Zoho Books
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6170 results found
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create retainer invoice from sales order
There needs to be a way to show the trail Estimate (Retainer Invoice) to Sales Order (showing retainer payment) to Invoice.
Currently, you can set auto accept to invoice, but not sales order and there needs to be a way to show the retainer payment on the sales order.
4 votes -
GST on Freight Charges
As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it
5 votes -
Automate exporting invoices
Scheduled automation of invoices export to google drive or other cloud services.
6 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 -
CUSTOM CHARTS OF ACCOUNT
I would for Zoho team to allow suscriber to customs the chart of Accounts as they wish. Some Accounts in the Charts of Accounts are not useful in some countries and also the chart of accounts is not the same in all countries. Therefoe except fews account that could not be renamed, we should have the ability to delete what we do not need as account and organize the chart of account as we wish according to our local chart of account and legal provisions
25 votes -
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
17 votes -
Add new Data feild
Please add CGST AND IGST data field to be pulled in customize reports from ZOHO Books. It will resolve 2 issues:
1.Item Total will not be wrong
2. Item TAX % break up will clearly be visible in the report.
3. The same data feild is already present in Sale module of reporting2 votes -
Integrate with Etsy
I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.
10 votes -
Ability to Auto Import
Look at a feature of allowing auto import into zoho books through other conventional accounting softwares. Most companies are on ERPs or other traditional softwares but which supplement their core manufacturing or service activities. It is not practically easy to change those softwares. Allow an option wherein data from those softwares can be imported through FTP or even an auto email with attachment. An API cannot be used or integration method will also fail as in most cases these software companies do not want users to shift from their softwares to Zoho. Zoho Books is a good product but unless…
6 votes -
Indicate the estimate number on the invoice
I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?
1 vote -
Invoice Template-Details printed on the first page like PO no,Invoice No,Organisation Info to be printed on all pages
When the line items exceed 1 page,want details printed on the first page like PO no,Invoice No,Organisation Details to be printed on all pages of invoice and estimate.
7 votes -
kotak bank integration needed
The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account
4 votes -
Custom field calculate between numerical fields
need ability to create a custom field that can process calculation between Numerical fields... this functionality is a giant gap
7 votes -
custom status in Invoices
We must be able to create custom status just like that of Sales Order.
Eg : 1. Printed
2. Acknowledged etc...........3 votes -
I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency
I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency
2 votes -
Check printing and deposit slip printing
After payment Check print option with check details and payment voucher
As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated
11 votes -
Please add a feature to shorten the Invoice Link so it gets easy for us to share it in SMS or other sources. For now, we need to use bitly.
Kindly add a feature to shoten the invoice link for easiily sharing it in sms.
7 votes -
Sub Total Between Lines of Invoices
Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices
4 votes -
Invoice item name can be timesheet date
Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.
6 votes -
Opening Balance of a vendor and customer during current financial year i unable to record
Category should be Opening balance Under Customer/Vendor
we need to click opening balance either under vendor
Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.35 votes
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