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Zoho Books

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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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995 results found

  1. GST waybill print option not available ???

    GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???

    1 vote
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  2. option to select the Bank Account details from a multi tab that need to appear on Invoices

    We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.

    1 vote
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  3. Import the Recurring Invoices - Overwrite Function please

    Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.

    1 vote
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  4. clearly guide us to select different sales account while creating a sales entry

    i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.

    1 vote
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  5. CREER UNE SEULE FACTURE POUR PLUSIEURS COMMANDE D'UN MEME CLIENT

    1 vote
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  6. Add a report for Reminders

    It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.

    1 vote
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  7. Drop Down Menu for Terms

    This can be applied to all entries...

    Offer drop down menu to accomodate various terms and conditions offered client /product /service specific

    1 vote
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  8. Invoice Generate time on must be showing on the invoice

    Invoice Generate time must be showing on the invoice i cant find this option in ZOHO BOOKS.

    1 vote
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  9. API / GUI Option to Mark Invoice as Sent

    Hi

    I posted this idea some time ago. It has been marked as "Available" but it is not.

    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7601382-mark-invoice-as-sent-without-sending

    I would like to be able to mark an invoice as sent when it is added (either via the API or when manually added via Books GUI).

    The main reason I want this functionality is that in many instances I do NOT want to email the invoice to my customer.
    To do this at present I have to post the invoice and then manually mark it as sent.

    The ideal would be to have an option in the GUI to "Save…

    1 vote
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  10. Total for the qty. is missing.

    invoice should reflect total qty. in numers. for e.g. Total Qty - 50 pcs

    1 vote
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  11. Orbilogin, orbi satellite not connecting

    https://orbirouterssetup.com/troubleshooting/orbi-satellite-sync-failed-orbi-satellite-not-connecting/
    Today in this article, we will cover all the major issues including the orbilogin and
    orbi satellite not connecting. To access the Orbilogin admin page, go to
    www.orbiapplogin.com or https://orbirouterssetup.com/. If you encounter an error during the orbilogin

    Orbilogin, orbi satellite not connecting

    Today, well go through all of the major issues, such as orbilogin and orbi satellite not
    connecting, in this article. Go to www.orbilogin.com or www.orbilogin.net to get to the
    Orbilogin admin page. If an error occurs during the orbilogin procedure, restart the device
    and wait for the system to boot up. If you don;t have…

    1 vote
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  12. I would like to be able to edit the layout and fields in the delivery note so a template for that would be useful.

    I would like to be able to edit the layout and fields in the delivery note so a modifiable template for that would be useful.

    1 vote
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  13. From email for invoices should have the ability to be from user, not just company

    I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.

    1 vote
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  14. For some cases we are about submit the invoice with penalty in such case we are not able to do it

    Penalty clause apply in invoice

    1 vote
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  15. Edit the Invoice template layout

    Please include the option to edit the report layout as there are some extra spaces displaying in the Invoices but we cannot remove them.

    1 vote
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  16. Choose the Transaction number series in the Template

    We can create different transactional numbers but to automate things would be easier to associate it to a template and in flows I will be able to choose the template and thats it.

    1 vote
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  17. E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals

    E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals,

    If we upload E-invoice manually with utility we make unit rate in 2 decimals even if actual invoice is in 3 or 4 decimals, the total remains same in E-invoice portal, but while pushing invoices from Zoho to E-Invoice IRP, it shows error of Unit price is invalid. Its not even accepting the negative round offs.

    So, if manual E-invoice utility accepts rounded unit price in 2 decimals, zoho also need to push invoice to IRP in the same way, its showing error…

    1 vote
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  18. QR code for reading items in Inventory

    Hello, Zoho Inventory is able to use barcodes for items. It's very nice but the SKU must be numerical values to use this feature. Numerical SKUs are unworkable for humans, so we use alphanumerical values.

    This wouldn't be an issue if the Zoho Inventory app was able to read QR codes on top of barcodes. Honnestly speaking barcodes are a thing of the past.

    Could you upgrade this features to read also QR codes?

    1 vote
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  19. Colomb

    Customisation field- “(item rate X quantity) + tax amount” - amount with Tax

    1 vote
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  20. I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding the rate myself)

    I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding or selecting the current exchange rate myself)

    1 vote
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