Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
1029 results found
-
Allow for reminders to be turned on based on customer, vs 'all or nothing'.
Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…
1 vote -
automate all invoice emails to go out with my trustpilot link in the bcc section?
Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?
1 vote -
1 vote
-
retainer low balance alerts
please see this zoho finance thread and add feature to zoho books as well:
1 vote -
Clone invoice to sales order
It would be handy if you could clone an existing invoice into a new sales order.
1 vote -
Print invoice with option to print packing & delivery notes also
Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.
1 vote -
To select an invoice template depending on the checkout page is coming from the sale
to be able to select an inovice template depending on from which checkout page is made the automatic sale
1 vote -
Multiple estimates to be included to an invoice
Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates
1 vote -
make proforma invoice document
make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders
1 vote -
stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
Make delivery challan accessible to user who can generate invoice.
Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.
1 vote -
item wise sales person
Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.
1 vote -
how to print selected delivery notes in one action
I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones
1 vote -
how to place digital signature in invoice
unable to find the option to select the location of the signature on invoice template. Please guide
1 vote -
MULTIPLE PREFIX FOR INVOICES IN A YEAR
IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO
1 vote -
AMC Work order Invoicing
For First Invoicing:
AMC Work Order with Description & Order Value
Claim @ 25 % or 50 % or in term of %
GST
Total
For 2nd Invoice
AMC Work Order with Description & Order Value
% of 1st Claim Invoice value
% of 2nd Claim
% of Final Claim
GST
Total1 vote -
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 -
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 -
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 -
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
- Don't see your idea?