Zoho Books
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6407 results found
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Sales order balance
Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.
17 votes -
Allow bank charges to be specified on all PayPal banking transactions
For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.
Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.
16 votes -
Add batch invoicing for projects.
Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).
16 votes -
16 votes
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post delivery of estimates and invoices
I might be working on an Estimate at 10pm and it is ready to go.
So I just want to send it.
But I don’t want to send an email to my client at 10pm.
And I don’t want to have to remember to come back to it the next day, or maybe in 2 -3 days time.
So it would be really helpful to be able to SCHEDULE the delivery of an estimate email at some future date and time.
In addition to the SEND button, there would be a SCHEDULE SEND button with a date and time pop-up.
…
16 votes -
Option to add a text line Where it says + add another line
Option to add a text line Where it says + add another line
In Estimate, Sales Orders, Invoices
Where it says + add another line
Give the Option to add a text line rather that a product line.We need to group products i.e. four or five lines and then add notes under the group. The ability to add a text line would give me the ability to do this. This should be very simple for you to add.
16 votes -
mileage
I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.
16 votes -
Add Tracking Number & Shipped Status to Invoices
I would like to be able to:
1) Add tracking number to the invoice so we can easily identify if an order was shipped and via which carrier
2) Mark items as shipped.We currently use Aftership.com which is a great service. Would be nice if it could be integrated to the system.
16 votes -
Create deposit invoices based on a % value of total invoice amount.
For larger projects businesses often ask for a percentage of the total amount of a project to be paid upfront prior to the works commencing. I would like to be able to create a project invoice and then issue the deposit invoice to a customer from this, the remainder of the invoice is then due once the project has been completed and the appropriate invoice can be sent to the customer. I notice you have a number of workarounds, however this is a very common requirement of most businesses so should be incorporated into Zoho Books. You have a Retainer…
16 votes -
Convert Invoice to PO when Invoice created from Estimate
The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.
But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.
When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability…
16 votes -
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 -
Templetes not available for Payments Made
In the templetes menu, there is no option to customise the "Payments Made".
Please do the needful at the earliest.
16 votes -
Integrate Zoho books with www.ecwid.com
Ecwid is a growing popular shopping cart which provides facility to have an online shop over multiple platforms like website, facebook etc. In India also, number of ecwid online stores is growing rapidly. We need you to kindly integrate Zoho books with ecwid so that the powerful Zoho books software can be optimally exploited by Ecwid users. API of Ecwid is easily available.
16 votes -
Please add a feature by which multiple delivery challan can consolidate in one invoice.
In many industries party sale goods to customer on delivery challan basis because some times delivery goes to them multiple times in a Day so it is not possible to raise invoice for every delivery challan. So I think it would be great if you add a feature by which multiple challan can consolidate in one single invoice.
16 votes -
put an option to convert a Sales Order to Delivery Challan. At present only option is to convert Sales order to Sales Invoice
Make Sales Order - Convert to Delivery Challan - Convert to Invoice
At Present You can't convert from Sales Order to Delivery Chalan16 votes -
Need Zapier Trigger for SALES ORDER creation
I pay for multi users in both BOOKS and CRM. I simply want DEAL stage (in crm) to change when I create a Sales Order in Books. I'm told that I have to upgrade from Professional to Enterprise. This would cost me $500 more annually. I won't do this... I tried to create a zapier for this, There's trigger for INVOICE....There's trigger for ESTIMATE... how hard would it be for ZOHO to have a trigger for SALES ORDER????
16 votes -
show Vendor and Customer statement in one place (if there are linked)
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
16 votes -
TERMS & CONDITIONS
Terms and Conditions are created in Preferences - one for each template (invoice, estimate, etc). However, there are many types of terms of conditions a seller will have within each category. For instance some quotes will be valid for 30 days, some 90, and terms will need to change accordingly. Users should either be able to create multiple terms and conditions in Preferences, or just be able to make and save terms and conditions in the Invoice/Estimate/etc templates and save the different template versions they need.
16 votes -
Make the template creator more like the template creator in Zoho CRM
The template creator in Zoho CRM (Quote, Sales Order, Invoice) is much more flexible than what is presented in Zoho Books. Use the Zoho CRM template creator tool in Zoho Books so there would be more synergy between the two product modules. You guys really have something here with all the modules, but it seems that each team (responsible for their modules) is having to recreate the wheel which seems redundant. I am sure the accounting module is not the easiest module to create especially when you are having to have it compatible with multiple country accounting practices. I applaud…
16 votes -
WAC Inventory Valuation Method
We are following WAC (weighted average cost) inventory valuation method,but in Zoho Books only FIFO method is possible. Please let me know if there any way to get WAC values in the reports & for COS calculation.
16 votes
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