The product prices in my inventory is in EUR and with the current system I should change every product price manually to GBP, USD etc.. Please fix that
2 votes -
AR Invoice Discounts Applied During Payment Posting
I have a client who allows for a discount on his invoices if they are paid by a specific date. Because there is no way to know if the invoices will be paid by the earlier date, the discount cannot be applied at the time the invoices are created. If the invoices are paid early and the discount taken, I have to edit each invoice and apply the discount and then provide a mandatory reason for the edit upon saving the edited invoice.
That is so inefficient and wastes my time. Would it not be MUCH easier and convenient to…
2 votes -
Add Sales Channel in addition to Sales Person
It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)
6 votes
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