Zoho Books
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1026 results found
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while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.
I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.
15 votes -
clone delivery challan to new delivery challan
we should have option to clone existing delivery challan to new delivery challan in zoho books, this feature might save lot of time and come handy to may users.
15 votes -
Payment by instalments
Currently we sell products for say $3000. The customer will pay a $1000 deposit/initial payment then be required to make regular monthly payments of say $400 for the next 5 months to pay the remaining balance. We have used 2 methods to do this.
A) This is mostly automated however the customer (and us) has to work out the balance owing manually (ie the balance remaining is not indicated on any invoice etc). What we do here is create an invoice for the initial deposit/instalment then create a separate recurring invoice for each of the monthly instalments that is emailed…15 votes -
Add Payment details to Statements as well as Invoices
Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.
15 votes -
15 votes
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Adding of Small Retail Bills compactable to thermal printer and Barcode Reader
Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,
15 votes -
bulk payment record option required in zohobooks
Presently record payment option is for individual invoices.
Its very difficult for us for matching the payments can you please make it as bulk record payment14 votes -
HSN Summary at Invoice level
If we have got 10 items in a invoice with 3 HSN codes, I would like a column to be displayed below the invoice with HSN Code wise summary of the items in the invoice, which will help us with easy Bulk generation of e-waybills, all existing softwares such as tally and cleartax have this feature running.
14 votes -
Proforma Invoice is compulsory and should be easily convertible to Invoice
It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…
14 votes -
Electronic Signature on Delivery Note/Chalan for Mobile Printing & Delivery
1) Delivery Note should have customer name, date and signature
2) An option to refer to Customer Sales Order
3) Once the delivery us made and customer signs for item electronically then delivery person can just print a copy using a mobile printer such as Zebra etc.
4) The signature will be placed on Zoho Books/ Inventory as delivery with signature5) If this is a cash transaction or even credit card payment option for a receipt and also be made and printed
This is for option is for Zoho Books/Invoice/Inventory
14 votes -
Multiple auto numbering of invoices
In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.
So it would be great that Zoho can support multiple autonumbering based on a customizable condition.
14 votes -
The due date is calculated once he invoice is created
The due date should be calculated on the basis of sent date, not on the invoice date.
there is always a possibility of dispatch after date of invoice due to delay in shipment due to various reason.
the customer should get credit in payment as per actual date not invoice date
this can be done with updating date of due when sent option is marked in invoice, that date should be selected as date of shipment and due date should be calculated on that
14 votes -
Batch Invoice a Group of Customers
I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.
14 votes -
Mentioning TDS when Invoice is created
Provide an option to mention TDS recievable when the invoice is being created.
14 votes -
Customer Account Statement
Item & Description Showing with Customer Account Statement
Currently Show Only Invoice Number13 votes -
WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT
E WAY BILL PRTINTING AVAILABLE IN TALLY.
WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.13 votes -
Financial Year Based Accounting
Zoho Books run on Open Period Concept where one can enter transactions in Any year (Either Past Date or Future Date). This is a serious gap in internal controls where any of the executive may end up keying transaction in incorrect financial year and same will have impact on company's financial position.
13 votes -
MULTIPLE ITEM SELECTION
IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS
13 votes -
Provision for Tax collected at source
There should be a provision for TCS in invoices.
13 votes -
Fixed Discount per client
We have to manually enter discount per item in every invoice. Would like to have an option to fix the discount per client so that every time the discount amount or percentage pops up automatically. But this with an option to change the discount in special cases.
13 votes
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