Zoho Books
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207 results found
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Zoho Books
Estimates,sales orders,invoices.
The option of the Filter or sorting can be added in headers so that multiple option search will be easier.
In Invoice details Report:
It will be good if we club together the month wise details.
Like on viewing the annual invoice details we can able to get the month wise total invoice detail,which directly shows our performance in that year.1 vote -
Proforma Invoice & SMS updates right from estimates
Proforma Invoice & SMS updates right from estimates
1 vote -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
Quantity must be shown as in Sales Invoices.
1 vote -
Have text boxes for ship to and bill to name/address
We have multiple contacts and locations for one customer. We want to be able to change the contact name, ship to and bill to address right from the Estimate. Can you please respond and let me know if/when this can be resolved
1 vote -
Personalized name on estimates
Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name
1 vote -
Send quotes by sms like invoice
I think it's not a big job for you, to integrate quotes send by sms ....
1 vote -
pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14
pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14
1 vote -
Feature required in Estimate
Estimate feature required for per unit or per meter price is not available in templetes
Pls kindly advice
1 vote -
Allow for custom footer with multiple brands (3 logos)
we have 3 companies, we want to print all 3 logos on footer
1 vote -
Hide "Receivables" from Contacts
Hello,
We are a small IT Services company. We would like to give employees/Engineers the ability to create Estimates/Quotes for customers. Through the system we are able to create new users and limit their access/privileges to "Quotes/Estimates" only without them seeing anything else in the Books. However, when they login and click on "Contacts" they see the Contacts names and a column called "Receivables" with $$$ amounts . We would want to hide this column from our employees and don't want them to see how much clients owe us or have paid us. Is it possible to hide this column…
1 vote -
Annexure
how do we remove annexure page from the estimate. I deleted all the content from the annexure text box. Saved it. However, while converting it in a PDF file, I still get blank page 2.
1 vote -
Send Estimates to parties without adding their contact details in address book
Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book
1 vote -
Estimates-- Feature that flagged a possible "error" if a lower price is offered that purchase amount
Create a feature that flags a possible "error" if a lower price is offered as "Sales Information" vs. "Purchase Information". The trigger would be a lower price offered than your purchase price. The trigger will be a pop-up and will NOT let you proceed without checking the box. It will ask if this is "...something you really wish to do." This trigger may help catch mistakes made in pricing your customer incorrectly and giving them your cost, which I almost just did :-)
1 vote -
follow up marker for invoices/estimates
it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.
so you tick the box and mark it for follow up
on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also1 vote -
Allow creation of estimates EXCLUDING taxes, without removing the tax rate from the invoice.
I'd like to send estimates to my customers, excluding taxes.
Currently if I exclude taxes, it will also be excluded from the invoice.
We don't want to exclude taxes from the invoice, only on the estimate.
1 vote -
Be able to group accepted estimates
Be able to group accepted estimates with either - reference number or create a filter, neither of these are options you provide..
Also It does not show under curate list -sort by ( reference ) under estimates on the app .... Please add that feature1 vote -
Create Custom fields in multiple modules
I just discovered that if you create the same custom field in multiple modules the data automatically get push across when converting. This is awesome, however there should be the automatic prompt to create custom fields in other modules when creating the custom field. It seem crazy that the data is automatically pushed but you have to manually create a separate custom field in each and you have to make sure the name and data type is identical.
1 vote -
Please add a "Customer has viewed the estimate" like you have for Invoices.
Please add a "Customer has viewed the estimate" like you have for Invoices.
1 vote -
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
1 vote -
1 vote
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