Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1026 results found
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Tracking pixel for invoice - shows open
Each invoice e-mail sent to EACH user should have a tracking pixel embedded so the administrator can tell when an e-mail has been view as well as when an attachment or link has been clicked to track viewing of invoices as attachments as well as opens by users. This information would then be presented as part of a color coded history shown for each invoice just like Freshbooks (shown here). This way your customers can NEVER say they haven't seen an e-mail when you know they have downloaded the attachment and opened the e-mail multiple times (all tracked by user).…
19 votes -
Auto-generating invoice prefix PER CUSTOMER
Currently if you use an auto generated invoice/estimate # it uses a single prefix for all invoices. (example, INV-00076) It would be helpful organizationally to have the option for the prefix to be set per customer. So each contact could have auto-generating invoice and estimate numbers that use their unique prefix. (So Bob's Firework Palace could have a prefix of BFP-00017, and Tech Barn could be TB-00099). It would be great to have the ability to set this for invoices and estimates separately per customer and also a field for a global option.
19 votes -
19 votes
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Mark SO as invoiced
I'd like to be able to mark an SO manually as invoiced.
19 votes -
Combine Retainer Invoices and Traditional Invoices
When I look at outstanding invoices I would like to see retainer invoices in the same place so I can see everything that is overdue in one place. Also, when receiving payments I would like to be able to apply the payment to an invoice or a retainer invoice or both. If a client writes us one check for three separate retainer invoices I have no way to apply it to all three invoices. It would make sense to include outstanding retainer invoices as an option when choosing "Payments Received". Today I received one check and am going to have…
18 votes -
you to make it easier to paste numbers.
Hi there,
I do a lot of copy/pasting and every time i do it, i have to clean up the number to remove any commas and dollar signs etc, from my other software. This is very inconvenient.
This is what happens:
When i paste $2,334.00, ZOHO books does not recognize it as a legitimate number.Are you able to add this feature? I used QBO a few times and there you can paste anything and it will recognize it.
Thanks
18 votes -
Credit card rejections - send e-mail to administrator
Right now credit card rejections are ONLY sent to the end user(s) whose card has been rejected. Ideally the administrator (or an identified user) should also receive a rejection notice via e-mail when credit cards are rejected along with the reason code. Really all you need to do is CC the client rejection e-mail to the administrator.
18 votes -
Include invoices and receipts in backup
although the backup function provides some usable output there are no invoices included in the zip file.
It would be very relaxing to take a backup and also get:
=> all invoices as PDF
=> all uploaded receipts for expenses, billsThis would reduce the overhead of saving everything twice.
18 votes -
Invoices written off should show as "Written Off" not "Paid"
Currently, when an invoice is written off, its status shows as "Paid". This is clearly not the case and will cause confusion when staff are chasing debts from returning customers. Please change the process so that when an invoice is fully or partially written off, the status show as "Written Off" or similar.
18 votes -
Add multiple payment to Retainer Invoices
Add an option to allow multiple payments for a Retainer Invoice.
18 votes -
Would like to use our own SMTP server to send invoices
Would like to use our own SMTP server to send invoices
17 votes -
17 votes
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Progress billing for Service oriented companies
Multiple Invoices from one Sales Order for service industry
16 votes -
Create deposit invoices based on a % value of total invoice amount.
For larger projects businesses often ask for a percentage of the total amount of a project to be paid upfront prior to the works commencing. I would like to be able to create a project invoice and then issue the deposit invoice to a customer from this, the remainder of the invoice is then due once the project has been completed and the appropriate invoice can be sent to the customer. I notice you have a number of workarounds, however this is a very common requirement of most businesses so should be incorporated into Zoho Books. You have a Retainer…
16 votes -
Add Tracking Number & Shipped Status to Invoices
I would like to be able to:
1) Add tracking number to the invoice so we can easily identify if an order was shipped and via which carrier
2) Mark items as shipped.We currently use Aftership.com which is a great service. Would be nice if it could be integrated to the system.
16 votes -
16 votes
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Convert Invoice to PO when Invoice created from Estimate
The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.
But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.
When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability…
16 votes -
Please add a feature by which multiple delivery challan can consolidate in one invoice.
In many industries party sale goods to customer on delivery challan basis because some times delivery goes to them multiple times in a Day so it is not possible to raise invoice for every delivery challan. So I think it would be great if you add a feature by which multiple challan can consolidate in one single invoice.
16 votes -
Support for XML and digitally signed documents
My request is to add additional file formats as allowed attachments to transactions. There cases where I have to attach an XML file or a .P7M file (a digitally signed file) to a transaction. Since those documents are generated by government agencies (Italy), they cannot be converted in other formats but must be kept in their original format.
16 votes -
Sales order from partially invoiced to invoiced manually
Not all of our sales orders are fully invoiced as we work on a re-imbursables basis. We therefore have many SOs that are in Partial Invoiced status but fully Invoiced as far as our business is concerned. Would like to be able to manually change a SO status from partially Invoiced to Invoiced.
15 votes
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