Zoho Books
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6725 results found
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Support Delayed Charging in zoho books
whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.
4 votes -
Sales Price range for Items
Should be able to give minimum sales price and maximum sales price for an Item
9 votes -
Add ability to edit the CRM data in Books
Some data is being synced back to CRM but not all. You should be able to edit / update the CRM details for a contact (such as Industry or source).
4 votes -
Task in the Timesheet could be categorized.
When an Invoice is created, the item sold is assigned a category. We use these categories to evaluate revenue amounts by category.
It would be helpful if tasks in the Timesheet Projects could be categorized also.
Currently, all of the revenue received through projects tracked in the Timesheet area of Books appears in the uncategorized line item in reports so we can not tell what kind of project/revenue has been created.
7 votes -
Add a tax component to a purchase item.
Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.
32 votes -
More kinds of custom fields
Add to the possibilities of customization more kinds of custom fields, especially "pick list" to the moduls of estimates, sales order and invoice.
9 votes -
Possibility to convert the Estimate in a Sales Order
I would like to have an option to convert the Estimate first to a Sales Order. And after that to an Invoice.
Now there is only an option to convert the estimate to an invoice directly
4 votes -
Estimates for Prospects or Leads
I am so grateful that Zoho CRM contacts can be syncronized with Zoho Books. Most of my estimates get sent to Leads though, and not Clients. This means I have to convert a Lead to a Customer prior to creating an estimate for them. When they don't actually buy, there is no way in CRM to revert them to a Lead, and I have to re-create them. This is causing a lot of extra work (both to send the estimate, and to revert them to a Lead) and headache.
10 votes -
allow to cusomise the estimates so we can add/view the contact name
Can't have the contact name in an estimate - note there might be a variety of different contacts within an organization and its more personal.
4 votes -
Credit card rejections - send e-mail to administrator
Right now credit card rejections are ONLY sent to the end user(s) whose card has been rejected. Ideally the administrator (or an identified user) should also receive a rejection notice via e-mail when credit cards are rejected along with the reason code. Really all you need to do is CC the client rejection e-mail to the administrator.
18 votes -
Automatically Create a Potential Sale in the CRM when an Estimate is sent
Pull the quote information to automatically create a potential sale in Zoho CRM.
9 votes -
create an option to view contacts by last name first, or first name first.
Since we don't have parent/child options, this would at least allow us to see the members of one family that have the same last name together.
4 votes -
Manual entry of tax amount for expenses
In Australia, some expenses are not taxed at the full GST rate, especially when dealing with government departments. For instance, I just purchased an online file for a total cost of $13.26 (incl GST) yet the total GST that I paid was only $0.46 which is nowhere near the standard 10% GST.
I"d suggest that where the radio buttons are to nominate whether the expense amount is inclusive or exclusive of GST (tax) that an additional option be included somehow to manually enter an actual GST amount paid as part of the expense.
Without this it is impossible to correctly…
19 votes -
include an option for interest and fee charges where payments are late (over 60 days past due)
Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.
32 votes -
Zoho Books polish version
translate zoho books into polish language.
11 votes -
Add reoccurring RETAINER Invoices
It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually
29 votes -
Worldpay Business - Integration
ZoHo should really consider integrating worldpay business for UK clients.
We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!
Please action this ASAP?????
10 votes -
Add 'Delivered' or 'Received' as a status in Purchase Orders
Instead of converting a purchase order to a bill, it would be nice of one can simply mark it as delivered so that the view can be filtered to exclude these. At the moment one needs to cancel the order to be able to filter out the delivered purchase orders.
9 votes -
View sent estimates and invoices
It would be great if one could view the body of historic emails sent through the estimates and invoices modules. A link to this email can be placed in the updates above the invoice or estimate. "9 Jun 2015 06:25 PM Estimate emailed to mail@mail.com. Click here to view email"
12 votes -
add a column for "merchant name" on zoho books
im using zoho books and zoho expenses.
we need merchant column in zoho books also like in zoho expenses
or atleast on zoho books > expense reports.
now its time taking to know to whom we paid
5 votes
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