Zoho Books
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995 results found
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Multiple auto numbering of invoices
In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.
So it would be great that Zoho can support multiple autonumbering based on a customizable condition.
14 votes -
let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"
Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.
9 votes -
Revenue Recognition on Contracts
Since the software allows for annual recurring of invoices, it makes sense to have the revenue recognition feature available so that the invoice can be recognized into income of its life.
9 votes -
1 vote
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1 vote
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Email packing list to warehouse
It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.
4 votes -
404 votes
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Custom categorize invoice
I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.
6 votes -
Allow staff hours be billed as days
Currently i have to calculate an hourly rate and ensure my staff put in correct billable/nonbillable hours. I would like to charge a client based on a daily rate rather than hourly. We should be allowed configure what a "working day" is e.g. = 7.5hours. And then if staff put in this in their timesheets we invoice a day, if they put in 3.75hours, a half day etc.
31 votes -
include an option for interest and fee charges where payments are late (over 60 days past due)
Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.
32 votes -
Add Payment details to Statements as well as Invoices
Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.
15 votes -
Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
Add reoccurring RETAINER Invoices
It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually
29 votes -
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies?
1,185 votes -
2 votes
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