Zoho Books
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6409 results found
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7 votes
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6 votes
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Creating a credit if client pays over the amount of an invoice/Allowing for application of payment to multiple invoices
We have clients who pay in cash and often will round up, or they pay more than one invoice at a time with a single payment. Not allowing a credit option automatically and not allowing us to apply a single payment to multiple invoices means we have to take multiple steps and the record does not accurately reflect what happened. If a client has 2 open invoices, one for $500 and one for $475, and they pay $1,000 at one time and know they'll have more invoices, it makes sense for us to enter that as 1 payment, apply it…
1 vote -
triggers
A/B or IF/AND/THEN Triggers
We currently have Books connected through Zapier to Ship Station. The current trigger is set so that when an Invoice in Books is marked as PAID, then the Invoice/Order information is sent via Zapier to Ship Station. But we don't to send every single Invoice/Order to Ship Station...since not every Invoice is for an item(s) that needs to ship out.
What we want to see is the following for a trigger option:
IF Invoice is marked as PAID,
AND Invoice custom field PRODUCT TYPE = PHYSICAL PRODUCT,
THEN trigger Zapier to send information to Ship Station.…
3 votes -
general notes from field employees
need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
Reset1 vote -
While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
Say If We have Designing Service - Rate vary from client to client
So rate are not be mandatory to put at first place1 vote -
6 votes
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Implement 'AMEX Express Checkout'.
Please consider implementing 'AMEX Express Checkout' to make it easy for customers paying via Amex.
1 vote -
Manual or Auto number for Payment Received
Add manual number option for payment received
1 vote -
to let the owner be able to create templates on their own in regards with their usage.
Its better if we can create our own templates. You know, like make use of the space that is available and also finally make them precise. My view though but it would be better if you could. It always messes up the space whenever the items are few in numbers.
1 vote -
Can account selection be streamlined?
It would be nice if while you are creating a bill or expense only expense account gets shown instead of all. We have the same items in income accounts & expense accounts hence there are times when the income account is selected while entering the bill/expense.
3 votes -
Export to Excel File
I can export to PDF.. but it would be great to be able to export things to excel.
1 vote -
TDS Accoun(s) for billing and invoicing
Hi, good day....
When the feature TDS Account(s) for billing & invoicing is going to be available?
Regards,
Adolfo
MAGRAVIS SAS
admin@magravis.com1 vote -
3 votes
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Market place retrun, commission etc reconciliation...Zoho is not right tool for that
Reconciliation for marketplace online sale where there are different kind of return and different kind of marketplace fees
1 vote -
Add Salesperson to Payment Notification
Please add "salesperson" as a field in the payment notification email for when an invoice is paid. Since we have more than 1 salesperson this will help us to define whose it is.
2 votes -
notifications to manager about actions taken by team
The Finance manager should get a notification every time the intern or subordinate accountant performs an important action on invoices / accounts, etc.
Checking reports and logs does not solve the purpose. Notifications are real time and will give immediate attention. There should be an option to give daily digest or real time notification.3 votes -
Tax summary or GST reports only for paid invoices
I would prefer to have a Tax Summary only for paid invoices
1 vote -
To provide direct link from invoice, estimate or expense to the project it relates to.
It is really necessary to be able to switch from invoice , estimate or expense to the project it relates to. The business most of the time is project based and it is frustrating after reviewing or editing invoice, estimate or expense to start navigation to corresponding project again from scratch.
3 votes -
Date Column in Manual Journal
In case of Manual Journal, date should not be on top but in table i.e. Date- Account - Description- Contacts- Debits- Credits. It would ease us posting several transactions related to one account but occuring on multiple dates. For e.g. in case of Bank or Cash expenses we have to post several expenses and we have to select new date after every posting which consumes a lot of time, hence plz ;ook into it.
1 vote
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