Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1006 results found
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Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
Allow for reminders to be turned on based on customer, vs 'all or nothing'.
Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…
1 vote -
2 votes
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Invoice Upload
Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation
3 votes -
Invoice Upload
Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation
3 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 -
Be able to distinguish between TIME and ITEMS when exporting invoices
Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.
1 vote -
Retainer Invoice show value of taxes
We need to show the value of the taxes on the retainer invoice.
3 votes -
Retainer Invoice and Invoice
Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.
1 vote -
Please add Tax collected at source(as per income tax act) in the tax Invoice in india
We are collecting TCS from our customer so please add this feature
2 votes -
Update invoicing to align with Projects
Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.
1 vote -
Integration with Bluevine
They work with a variety of bookkeeping software packages to feed the invoice to them for approval.
4 votes -
Have the same schema of numbering system for retainer invoices than normal invoices
Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???
and do not have a separate system of numbering?
In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!
All our french user cannot use the current system...
All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :
RETAINER INVOICE 10455
INVOICE 10456
RETAINER INVOICE 10457
INVOICE 10458
and so on....Could you please allow…
9 votes -
Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.
We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.
3 votes -
CREDIT NOTES - CLOSE OPTION
Close Button, like the ones we have for invoices that we physically mail versus email. Sometimes we just need to close out credit notes rather applying to invoices because it deducts from more than one and offsets value which is normal in business world but if we can just close it rather applying it since customer pays in full intended invoice and we dont like using the refund button but doing that for now...thanks
1 vote -
Make the Estimate and Invoice templates field changes during entry time rather than pre-defined.
Hi Zoho Team !
I completely rely on Zoho books for my Accounts.
I raise several estimates and invoices on daily basis.
My customers requirements on invoices vary. Some people expect printed estimates & invoices with sign and Seal. Some people are good with digitally signed estimates and invoices.
I have to cater the customers as required.by them to sustain my business.
For this purpose, I currently use 7 different templates for estimates and 12 different templates for invoices.
Example.
Estimate with description & item-wise discount,
Estimate with description & total discount,
Estimate with description & no discount,
Estimate without…1 vote -
TCS u/s 206C(1H) appicability
How to levied TCS in Invoice
1 vote -
Option to change colour of part payment received from client in an invoice
When your client pays part of an invoice it features as (-) $000.00 in Red text. This can be confusing for a client as they may interpret this as an outstanding figure that is owed when it is the opposite.
We need the ability to change the colour of this text in the invoice template as opposed to the current system wide set up that can not be changed.1 vote -
Export invoice content as .xls and .csv file
I need to make some calculations on invoice contents. Multiple items invoice takes lots of time to work on..
1 vote -
Fetch GST of Customers based on PAN and update all Invoices with their GST respectively
We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature
1 vote
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