Zoho Books
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6411 results found
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Keyboard shortcut for Invoices & Bills
There must be a Keyboard shortcut to save the bills as open once all the information gets entered. following the same for Invoices should have two shortcuts to save as open and draft
1 vote -
1 vote
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07
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3 votes -
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1 vote -
Allow time entries from Zoho Desk to be added to Invoice the same way as Zoho Projects
When a draft invoice is created for a Customer that has billable time in Zoho Projects, you are presented with an option to "Include Unbilled Items" Please allow for billable time entered into a Customer Ticket in Zoho Desk to be billed in the same fashion. Currently you can only generate a new invoice in Zoho Desk.
14 votes -
compress sales invoice format
please compress and make it short sales invoice format and page layout, and while entering the items details please search items as 1st to end character not searching proper
1 vote -
Share Link for clients/costumer
I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…
3 votes -
Share Links for clients
I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…
3 votes -
When entering an itemized expense, when clicking on "Add Another Line", the cursor should be in the box where the second category is to go
When I enter an itemized expense, I would like to be able to enter the second expense account without having to click on the box with my mouse. The cursor always jumps down to the next field. It should be right in the box where I need to enter the next expense category.
1 vote -
Add Outstanding Receivable from Customer automatically to Estimate or Sales Order Value
Many businesses run on credit offered for regular customers. However, if user is unaware of outstanding receivable from a customer, then he would miss adding this amount to his estimate/sales order. An automatic workflow would be most helpful if the amount and details of O/s receivables is added to the Estimate amount automatically.
If automation is not possible, then atleast manual process should be possible !!
When creating an estimate or Sales Order for an existing customer, the outstanding receivable should be seen on screen so the user can add the amount in the "Adjustment" column.
The details of the…
1 vote -
Pls add integration of API on Zoho Books, I have whatsapp API
Pls add integration of API on Zoho Books, I have whatsapp API which I have integrated with Zoho CRM but not able to integrate with Zoho Books
1 vote -
Retainter Invoices and Packing Slip Templates need full customization just like Sales Orders, Estimates and Invoices have
The Retainer Invoices and Packing Slip Templates are way too limited with zoho's default options for customization. They should have the same flexibility for customization as the Sales Orders, Estimates, and Invoices do, allowing complete control to add html to customize the look, feel and company specific content. The retainer invoice has the smallest credit card icon when payments are enabled. There is no way to draw attention to or highlight the payment area or link. Our customers are not seeing this icon and thus, do not know how to make a payment to us even with the very small…
1 vote -
Have a section on the Dashboard for Bill Approvals Pending
We depend on Books to streamline the approval process for outstanding bills. It would be nice to have the Dashboard show how many bills are waiting for approval and then link to that section.
6 votes -
GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE
NEED FEATURE IN payment received time gst TDS and retentions money
3 votes -
e-invoicing, as launched by Govt of India
‘E-invoicing’ or ‘electronic invoicing’ is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common GST portal.
Under the proposed electronic invoicing system, an identification number will be issued against every invoice by the Invoice Registration Portal (IRP) to be managed by the GST Network(GSTN).
All invoice information will be transferred from this portal to both the GST portal and e-way bill portal in real-time.
Therefore, it will eliminate the need for manual data entry while filing ANX-1/GST returns as well as generation of part-A of the e-way bills, as the information is…
1 vote -
Allow E-Signatures for Invoices
Please allow CUSTOMER e-signatures on INVOICES. Currently you only allow customers to sign the estimate but not the invoice? Seems a bit counterintuitive if your business doesn't create estimates for your existing customers.
3 votes -
Grouping of Client in Zoho Books
Generally all the reports are generated in Customer wise. However, sometime we have more than one company we do billing for the same client but different customer account.
In tally we can create Groups so it becomes easier to track the billing group wise.
For eg: if I am supplying goods to Reliance Industries Limited, Reliance Jio Comm Limited etc. I can club all these customers into Reliance Groups to have a direct balances.
3 votes -
As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.
Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.
2 votes -
Intégrer le rapport FEC (fichier des écritures comptables)
Ce document est requis par l'administration fiscale française depuis 2014.
https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-201706074 votes -
Automatic data center switching
Switch an organization from the .eu to the .com data center easily or vice-versa.
1 vote
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