Zoho Books
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1016 results found
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The ability to 'schedule send' Retainer Invoice emails
I want to be able to schedule send retainer invoices that are created afterhours to send to the client at the start of the next business day.
Currently you can do this with a standard Tax Invoice however the same drop down arrow function on the 'send email' icon is not available when sending Retainer Invoices. Can this be fixed please? Thanks3 votes -
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1 vote -
Modify invoicing format
I was looking to edit the invoice numbering system and found that there is not option to change.
The default numbering system zoho has is editable prefix and auto numbering suffix (Eg INV - 001).
It would be really helpful if they could provide a auto numbering prefix and editable suffix. (EG 001 -INV).
This is crucial because many use differnt format for invoicing and zoho has a fixed format. Also, we can't change the invoice format in between the financial year, we can change format only during start of the new FY. Change in format would be really helpfull.
1 vote -
Enable the option of editing the Expected Payment Date template in Invoices just like you can edit the Due Date reminder.
The feature would be just like the reminder for Due Date of an Invoice. Thanks!
1 vote -
Attached files to Recurring Invoices
Most of our customers require use to attach our Certificate of Insurance and a copy of the purchase order with our invoice for billing purposes and they want this done every time.
When we setup Recring Invoices there is no way to attach a document so it forces us to send an email after the fact every month with our billing to include these documents making it less efficient and making recurring invoices almost pointless.
Having the ability to attach documents to the recurring invoice just like a regular invoice would solve this problem for us.
6 votes -
Show Previous rate
Show Previous rate of an item to the same customer given in previous invoice ( so we dont have see the previous every time). And also automatically pickup tha previous rate in the new invoice.
3 votes -
we can add one more feature as Performa Invoice inbetween Quote and Invoice
adding one more tab in between Quote and Invoice, which is missing.
if added will be more useful.3 votes -
Please include invoice status as "Closed with CN" instead of showing "Paid"
When Invoices are closed with CN, invoice status shows as 'Paid' which creates confusion like payment is received by bank or closed with CN? We have to open each invoice to check the payment mode. 'Paid invoices by bank' and 'Paid invoices with CN' can not be filtered through "Status" as there is only one status "Paid" for both.
3 votes -
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered. also creating the invoice before the delivery note create multiple errors that then need to be reversed
1 vote -
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Manually associate invoices to sales orders!
The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
Why isn't there just a function to manually associate an…1 vote -
When an invoice is paid in Zoho Books the associated Zoho Project will be closed.
When an Invoice, associated with a Project, is paid in Zoho Books update the Project's State/Status as paid.
We have Deals with multiple associated Projects, each which is invoiced separately, so we would not necessarily want to have a paid invoice change the status of the Deal.0 votes -
Customer Payment Terms - Due Net 10th or Net 15th
Instead of having terms of xx days from the date of the invoice, we invoice our customers so all payments for a month are due on a certain day. IE. Term of Net 15th means that anything that is billed to an account this month - Payment will be due Next month on the 15th.
5 votes -
Integration of deferred income report
My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.
1 vote -
Project wise invoice details
Hi,
Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.
It would be great if you could create a report accordingly.
1 vote -
Disable HSN for B2C sales turnover less than 5 Crore
As we know that HSN of B2C sales is optional if turnover is less than 5 crore, i want a feature that if i generate an Invoice for B2C sales then HSN will not be shown on the invoice and HSN for B2C sales will also be not counted in the HSN Summary. That means HSN summary will only show summary of B2B sales.
3 votes -
Integrate Supplier / Client zoho invoices with your own.
Allow other organisations to link up with yours so that they can send invoices or bills directly between organisations, pre-filled.
1 vote -
Let us upload our own invoice template
It would be helpful if you can integrate a feature of uploading our own invoice template. I am having lot of issues with making it billingual by copy pasting into your template as only one font supports it and its not too great looking. Also the preview during customizing the invoice is completely different compared to when I download it as pdf. Please solve. Thank you
3 votes -
Create eway bill for bill of supply other state
For other state bill of supply, we have to go to eway bill portal to create eway bill. We should have an option to generate one within the app.
3 votes -
link payment mode with payment account.
for exampl, if i choose cash, zoho should choose "undeposte fund" auotomatic
3 votes
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