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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1 vote
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Run Recurring invoices early
Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.
1 vote -
Total page numbers at invoices
There should be a total page number at the footer of the invoices.
i.e. Page 1 of 8
This is very crucial and urgent.1 vote -
Sync Google calendar with payment received
This is beneficial for those to take bookings on a particular date
1 vote -
"Tax Invoice" written on the customer invoice.
In our country it is mandatory to have "Tax Invoice" written on the customer invoice. The available templates does not have such a template
1 vote -
1 vote
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I would like to be able to track time without creating a project. Right now we have to bill our clients every time we do labor.
It would be nice to be able to track hours and bill clients without having to create a project.
1 vote -
Signature on Invoice/PO should be added only after approval
We can add signature (scanned image) to the templates in the footer section. But this signature gets added while the invoice is in draft status or while it is in pending approval status. This should not be the case. Unless all approvers have approved the invoice, the invoice should not carry the authorized signature section.
This should be applicable for PO, bills, estimates and all other modules where it is applicable.
1 vote -
Vendor portal will help us to have communication better.
Please add the vendor portal
1 vote -
1 vote
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When adding products to invoice, it would be helpful to have the name AND description show up in the drop-down list.
I use item numbers. So that goes under name (for instance DB-302) and then description. However when adding items to an invoice, the drop-down list doesn't show the description so I have to memorize the item numbers. it would be helpful to have the name AND description show up in the drop-down list when adding items to invoice
1 vote -
1 vote
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Allow option for entering start time and end time in invoice line items
Zoho Books should have functionality that pulls "start time" and "end time" entries from timesheet and appropriately enters it in invoice.
1 vote -
special rate and special scheme
while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
IS IT POSSIBLE in ZOHO1 vote -
purchase order date
purchase order DATE
1 vote -
Secured view by Sales person
when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.
1 vote -
Invoice pdf needs Original Copy for the use of the recipient
Invoice export to pdf is excellent as it creates filename with the invoice number. To be able to send it to a client it also needs to say (Original Copy for the use of the recipient) on the top. Can this be incorporated ?
The workaround to print and save to pdf has an interesting problem.
JS code embedded in the file launches the print dialog box every time we open the pdf file.1 vote -
GST rate for shipping or extra charges in invoice
GST amount on shipping or extra charges has to be apportioned based on on value or quantity in purchase or sales invoice when multiple GST rate items in bill
1 vote -
Printing on a Existing Pre-Printed Invoice from the portal. It should be like just a fill in the blanks
I request team to give an feature to print the required information only (i.e. Customer Details, Product and sales details only) on a Physical Pre-Printed Invoice Paper so that invoice copy looks for better.
1 vote -
Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired
For my business, we issue Credit Notes to customers which expire in varying time periods (10 days, 30 days, or 1 year). I would like a way to set an expiration date so the customer cannot use that credit note after the date.
More importantly, the credit should show on the Balance Sheet from the date of issuance to the date of expiration, and afterward should not be seen on the balance sheet. It is an actual liability if used and Zoho Books should record it as such and allow it to remain active for a certain time period.
The…
1 vote
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