Zoho Books
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1012 results found
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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 -
1 vote
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allow exporting invoices with one click but separated PDF file
i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.
1 vote -
Auto signature on payment reminders in Accounts Receivable
Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders
1 vote -
Reoccurring invoices - variable (month name) parameter
Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.
1 vote -
Allow to export invoice comments into zoho analytics
Right now We are using invoice comments to keep the team up to date with each invoice.
When preparing a report in zoho analytics we have realised that these invoice comments are not available to sync with zoho analytics so we lose the history and context in our zoho analytics report.
1 vote -
How to show TDS deducted on Customer advance received
Suppose A customer paid an advance Rs 90000 bank transfer and 10000 TDS on March 2018, We generate Invoice in April 2019.
Then the closing balance is not showing TDS difference in March, It comes only when we showed the payment against Invoice. We need to show advance tax received in March along with payment recieved1 vote -
ability to format invoices to reduce white space so that an invoice will print on a single page
The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!
1 vote -
Recurring invoice - Repeat Every Week, change default (weekly) options
Recurring invoice - Repeat Every option is default set per week
Problem: default is weekly, but we have only yearly invoices.
Solution: allow us to change the default option.1 vote -
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.
1 vote -
Different invoice data formats for "client" country
I have both US and UK clients. As my business is in the UK I have that date format selected for my organisation, but it does confuse clients I have in the US, where they have the day-month-year rather than month-day-year. Would be great to be able to set a date format based on the clients country, not my organisation.
1 vote -
unsettled payment details
unsettled payment further details should be avialable.
1 vote -
we want to have different series of invoice numbers for different categories of client. how to do that in zoho?
Different series of invoice numbers for different category of clients.
example for small retailers 1,2 ,3 etc...
for big insitutions A1, A2, A3 etc...
for agents B1,B2, B3 etcc..
is it possible to automate such numbering in zoho.1 vote -
1 vote
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Preprinted invoice
We need an option for preprinted invoice stationary
1 vote -
Make things easy
Make things intuitive! UGH!
1 vote
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