Zoho Books
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263 results found
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To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks1 vote -
Allow customers to select the invoices to pay in one transaction on the portal.
Allow customers to select the invoices to pay in one transaction on the portal
1 vote -
Enable multiple currencies for CONTACTS
We are a fashion retail business and our customers can shop different sales channels. We can only attribute 1 currency to 1 customer so when a client wants to pay in different currencies we have to create a new contact for them. Please allow customers to pay in multiple currencies under 1 CONTACT
1 vote -
Generate a pop up alert when a customer is chosen when creating an invoice or quote
It would be helpful if a pop up alert is generated when a customer is chosen when creating an invoice or quote. For example if customer is no longer able to purchase due to a bad debt or past due account.
1 vote -
Statement of Account
To Customize SOA for the customers and vendors is very important as the current standard template does not show the ref# and description.
Right now we adding the descript in the ref# filed so we can get it the statement in the notes filed ( we made across records ) !!!.
Please, we need to customize statement of account to be included ( Date, Ref, Description, Dr, CR, and balance).12 votes -
Allow Clients to view Sales Orders in their Client Portal
Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?
4 votes -
Allow us to address a different company name within the customers shipping address.
We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.
Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.
61 votes -
Group Contacts
It would be nice to group contacts in categories by type of vendor, customer, project, etc.
4 votes -
ADD CHAT,CALL AND UPLOAD PHOTOS AND DOCUMENTS FEATURE IN ZOHO BOOKS
PLEASE ADD CHAT,CALL AND UPLOAD FEATURES (LIKE ZOHO CLIQ) IN ZOHO BOOKS
5 votes -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
4 votes -
Checkbox to Mark Contact Persons as Primary & Active / Inactive
Add a Checkbox in Contact Persons to Mark Contacts as Primary Contact & also a Checkbox to mark the Contact Persons as Active / Inactive which will stop all communication automatically to the inactive Contact Person.
7 votes -
Could create a company in both Customer and vendor type
if you working with a company as both vendor and customers type , it very useful when you create a contact and there is an option to choose both vendor and customer
7 votes -
show Vendor and Customer statement in one place (if there are linked)
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
13 votes -
Bulk email
Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.
4 votes -
envelope
It would be interesting to have the possibility to print address of contact on enveloppes #10. Let say we have our business envelope we could print contact information directly on the enveloppe to send check or invoices.
14 votes -
Multiple GSTN Numbers of One Customer as per Location-Its very important as of now scenario
One customer with Different Locations and different GSTIn Number as per ocation should be added in one contact , so that it gets tracked under one ledger only.
All Other Accounting Softwares provide this option after GST8 votes -
Test features mode
I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"
4 votes -
Reporting Tags in More Reports
Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.
26 votes -
Salespeople assigned to customers
Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.
88 votes -
CUSTOMER > Overview > sales > TOTAL ????
CUSTOMER > Overview > sales > TOTAL ????
4 votes
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