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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263 results found
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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 -
Can we have the portal access for vendors too so that they can fill in their details
Can we have the portal access for vendors too so that they can fill in their details
4 votes -
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 -
1 vote
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Add a View customer Portal link in each customer contact area.
Add a View customer Portal link in each customer contact area. It is possible to add an email to the customer contact and login to the portal that way so why not just have a view customer portal link in each contact area?
1 vote -
Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above
Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above
1 vote -
Please check of bank details (Bank Name, IFSC, Branch, Acc Number etc) of vendor and employee to be added on the system
- It will provide storage of bank data of every vendor so that we don't need another medium to find these data repeatedly.
- Data can be used for banking transfer (If zoho gets integration with banks)
1 vote -
Filter unnecessary contacts out of Zoho Books
Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them. Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…
1 vote -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
specific customer can be seen by the certain salesperson
Hi
Please add 1 feature in which some specific customer can be seen by the certain salesperson.0 votes -
make it in that way that only opening balances of all parties can be entered. no need to enter all purchase and sales invoices of previous
no need to enter opening balances bill wise
1 vote -
slider type sales overview in contacts
just as you have the feature to view an invoice in the ewaybill page without changing the page itself...we need to have a similar feature in the sales overview page of a contact where we can just rollover a link to see a slider showing the relevant invoice, dc, quotation,etc without leaving the overview page.
1 vote -
NO IDEA
YUGFY7
2 votes -
The ability of tracking payments to employees without making them a vendor is must be added.
LIKE ADDING CUSTOMER AND VENDOR..........FEATURE TO ADD CONTACT AS AN EMPLOYEE SHOULD BE GIVEN ,SO THAT ONE CAN DO PAYROLL MANUALLY.........TREAT EMPLOYEE AS VENDOR IS VERY CONFUSING.
1 vote -
Remove contacts.
I added contacts via an API, now i have to upgrade to a higher pricing plan. But i don need all those contacts... Please let me remove them. Also for privacy reasons.
1 vote -
Allowing a Contact being a vendor and a customer with multiple GSTs for both roles
Same customer with multiple GSTs and the same contact being treated as a Vendor to facilitate purchase returns as invoices ( instead of debit notes )
3 votes -
Can we automate sales commission calculation on all sales made for to a particular contact to an agent who introduced the contact to us?
Can we automate sales commission calculation on all sales made for to a particular contact to an agent who introduced the contact to us? It's like an understanding with a agent that all sales made to certain parties forever require payment of commission to the agent. In such cases, can their be an option at time of customer account opening as to them being introduced by the agent and all invoices generated/payments collected from such customer entitles the agent to receive commission and that the expense of commission is automatically recorded?
9 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
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