Zoho Books
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263 results found
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Categorize customers by color tag in contacts section
In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.
3 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 -
Integration of Mobile numbers
Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.
3 votes -
CUSTOMER > Overview > sales > TOTAL ????
CUSTOMER > Overview > sales > TOTAL ????
4 votes -
Add a flag to identify accounts on stop
I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.
A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)
9 votes -
I need to add more custom fields for contacts. why you limit this?
I need to add more custom fields for contacts. why you limit this?
why you limit with 15 or something!
We cant use it more.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 -
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 -
Transfer balance between contacts
for example we have a contact with two difference currency , it could useful if we can change balance between contact and the do a payment
2 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 -
Make a way for us to see if emails bounce back or are delivered.
If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?
1 vote -
Option to hide invoice from customer portal
There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.
3 votes -
There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.
As per our policy we supply or serve a single client in a field/sector. eg we
do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.1 vote -
Default Account for Customers/Suppliers
When I make a sale to particular customer, the default sales account will be the one I select in contacts instead of coming it from the items. Because I could sale one item to several customers and I have different categories of revenues.
1 vote -
Customer Portal and control the amount of viewable invoices
Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.
7 votes -
grouping the customers based on a particular area/route and able to take item based sales summary based on this customer group
In New Contact, please provide a provision in customer list to group the customers based on a particular area/route and also provide an option to take that customer group (area/route wise) sales summary (products) ie products names and its total numbers for the particular route/area.
4 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 -
journal entries day to day
day to day journal entries for services.
for example
transportation charges ac. dr.
to party accont cr.1 vote -
Add additional address column in tempelate
Add additional column in between address and city in upload contacts template for second part of billing address or shipping address. For example, 123 main street, apt .2, Denver, CO instead of just 123 main st. Denver, CO
1 vote
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