Zoho Books
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1006 results found
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Allow customers to pay by Bank Account (ACH through Forte) from invoice
When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.
10 votes -
Batch Invoice a Group of Customers
I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.
14 votes -
in zoho book apps add the item in the invoice like iges plus app
we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution
1 vote -
a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
4 votes
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Create lead times for recurring invoices
Zoho Invoice > Preferences > Recurring Invoices
This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.
7 votes -
We need Zoho Point of Sales
We need Zoho Point of Sales
27 votes -
CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts
Right now the trigger applies to all accounts with a new closed won potential, I only need invoices to be auto triggered for a few selected accounts, is there a way to do it?
3 votes -
Create a way to Void Invoices in Workflow or Batch
We are automatically generating thousands of invoices a month for customers. We want to void out any invoice older than 30 days. We cannot change the status field in workflow and we cannot use the batch feature on Invoice search to void invoices. Right now we have to manually click through thousands of invoices to void each individually. Please vote this up!
9 votes -
Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote -
option to edit multiple Invoices
customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices
6 votes -
1 vote
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3 votes
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Include proforma invoice
Please create proforma invoice link to enable a user to create a PI.
While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.
Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.
641 votes -
1 vote
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Set Invoice Defaults for entry listings
It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.
2 votes -
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.
thanks
mani jain
4 votes -
sales order app for smart phones
sales order application for smart phone to company executives veiw only sales taken by the sales executive
2 votes -
Add a date field to transaction line
Service-based firms need a field for Date (in addition to Qty, Desc, and Rate) for when the service took place. Right now, the only way to add it is to include it in the description field.
9 votes -
Exporting records matching a criteria
Exporting records matching a criteria
Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error
1 vote
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