Zoho Books
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6411 results found
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Contract Forms
Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
Estimate - Service or Supply Agreement - Recurring Invoice
Saves time and will look professional.
No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.8 votes -
Detailed P&L and Balance sheet reports
There needs to be an option for 'detailed' reports, specifically P&L and Balance sheet. Currently you have to manually click on every single account and generate the report, which could take over an hour depending on how many accounts you have. However, in QuickBooks, this option is built in and automated.
8 votes -
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.
8 votes -
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
8 votes -
8 votes
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enable printing checks from the expense window
We need to be able to print checks for expenses.
8 votes -
Print Deposit Slips
Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.
8 votes -
Add Access to Client Portal
Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.
8 votes -
Copy existing transaction rules from one account to another account
Would be a massive time saver if you could copy existing transaction rules from one account to another. Not sure if this is an existing feature though...
8 votes -
Payment reminder rules for certain customers.
Some customers get a 2 week grace period to pay me, but that doesn't mean I want the due date on their invoice to show Net 15. It's due on receipt.
Solution 1: can I set "expected payment date" at the customer level, not at the invoice level. All invoices made for Customer SMITH will default to 15 days expected payment date. Then I can control the reminders based on the expected payment date. Setting this payment date for every single invoice isn't feasible
Solution 2: Be able to assign auto reminders at the customer level. Customer SMITH gets reminder…
8 votes -
Auto-Incrementing Bills
We have auto-incrementing everything else, why not bills?
7 votes -
Central Excise duty billing format
Recently registered for Central Excise duty
Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…7 votes -
Alter Bills Template - for self billing.
I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.
In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.
In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.
Please add…
7 votes -
Add due date and discounts to retainer invoices
Please add option to include due date and discounts to retainer invoices. It should be possible to add all the from a regular invoice to the retainer invoice.
7 votes -
There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca
There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca
7 votes -
7 votes
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Create lead times for recurring invoices
Zoho Invoice > Preferences > Recurring Invoices
This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.
7 votes -
Customize views to filter by customer
It would be ideal to have additional filters for projects, so that you can view all projects for a particular customer. This is particularly useful for those of us with multiple projects per customer and multiple customers.
7 votes -
Invoice - Charge without sending mail
My purpose is to maintain only accounts. So, i dont want to send invoice email. Currently there no option without sending mail and it adds up one additional step in invoicing process. kindly add up this feature.
7 votes -
Move columns in templates
It would be great to be able to customize layouts by switching the sides of the columns. So if your template has a logo on the right, you could move it to the left, and if you have the client address on the left, you could move it to the right.
In our case, we want both the logo to the right and the contact address to the left below and the templates we use don't allow for this.
7 votes
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