Zoho Books
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1007 results found
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We have to be able to set default COA for invoice based on customer currency
Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice
3 votes -
show which projects are inactive while making invoice
If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.
3 votes -
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.
3 votes -
Pls add lorry/ truck no. and eway bill no. column in Invoice
Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.
2 votes -
Make things easy
Make things intuitive! UGH!
1 vote -
Preprinted invoice
We need an option for preprinted invoice stationary
1 vote -
1 vote
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Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes -
show Net invoice amounts on views
Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes
4 votes -
have a feature to view invoices associated with a certain price list category or a sort option to view all invoices under that price list.
My business is using 4 PRICE LIST categories: SRP, special price, dealer price, and distributor price. I need to view the recent invoices associated to the SPECIAL PRICE category because I had a feeling that only a few customers is currently availing that price list. We're looking at making it inactive. I want to see for myself and not just base it on a hunch. But there is no option to check that. Kindly have that feature please.
27 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes -
2 Bank Accounts of Different Branches
Bank Account details has to be set up in Invoice Template and selected Invoice template becomes default for the entire company. When we activate Branchwise accounting this creates trouble. Suppose 2 different branches may have 2 different Bank Accounts and each expects payment from client to be received in their respective Bank Account only. In such case when Invoice is generated it always shows the Bank Details which are mentioned on default template and thus creates trouble for Invoice creation.
4 votes -
Put more information on normal invoice of the retainer invoices already paid
In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.
In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :
Retainer invoice Number
Retainer invoice date
Retainer invoice % (percentage of the total final invoice)example :
Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $
Thanks for taking in consideration that request
9 votes -
Have the same schema of numbering system for retainer invoices than normal invoices
Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???
and do not have a separate system of numbering?
In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!
All our french user cannot use the current system...
All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :
RETAINER INVOICE 10455
INVOICE 10456
RETAINER INVOICE 10457
INVOICE 10458
and so on....Could you please allow…
9 votes -
we want to have different series of invoice numbers for different categories of client. how to do that in zoho?
Different series of invoice numbers for different category of clients.
example for small retailers 1,2 ,3 etc...
for big insitutions A1, A2, A3 etc...
for agents B1,B2, B3 etcc..
is it possible to automate such numbering in zoho.1 vote -
Need two tax withheld field or more then that
Need to make more tax field here like sale tax withheld and income tax withheld but in zoho books there is only one option for tax withheld.
4 votes -
unsettled payment details
unsettled payment further details should be avialable.
1 vote -
unsettled payment details
unsettled payment further details should be avialable.
0 votes
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