Zoho Books
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1006 results found
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Allow customers to pay by Bank Account (ACH through Forte) from invoice
When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.
10 votes -
order and inventory
order from customers linked to the inventory management would be useful.
1 vote -
Adjust the cost of an item at invoice time
It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.
1 vote -
Enable / Disable Bill by Bill adjustment of payment receipt
Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.
1 vote -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
Create lead times for recurring invoices
Zoho Invoice > Preferences > Recurring Invoices
This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.
7 votes -
a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
in zoho book apps add the item in the invoice like iges plus app
we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution
1 vote -
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 -
option to edit multiple Invoices
customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices
6 votes -
Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote -
1 vote
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17 votes
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1 vote
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More details of activity on an invoice (similar to Freshbooks)
Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG
As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD
23 votes -
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.
thanks
mani jain
4 votes -
3 votes
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Purchasing / sales by item reporting for customers in the client portal.
I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.
Thanks for your consideration!
12 votes -
Set Invoice Defaults for entry listings
It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.
2 votes -
sales order app for smart phones
sales order application for smart phone to company executives veiw only sales taken by the sales executive
2 votes
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