Zoho Books
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1006 results found
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Ability to generate recurring invoices at the very end of each month, not on the morning of the last day
It's impossible to generate recurring invoices at the very end of each month. The only option is to generate recurring invoices on the very last day of the month however since the invoices are generated at the start of the day they do not include any hours logged for that day.
Alternativelty if I setup my recurring invoices to generate on the first day of each month they do pull in all hours for the previous month but the reporting tools are incorrect, instead showing sales for the following month since this is the date of the invoice.
Please add…
9 votes -
Fully Customized Invoice Template Editable With Drag And Drop Features
Fully Customized Invoice Template Editable With Drag And Drop Features
9 votes -
Have the same schema of numbering system for retainer invoices than normal invoices
Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???
and do not have a separate system of numbering?
In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!
All our french user cannot use the current system...
All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :
RETAINER INVOICE 10455
INVOICE 10456
RETAINER INVOICE 10457
INVOICE 10458
and so on....Could you please allow…
9 votes -
Put more information on normal invoice of the retainer invoices already paid
In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.
In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :
Retainer invoice Number
Retainer invoice date
Retainer invoice % (percentage of the total final invoice)example :
Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $
Thanks for taking in consideration that request
9 votes -
Link Sales Order to Invoice
Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".
It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field
8 votesHi there,
We now have the option to link stand alone sales orders to invoices.
Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.
Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".
When you select this option a link is established between this invoice and the corresponding sales order.
Hope this helps.
Good day!
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Archive Invoices
We need to archive some invoices
8 votes -
8 votes
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recurring invoice
Be able to specify a custom invoice notification email for Recurring Invoices. This is currently possible when sending a regular invoice.
8 votes -
CLONE option for Retainer invoice
It will be nice to have a CLONE option for RETAINER INVOICE. If I have to prepare a few retainer invoices for the same customer it's a very time consuming process.
8 votes -
"sales without invoice"
Allow to create a sales receipt without an invoice
8 votes -
Packing lists with measure and weight of each item and total items for exporting businesses.
When exporting products abroad, quantities, measure(including CBM) and weight of each package must be included as well as total number of packages, CBM and weights. Unless zoho focuses on companies doing only domestics, packing list needs include above mentioned details. Being able to add shipping mark would be even better.
8 votes -
I am a small pharmacy retailer.I find it very useful.But For medical business,expiry date and batch numbers are mandatory for billing.
In your invoice templates,ther is no template useful for pharmacy.Because it is not possible to mention batch number and expiry date.
8 votes -
Automatic calculation of GST TAX rates from 4digit HSN code
Automatic calculation of GST TAX rates from 4digit HSN code entered in the invoice or estimate or bills or purchase order.
8 votes -
One page invoice
We request you to provide a single page invoice as in Tally ERP 9. And also provide a Tax summary for each item/HSN/SAC.
8 votes -
Ability to export data to CSV per Invoice
As a user I want to be able export single Invoice into CSV or XLS format to be able import Invoice data in any other system that I am using.
8 votes -
Create online signature for customers on invoices.
Signatures perfomed by customer on computer and smart phone for invoice (like Docusign)
8 votes -
need to see profit and profit margin in invoice
when we sell an item it's import to know that the price is giving is sufficient profit compared to cost of purchase. this information should be available in a report on directly on the invoice page.
8 votes -
job cost
YOUR ZOHO book is basic form.. You need to update more common features for business like Job cost in the invoices,performa invoice, expenses covered in invoices,
8 votes -
Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client
Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.
The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.
8 votes -
A transaction that has been filed in a tax return can not be changed.
Give the opportunity to modify a transaction even if it enters a tax return. Simply indicate the difference and take it into account in the following statement.
8 votes
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