Zoho Books
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1006 results found
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CC On Contacts for Sending Multiple Invoices
At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.
Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.
2 votes -
Add custom fields in invoice/quote/purchase order templates in Books
Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.
2 votes -
while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful
in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.
2 votes -
Making it easier to retrospectively add a sales person to a categorized invoice
If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.
2 votes -
Provide an option to exclude list by customer
As a user I want to be able exclude items based on customer name criteria to be able see list of items without items for particle customer - https://www.dropbox.com/s/7nx2umiiq8rducb/2017-08-23_18-41-38.png?dl=0
2 votes -
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
and also add page next and page previous button on top of all the pages, this will help in scrolling time.
it should be on all the pages like, delivery challan, invoices, estimates, payments received, sales order, credit notes
2 votes -
Add the ability to edit a scheduled invoice email
When I create a scheduled email for an invoice by pressing "Save and Send Later", I would like to be able to edit the scheduled email.
Right now, there's no way to edit the scheduled email. When I click the Email icon after I've scheduled the email, I can only "Send" or "Cancel". "Send" sends the email immediately, cancelling the scheduled email. "Cancel" deletes my edits. A "Save changes" or "Save Draft" button would be really helpful.
2 votes -
I need the add tax to amount feature that is present in 'lite' template in other templates too
need the add tax to amount feature that is present in 'lite' template in other templates too... It is not available in all templates.
2 votes -
The Sales order should have a button named as "Order Accepted"
Once the order is mailed by the seller to the buyer the seller is expected to mail back the order acceptance confirmation to the seller. Most of the buyers do not do it promptly as they have to write a mail for that. Therefore i suggest that the Sales Order should have a button named as " Order Accepted". A click by the buyer on this button should auto generate an order acceptance confirmation email to the seller.
2 votes -
defult printing template per customer. so every time i am creating invoice for that customer the default template that i alrea
I need to be able to chose a defult printing template per customer. so every time i am creating invoice for that customer the default template that i already assigned to that customer would print. MYOB has this function already
2 votes -
2 votes
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Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice
Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.
2 votes -
Multiple Invoices from Sales Order
To have the ability to create recurring invoices from a Sales Order or to create Monthly Billing from a Sales order where the items are 1 Year Subscriptions.
2 votes -
Signature on invoices - option to print without signature
While I use the signature image on my invoices to be sent via email, some clients insist on a physical, printed invoice with a personal signature. It is difficult to keep changing the template to take a printout without signature, but then to retain the digital signature for bills sent by email. please give an option to print invoices without the digital signature, so that I can physically sign it and send physically by snail mail when required.
2 votes -
Add a [Save and Continue] button
I know Zoho Books has an auto save feature but it is never clear when it actually saves. Sometimes I work on long invoices that can take me several hours so having a [Save and Continue] button gives me peace of mind that what I just did is saved.
Note: I can always save but to continue working I have to open the invoice again.
2 votes -
Allow Merging Invoices
Allow the ability to check two or more invoices and merge the items together to form a new invoice. This would allow the ability to send one invoice for a recurring charge and then add the draft items to the same invoice, preventing having to send two invoices to the same customer.
2 votes -
List credited invoices as credited
Current, a credited invoice is marked as "PAID" - please change this to "CREDITED", so you can easily tell the difference, without having to opening every single invoice
2 votes -
Flexible sales approval process
While we turn on the "sales approval" process the approval is applied on sale orders, sales invoices, credit notes etc by default,
It must be more flexible as to on which modules we want the approval like in our organization we only want Approval for sales order not on Invoice & credit notes.
2 votes -
Reduce Paragraph spacing between Iteams, Subtotal, Total and Balance due
It's taking too much line space between paragraphs, a simple three items on A5 page take 2 pages, and 2nd page prints blank with just page no.
2 votes -
Autogenerate invoices based on when invoice sent, not created in draft mode.
It would be useful to have the option for the auto-generation of invoices to occur when an invoice is sent out, rather than prepared in draft format. Every time I prepare an invoice it autogenerates, even if I then delete that draft ('cos I make a mistake).
2 votes
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