Zoho Books
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1006 results found
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Customer company Tax details
TIN, CST, Service Tax, CIN numbers of the customer companies needs to be added for customer invoice. Invoice can not be done for companies without these tax details.
11 votes -
Exporting records matching a criteria
Exporting records matching a criteria
Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error
1 vote -
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 -
Customised Number Formatting as per South Africa Regional - R # ##0.00
There is 1 234,56 but not 1 234.56 (dot vs comma)
1 vote -
invoices
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
Hide or remove invoice number on invoice.
Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.
2 votes -
Archive Invoices
We need to archive some invoices
8 votes -
in
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
1 vote -
Re:- "Attach Reference File" on Invoices need to be able to attach more than one file
"Attach Reference File" on Invoices need to be able to attach more than one file.
2 votes -
Combine multiple invoices into 1 Invoice or 1 PDF file.
I have several customers who want 1 big invoice at the end of the month instead of several small invoices which we create for different days of the month.
10 votes -
Allow multiple payment reminders based on Customers (different languages).
Allow multiple payment reminders based on Customers (different languages).
6 votes -
Improve Email Confirmation for Paid Invoices
2 improvements for Paid Invoice Email Confirmation...
1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.
2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)
Thanks!
2 votes -
Individual Client Outstanding Invoice Report
I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.
Please make it easy for us to send it to our clients.. .
Thanks!
1 vote -
Custom categorize invoice
I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.
6 votes -
1 vote
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Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
1 vote
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2 votes
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Retainer Invoice options to be same Invoice
I cannot find the following options in the Retainer Invoice:
1. Product selection in Table rather than just text fields.
2. Fields in Table like HSN/SAC
3. Payment reminders
4. Tax
5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.
3 votes
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