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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1006 results found
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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.
15 votes -
while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.
I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.
15 votes -
15 votes
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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 -
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 -
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 -
Proforma Invoice is compulsory and should be easily convertible to Invoice
It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…
14 votes -
Electronic Signature on Delivery Note/Chalan for Mobile Printing & Delivery
1) Delivery Note should have customer name, date and signature
2) An option to refer to Customer Sales Order
3) Once the delivery us made and customer signs for item electronically then delivery person can just print a copy using a mobile printer such as Zebra etc.
4) The signature will be placed on Zoho Books/ Inventory as delivery with signature5) If this is a cash transaction or even credit card payment option for a receipt and also be made and printed
This is for option is for Zoho Books/Invoice/Inventory
14 votes -
HSN Summary at Invoice level
If we have got 10 items in a invoice with 3 HSN codes, I would like a column to be displayed below the invoice with HSN Code wise summary of the items in the invoice, which will help us with easy Bulk generation of e-waybills, all existing softwares such as tally and cleartax have this feature running.
14 votes -
Mentioning TDS when Invoice is created
Provide an option to mention TDS recievable when the invoice is being created.
14 votes -
Customer Account Statement
Item & Description Showing with Customer Account Statement
Currently Show Only Invoice Number13 votes -
WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT
E WAY BILL PRTINTING AVAILABLE IN TALLY.
WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.13 votes -
Financial Year Based Accounting
Zoho Books run on Open Period Concept where one can enter transactions in Any year (Either Past Date or Future Date). This is a serious gap in internal controls where any of the executive may end up keying transaction in incorrect financial year and same will have impact on company's financial position.
13 votes -
Addition of "Past Due" or "Previous Balance" to Invoice
For clients that have an outstanding balance when generating a new invoice, add a line item for that amount. This would allow clients to see their Total Owed without having to manually add a charge and write off the old balance.
13 votes -
calendar
I would like to suggest a great feature for all type of vendors that work in the event field. This would apply to many types. Among them for instance:
Musicians
Photographers
Caterers
Event florists
Event planners
Funeral homes
Performers
My suggestion is for Zoho would be, to integrate a visual calendar (that will sync with google or yahoo calendars etc).
In Zoho settings there should be an option, in any existing date/calendar field, to "show" or "not show" in the new "Zoho Calendar"The purpose of this is, that any vendor that deals with events can see an overview in…
13 votes -
MULTIPLE ITEM SELECTION
IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS
13 votes -
Add HSN Column in Item List
Add HSN or Customized Column in Item List in Invoice
13 votes -
Provision for Tax collected at source
There should be a provision for TCS in invoices.
13 votes -
Add an option to create an estimate (quote) from normal and recurring invoices
Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.
13 votes -
Fixed Discount per client
We have to manually enter discount per item in every invoice. Would like to have an option to fix the discount per client so that every time the discount amount or percentage pops up automatically. But this with an option to change the discount in special cases.
13 votes
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