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
1006 results found
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I would like to have font Khmer Unicode to be available for printing on Invoice and Bill. Thanks.
I have input the data into the invoice or bill. Then I want to print it out, but it doesn't recognize Khmer font in the invoice or bill. Thanks.
10 votes -
show on the New Invoice screen whether-or-not a customer has an available credit that should be applied.
When creating new invoices, I would like the invoice screen to show if customers have available credits that can be applied to their new invoices. I have lots of customers with available credits on their accounts. Every time I create a new invoice, I have to back out of the New Invoice screen and verify whether-or-not a client has a credit that should be applied. Even better, I would love it if Zoho automatically asked me if I would like to apply an available credit to the invoice before saving and emailing it to the customer!
10 votes -
Retainer Invoice with Salesperson Input
Be it is a Standard Invoice or Retainer Invoice, they are still considered Sales. So Salesperson information should have been included in the Retainer Invoice, without that we can't track and do proper payout to our Sales Team!
10 votes -
Capability for discount payment terms on customer invoices
Make the payment terms more robust so that discount terms can be automatically calculated. As a simple model, the ability to have a discount if paid within a certain number of days and the invoice due date in a longer number of days. For example, net 60, 1.5% 10 days: payment is due within 60 days, but if paid within 10 days the customer is allowed to take a 1.5% discount. The number of days and the discount percentage should be configurable within the terms. Frankly, this is a basic function that is surprisingly missing from the package.
10 votes -
Revenue Recognition on Contracts
Since the software allows for annual recurring of invoices, it makes sense to have the revenue recognition feature available so that the invoice can be recognized into income of its life.
9 votes -
let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"
Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.
9 votes -
Add a date field to transaction line
Service-based firms need a field for Date (in addition to Qty, Desc, and Rate) for when the service took place. Right now, the only way to add it is to include it in the description field.
9 votes -
Create a way to Void Invoices in Workflow or Batch
We are automatically generating thousands of invoices a month for customers. We want to void out any invoice older than 30 days. We cannot change the status field in workflow and we cannot use the batch feature on Invoice search to void invoices. Right now we have to manually click through thousands of invoices to void each individually. Please vote this up!
9 votes -
allow text boxes on templates
it would be great to be able to input text boxes so that we can customize the appearance of invoice templates to our exact specifications. Right now customization is rather limited.
9 votes -
tips
Please allow customers to pay more money than requested for great service as a tip....
9 votes -
Partial Payment Due Dates
If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"
9 votes -
Consolidated Invoicing
There needs to be the ability to define a parent / child relationship between customers so that you can perform consolidated billing. It is very common for companies to have multiple locations or branches where the head office requires that vendors raise invoices against the individual branch or location however the invoices are all consolidated against the HQ for payment etc. Very typical in the retain environment.
9 votes -
invoice - contacts - client portal - client has the ability to upload files (PDF, JPG, etc.)
The client portal under Invoice - Contacts is very powerful, but currently it is restricted to just viewing estimates, invoices, and payment history. We would like the portal to include client upload file privileges.
9 votes -
auto generate the order number in invoices + open possibilities to tairlor invoice numbering (too basic at the moment)
We cannot tailor auto-generated numbers, prefix needs to be INV which we don't want as this needs to follow the year and month of when the invoice is sent.
Also the Order Number does not auto generate and this is a huge mess for my team and my clients to find the right invoice as we have to manually re-key the Order Number which is a waste of time.
Please open the auto-generating invoicing as this is too simplistic and other platforms are seem more advanced on this for the same monthly costs.
Good day!
9 votes -
Convert invoice to estimate
You can convert estimates to invoices. Can you guys add a feature that we could do the reverse? Convert invoices to estimates. This would be so helpful.
9 votes -
Ability to apply redeemable points, gift vouchers, discount voucher, coupon codes, promo codes, referral codes
With options of marketing and advertisement through so many channels we need to issue various discount coupons, promo codes, referral codes and so on. If there is an option to included these codes for discounting it would be great. Also the option to add redeemable points on purchase bill which can be reimbursed later as adjustments in the bill, it will be nice
9 votes -
Electronic invoice for Europe
Starting from January 2019 for europe it is mandatory to generate an electronic invoice, integrating this function would give the opportunity to take full advantage of zoho books.
9 votes -
Write off Invoices
When an invoice is written off, instead of adding the green "paid" tag, it should be marked with a different tag so that we can identify that the invoice has actually been written off and not been paid for
9 votes -
Invoice Email Contacts
Can we have the option to set more than one email address to send invoices to and also have the option to not choose any of the email addresses in Contacts, rather than having to do it on each invoice? or maybe be able to choose an different email address for each Shipping Location on an invoice? That would be great for reminder emails as well. They don't always go to the same address as the invoice.
9 votes -
Electronic Delivery Note
Create a electronic delivery note that a customer can sign (on my phone) when they receive their items. and once they sign it, it sends them a copy via email
9 votes
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