Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1020 results found
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I would like to see an option within invoice/packing slips enabling a customer to digitally sign for a delivery on my pda/phone.
I have several customers that require a signed hard copy of the paperwork to pay us. Emailing the invoice without the sig is not allowed. Access to a printer is rarely an option. Asking the customer to print out the invoice and sign is unprofessional.
This would be similar to signing for a credit card purchase on Square. The digital signature would then be incorporated into the packing slip and/or invoice and emailed to the vendor.
5 votes -
make a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
Requesting a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
This will help us to control our Sales team who can't quote or invoice low prices without manager's approval.
Price Authorization while invoice and making estimates - Min. price level for Sales Team ... beyond which they are not allowed to sell or quote their customers
5 votes -
when you part invoice via sales order, the sales order should be updated so it only shows value of outstanding orders and not total sales or
Sales order value should be adjusted once part invoice is raised and posted
5 votes -
Match Transactions
The automated algorithm only searches by transaction date.
Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.
Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.
5 votes -
I need different invoice ID for different products for sale
I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…
5 votes -
State code
You should also add State Code for Invoice Making
5 votes -
Multi location GST compliance in India
Many businesses now have more than one GSTIN, generally state-wise and hence, you provide facility to have multiple GSTIN and multiple locations.
5 votes -
Display Next Month on Recurring Invoices
On Recurring Invoices, Please ADD a feature to display either CURRENT or NEXT MONTH "Completely". We bill our clients 1-month in advance. So I would like to see the Next Month Written completely in each of my Recurring Invoices In the description field or anywhere else in the Invoice
5 votes -
GST on Freight Charges
As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it
5 votes -
Add a line for the Paypal fee on invoices
PLEASE add a line for the Paypal fee to be automatically calculated and added to the total amount on estimates and invoices. Then it is passed on to the customer and simply part of the total cost, so there is no mismatch with amounts in Paypal.
5 votes -
Customization options for templates
Please give us more customization options.
For organization name in template "Simple" If you increase the font size to 10 then the organization name is shown in two lines. If you add a second line of address it does not show up in the invoice. Most times the Registered name & the trading names will be different. We dont get the option to make a trade name bold. The customer should get the option of customizing which portion of a document he need bold/italic or if he requires a left/center/right orientation etc. Even the rupee symbol if selected works with…5 votes -
scheduling of email in Zoho Books
I would like to schedule emails when emailing invoices i.e. for the following morning
5 votes -
Show the total tax withheld across all invoices for a particular period
See the total tax withheld for a quarter/ FY, so that the same can be verified at government sources and made good.
5 votes -
associate sales order on a recurring invoice
Why can we not associate sales orders to recurring invoices?
5 votes -
Shipping Address Advanced Search Options
Please allow using the shipping address as a choice in the Search Criteria/Advanced Search in Invoices/Sales. It's hard to find an old invoice for a customer for a specific shipping address when there are hundreds of invoices for that customer.
5 votes -
Recurring Invoices for a automated updated billing period
I am a service provider, I provide service for a time period,
like I provide broadband connectivity for 1 month and amount I take is Rs. 30000 per month for billing period of 01/03/2019 to 01/04/2019
Right now I am using custom entries to enter billing period but if this could be automated for recurring Invoices for next month billing period could also change to 01/04/2019 to 01/05/2019
that would be great for many of us,
'
Thank You5 votes -
Cash sales Receipt
Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.
5 votes -
Provide Edit Template for "unpaid invoice list" & automate
Enable the ability to edit the Unpaid Invoice List as a template, but then amend the template per client.
5 votes -
Create a RETAINER INVOICE that I can apply billable hours towards after it's paid
I would like to create a Proforma Retainer Invoice and send it out for payment. I would then like to apply my billable hours for that project against that invoice until it reaches $0 - or if the billable hours goes beyond it will ask me to save the extra time as billable (or ask me to create a 2nd invoice.) Anyone using retainer for services - this is the missing piece in Zoho. Today; I have paid invoices and billable hours, but can not match them up.
5 votes -
Packing slip total # of pieces
We sell physical goods and when packing the items, it would be very helpful to have a "Total # of pieces" option at the bottom of the packing slip.
That way, after packing goods a quick look at "total # of pieces" would help the shipper verify if everything has been picked.
5 votes
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