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Zoho Books

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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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1009 results found

  1. Snail mail retainer invoice

    To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks

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  2. invoice view

    In the invoice page where it list all invoices, I have created 3 custom view namely
    Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
    Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
    Current - when invoice date is 'This Month'

    Now in nov 2018 the view needs to be recreated.
    In addition to 'ALL' by default zoho books should come with monthly view of the invoice.

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  3. When you update a contact it should also update the reoccurring invoices.

    When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?

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  4. Reoccurring Invoices

    When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.

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  5. Remarks Section On Invoice

    It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.

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  6. should be able to search custom field created in item module, value entered at the time of creating invoice or purchase

    I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.

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  7. merge option of PACKING SLIP for multiple invoices

    in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.

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  8. Remarks Section

    Add the remarks section to the new "View Customer Details" section when creating invoices.

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  9. Clone invoice statement

    It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.

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  10. Display composite item indicator after the item on edit sales order screen

    We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)

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  11. Recurring Invoices

    Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.

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  12. sales account

    Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.

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  13. change contact for shipping

    I would like the ability to select the contact for billing and the contact for Shipping separately. Currently only the default contact will show up for both the bill to and ship to address.

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  14. Apply correct rate table to invoices created from bills

    We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.

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  15. 0 votes
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  16. The ability to pay multiple invoices with a credit card

    Please add the ability to select and pay multiple invoices with a credit card in one transaction.

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  17. sorting

    Allow sorting by created custom field in Sales module.

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  18. unsettled payment details

    unsettled payment further details should be avialable.

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  19. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

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  20. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

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