Zoho Books
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1006 results found
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Project Hour Subtotals on Invoices
I want to group hours by task, but for each project, I want a subtotal of those hours.
3 votes -
Invoice a sales order on another customer
Possibility to invoice a sales order on another customer.
Customer 'X' order some products. We deliver the products, but he wants them invoiced on another account, for example his company 'Y'.
On today this is not possible, but frequently asked!
3 votes -
Option for Custom Invoice Paper Size
At my company we use Dot Matrix Printers, we need to be able to customize the size of the paper. At the moment the only options are A4, A5 and Letter. We need more sizes, or better yet, custom sizes.
3 votes -
In case of more than 50 lacs single invoice TCS tax is applicable, but in few case it's not applicable. those details are missing in FAQ.
In case of more than 50 lacs single invoice TCS tax is applicable, but in case of Trading this tax is not applicable, but in your FAQ in this not mentioned.
Please provide more details on TCS tax.
3 votes -
Please add Payment dates on the invoice OR add payment date at item list
Once an invoice is paid it reflects a payment at the bottom but please can you add the payment date of each individual payment, I urgently need this so that my clients can use the invoice to claim back from their medical aid.
Alternatively each payment date and amount can also be added to the item list in order to act as a transaction/account history.
3 votes -
Simplify invoices when working with Size Variants
We're a Clothing company and we've been using Zoho Books since the beginning.
Now we're working with a lot of different items we find all our invoices become really long and not easy to understand by our clients and when we want to double check stuff.There's way too many lines because of the size variants, so let's say a client orders 20 different items in 5 different sizes, this means 100 lines and 6 pages.
Are you able to make a summary or just show all variants in one line?
3 votes -
Search should support any keyword. Search bar needs improvement
Whenever we try to add a new item to any bill, we need to search it by exact keyword from the very first character. Suppose I want to search Smart Watch then I must have to type Smart first. If I directly type Watch then it will not show anything.
This needs to be improved. It should support wildcard search. So, no need to remember each and every item exactly what it is.3 votes -
while converting Estimate to invoice, can we have terms and conditions as set in Invoices
When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
Thank you3 votes -
Retainer Invoice options to be same Invoice
I cannot find the following options in the Retainer Invoice:
1. Product selection in Table rather than just text fields.
2. Fields in Table like HSN/SAC
3. Payment reminders
4. Tax
5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.
3 votes -
printing invoice pdf
When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen
3 votes -
Multiple contact names placeholders for invoice reminder email template
Books allows me to select multiple contacts for an invoice at the bottom of the Edit Invoice page, but for the reminder email template, I can only add a placeholder for the first name of one customer. For example, I can have the reminder sent to multiple emails, but can only say "Dear %FirstName%..." I would like to say "Dear %FirstNameContact1%, %FirstNameContact2%, %FirstNameContact3%, etc"
Thanks!
3 votes -
importing estimates
Perhaps this already exists and I've not found it... A CSV template that allows for importing a CSV of an estimate from another software application into Zoho Books.
We use a proposal-generating application that offers seamless integration with Quickbooks Online and the ability to export the proposal as a CSV file, which can be imported into Quickbooks desktop & Peachtree.
It will make the decision to move away from QB easier if such as template exists (as I know there is not an integration).
3 votes -
progress billing
When you start a project you bill 50%, then as execution progress, you bill accordingly per percentage done.
3 votes -
Add time to recurring invoice
I would like to be able to add timer hours to any recurring invoice before it is sent OR I would like the Draft of a recurring invoice sent to ME and not to the client, so I could manually add my hours to any recurring invoice.
3 votes -
invoice multiple address
Can you add the ability to assign items to different addresses on an invoice? We sell services to customers who have multiple locations and need to see the invoices separated by location.
3 votes -
Non-rate based Tax / Custom Tax Amount
In our industry there are taxes that are not based on a percent of amount. Sometimes it is a flat fee, sometimes it is a fee based on quantity. To accommodate this, could we have a tax that is just editable on the invoice? This way we can do the calculations and add it if it doesn't fit in the standard % of amount tax model
3 votes -
Undo Payment
I should have the capability to designate an invoice as unpaid in the event that it was inadvertently marked as paid during previous records.
3 votes -
digital signature with certificate on Mac OS
digital signature with certificate on Mac OS
3 votes -
Egypt E-invoicing
Applying E invoicing for Egypt
3 votes -
link payment mode with payment account.
for exampl, if i choose cash, zoho should choose "undeposte fund" auotomatic
3 votes
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