Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6409 results found
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In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
1 vote -
Improvements in Retail Invoice
Retail Invoice displays payment mode only as cash or card. It should allow us to select any payment mode, e.g. check, bank transfer, the same as what accepting Payments allows us.
3 votes -
There should be more freedom to edit the sections of the Invoice.
We are facing limitations for the same to adapt our offline format. The Invoice format should be easily editable or allow us to import our codes or formats.
1 vote -
should be able to search custom field created in item module, value entered at the time of creating invoice or purchase
I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.
0 votes -
Can we have Grand Total in expense window ?
Can we have Grand Total in expense window ?
1 vote -
3 votes
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Creating a Area wise Summary
We have distribution network in the entire city and we make bills according to the areas. We used Foxpro before this and it gave us an areawise summary which helped us remove only those products in the quantity that are mentioned in the bill which helped us save time to pack the good. Now we have to remove the items invoicewise which is really a waste of time as we have to visit the godown/storeage very frequently for each product. please get this done soon as this is also the issues other distirbutors are facing and we may have to…
1 vote -
3 votes
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Allow retainer invoices to be applied against customer's prepayments
Currently if i received an advance paymnet from customer then I craeted a Retainer invoices, I cannot apply the retainer invoice against customer's prepayments, it is only applied against final invoice
1 vote -
Please set up sync with the Paypal Mastercard
I have a Paypal Mastercard (by Synchrony) and I would like to sync it. Though I can sync my paypal account, this card does not appear. Other Synchrony cards seem to work. This card uses the same logon credentials as the paypal account itself.
1 vote -
add a line item ability for date. meaning the ability to date each item i am adding to the invoice.
I would like a column for "Date" on the invoice. I simply put that in the description right now but it would be great to have as a separate column. It would also be great if it was a searchable field in within the client so i could look at what work was done on a date. But that i am sure would be much more difficlut
1 vote -
Recording GST Payment
In your FAQs you are suggesting that we create an expense to record the payment, and put that it is out of scope for GST treatment. This will create trouble as it will show in the GSTR - 3B as a nil rated expense. I suggest you create something different specifically for this
1 vote -
return items
would like to see a return item not credit note which will be posted on the customer invoice and removed from inventory so the custome
1 vote -
1 vote
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Simplify Foreign Transactions
I sometimes get paid from a client in Australia in AUD$. I send them the invoice in AUD$ and they pay via bank transfer to my US bank. To reconcile it I have to know the correct exchange rate. Because of the time of day it was sent, the rates are different. I have to keep guessing by trial and error until I can enter a rate that changes the US$ amount to what appears in my US bank. It wastes so much time!
PLEASE make it so that we can edit the final amount in US$ to match what…
3 votes -
Custom field under the total amount in the invoice
We face an issue in Lebanon where we invoice in US Dollars. We have a VAT tax which value should be mentioned in local Lebanese pounds on the invoice under the total amount. This means that even when the invoice is in US Dollars, the tax value should be displayed in US Dollars. Since it seems impossible for ZOHO team to develop this feature, we are requesting a custom filed under the invoice total that we can call TAX Value in LBP & then input this conversion manually on each invoice. Thx.
1 vote -
Add the ability to clone a credit note, and make recurring if possible.
We would like to be able to clone credit notes the same way that we can clone an invoice. We have regular adjustments that we make during our regular billing process and it would be helpful to be able to clone existing credit notes, and even make them recurring (best case scenario).
1 vote -
Change Invoices so they can stay open even though the bill has been paid in full.
Currently when invoices are paid they are moved to end of line because they have a zero balance. But that doesn't indicate that it has completed the job or service.
I would like to have a notification showing that it has been paid but job is not complete. When job is complete or delivered to customer then it will be closed.
3 votes -
Multiple companies under 1 client
I have an unusual situation where a client has 6 companies which I would like to link under the 1 client as he pays with 1 cheque and the credits are against 1 company so I cannot use them for the other companies. Could you add this as a feature similar to the way you can add vendors to customers? Thank you
2 votes -
Delivery Note - non-roman language support
Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.
1 vote
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