Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1006 results found
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Create eway bill for bill of supply other state
For other state bill of supply, we have to go to eway bill portal to create eway bill. We should have an option to generate one within the app.
3 votes -
Let us upload our own invoice template
It would be helpful if you can integrate a feature of uploading our own invoice template. I am having lot of issues with making it billingual by copy pasting into your template as only one font supports it and its not too great looking. Also the preview during customizing the invoice is completely different compared to when I download it as pdf. Please solve. Thank you
3 votes -
Disable HSN for B2C sales turnover less than 5 Crore
As we know that HSN of B2C sales is optional if turnover is less than 5 crore, i want a feature that if i generate an Invoice for B2C sales then HSN will not be shown on the invoice and HSN for B2C sales will also be not counted in the HSN Summary. That means HSN summary will only show summary of B2B sales.
3 votes -
2 votes
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Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
Improve Email Confirmation for Paid Invoices
2 improvements for Paid Invoice Email Confirmation...
1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.
2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)
Thanks!
2 votes -
Viewing Invoices : Needs 'Back to Customer Invoices' button
When clicking on an invoice to view it you are transferred to the 'invoices' section. It would be nice to have a simple 'back to customer invoices' link or button at the top instead of having to scroll down to the customer's name, and click on transactions again to view their invoices.
2 votes -
Re:- "Attach Reference File" on Invoices need to be able to attach more than one file
"Attach Reference File" on Invoices need to be able to attach more than one file.
2 votes -
Hide or remove invoice number on invoice.
Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.
2 votes -
invoices
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
sales order app for smart phones
sales order application for smart phone to company executives veiw only sales taken by the sales executive
2 votes -
Set Invoice Defaults for entry listings
It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.
2 votes -
I want the option to change the currency with the live exchange rates at the invoices, estimates
I want the option to change the currency with the live exchange rates at the invoices, estimates. The product prices in my inventory is in EUR and with the current system I should change every product price manually to GBP, USD etc.. Please fix that
2 votes -
AR Invoice Discounts Applied During Payment Posting
I have a client who allows for a discount on his invoices if they are paid by a specific date. Because there is no way to know if the invoices will be paid by the earlier date, the discount cannot be applied at the time the invoices are created. If the invoices are paid early and the discount taken, I have to edit each invoice and apply the discount and then provide a mandatory reason for the edit upon saving the edited invoice.
That is so inefficient and wastes my time. Would it not be MUCH easier and convenient to…
2 votes -
Good morning, I suggest that the invoices and delivery notes comes two signatures because I when delivering the delivery note to the custome
Good morning, I suggest that the invoices and delivery notes comes two signatures because I when delivering the delivery note to the customer I sign and the customer then also have to sign, then placing a custom field for one more signature is very important.
2 votes -
Future invoice date as future SEND date
Because the recurring invoices must all have the same preferences, I use recurring invoices for automatic payments and have invoices to be sent automatically setup as drafts to be sent later. I believe this is the best option and probably what most people are doing, but let me know if I am incorrect.
There are a few default option for future date to send. The invoice date should be one.
Also there should be a preference not to send email notification on weekends, business days only. But this is not as important.
2 votes -
When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.
When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.
This would be very useful when have more than one opportunity/job with same company so can easily distinguish, without having to click in and out
2 votes -
Track client payment history to identify whether a client tends to pay late or early and by how many days
Hello, I would like you to enable a view of client payment history to see which clients pay late, or early, and by how many days. After all, what is the use of tracking this information in the system by entering the date of payment if it is not available for later use? This would seem to be a very basic client management feature, and the data is already in the system in the form of the invoice date and the date of payment, so I hope you will be able to implement this quickly. Thank you.
2 votes -
Show Project Name in invoice header
Include option in template header to show project name.
Example.
To: Bob's Property Management
Re: Install light posts at 123 Elm St.Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.
2 votes
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