Zoho Books
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1006 results found
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Prompts ( Are you sure? ) when deleting a item in a sales order/invoice
When you are in a sales order or invoice you can add items and then delete them can a prompt be added to ask if you are sure before just deleting that line?
3 votes -
Add Full Custom Invoice
allow to add Full Custom invoice
3 votes -
new service item creation with any price inside invoice.
Currently my staff is able to create items inside invoice which are not part of the predefined items which I have given. They can write anything and create an item, change the price and even put 0% GST on the item. Kindly give a solution where they can only choose predefined items from the drop down list.
3 votes -
when converting a retainer invoice to a sales order it replaces the REF# with the estimate number
When converting a retainer invoice to a sales order it replaces what was in the REF# field with the estimate number, need the option to retain the info in the ref field that we entered in the estimate
3 votes -
BULK INVOICE CREATOR
I WANT TO IMPORT EXCEL FILE TO INVOICE
3 votes -
Акт выполненных работ
Добрый день. В связи с тем, что во все странах СНГ до сих пор используются для закрытия работ акты выполненных работ, а при продаже ПО акты приема - передачи ПО, пожалуйста реализуйте возможность создания актов выполненных работ и актов приема - передачи на основании (с) Инвойса
3 votes -
customisation of delivery notes
Produce delivery notes from sales orders that can be customised to show
item weights
items delivered/items out of stock/remaining to be delivered
driver and customer signature lines3 votes -
Import to Zoho Books option in Zoho invoice weblink/email
In the invoices weblink included in the mail sent to customer, add an option to import in to Zoho Books as bills. So if the customer is also using Zoho books, they can easily import that invoice as Bills in to their Zoho book. With increasing user base for Zoho books, this becomes a basis necessity.
3 votes -
Set Sales Person to Mandatory or Optional
add an option to set " Sales Person" to Mandatory or Optional.
currently Seles Person field is optional only !
In my case, salesman missing to choose their name on invoice.
I try to using custom field to do but IT CAN NOT EDIT OR REMOVE anymore. It means I will see a lot of non-use custom field in that list !3 votes -
Lock the Item Table
would like the option of locking the transaction like sales orders, invoices in such a way that a user wont be able to change things like quantity, add items, etc in the Item table even if he/she is given the power of editing Invoice.
maybe create a new permission field under edit role (User & Roles) such that we can restrict which user can edit the contents of Item Table so that he/she wont be able to change the amount of the Invoice etc but can enter the data in other fields of the invoice
3 votes -
delivery challan
We should be able to link a delivery challan to an invoice - unable to do so right now even if customer, eway bill number, items, total etc is the same
3 votes -
Assign tax rate based on Place of Supply or Shipping address
In Canada, we must charge sales tax - HST or GST - based on where we are supplying goods. Provinces in Canada have different tax rates. Currently, the tax rate assigned to a customer is used when an invoice is created. However, the ship to address should be used in order to determine which tax applies. Currently, we have to keep a chart handy and manually override the tax rates on each line item in order to make sure the correct tax is charged based on where the order is shipped. It would assist with compliance greatly if tax rates…
3 votes -
Set the account in a recurring invoice!!!
Right now you can't set the account for a line item in a recurring invoice.
3 votes -
rounding off on sales
round off feature on the sales invoice shall be open for edits. Some of my clients do not accept invoices with rounded off total and they finally pay us based on the un-rounded totals. It is very painful to match the payment in such cases.
Either:-
1. keep the round off values open for edits
OR
2. create a setup option against each customer to select "Rounding Off" or "No rounding off".This will save a lot of our time.
Thanks,
3 votes -
Zoho doesn't have progress claim options so far.
Progressive claim for every item. we are waiting for your roadmap/pipeline to be included in this Zoho Books.
3 votes -
Easy Assembly for Composite Items made of Composite Items
We're a manufacturing company and we build our products.
We need to be able to assemble a composite item that is required to be in stock for another composite item to be assembled.Ex: I'm selling 3 types of tables but they all have the same legs. So the legs are a composite item (wood, glue, screws) but the table is also a composite item made of 4 legs and 1 top. How can I, in the invoice, assemble the legs I need in order to assemble the Table?
3 votes -
Sorting of Custom fields While creating new custom view in Customers / Invoices / Expenses etc
1.While creating new custom view in Customers / Invoices / Expenses etc in the process of defining new criteria , Sorting of Custom fields (ie. order by ) option is not available at present . The same may be made available at least for few custom field. , 2. While creating custom field the unique feature ( avoid the entry of same value in the field ) is to be made available at least for 1 or 2 custom fields.
3 votes -
Generate copy invoices
When we have sent an invoice already and the customer has lost it or not received it. Then when sending the invoice for a second time a copy invoice should be generated (the invoice with the words copy invoice watermaketed on the PDF)
3 votes -
provisions for doubtful debts
we need to record an invoice as provisions for doubtful debts, but Zoho doesn't have this option !!!
3 votes -
Display customer number in Innvoice on the right side
Sadly, as it is Standard in Germany, it is not posible to Add the Display customer number in the Innvoice for example below DATE, on the right side. IN CRM there is a customer number but not synchron in books. Pleas at this feature as the accountat need this information
3 votes
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