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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6409 results found
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SNAP SHOT option for last bill made
When we prepare a bill for particular customer .We can be able to see his last transaction invoice, which helps us to make same invoice
1 vote -
Give a option where we can share invoice and statement can go to whats up app , there is no job sheet for service category
Customers are more active in whats up the app in today world so please give a whats up a share option
1 vote -
Add peopleperhour to the Banking feed list
Similar to Upwork - I use peopleperhour for my business, would be great to pull in transactions automatically
2 votes -
3 votes
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add a Budgeting and Planning application
It would be useful to be able to take these applications and project results into the future with a Zoho budgeting/planning application. This application would also allow you to create business models based upon drivers/formulae using your own information or data coming from other Zoho apps. Functionality would also include a reporting function to extract data to create dashboards/scorecards as well as other analytical reporting.
8 votes -
More templates
More templates
1 vote -
defult printing template per customer. so every time i am creating invoice for that customer the default template that i alrea
I need to be able to chose a defult printing template per customer. so every time i am creating invoice for that customer the default template that i already assigned to that customer would print. MYOB has this function already
2 votes -
Duplicate Invoice message warning at same time when invoice number is feed
Duplicate Invoice message warning at same time when invoice number is feed
1 vote -
enable tax on adustments
There is a place for an adjustment on an invoice, but that adjustment needs to also adjust the total tax on the invoice. It doesn't, so I have to create a line item for adjustment. Would be nice if the adjustment field also adjusted the tax.
1 vote -
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 -
Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more4 votes -
Invoice size
We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.
4 votes -
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 -
Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments
Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.
4 votes -
DEBIT NOTE FOR FREIGHT
Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature
4 votes -
Sales Person Reports
Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
It is Important Options.0 votes -
The ability to automatically attach pdf on a customer base.
Some customers want / require to have the pdf attached to the invoice e-mail, others find it ok to click the portal link.
So would be a great plus to have this option as an option on the Customer instead of doing this for all customers or none.3 votes -
Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.
Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.
3 votes -
total in tax summary
For the report on tax summary, please display the total at the end
1 vote -
1 vote
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