Zoho Books
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6555 results found
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Track client payment history to identify whether a client tends to pay late or early and by how many days
Hello, I would like you to enable a view of client payment history to see which clients pay late, or early, and by how many days. After all, what is the use of tracking this information in the system by entering the date of payment if it is not available for later use? This would seem to be a very basic client management feature, and the data is already in the system in the form of the invoice date and the date of payment, so I hope you will be able to implement this quickly. Thank you.
2 votes -
Enable users to save a draft of emails written in Books when sending estimates
Enable users to save a draft of an email in Books. When sending an estimate with the email function in Books you cannot save the text nor the email addresses. When you want to go back to the estimate (to change or check something) you have to go out of email mode which means you lose everything you wrote (unless you copy paste it into a word doc). Very annoying ! Would be great if you could fix this.
3 votes -
Invoice status: "Reminded"
I can't immediately tell when overdue invoices had a reminder sent.
How about a new setting "Remind again after" which would be the number of days after a reminder that an invoice needs to be reminded again.As an example, set the Remind-again-after to 7.
When a reminder is sent, invoice moves to new category "Reminded".
After 7 days it reverts to Overdue again.
Then all we need to do is send reminders to Overdue.1 vote -
Deletion of excluded transactions
when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions
9 votes -
Discount Options - Allow per item AND globally
Today I must choose between discount per item or global discount. In many cases I need both (for some product provide special discount and a global discount for the complete invoice).
6 votes -
Big Flaw Importing Customers via CSV: only one address field
Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
Billing address first line
Billing address second linePlease add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.
6 votes -
estimate template
I would like to be able to create templates for Estimates and Invoices. I am NOT talking about email templates which are sent based on an existing invoice or estimate.
Use case: create a true Estimate_Template which contains a pre-populated large number of user-defined SKUs. I click "New Estimate from Template", which opens a new Estimate with the pre-populated SKUs, which I can then delete items, edit qty & prices before validating & sending.
This will cut down on admin for me creating new estimates based on similar (but not identical) system sales and projects.7 votes -
Goods received Note
hi,
many a times we have to receive defective material from our customers for and then later either deliver a new product or issue a credit note . A Goods recieved note which can be converted into a credit note or a delivery note will help a lot in this scneario.2 votes -
I want more information from sales orders printed out as sales order history but custom fields are not exported
I need more information in sales orders - this can be added in custom fields but the custom data is not exported in reports
There is an excel column custom_fields but it is empty4 votes -
1 vote
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Please add the Sales Order field "due date" to packing slip fields. No way to relay this information to the warehouse other than in a note
The due date is critical information for the warehouse to know so they can ship on time. Can this be added to the available fields on the packing slip?
1 vote -
1 vote
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Allow the same choice of custom fields in all Books Templates
Books should allow the same selection for custom fields in all documents. I.e. Allow for a salesperson field in the Credit Note just like the Invoice template
3 votes -
Ability to manually close sales orders
It would be excellent if we could have an option to mark a sales order as closed manually, in case it does not fall under the criteria zoho needs it to be to "close". Example if you dont hold inventory on an item, or have a line item that is not in the system - this will prevent if from showing as closed.
14 votes -
Account overview screen needs to show link to recurring invoices/subscriptions
From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice
1 vote -
Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
0 votes -
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us
13 votes -
zoho app for scanning QR/Bar Code
For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.
5 votes -
banking integration for Yes Bank Retail
Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature
1 vote -
STOCK TRANSFERS
STOCK TRANSFERS 2 OR MORE GODOWNS
1 vote
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