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  1. Allow multiple currencies per client

    Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

    767 votes
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    Not For Now  ·  61 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Invoice numbering per client

    When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

    It makes it easier to reconcile with clients in case some of the invoices went missing.

    Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

    521 votes
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    13 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add automatic late fees on past-due invoices

    Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

    447 votes
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    10 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Include proforma invoice

    Please create proforma invoice link to enable a user to create a PI.

    While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

    Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

    442 votes
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    13 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow the ability to add an extra percentage if paying by credit card

    allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.

    404 votes
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    33 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. 337 votes
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    24 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Delivery note

    Can we have the option to generate part delivery notes within a draft invoice?

    Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.

    Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.

    After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.

    Please look into it.

    76 votes
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    4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. GST Tax feature for Malaysia

    The feature i requested is GST Tax feature for Malaysia.
    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

    58 votes
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    6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Switzerland QR-Invoicing

    You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

    52 votes
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    6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Intergrate with whatsapp. PLEASE to send invoices via Whatspp

    I would like to be able to send invoices via Whatsapp

    43 votes
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    2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Invoice Print in (POS) Ticket Style or Layout

    Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

    42 votes
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    2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Tax Shipping

    Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

    35 votes
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    9 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Stripe and Bitcoin

    Integrate the possibility of paying in Bitcoin with Stripe
    https://stripe.com/bitcoin

    34 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice

    Lets have a feature to Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice. And also vice versa...invoice to single or multiple delivery challans.

    34 votes
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    3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Backorder view/report at product level

    Create a backorder view/report with information at product level.

    When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.

    However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
    - Product Name
    - Quantity ordered but not yet invoiced
    - Sales Order Number
    - Sales Order Status
    - Customer Name

    In addition also orders that are invoiced yet (whole order is a backorder)…

    33 votes
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    5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Customizable packing slips - attention field, special instruction field

    Invoice & Packing Slip - more customizable

    (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
    (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
    (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

    32 votes
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    7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Calculation of multiple Commissions per Sales Line Item or per Invoice Total

    Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
    - Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
    - A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.

    Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
    A matrix would define the calculation based on either Product Code…

    29 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Pro Forma Invoice

    Invoicing software that does not have a facility to generate pro forma invoices is not a proper invoicing software. Pro forma invoicing is a daily part of running a business and all business will one day or another need to issue a pro forma invoice to a non credit customers.

    29 votes
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    4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Factura Mexico - Integration to issue invoices with official government procedure

    Create an integration in order to be able to generate official invoices as Mexican Government requires CFDI

    28 votes
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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. include an option for interest and fee charges where payments are late (over 60 days past due)

    Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.

    27 votes
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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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