Zoho Books
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6409 results found
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12 votes
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Create Complete Projects
- Create a Project, for example - Project A
- We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could also be an existing client in my contacts)
- We will also add other contacts associated with this project (could be new or they could be existing contacts in My contacts)
- We can then create estimates / invoices related to this project and its details.
- This way different projects with different clients or same clients can have common contacts, who can view all documents (estimates / invoices etc.) with a single login id and password. which is…
12 votes -
Taxable task
It would be smart to be able to set individual tasks as not taxable. As it is, I have to manually edit each non-taxable task every time I generate an invoice. It's repetitive, time-consuming, and invites error.
12 votes -
when invoice written off (bad debt), the tax attached should be deducted at tax payable
When an invoice being written off (bad debt), the tax amount attached should be deducted also. Current zoho books is the whole written off amount is included tax, it should be separated.
Example, invoice with $100 + $6 tax = $106, payment received $53, overdue $53. Payment haven't received for few months hence written off $53. In such, $50 will go to bad debt $3 will be deducted from "tax payable" at the written off date.
12 votes -
Add Service / Work Order Module
Hi, we need a simple form to register work orders data, because we have a line of business where we need register equipment to repair and on site maintenance and is very functional have a work order form where we can register the following data: (Some of this data already are in the books, like customers and inventory)
- Order Number
- Order Date 2.1 Order Status
- Customer
- Time: Like Qty Hours or Start and End Time
- Type of Service:
- Type of Equipment
- Equipment Model
- Equipment Serial Number
- Equiment Details
- Service details.
- Send Email to customer on order submit
- Maybe if when…
12 votes -
Asset Management and Tracking (EZ Rent Out)
Also add custom field to invoice that computes into final number
12 votes -
plz add barcode sytem to the software and multiple outlet feature
adding bar code will make it more easier to do billing and if some one has multiple outlets it is easier for them to do stock transfer and manage outlets
12 votes -
show total discount on estimates and invoices
at to bottom of estimates and invoices calculate total $ amount of discount the customer is getting or received.
12 votes -
Invoice Discount Option- Line-by-Line or Entire Invoice- on Create Invoice Page rather than in Settings
Create the option to choose the line-by-line discount option or to apply the discount to the entire invoice on an invoice-by-invoice basis, with the click of a button, rather than having to go into settings to change the default discount option. I am constantly having to switch the discount option to accommodate both types of discount options which I regularly apply to customer invoices. Choosing the discount option on the Create Invoice page would be most helpful.
12 votes -
please create a report customer wise products wise total sale.
please create a report customer wise products wise total sale.
12 votes -
Allow to create a sales receipt without an invoice.
Allow to create a sales receipt without an invoice. Many Nonprofits don't issue invoices, but need to send a "sales receipt" or donor receipt for the donations received.
12 votes -
MARK INVOICES IN BULK AS PAID
In the "All invoices" section you need to add a button to "mark as paid" when you have ticked several invoices (no matter which contact these invoices belong to). I cannot go into each contact to mark it as paid as, firstly I haven't got time for that, and secondly I have HUNDREDS to do. this option is absolutely necessary and it must be added as soon as possible. Please consider this to be added otherwise I will have to go back to freshbooks.
12 votes -
Integration with WeChat in China (400million+ users!)
WeChat payments are used throughout China for everything. My business is in China.
12 votes -
Suite para operações no Brasil: Integrações Books e GerenciaNet / Subscriptions e Pagar.Me / eNotas e Books
No Brasil 60% das vendas on-line ocorrem via Boleto. Os gatways nativos do Books e do Subscriptions só operam cartões e com diversas limitações. Para sustentar o crescimento da Zoho no Brasil e permitir o uso da suite completa da zoho, é necessário que haja serviços que operem checkout transparente para cartões no brasil e boletos. Além disso é necessário integrar sistemas de geração de notas fiscais eletrônicas, para viabilizar as vendas on-line em grande escala.
12 votes -
the ability to transfer from currency A to currency C if the base currency is B.
Transfer from currency A to currency C if the base currency is B.
My base currency is HKD and I made a transfer from USD to THB, but apparently this scenario is not currently supported by Zoho.
When I tried, I got the error: "To account currency should either be your base currency or the currency of from account."
12 votes -
12 votes
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Import Stripe transactions back to a prior date
I'm considering switching to Zoho Books, but I found out it won't import my Stripe transactions prior to whenever I set it up. At this point, that's half a year of data that I can't import for this year. It means that if I decide Zoho is my best option, I'll likely wait until Jan of next year to sign up, so that I'll have a complete picture next year. If you made it so it could grab all my data back to Jan 1, then it would be far more helpful. This should be a priority, just to help…
12 votes -
Integrate Composite items from Zoho Inventory
Add the composite items option box/unbox feature from Zoho Inventory into Zoho books
12 votes -
Please give option of printing payment vouchers and invoices for purchase from non registered dealers
Referring to purchase from non registered dealers in GST
We have to raise an invoice with reverse charge and also issue a payment voucher.
Kindly give provision for the above request.Regards
Varun12 votes -
Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin
A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports
12 votes
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