Zoho Books
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1007 results found
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retrieving deleted invoice/quote/credit notes
If an invoice or quote or credit note is deleted, there is no way to understand the reason for the delete. also not sure which user deleted it. it would help to have a place holder for all deleted items or have an archive for it.
1 vote -
Remove ugly generic graphic icon & add numbering to line items
There is no need for those ugly generic graphic icons that appear to the left of each line item. Please remove. No need to use precious screen real estate with these.
Can you please have invoices automatically add numbers to each line item? This is useful when you are cross checking with other documents or useful just in general. For example: you are on the phone with a client and you can say "Line item number 3 ..."
Thanks!
1 vote -
As I'm doing GTA business,for some transactions gst is exempt and for some transactions gst is reverse charge thenhowcanigenerate theinvoice
To one customer we are giving both GST exempt and GST reverse charge services at that time i want to generate one consolidated invoice in zoho books.please suggest the same.
Thank you1 vote -
PreSelect Reminder Date and Local Time for Reminder or Auto-Invoice/Estimate sending
The actual reminder system may generate reminder at inappropriate dates, e.g. over weekends or public holidays like Christmas, client birthdays etc.. That is according my understanding, bad timing.
1 vote -
Sales Order / Invocing Module - Quick View of Customer's previous Invoices
Namaste, While preparing Sales Orders or Invoices, need quick view of customers previous invoices - to match price. - ammu foods
1 vote -
Retainer vs. retention
Retainer invoices are like deposits. Retention money held by a builder is where they hold back a proportion of the payment and these are typically for 12 months. These can be a) difficult to track, and b) impact on cash flow if there is a large number of them. There is an online system in Australia called Retention One, that assists in tracking and collecting such payments. If there was something similar within Zoho .....!
1 vote -
Align the item's unit in the same row as the item and not under the Qty
In a sales invoice template, you should allow users to easily add the column Unit separate from the Qty column. This is to align the item's unit in the same row and not under the Qty of an item.
Ideally Qty and Unit are in two separate columns and the corresponding value for the item's Qty and Unit should be in the same row. The Unit should not be added as a custom field since this is just a workaround. Unit value should automatically be displayed in the Unit column based from the Item's master data. refer to Chat transcript#…1 vote -
Rename Sales Order to Repair Order
Would like to Rename heading of Sales order to Repair Order
1 vote -
Design with the export invoice
It will be best we the export invoice or record in zoho books will have design to so it will be appealing to me as a user.
1 vote -
Be able to change currency on invoice without having to re-do an invoice
I'd like to be able to change a currency for an invoice without having to re-do it.
We'll invoice a client in GBP but then they'll ask for an invoice in EURO. It's silly that we can't simply convert the current invoice instead i have to delete it, change client info and then re-invoice.
1 vote -
1 vote
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Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
1 vote -
spliting recieved amount against invoice
Hello,
I am running exhibition stand building and renting company.
I have furniture, electrical items in my stock for rent. Branding work i usually do from other company.While invoicing we cant show it seperate.
We invoice it as a package. Please see the below mentioned example.EG;- 3x3 stall with furniture, lights and branding - 250 OMR
( This will be my invoice)
When i get 250 OMR in my bank account. I usually record the payment against the inovice.
I actaully want to show 100 OMR in my furniture rental account and 25 OMR in my Electrical rental…1 vote -
I need different sales rate for different quantity at the time of invoicing. This should come automatically once it is updated in ITEMS
I give different rate to different customers as per their quantity purchase. So i need 3 slabs of sales rate based on quantity. while creating invoice, as i change quantity, rate should come automatically accordingly.
1 vote -
please add the ability to change the default rate for all invoices (e.g. in the case of an hourly rate that is the same each time)
pls add the ability to change the default "rate" for all invoices from 0 to a specific rate
1 vote -
Predefined Invoice Notes per Contact
Ability to set predefined notes per contact would be a great help.
1 vote -
Credits Notes to Appear on the Invoice they are applied to
Currently, when applying a credit note to an invoice, it simply shows as Payment Made. It would help with transparency to have the credit note appear as a line item in the invoice so that clients know what the credit is for (without having to send an separate email). Or at the very least have the section where it says Payment Made to say Credit Applied.
1 vote -
Recurring Invoice Profile
Have the option to assign multiple customers to one Profile Name on a recurring invoice.
1 vote -
customise invoice table field to be able to add info for each item
I want to be able to add a filed in the invoice item table, so i can add any other information about each item
1 vote -
Facture à montant total négatif
Il serait intéressant de pouvoir faire des factures dont le montant est négatif en cas de restitution d'accompte pour annulation de commande
1 vote
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