Zoho Books
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1020 results found
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sales tax
We have a need to know the total sales tax payable to a given collection authority. For example, the State of Oklahoma may have 20 different tax jurisdictions, but only one collection authority (the State of Oklahoma). When we pay our sales taxes, we pay one amount to the state. We need a way to group tax jurisdictions by collection authorities. This way we would only create one tax liability and tax payment for the State of Oklahoma, instead of 20 payments to 20 different tax jurisdictions, then have to reconcile those 20 payments in Zoho to the one payment…
6 votes -
Total in words in languages other than English
In invoices, we need an options to have "total in words" to be translated to a chosen language
6 votes -
Quantity recorded cannot be more than quantity ordered.
As some products might have approximated weight, it is possible invoiced quantity might be little bit higher than sales order quantity. However, currently this is not possible. Please try and give an option for allowing the difference or a limit of how much difference there can be.
6 votes -
Show Total Outstanding on each PDF invoice.
Zoho Books on customer/client's invoice should show up the total outstanding amount as option. It's much more easy to track customer and customer easy to find it if they don't us "Client Portals".
6 votes -
Ability to print Refund Cheques
In order to issue a refund to a customer currently Zoho advises to follow:
https://www.zoho.com/ca/invoice/kb/credits/refund-invoice-amount.html
The credit note gets created and marked as paid. However there is no option to print a cheque for this refund to be processed. The refund to be issued is via a cheque.
I would like this option to be added.
6 votes -
When a delivery note is printed note it in comments & history
When a delivery note is printed note it in comments & history
6 votes -
add option to export invoice by xml format
Please add the option to export invoices by xml format or to be able to create xml format from invoices.
6 votes -
Allow setting of monthly budget hours on projects
Using zoho invoice, I have the ability to add project budget by hours. But some projects have a recurring budget. For example, each month I can spend 150 hours for a project. At the end of that budget we stop and bill them. Next month, the budget resets, and I have that available again. This ties into the dashboard as well, because when i login, I want to make sure those projects are staying on budget each month.
6 votes -
E-way Bill Print option directly from Zoho book should be there.
E-way Bill Print option directly from Zoho book should be there.
6 votes -
Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
GST TDS
GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.
6 votes -
Insert variables into Invoice Numbers (Date, ID etc.)
Hello
It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.
In our firm, we use to generate invoice numbers like this :
F{YY}{MM}{DD}xxxxF means "Facture"
{YY} is replaced by year on 2 digits
{MM} month with 2 digits
{DD} day with 2 digits
xxxx auto-increment numberFor example an invoice generated on Feb. 18th 2021 could be : F2102180045
It's very useful to quickly find an invoice in our registry.We can also (but we dont use this feature) insert the Client ID, the…
6 votes -
Export Overdue Invoices List in PDF Format
It would be great if you could add an option to export current view of overdue invoices in PDF format.
6 votes -
provide whatsapp details about invoice amount , payment reminder and payment received details also
need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.
6 votes -
Allow external SMTP configuration for mail sent from Zoho Books.
Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.
This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.
6 votes -
digital signature with certificate on Mac OS
digital signature with certificate on Mac OS
6 votes -
Attached files to Recurring Invoices
Most of our customers require use to attach our Certificate of Insurance and a copy of the purchase order with our invoice for billing purposes and they want this done every time.
When we setup Recring Invoices there is no way to attach a document so it forces us to send an email after the fact every month with our billing to include these documents making it less efficient and making recurring invoices almost pointless.
Having the ability to attach documents to the recurring invoice just like a regular invoice would solve this problem for us.
6 votes -
to have a feature to automatically create interest invoices for unpaid invoices
Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed
5 votes -
Allow hiding company name in "Show Organization Address" on Invoice Templates
Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.
This can look redundant for some users who display a company logo right above this.
Some business names are too long, which causes wrapping, and makes that section look awkward.
So, having the ability to show the address without the name might be important.
5 votes -
Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.
Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.
5 votes
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