Zoho Books
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6968 results found
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Ability to associate Zoho Projects to Customer in Zoho Books.
When Zoho Projects and Zoho Books are integrated, there is no option now to associate the Project with a customer present in Zoho Books. Hence all Invoice/ Expenses created under a particular Zoho Project cannot be associated to a customer in zoho books.
14 votes -
old balance of clients, while switching the software
Enter old balance of the customer while entering new client or switching from another software.
1 vote -
JOB WORK FEATURE NOT IN SOFTWARE
SINCE ITS NOT PURCHASE HOW TO FEED INWARD MATERIAL FOR JOB PROCESS AND GENERATE BILL ONCE JOB IS OVER
16 votes -
Show Project Name in invoice header
Include option in template header to show project name.
Example.
To: Bob's Property Management
Re: Install light posts at 123 Elm St.Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.
2 votes -
Don't require CVV/CVC entry when adding Credit Cards. Most Credit Card processors do not require it but ZOHO does unnecessarily.
When entering customer Credit Cards, Zoho allows for making many fields "non required", however it forces the CVV/CVC number as required. That should be user definable. Most Credit Card processors including the one we use (Stripe) do not require this field. I see no reason Zoho should require it unless the user wants it required. In our case, it is going to cause us to have to contact over 1000 customers and ask for their CVV/CVC number.
10 votes -
Retainer Invoice should have all the field like in Invoice...
Retainer Invoice should have all the field like in Invoice... because it is mirror of Invoice for payment. As per my understanding it is like PROFORMA INVOICE and if Not then a separate head for Proforma Invoice should be created for sending it for payment.
7 votes -
Adding of Small Retail Bills compactable to thermal printer and Barcode Reader
Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,
15 votes -
1 vote
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more than one custom field
More than one custom "Check Box" and "Dropdown" field for Items.
Very restrictive when trying to define and manage a large inventory3 votes -
Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice
Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.
I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.
4 votes -
Allow discounts at individual item level and/or at invoice level
This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
- I don't give discounts
- At individual item level
- At invoice levelI would like to suggest that a document may have BOTH item level and document level discounts.
46 votes -
Invoice format suitable for India GST which includes columns for CGST, SGST & IGST.
Under India GST, each invoice has three likely components-SGST, CGST & IGST. We need option to apply any two applicable and put third one as zero. This is urgently needed.
6 votes -
Zoho TimeSheet Rollover of Hours for uneven hourly Rates
Hi,
I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png6 votes -
Integrate with payment gateway ( http://payonline.ru/en/whoweare/ )
Our business requires accepting payments from our clients using this payment gateway http://payonline.ru/en/whoweare/
Please, make integration with them.
Thank you!
3 votes -
Customers account Balance on Sales Order
It is good for our orders processor to see the balance of the customer on the Sales Order to prevent processing orders of "Blocked" or customers that are over their credit limits.
3 votes -
Customer notes on Sales Orders
Some customers have different product and ordering preferences, making use of the Customers notes and then seeing the notes on the Sales order screen will allow us process the order correctly.
3 votes -
Payment Gateway - checkout.com
Implement checkout.com (different from 2checkout).
4 votes -
6 votes
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Tasks within Project priced by different methods.
Allow tasks within a project to be billed by different methods. Example, one task is billed by a fixed price and one task is billed hourly.
9 votes -
I need different invoice ID for different products for sale
I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…
5 votes
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