Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
1020 results found
-
Default Quantity figure
Once we create a new invoice and select a customer, the default value quantity for the given customer should already be set.
For example, we should set the default quantity for that customer, so we dont have to enter again & again.
4 votes -
Apply tax to all invoice unstead of sigle product
Juste like discounts , have the possibilty to choose how to apply it in invoices , means at level of the invoice amount or in level of signe item .
When having many items in invoice and apply the tax one by one , it's juste too much4 votes -
Tax Exclusive or Tax Inclusive
Created invoice where the Line Item Item "Wood Pellet" is Tax Exclusive
Created another invoice where the Line Item "Round Plate" is Tax InclusiveNow when creating new invoice and chosing one of the above line items, the software based on the previous setting should populate either tax inclusive or tax exclusive.
So when Wood Pellet line item by default the tax exclusive setting should populate
4 votes -
vat entry before gst
before gst, vat invoice is not generating
4 votes -
Delivery Status In the invoice
adding an delivery status in invoice will be more helpful because, i take payment first and process the order, when the order is completed the status should be either paid & undelivered or paid and delivered, in status it is showing only paid option how could we know that the order is delivered or not , so kindly update this feature as soon as possible
4 votes -
Edit the next invoice in a recurring invoice
We need the ability to update the NEXT recurring invoice in a series.
We only bill clients once a month, but sometimes we need to update the next month's recurring invoice to reflect a different charge than normal due to extra work being done that month that didn't reflect in the retainer.
How can we handle this? It looks like trying to edit a recurring invoice (even when clicking on the "Next Invoice" tab doesn't allow us to actually update the next invoice - only the entire series.
4 votes -
CSV file format - sales order confirmation and invoice
Can we please have the option to send sales order confirmation and invoices in CSV file format?
4 votes -
Easy link to item overview page on creating invoices by click on item name.
to view the item details
4 votes -
Option to remove decimals from discount column
Option to remove decimals from discount column (It Shows 10.00%, Consume more width in invoice)
4 votes -
History of price list for specific customer and items
I want to check the price of a specific item when i'm making a invoice for a specific customer, so i can give him the same price all times
4 votes -
i want to make able to choose automaticly on the last day of the month to send automatickly statment og the month.
i have every day Costumer telling me that I need to send them statment on last day of the month so they all do pay on next 20, at this stage i pay one by one but is taking to much time, seems all other online softwars offr this.
4 votes -
Invoice to Delivery Challan
In the manufacturing Industry we need to submit delivery challan against invoices.Currently, we have to create a new challan and copy down the details from the invoice which is a tedious process. The user should be able to convert an invoice into a challan. There is a feature available to convert a challan to invoice but we actually need the reverse.
4 votes -
Entering Company Details without GSTIN, and Changing Invoice Numbers in Retail Invoices
1) Make it possible to enter companies' details without making it mandatory to enter their GSTIN number, and
2) Make it possible to change invoice number while making retail invoices
4 votes -
Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice
Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice.
In many countries, the auto-generated invoice is not useful, since a formal invoice must be issued either on paper or by the tax authority's electronic system. Not only is the auto-generated invoice not useful, it also generates confusion for the client, Zoho Books could offer an option to send the Invoice record's attachments (where a copy of the true invoice can be stored).
4 votes -
Add a template that has invoice and delivery note/ delivery challan on the same page
Add a template that has invoice and delivery note/ delivery challan on the same page
4 votes -
DEBIT NOTE FOR FREIGHT
Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature
4 votes -
Invoice size
We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.
4 votes -
Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more4 votes -
percentage wise invoicing for customers
there should be a column under total area, where we can enter the %age which should be calculated automatically and show under subtotal before tax calculation and VAT need to calculate on that particular amount. this is mainly applicable for the contracting companies where they prefer to invoice stage wise.
4 votes -
Generate report that shows invoice date, number, item number for each part invoiced
Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.
4 votes
- Don't see your idea?