Zoho Books
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1020 results found
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option to edit multiple Invoices
customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices
6 votes -
6 votes
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Add dynamic fields in recurring invoices
Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.
6 votes -
customer deferred payment invoices
customer deferred payment invoices
Payment notices to invoices remotely 30 days 60 days 90 days based on payment method
the customer must receive notice of payment amount divided
eg . bill 01.01.2016 amount € 1,200 payment in 3 installments in 30-60-90 days
first notice 01/02/2016 amount € 400
second notice 01/03/2016 amount € 400
third warning 01.04.2016 amount € 400
6 votes -
Add Sales Channel in addition to Sales Person
It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)
6 votes -
Negative amount on Invoices
To make cancellations, corrections, and others.
6 votes -
HTML template customiser - allow Google Fonts
We had the HTML template customiser activated so we could integrate Google Fonts. It turns out that is not possible and the customiser removes all <link> tags that imports the Google Fonts.
Allowing for this would let us truly customise the templates to fit with our corporate branding.
6 votes -
Credit notes automatically added to automatically generated invoices
When I create a credit note now, I have to stop all of the invoices in the system from being automatic.
Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.
When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.
Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.
6 votes -
email or print unlimited invoices
We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.
6 votes -
Option of entering Percentage shall be introduced in Quantity field
My business involves projects at Fixed agreed cost. Which require %billing on achieving project predefined milestones. This feature will help a lot just by giving option to show fraction to percentage.
6 votes -
Apply outstanding receivable to the outstanding payable.
I have Companies that are both Customers and Vendors. It would be wonderful if we could apply outstanding receivables to outstanding payables and visa versa. That way we wouldn't have to write large checks to one another every month when our balances are about even.
6 votes -
Include option to consolidate all files into one file
Feature that would allow the Invoice with attachments to be sent as one PDF file instead of separate files in the invoice. Maybe it could be a checkbox option so that those that work with customers who want a single file can send Invoice with paperwork directly through Zoho Books.
6 votes -
Accept payment on a Invoice without having to save it and email it.
I want to be able to accept payments on invoices without having to save and email and then go to receive payments tab. I am entering in older payments and this is creating an unnecessary step.
It appears that other comments have been made in regards to the same inquiry
Mark invoice as sent without sending
6 votes -
no tax summary on delivery notes - option
it would be great to have the possibility to NOT print the tax summary on the delivery notes.
Thanks in advance
6 votes -
Time stamp printed on the invoice
Due to anticipated change in regulation, we would like to ask you for the ability to include the exact time (hour:minute:second) when the invoice is created on the created invoice.
6 votes -
Create Recurring Invoices from Zoho Projects
The ability to associate Zoho Projects with Recurring Invoices to be able to create recurring invoices from hours in a Zoho Project (i.e. weekly invoice for hourly work for project).
6 votes -
Have option to add multiple sales reps to an invoice with different percentage of sales credit
We have invoices where I need to add multiple sales people to the invoice with different percentages of the sale credit to each. Right now I have to create a separate spreadsheet to keep track of sales because I can only add one sales rep for invoice.
6 votes -
Discount Options - Allow per item AND globally
Today I must choose between discount per item or global discount. In many cases I need both (for some product provide special discount and a global discount for the complete invoice).
6 votes -
I have to Make Custom Template Pls Help me
Make Custom Template Pls Help me
6 votes -
Invoice format suitable for India GST which includes columns for CGST, SGST & IGST.
Under India GST, each invoice has three likely components-SGST, CGST & IGST. We need option to apply any two applicable and put third one as zero. This is urgently needed.
6 votes
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