Zoho Books
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1023 results found
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Allow discounts at both the individual item level and at the invoice level
We know that Discounts can be applied on two levels in Zoho Books:
Item level - Discount is applied individually on each item in a transaction.
Invoice level - A discount is applied on the total amount of the invoice.It would be better if we allow users to select both options simultaneously.
1 vote -
Give the option to apply or at least remind us that a client has a credit on his account before the next invoice is sent to the client.
I already discussed this via chat and email with Zoho support but was told this is not possible. They did indicate this is doable but only with recurring invoices.
My situation: client mistakenly sent two checks for the same job. He told us to go ahead and deposit both checks and to issue him a credit on his account that shall be applied towards his next invoice. We invoice this client once per year so it's likely we will forget to apply the credit.
Solution: Zoho should add functionality so we get the option to apply OR at least remind…
0 votes -
When an invoice is paid in Zoho Books the associated Zoho Project will be closed.
When an Invoice, associated with a Project, is paid in Zoho Books update the Project's State/Status as paid.
We have Deals with multiple associated Projects, each which is invoiced separately, so we would not necessarily want to have a paid invoice change the status of the Deal.0 votes
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