Zoho Books
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1006 results found
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Invoice TEMPLATE cloning feature
Can you please allow for cloning of Invoice TEMPLATE, so that a template can be duplicated with a differnt name and be modified for different uses (e.g., I have invoices with quantities and some that do not need quantities)
2 votes -
Insert variables into Invoice Numbers (Date, ID etc.)
Hello
It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.
In our firm, we use to generate invoice numbers like this :
F{YY}{MM}{DD}xxxxF means "Facture"
{YY} is replaced by year on 2 digits
{MM} month with 2 digits
{DD} day with 2 digits
xxxx auto-increment numberFor example an invoice generated on Feb. 18th 2021 could be : F2102180045
It's very useful to quickly find an invoice in our registry.We can also (but we dont use this feature) insert the Client ID, the…
6 votes -
Option for Custom Invoice Paper Size
At my company we use Dot Matrix Printers, we need to be able to customize the size of the paper. At the moment the only options are A4, A5 and Letter. We need more sizes, or better yet, custom sizes.
3 votes -
GST waybill print option not available ???
GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???
1 vote -
AMC Work order Invoicing
For First Invoicing:
AMC Work Order with Description & Order Value
Claim @ 25 % or 50 % or in term of %
GST
Total
For 2nd Invoice
AMC Work Order with Description & Order Value
% of 1st Claim Invoice value
% of 2nd Claim
% of Final Claim
GST
Total1 vote -
MULTIPLE PREFIX FOR INVOICES IN A YEAR
IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO
1 vote -
vendor/customer option to exporting popup for invoices
- add vendor/customer option to exporting popup for invoices
- increase Date Range for invoice exporting
0 votes -
how to place digital signature in invoice
unable to find the option to select the location of the signature on invoice template. Please guide
1 vote -
how to print selected delivery notes in one action
I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones
1 vote -
item wise sales person
Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.
1 vote -
Make delivery challan accessible to user who can generate invoice.
Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.
1 vote -
stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
Invoice a sales order on another customer
Possibility to invoice a sales order on another customer.
Customer 'X' order some products. We deliver the products, but he wants them invoiced on another account, for example his company 'Y'.
On today this is not possible, but frequently asked!
3 votes -
Project Hour Subtotals on Invoices
I want to group hours by task, but for each project, I want a subtotal of those hours.
3 votes -
make proforma invoice document
make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders
1 vote -
1 vote
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Multiple estimates to be included to an invoice
Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates
1 vote -
Allow return of inventory item on sales invoice or order directly without having to issue a credit memo.
It is cumbersome to create a separate credit memo against an open invoice especially in a POS situation. Should allow customer to return items on same sales receipt (and especially if there is no prior sales order to return it against).
3 votes -
Invoice Furnishing facility
GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.
Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.
There is no provision to track this on Zoho currently.
4 votes -
To select an invoice template depending on the checkout page is coming from the sale
to be able to select an inovice template depending on from which checkout page is made the automatic sale
1 vote
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