Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
1026 results found
-
Integrate Supplier / Client zoho invoices with your own.
Allow other organisations to link up with yours so that they can send invoices or bills directly between organisations, pre-filled.
1 vote -
Project wise invoice details
Hi,
Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.
It would be great if you could create a report accordingly.
1 vote -
Integration of deferred income report
My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.
1 vote -
Manually associate invoices to sales orders!
The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
Why isn't there just a function to manually associate an…1 vote -
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered. also creating the invoice before the delivery note create multiple errors that then need to be reversed
1 vote -
Enable the option of editing the Expected Payment Date template in Invoices just like you can edit the Due Date reminder.
The feature would be just like the reminder for Due Date of an Invoice. Thanks!
1 vote -
Modify invoicing format
I was looking to edit the invoice numbering system and found that there is not option to change.
The default numbering system zoho has is editable prefix and auto numbering suffix (Eg INV - 001).
It would be really helpful if they could provide a auto numbering prefix and editable suffix. (EG 001 -INV).
This is crucial because many use differnt format for invoicing and zoho has a fixed format. Also, we can't change the invoice format in between the financial year, we can change format only during start of the new FY. Change in format would be really helpfull.
1 vote -
Hyatt Hotel In Chicago
Located in the heart of downtown Chicago, Hyatt Hotel offers easy access to the city's iconic attractions such as Millennium Park, Navy Pier, and the Magnificent Mile. With stunning views of the skyline and Lake Michigan, you’ll experience the beauty of Chicago right from your room. The hotel’s modern, spacious accommodations are designed with your comfort in mind, featuring high-speed Wi-Fi, flat-screen TVs, and luxurious bedding.
1 vote -
Edit "Thank You" note before sending
Hello! I was hoping that there is an option to edit the thank you note before sending, similar to how invoice emails can be previewed. There are some clients that need that extra customization.
1 vote -
Add a way to show non taxable total amounts on PDFs, and to have the same number sequences in invoices and sales receipts.
Could you add a way to show total non taxable amounts in pdfs, and to let us link the sequence of number of invoices with sales receipts. This is because we need them to have the same information, and is either one or the other.
1 vote -
In confirgration reminder Email place holder need total outstanding amount and statment as an attachment
In configuration reminder email placeholder needs the total outstanding amount and statement as an attachment
1 vote -
DIGITAL MARKETING SERVICES NEAR YOU
Looking for expert digital marketing services? Our services include SEO, Google Ads, Meta Ads, Social Media Marketing, Email Marketing, and PPC Advertising. We help startups, local businesses, and established brands reach the right audience, drive traffic, and boost sales. Contact us for more information, including phone numbers and email addresses.
WEBSITE - https://multisofttechnologies.in
NUMBERS +91 971129811 , +91 79830280751 vote -
Token MLM Software Development Near Me
Multisoft Technologies offers digital marketing services to boost your MLM business, including SEO, Google Ads, meta marketing, social media marketing, email marketing, and PPC advertising. They provide custom token MLM software development and expert digital marketing services to help you build your MLM empire. Contact them for more information and to discuss your needs.
WEBSITE - https://multisofttechnologies.in
NUMBERS +91 9711298311 , +91 79830280751 vote -
1 vote
-
statements
The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.
0 votesHi Debbi,
You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
-
Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe
Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe
0 votes -
Address doesn't stay the same on reoccurring invoices.
When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?
0 votes -
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
0 votes -
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.0 votes -
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?
0 votes
- Don't see your idea?