Zoho Books
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1006 results found
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Edit Time Entries from Draft Invoices
When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.
1 vote -
Report required that ages by "expected due date"
This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.
1 vote -
Link Sales Order to Invoice
Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".
It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field
8 votesHi there,
We now have the option to link stand alone sales orders to invoices.
Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.
Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".
When you select this option a link is established between this invoice and the corresponding sales order.
Hope this helps.
Good day!
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Make an automatically adjusting description placeholder for recurring invoice year
When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
For instance:
the placeholder: %m+, y% will make this:
April, 2015but when you bill in December 2015 for the next month (January), you'll get:
January, 2015
Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?
3 votes -
invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS
invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL
1 vote -
Please add a document storage facility in order to scan and store all invoices, receipts etc
We scan and store every receipt, invoice etc and require a system whereby we can retain all documents for tax purposes.
1 vote -
Add dynamic fields in recurring invoices
Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.
6 votes -
Be able to save Terms & Conditions in different templates
So you can select a diferent template in each invoice, depending of the products you are billing, including a diffent "Terms & Conditions"
11 votes -
When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice
When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.
1 vote -
Invoice - Charge without sending mail
My purpose is to maintain only accounts. So, i dont want to send invoice email. Currently there no option without sending mail and it adds up one additional step in invoicing process. kindly add up this feature.
7 votes -
6 votes
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order and inventory
order from customers linked to the inventory management would be useful.
1 vote -
Adjust the cost of an item at invoice time
It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.
1 vote -
Enable / Disable Bill by Bill adjustment of payment receipt
Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.
1 vote -
Grouped Invoices
There should be a feature to be able to divide one invoice into multiple invoices. For example, the project costs 500000 I should be able to generate an invoice of 500000 with different sub invoices of 100000 for advance, 200000 for an instalment and another 200000 for final instalment
7 votes -
Support Delayed Charging in zoho books
whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.
4 votes -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
allow text boxes on templates
it would be great to be able to input text boxes so that we can customize the appearance of invoice templates to our exact specifications. Right now customization is rather limited.
9 votes -
Add multiple payment to Retainer Invoices
Add an option to allow multiple payments for a Retainer Invoice.
18 votes -
8 votes
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