Zoho Books
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1020 results found
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Automatic quantity totals
I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month
4 votes -
alert x days in advance of the next invoice date
recurring invoice: I would like an e-mail to alert x days in advance of the next invoice date
4 votes -
Have items auto-populate under Retainer Invoices
I'd love for our items/products to be auto-populated similar to the normal invoices. I'd simply love for the retainer invoices to be structured exactly like a regular invoice.
4 votes -
VAT on task items on invoice
Currently on Zoho if you invoice for a project with itemised items you have to go through every item and change the dropdown to include VAT, this can be annoying when you have 20+ itemised items on the invoice, if you're VAT registered in the UK you charge VAT on eveything, there are only a few items that are VAT exempt, so it would make more sense for the default to be VAT charged and the drop down to be VAT exempt.
4 votes -
Implement organization of line items when combining multiple POs to a single invoice.
It would be super helpful if there was an organization system implemented for invoices that are generated from multiple Purchase Orders. I create invoices to pay my vendors for multiple POs at once, but the line items just scatter randomly when I combine the POs on the invoice. I need the line items to remain together, preferably with the PO #s intact as well. I can rearrange the line items manually, but this takes forever when I'm grouping several POs, each containing multiple line items.
4 votes -
Carry delivery address over from SO to invoice.
Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.4 votes -
more than one custom template
Hello. We are using a custom template for our invoices. Sometimes we have to deal with the case that the contact doesn't pay the bill but the company does. So the header needs to be different. the invoice needs to be different in some aspects too. now i wanted to create another custom template, wich could be choosen if necessary. the customer servcie told me, you only allow one custom template per account. why? we have a corporate design, i cant use other templates. can you please enable at least two custom templates per account. would be awesome! thank you…
4 votes -
Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.
Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.
4 votes -
create a function for tracking secondary sales for multi tier/tradtional distribution businesses
create a function for tracking secondary sales for multi tier/tradtional distribution businesses
4 votes -
Taxable Amount label in Sub total section
As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.
4 votes -
Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status
Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status
4 votes -
adding invoice columns
We are doing courier business, so we need to create invoice for monthly billing customers. So we need to show the Date of shipment, AWB# of shipment in each line item.
4 votes -
I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices
I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices
4 votes -
Update Books for Retail
Hi,I suggest to add item individual code and faster invoice without emailing, Tender cash record payment update. Try it make easier to use retail business. Kindly update new Templates for Retail, Vegetables shop.
4 votes -
Signature Positioning Option
in invoices, some times text and signature get split into 2 pages, if we get an option of adjusting the signature position. it will help a lot of people
4 votes -
ZOHO Books for Transport Company !!!!
Hi Team,
I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.That will help for all transport company's are still using excel for manage business entry.
If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.
Let me know if u consider this request.
Thanks and Regards,
Arun Kumar
kumar.arun@outlook.com4 votes -
Notification Bell Icon for the who is tagged during comments , Similar to the one in Zoho Projects
Tagging of the user which we similary do in Face book to notify them incase we would like to highlight and it will be reflected on the notification bell.
This feature is available in Zoho Projects am afraid why not provided in the Zoho books.
Appreciate if you could develop this and inform us.
4 votes -
Add Customer GST details in invoice
Please Add Client's GST number section under client address in Invoice
4 votes -
Recurring Invoice
I would like to be able to display retainer invoices on a customer statement. Currently only payments are on displayed on the statement. Since we issue retainer invoices in advance and accept payments in advance, it would be helpful to see both on customer statements.
4 votes -
Approval of Invoices from Senior
Please have approvals of invoices made by Junior. The Reporting authority should have approve the invoice before it is sent to the accounts dept.
4 votes
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