Zoho Books
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1006 results found
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Colomb
Customisation field- “(item rate X quantity) + tax amount” - amount with Tax
1 vote -
QR code for reading items in Inventory
Hello, Zoho Inventory is able to use barcodes for items. It's very nice but the SKU must be numerical values to use this feature. Numerical SKUs are unworkable for humans, so we use alphanumerical values.
This wouldn't be an issue if the Zoho Inventory app was able to read QR codes on top of barcodes. Honnestly speaking barcodes are a thing of the past.
Could you upgrade this features to read also QR codes?
1 vote -
Non-rate based Tax / Custom Tax Amount
In our industry there are taxes that are not based on a percent of amount. Sometimes it is a flat fee, sometimes it is a fee based on quantity. To accommodate this, could we have a tax that is just editable on the invoice? This way we can do the calculations and add it if it doesn't fit in the standard % of amount tax model
3 votes -
invoice multiple address
Can you add the ability to assign items to different addresses on an invoice? We sell services to customers who have multiple locations and need to see the invoices separated by location.
3 votes -
E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals
E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals,
If we upload E-invoice manually with utility we make unit rate in 2 decimals even if actual invoice is in 3 or 4 decimals, the total remains same in E-invoice portal, but while pushing invoices from Zoho to E-Invoice IRP, it shows error of Unit price is invalid. Its not even accepting the negative round offs.
So, if manual E-invoice utility accepts rounded unit price in 2 decimals, zoho also need to push invoice to IRP in the same way, its showing error…
1 vote -
Add time to recurring invoice
I would like to be able to add timer hours to any recurring invoice before it is sent OR I would like the Draft of a recurring invoice sent to ME and not to the client, so I could manually add my hours to any recurring invoice.
3 votes -
Allow external SMTP configuration for mail sent from Zoho Books.
Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.
This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.
6 votes -
progress billing
When you start a project you bill 50%, then as execution progress, you bill accordingly per percentage done.
3 votes -
importing estimates
Perhaps this already exists and I've not found it... A CSV template that allows for importing a CSV of an estimate from another software application into Zoho Books.
We use a proposal-generating application that offers seamless integration with Quickbooks Online and the ability to export the proposal as a CSV file, which can be imported into Quickbooks desktop & Peachtree.
It will make the decision to move away from QB easier if such as template exists (as I know there is not an integration).
3 votes -
Choose the Transaction number series in the Template
We can create different transactional numbers but to automate things would be easier to associate it to a template and in flows I will be able to choose the template and thats it.
1 vote -
Edit the Invoice template layout
Please include the option to edit the report layout as there are some extra spaces displaying in the Invoices but we cannot remove them.
1 vote -
Multiple contact names placeholders for invoice reminder email template
Books allows me to select multiple contacts for an invoice at the bottom of the Edit Invoice page, but for the reminder email template, I can only add a placeholder for the first name of one customer. For example, I can have the reminder sent to multiple emails, but can only say "Dear %FirstName%..." I would like to say "Dear %FirstNameContact1%, %FirstNameContact2%, %FirstNameContact3%, etc"
Thanks!
3 votes -
provide whatsapp details about invoice amount , payment reminder and payment received details also
need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.
6 votes -
printing invoice pdf
When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen
3 votes -
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 -
For some cases we are about submit the invoice with penalty in such case we are not able to do it
Penalty clause apply in invoice
1 vote -
From email for invoices should have the ability to be from user, not just company
I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.
1 vote -
while converting Estimate to invoice, can we have terms and conditions as set in Invoices
When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
Thank you3 votes -
Allow discounts at both the individual item level and at the invoice level
We know that Discounts can be applied on two levels in Zoho Books:
Item level - Discount is applied individually on each item in a transaction.
Invoice level - A discount is applied on the total amount of the invoice.It would be better if we allow users to select both options simultaneously.
1 vote -
Search should support any keyword. Search bar needs improvement
Whenever we try to add a new item to any bill, we need to search it by exact keyword from the very first character. Suppose I want to search Smart Watch then I must have to type Smart first. If I directly type Watch then it will not show anything.
This needs to be improved. It should support wildcard search. So, no need to remember each and every item exactly what it is.3 votes
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