Zoho Books
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991 results found
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I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding the rate myself)
I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding or selecting the current exchange rate myself)
1 vote -
Option of to give cash discount on entire invoice
Apart from the line discount, Many customers i have to give CD for advance payments. Presently have to calculate manually if different line discounts are there. Additional layer of discount on total invoice should be introduced
1 vote -
Minimum Retainer Balance
I use what is called an "evergreen clause" in my service agreements.
This requires that my client maintain a minimum balance in a retainer account to be billed against each month.
Example #1:1) Client signs agreement and pays $2,500 as a retainer.
2) At the end of the first month I issue an invoice of $1,200 for services provided.
3) That invoice will be paid by drawing $1,200 from the $2,500 retainer invoice.
4) The client's retainer balance is now below the $2,500 minimum requirement, so . . .
5) I need to be able to issue a payment…
1 vote -
Allow Invoice Templates to be made "Inactive"
Allow Invoice Templates to be made "Inactive"
1 vote -
add a send invoice to alternative e-mail address field to contact
use case: the payer is not the direct customer. We send the invoice for a service that a person requested to the e-mail address of the insurance of that person. To send this invoice from Books we have to create a secondary contact person with the e-mail address of the insurance as of now. We think this could be simplified having a field inside the contact that can be used when the invoice should be sent via e-mail to a different address.
1 vote -
Colomb
Customisation field- “(item rate X quantity) + tax amount” - amount with Tax
1 vote -
QR code for reading items in Inventory
Hello, Zoho Inventory is able to use barcodes for items. It's very nice but the SKU must be numerical values to use this feature. Numerical SKUs are unworkable for humans, so we use alphanumerical values.
This wouldn't be an issue if the Zoho Inventory app was able to read QR codes on top of barcodes. Honnestly speaking barcodes are a thing of the past.
Could you upgrade this features to read also QR codes?
1 vote -
Non-rate based Tax / Custom Tax Amount
In our industry there are taxes that are not based on a percent of amount. Sometimes it is a flat fee, sometimes it is a fee based on quantity. To accommodate this, could we have a tax that is just editable on the invoice? This way we can do the calculations and add it if it doesn't fit in the standard % of amount tax model
3 votes -
invoice multiple address
Can you add the ability to assign items to different addresses on an invoice? We sell services to customers who have multiple locations and need to see the invoices separated by location.
3 votes -
E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals
E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals,
If we upload E-invoice manually with utility we make unit rate in 2 decimals even if actual invoice is in 3 or 4 decimals, the total remains same in E-invoice portal, but while pushing invoices from Zoho to E-Invoice IRP, it shows error of Unit price is invalid. Its not even accepting the negative round offs.
So, if manual E-invoice utility accepts rounded unit price in 2 decimals, zoho also need to push invoice to IRP in the same way, its showing error…
1 vote -
Add time to recurring invoice
I would like to be able to add timer hours to any recurring invoice before it is sent OR I would like the Draft of a recurring invoice sent to ME and not to the client, so I could manually add my hours to any recurring invoice.
3 votes -
Allow external SMTP configuration for mail sent from Zoho Books.
Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.
This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.
3 votes -
progress billing
When you start a project you bill 50%, then as execution progress, you bill accordingly per percentage done.
3 votes -
importing estimates
Perhaps this already exists and I've not found it... A CSV template that allows for importing a CSV of an estimate from another software application into Zoho Books.
We use a proposal-generating application that offers seamless integration with Quickbooks Online and the ability to export the proposal as a CSV file, which can be imported into Quickbooks desktop & Peachtree.
It will make the decision to move away from QB easier if such as template exists (as I know there is not an integration).
3 votes -
Choose the Transaction number series in the Template
We can create different transactional numbers but to automate things would be easier to associate it to a template and in flows I will be able to choose the template and thats it.
1 vote -
Edit the Invoice template layout
Please include the option to edit the report layout as there are some extra spaces displaying in the Invoices but we cannot remove them.
1 vote -
provide whatsapp details about invoice amount , payment reminder and payment received details also
need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.
6 votes -
Multiple contact names placeholders for invoice reminder email template
Books allows me to select multiple contacts for an invoice at the bottom of the Edit Invoice page, but for the reminder email template, I can only add a placeholder for the first name of one customer. For example, I can have the reminder sent to multiple emails, but can only say "Dear %FirstName%..." I would like to say "Dear %FirstNameContact1%, %FirstNameContact2%, %FirstNameContact3%, etc"
Thanks!
3 votes -
printing invoice pdf
When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen
3 votes -
For some cases we are about submit the invoice with penalty in such case we are not able to do it
Penalty clause apply in invoice
1 vote
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