Zoho Books
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6729 results found
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Invoice a sales order on another customer
Possibility to invoice a sales order on another customer.
Customer 'X' order some products. We deliver the products, but he wants them invoiced on another account, for example his company 'Y'.
On today this is not possible, but frequently asked!
3 votes -
Project Hour Subtotals on Invoices
I want to group hours by task, but for each project, I want a subtotal of those hours.
3 votes -
Cleaner and easier custom domain for portal
I have a custom domain name setup for my books account - one proble i have is that although my domain names are easier for zoho services i.e book.domain.com or support.domain.com my clients have a harder time remembering the client portal address which is more like:
https://invoice.domain.com/portal/portalname/login
my clients are constantly losing this link and have to ask me to remind them of it, and even i cant remember this url chain.
why couldnt it be invoice.domain.com/client or even client.domain.com or portal.domain.com etc like all other zoho services - it would be nice to be able to map a specific…
5 votes -
EORI
Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.
1 vote -
EORI
Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.
2 votes -
dgr
Australian NFPs can have DGR status which means that extra information needs to put on receipts so that people giving can claim it back on their tax.
A field should be put on receipts that meet DGR rules similar to the terms and conditioins on an invoice
1 vote -
automatic loading of expences
There should be a automation by which when we we create the invoice, the expenses along with it, ie. transportation or commission is recorded.
If the accountant insert the transporter name and the weight and price or any other variables, it automatically creates a payable for that vendor.
1 vote -
INCOME AND EXPENDITURE ACCOUNT
Income and expenditure account is for professionals like Advocates, CAs, Doctors etc. Because there will be no sales or purchases for professinals So, do you have software useful for professionals?
1 vote -
record payment without client or invoice details
Record a one time payment... specially for onetime clients without having to raise an invoice and adding customer details before accepting the payment
1 vote -
Need options to control/clear Activity Log and Comments & History of sales and purchase
Options can control "Activity Log" and "Comments & History" of sales and purchase. We can hide or clear it as per the requirement.
1 vote -
inventory items & item bundles
We should be able to bundle items.
So I have a service ("Service A") that we offer our clients that requires items 1, 2, 3.
It would be nice to be able to add them to a "bundled line item"
So The line item to the customer is "Service A" $100 (or whatever) but it takes one each of item 1, 2, 3 out of inventory on the back side.So for instance if its a lawn care company "planting a tree" might be the service but the inventory items might be 1 tree, 2 bags of potting soil, 2…
6 votes -
Payment Number Suffix
There is no guide for the map fields when importing transactions. For example - what is a *Payment Number Suffix when importing payments received?
1 vote -
vendor portal email template & uploads
Please let us customize the email that vendors get inviting them to create a vendor portal And also allow them to upload documents that aren'tassociated to a Bil, eg allow them to upload their IRS W-9 for tax purposes Thanks
1 vote -
Link billable expenses to existing invoices instead of raising a new invoice
We have just migrated our data: existing invoices and existing client reimbursable expenses to our account and I find that there is no option to link past client reimbursable expenses to past invoices.
1 vote -
Can Zoho Book able to provide option to maintained Fixed Assets Register as per Companies Act 2013 Schedule II and compute depreciation ?
Can Zoho Book able to provide option to maintained Fixed Assets Register as per Companies Act 2013 Schedule II and compute depreciation ? integration of Fixed Assets Module provide batter reporting and compliance with accuracy.
5 votes -
Add a 'reference' field to the recurring bills / expenses
When you're dealing with several recurring bills (or expenses) from the one vendor, it would be useful to identify what the new bill (or expense) is for once it is auto-created. gsuite for example: you could be handling different domains with one email account per domain - when the expense is created, is it for domain A, or B or C. A reference field in the recurring section would make life so much easier.
3 votes -
make proforma invoice document
make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders
1 vote -
4 votes
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provide monthly invoice upload to GSTR1 in QRMP scheme and Monthly Tax payment challan generation
provide monthly invoice upload to GSTR1 in QRMP scheme and Monthly Tax payment challan generation
1 vote -
Multiple estimates to be included to an invoice
Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates
1 vote
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