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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6410 results found
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Allow to separately select Stripe Credit Card and ACH for invoice payment
We typically allow ACH only payments for large invoices to avoid the credit cards fees, but allow credit card payments for smaller invoices. We would like to be able to separately select ACH or credit cards on a per-invoice basis.
4 votes -
HR and Payroll software
For an organization growth time saving software are must . Bank transfer is just waste of time. Now its time to switch to new era Payroll management software with savvy HRMS for effective productivity and error free calculations . Software will help you in tasks such as data handling, salary generation and monitoring employee data. Various statutory compliances and receipt generation can be done with help of software with no overbearing cost .
1 vote -
Interest Income Account Type
Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!
3 votes -
Public Link
Currently the public link for an estimate or invoice exposes the line item with its price and SKU number regardless of the template used for that estimate or invoice.
This contradicts the customization of templates if the user wants to hide some info.
Please implement one of these options:
Remove the line item from the preview and include just the totals from the estimate/invoice.
Add a property for the user to select whether to show or hide the details of the invoice in the preview
3 votes -
What do you pay for a haircut?
Around here even barbershops are charging $30 for a clipper trim. Seems a bit high to me for something that literally takes maybe 30 mins max. These stylists or barbers can be making $60/hr :oops:
1 vote -
1 vote
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Spouses and Children
Hey ya’ll, first of all thanks for all the amazing info! I know I’m mostly a reader here and very early into my AAS experience but I’m curious how any parents out there deal with their children asking questions? Mine are young - daycare/kindergarten age.
Im open with my wife who has no issues with what I do as long as Im watching my health closely. She’s fairly indifferent and quite frankly bored of hearing it all, ha.
But kids ask questions and they talk a lot. I don’t really want to deal with an awkward conversation with a teacher…
1 vote -
For some cases we are about submit the invoice with penalty in such case we are not able to do it
Penalty clause apply in invoice
1 vote -
Bank transaction notifications
Most banks now provide push notifications when a transaction hits or leave your account, however not all banks have caught up with this technology.
I have a few clients who aren't great at keeping up to date with their payments and am manually checking on a regular basis.
Is there any capability to set up notifications when a transaction hits the bank feed, or better still when it comes from a particular client?
3 votes -
Partially invoiced estimates
Many of our projects (construction projects) result in having multiple invoices generated from a single estimate as forms of interim payments for works completed during a certain period (ie monthly). Currently the moment I create an invoice from an estimate, no matter the value, the estimate status is changed to INVOICED. But if the invoice value is less than the estimate value what would be more beneficial is to have the estimate status shown as PARTIALLY INVOICED. Once the combined invoice values linked to an estimate matches that of the estimate value, only then should the estimate status be INVOICED
1 vote -
Provide Match transaction button on the Bill Screen itself, to cater to pre-payments
This way, the reconciliation and matching of bills with pre-payments will involve lesser screen transitions.
5 votes -
job sheet from sales order
The option to create a job sheet from the sales order, a list of items/part codes without prices and a notes space & tick box per item
3 votes -
clover
Please integrate Clover Payments on Zoho.
Thank you
4 votes -
WAY MORE Zapier Update Actions with Support for Custom Fields and Payment Gateway
We need the ability not just to create an invoice or customer but to FIND and UPDATE an existing customer or invoice. Right now this is not possible and makes zoho books which is otherwise a pretty good program, difficult to use. It also needs to work with the custom fields and with the payment gateway options(IE enabling the gateway for a customer). Adding Zapier functionality is ALWAYS a good thing.
5 votes -
From email for invoices should have the ability to be from user, not just company
I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.
1 vote -
catalogue management for procurement
Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option
1 vote -
WordPress compromise
So happy to be a Processwire user:
1 vote -
Invoicing from Timesheets
Every month I create invoices from timesheets, I waste a lot of time adding VAT to each line individually - this should be an auto function when setting up a project, it would save hours.
1 vote -
while converting Estimate to invoice, can we have terms and conditions as set in Invoices
When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
Thank you3 votes -
CGST,SGST or IGST bifurcation under GST Section Must Include
In report section, monthly / quarterly sales or bills must include the CGST,SGST or IGST bifurcation for proper understanding by accountant for filing GST (Manually). While downloading in PDF or excel the separate column is not showing. Whereas, currently its only showing "GST" amount.
1 vote
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