Zoho Books
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6532 results found
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Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote -
More kinds of custom fields
Add to the possibilities of customization more kinds of custom fields, especially "pick list" to the moduls of estimates, sales order and invoice.
9 votes -
Integración with the moduls of "Products Details" of CRM
In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.
The integratión should enable to equivalent modules, I mean;
*CRM quotes with Books estimates
*CRM sales order with Books sales order
*CRM invoice with Books invoiceThe idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…
119 votes -
Increase HTML characters in E-mail template
Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.
6 votes -
Add PayPoint to Banking feeds
PayPal is good however there are other methods payment has been taken so PayPoint will be very useful
Thank you
Asya1 vote -
add titles to estimate list
add titles of the estimate to the list. with numerous estimates to the same customer, to find the correct estimate. All estimates 1 by one should be checked to find the correct one
8 votes -
1 vote
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Allow users to view item prices across all price lists.
Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.
19 votes -
Report for Service Orders
I would like to be able to run a report for Service Order similar like running reports for Invoices & Estimates in the "Receivables" section of Report
6 votes -
Import multiple statements
Possibility to import multiple camt.053 at once. Our bank generates one camt.053 report for every day. If we are a week 'behind' our imports we have to manually download and import these one by one. It would improve the function a lot if we can select multiple files at once.
5 votes -
print associated documents
of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.1 vote -
ability to add screenshots to support requests
when sending in a support request it would help to explain, and probably help you to more easily understand, if as with many support services, we could add a screenshot
2 votes -
Filter Payments by Vendor
Please make a Vendor filter on the "Payments Made" report
7 votes -
Provide a way to merge duplicate accounts created during the migration process
duplicate accounts in the general ledger and items occur easily in the migration process. There should be a simple merge accounts with a warning before proceeding that captures all the history.
13 votes -
Estimates for Prospects or Leads
I am so grateful that Zoho CRM contacts can be syncronized with Zoho Books. Most of my estimates get sent to Leads though, and not Clients. This means I have to convert a Lead to a Customer prior to creating an estimate for them. When they don't actually buy, there is no way in CRM to revert them to a Lead, and I have to re-create them. This is causing a lot of extra work (both to send the estimate, and to revert them to a Lead) and headache.
10 votes -
Option to set default from (email) address for Invoices, Estimates, purchase order etc.
Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").
0 votes -
allow me when reconciling a payment to a customer to fill out the invoice number rather than the customer name as an option.
We receive many payments from customers into our bank account who use the invoice number as the reference. Currently I have to keep a window open separately to check invoice numbers to obtain a name. An extra field in the customer payment option to categorize will save hours.
2 votes -
option to export Receipts
There should be option to export the receipts which is added while recording an expense
11 votes -
Estoque
Boa tarde,
Não consigo localizar o estoque das compras feitas e lançadas no sistema.
Meu ramo é venda de cinemas e para isso, nós damos entradas no pedido de compra, após fechar com fornecedor, fazemos o contas a pagar, para que no final quando formos vender o produto CINEMA, incluir todas as peças ou objetos que demos entrada no sistema, isso que dizer, o estoque precisa ser baixado.
Obrigado.
3 votes -
Projects - Bulk Actions
Ability to bulk add/edit/delete tasks and users within projects. For example, when a new employee joins our company, we have to manually add this user to each existing project - one by one - which is time-consuming when you have 500+ projects. There should be a way to add the new employee to projects without having to edit each project individually.
33 votes
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