Zoho Books
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1012 results found
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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 orbiloginOrbilogin, 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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Colomb
Customisation field- “(item rate X quantity) + tax amount” - amount with Tax
1 vote -
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 -
add a send invoice to alternative e-mail address field to contact
use case: the payer is not the direct customer. We send the invoice for a service that a person requested to the e-mail address of the insurance of that person. To send this invoice from Books we have to create a secondary contact person with the e-mail address of the insurance as of now. We think this could be simplified having a field inside the contact that can be used when the invoice should be sent via e-mail to a different address.
1 vote -
Allow Invoice Templates to be made "Inactive"
Allow Invoice Templates to be made "Inactive"
1 vote -
Minimum Retainer Balance
I use what is called an "evergreen clause" in my service agreements.
This requires that my client maintain a minimum balance in a retainer account to be billed against each month.
Example #1:1) Client signs agreement and pays $2,500 as a retainer.
2) At the end of the first month I issue an invoice of $1,200 for services provided.
3) That invoice will be paid by drawing $1,200 from the $2,500 retainer invoice.
4) The client's retainer balance is now below the $2,500 minimum requirement, so . . .
5) I need to be able to issue a payment…
1 vote -
Option of to give cash discount on entire invoice
Apart from the line discount, Many customers i have to give CD for advance payments. Presently have to calculate manually if different line discounts are there. Additional layer of discount on total invoice should be introduced
1 vote -
same billing address but different customer names.For ex DC will be addressed to stores and Invoice to a Persons Name
same billing address but different customer names.For ex DC will be addressed to stores and Invoice to a Persons Name at the same address.We should be able to have a default Name and a chosen one from the drop down list.
1 vote -
Integrate Supplier / Client zoho invoices with your own.
Allow other organisations to link up with yours so that they can send invoices or bills directly between organisations, pre-filled.
1 vote -
Project wise invoice details
Hi,
Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.
It would be great if you could create a report accordingly.
1 vote -
Integration of deferred income report
My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.
1 vote -
Manually associate invoices to sales orders!
The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
Why isn't there just a function to manually associate an…1 vote -
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered. also creating the invoice before the delivery note create multiple errors that then need to be reversed
1 vote
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