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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Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote -
a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
in zoho book apps add the item in the invoice like iges plus app
we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution
1 vote -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
Enable / Disable Bill by Bill adjustment of payment receipt
Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.
1 vote -
Adjust the cost of an item at invoice time
It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.
1 vote -
order and inventory
order from customers linked to the inventory management would be useful.
1 vote -
When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice
When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.
1 vote -
Please add a document storage facility in order to scan and store all invoices, receipts etc
We scan and store every receipt, invoice etc and require a system whereby we can retain all documents for tax purposes.
1 vote -
invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS
invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL
1 vote -
Report required that ages by "expected due date"
This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.
1 vote -
Edit Time Entries from Draft Invoices
When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.
1 vote -
Territory Management
There should be separate invoicing and reporting system
1 vote -
Invoice - "Order Due Date" Field - NOT Custom Field
We send out estimates all the time, the customer places an order for the products from us after recieving that estimate, we then convert the "estimate" into "invoice - Draft", It has to be draft because we have not made and delivered the parts yet. When the customer sends us the order, they have given us a "requested delivery date". We are a components manufacturer, so the customer tells us when they need the order by". If we could have a field on the invoice "Req Delivery Date" and this date is available in the "Main Draft Invoice List", then…
1 vote -
Bug: Tax exempt customer should not be rebilled for taxable expense
When a customer is tax exempt, one should not rebill the customer for recoverable taxes paid on their behalf but instead recover those taxes from the tax agency. Zoho does this incorrectly, in violation of accounting rules (certainly in Canada, probably elsewhere for all recoverable value added taxes).
Example:
-Create a tax exempt customer
-Create a taxable expense associated with this tax-exempt customer
-Create an invoice to re-bill for the expense
-The expense will be entered as a taxable line item, with no option to changeAs a workaround, one can set a tax for the customer, which curiously enables…
1 vote -
Credit Card HTML5 Field Input Field Type
When a customer is paying an invoice on their mobile device the credit card number and the CVC fields should be <input type="number"> or some other method to make the mobile keyboard display numbers only - much easier for customer to input. Not to mention that this would also keep letter and other characters from accidentally being entered.
1 vote -
Put currency on invoice
It's not clear is it US dollars or CA dollars on invoice.
1 vote -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote -
Comments and History feature
In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.
1 vote
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