Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
1006 results found
-
Need two tax withheld field or more then that
Need to make more tax field here like sale tax withheld and income tax withheld but in zoho books there is only one option for tax withheld.
4 votes -
Can I create a blank template or upload my own? move fields / objects around and add text?
Hi,
Can you please help on the above query?
1 vote -
Create a cost centre option for Cost of Sales/expenses and sales
Create a cost center option for Cost of Sales/expenses and Sales to find out the cost incurred against sales
3 votes -
Auto detect the same reference numbers on "Payment Received"
Please implement not to allow the same reference numbers entered in "Payment Received".(e.g Auto detect the same reference numbers especially our clerks have accidentally entered the same reference numbers)
1 vote -
discount feature
The Discount Field on invoices at the transaction level (not line item) should not only be by percentage. The invoice creator should also have the privilege to input a total discount value by themselves at the transaction level(not by percentage) which will now be deducted to get an invoice balance. Zoho books only provides for discount by percentage.
1 vote -
We have to be able to set default COA for invoice based on customer currency
Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice
3 votes -
show which projects are inactive while making invoice
If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.
3 votes -
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.
3 votes -
bulk payment of invoice from multiple clients
- in the invoices table select list of invoices
- enable receipt of bulk payment of selected invoices
4 votes -
Make things easy
Make things intuitive! UGH!
1 vote -
Preprinted invoice
We need an option for preprinted invoice stationary
1 vote -
1 vote
-
Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
Create a RETAINER INVOICE that I can apply billable hours towards after it's paid
I would like to create a Proforma Retainer Invoice and send it out for payment. I would then like to apply my billable hours for that project against that invoice until it reaches $0 - or if the billable hours goes beyond it will ask me to save the extra time as billable (or ask me to create a 2nd invoice.) Anyone using retainer for services - this is the missing piece in Zoho. Today; I have paid invoices and billable hours, but can not match them up.
5 votes -
Minimum payment or deposit required field on invoice
Hello
I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.
Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.
3 votes -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
Please create a deleting button for invoices in Zoho CRM
Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.
4 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes -
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
- Don't see your idea?