Zoho Books
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1006 results found
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Make the Estimate and Invoice templates field changes during entry time rather than pre-defined.
Hi Zoho Team !
I completely rely on Zoho books for my Accounts.
I raise several estimates and invoices on daily basis.
My customers requirements on invoices vary. Some people expect printed estimates & invoices with sign and Seal. Some people are good with digitally signed estimates and invoices.
I have to cater the customers as required.by them to sustain my business.
For this purpose, I currently use 7 different templates for estimates and 12 different templates for invoices.
Example.
Estimate with description & item-wise discount,
Estimate with description & total discount,
Estimate with description & no discount,
Estimate without…1 vote -
TCS u/s 206C(1H) appicability
How to levied TCS in Invoice
1 vote -
Option to change colour of part payment received from client in an invoice
When your client pays part of an invoice it features as (-) $000.00 in Red text. This can be confusing for a client as they may interpret this as an outstanding figure that is owed when it is the opposite.
We need the ability to change the colour of this text in the invoice template as opposed to the current system wide set up that can not be changed.1 vote -
Electronic invoicing
The Greek government voted a new law that wants all companies that issue invoices to comply with the new regulations for electronic invoicing.
This law requires online connection of the ERP systems with the Greek IR (electronic invoicing). Are you aware of this issue? Can you help us with this implementation?
Below some links that may help you.
This is the official website of the Greek "Independent Authority for Public Revenue" referring to electronic invoicing:
https://www.aade.gr/mydataThey also have a website for developers. They say that they have created an API for the developers of ERP systems
https://www.aade.gr/myDATA/tehniki-tekmiriosi
https://mydata-dev.portal.azure-api.net/docs/services/myDATA-dev/operations/get-requestinvoicesThank…
28 votes -
Export invoice content as .xls and .csv file
I need to make some calculations on invoice contents. Multiple items invoice takes lots of time to work on..
1 vote -
Fetch GST of Customers based on PAN and update all Invoices with their GST respectively
We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature
1 vote -
Add TDS (Tax Deducted at Source) section in ZOHO Books.
Add TDS (Tax Deducted at Source) section in ZOHO Books.
4 votes -
Adding time period of service
for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too
3 votes -
signature
Capture client signature on invoices on mobile device. Joist app has a great integration.
2 votes -
Show credited invoices as "credited" rather than "paid"
When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".
4 votes -
Packing List for export
Please add Packing list option which is customized for every one in which we can put detail of consignment dimension, net weight, gross weight, amount, no. of items and etc.
1 vote -
format for INVOICE
the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.
Pls allow for option to customise the standard formats / templates available in zoho books.
Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.Once done, this can be saved by the user for future use. Makes it standard and unique for each business.
3 votes -
1 vote
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Multiple terms of payment
30% payment for the invoice, the balance due will reduce accordingly and only the 70% balance will be displayed.
Show the balance due of the date of the first terms.
1 vote -
Remove Avalara restrictions on Discounts!!!!
There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??
1 vote -
Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
1 vote
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Mark invoice as sent in bulk but it is not showing any option
Mark invoice as sent in bulk but it is not showing any option.
1 vote -
Paperless
we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.
2 votes -
2 votes
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