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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1014 results found
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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 -
I would like to be able to edit the layout and fields in the delivery note so a template for that would be useful.
I would like to be able to edit the layout and fields in the delivery note so a modifiable template for that would be useful.
1 vote -
Orbilogin, orbi satellite not connecting
https://orbirouterssetup.com/troubleshooting/orbi-satellite-sync-failed-orbi-satellite-not-connecting/
Today in this article, we will cover all the major issues including the orbilogin and
orbi satellite not connecting. To access the Orbilogin admin page, go to
www.orbiapplogin.com or https://orbirouterssetup.com/. If you encounter an error during the orbiloginOrbilogin, orbi satellite not connecting
Today, well go through all of the major issues, such as orbilogin and orbi satellite not
connecting, in this article. Go to www.orbilogin.com or www.orbilogin.net to get to the
Orbilogin admin page. If an error occurs during the orbilogin procedure, restart the device
and wait for the system to boot up. If you don;t have…1 vote -
Total for the qty. is missing.
invoice should reflect total qty. in numers. for e.g. Total Qty - 50 pcs
1 vote -
API / GUI Option to Mark Invoice as Sent
Hi
I posted this idea some time ago. It has been marked as "Available" but it is not.
I would like to be able to mark an invoice as sent when it is added (either via the API or when manually added via Books GUI).
The main reason I want this functionality is that in many instances I do NOT want to email the invoice to my customer.
To do this at present I have to post the invoice and then manually mark it as sent.The ideal would be to have an option in the GUI to "Save…
1 vote -
Invoice Generate time on must be showing on the invoice
Invoice Generate time must be showing on the invoice i cant find this option in ZOHO BOOKS.
1 vote -
Drop Down Menu for Terms
This can be applied to all entries...
Offer drop down menu to accomodate various terms and conditions offered client /product /service specific
1 vote -
print delivery note in multiple copies
I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
original
customer copy
etc0 votes -
Add a report for Reminders
It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.
1 vote -
Simplify invoices when working with Size Variants
We're a Clothing company and we've been using Zoho Books since the beginning.
Now we're working with a lot of different items we find all our invoices become really long and not easy to understand by our clients and when we want to double check stuff.There's way too many lines because of the size variants, so let's say a client orders 20 different items in 5 different sizes, this means 100 lines and 6 pages.
Are you able to make a summary or just show all variants in one line?
3 votes -
Supress showing CGST & IGST breakup for consumer invoices
In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP
1 vote -
Add stripe surcharge
It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen
4 votes -
Please add Payment dates on the invoice OR add payment date at item list
Once an invoice is paid it reflects a payment at the bottom but please can you add the payment date of each individual payment, I urgently need this so that my clients can use the invoice to claim back from their medical aid.
Alternatively each payment date and amount can also be added to the item list in order to act as a transaction/account history.
3 votes
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