Zoho Books
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1012 results found
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statements
The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.
0 votesHi Debbi,
You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
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Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe
Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe
0 votes -
Address doesn't stay the same on reoccurring invoices.
When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?
0 votes -
Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
0 votes -
invoice view
In the invoice page where it list all invoices, I have created 3 custom view namely
Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
Current - when invoice date is 'This Month'Now in nov 2018 the view needs to be recreated.
In addition to 'ALL' by default zoho books should come with monthly view of the invoice.0 votes -
When you update a contact it should also update the reoccurring invoices.
When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?
0 votes -
Reoccurring Invoices
When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.
0 votes -
Remarks Section On Invoice
It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.
0 votes -
should be able to search custom field created in item module, value entered at the time of creating invoice or purchase
I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.
0 votes -
merge option of PACKING SLIP for multiple invoices
in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.
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Remarks Section
Add the remarks section to the new "View Customer Details" section when creating invoices.
0 votes -
Clone invoice statement
It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.
0 votes -
Display composite item indicator after the item on edit sales order screen
We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)
0 votes -
Recurring Invoices
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
0 votes -
sales account
Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.
0 votes -
change contact for shipping
I would like the ability to select the contact for billing and the contact for Shipping separately. Currently only the default contact will show up for both the bill to and ship to address.
0 votes -
Apply correct rate table to invoices created from bills
We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.
0 votes -
0 votes
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The ability to pay multiple invoices with a credit card
Please add the ability to select and pay multiple invoices with a credit card in one transaction.
0 votes -
sorting
Allow sorting by created custom field in Sales module.
0 votes
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