Zoho Books
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1020 results found
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While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
3 votes -
Change Invoices so they can stay open even though the bill has been paid in full.
Currently when invoices are paid they are moved to end of line because they have a zero balance. But that doesn't indicate that it has completed the job or service.
I would like to have a notification showing that it has been paid but job is not complete. When job is complete or delivered to customer then it will be closed.
3 votes -
Improvements in Retail Invoice
Retail Invoice displays payment mode only as cash or card. It should allow us to select any payment mode, e.g. check, bank transfer, the same as what accepting Payments allows us.
3 votes -
Quick Edit for Sales Orders/Invoices to edit summary data only
We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.
3 votes -
Print out in A5 Format
to save paper need prinout in A5 format. that will save papers usage and would be environment friendly also.
3 votes -
Addition in Invoices
1.Adding discount at item level in each line even if price list is selected.
2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
when you are making multiple price lists.
4. in Custom rate in…3 votes -
Profile Name optional on new Recurring Invoices
It is inconvenient (waste of precious human time) to manually specify a unique value for Profile Name when creating a new recurring invoice. Freshbooks does not require one to specify a unique Profile Name. Zoho Books should either make this field optional or automatically populate this field with a default value which can be optionally altered.
3 votes -
3 votes
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Adapt the input format (e.g. for Invoices and Expenses) to the usual local number format.
It would be good if number formats could be adapted in the input masks.
Countries that use a comma as decimal separator (133.15 vs. 133.15) usually have a comma between 0 and Enter/Return at the numeric keypad (e.g. QWERTZ layout).
Currently, the system converts a value of 133.15 to 0.00000. The amount is therefore entered correctly (according to local practice), but is not recognized by the system.Translated with www.DeepL.com/Translator
3 votes -
Multiple Invoice Type
I need different invoices, separately numbered for local and interstate sales. If there would be an option to choose between local and interstate invoice options, that would be really helpful.
3 votes -
The ability to automatically attach pdf on a customer base.
Some customers want / require to have the pdf attached to the invoice e-mail, others find it ok to click the portal link.
So would be a great plus to have this option as an option on the Customer instead of doing this for all customers or none.3 votes -
VAT
Default VAT code to standard rated on all items unless the item is specifically exempt or standard rated.
Of course, this only applies to VAT registered businesses.
In the sales invoice template/settings, there should be a "default VAT rate" so sales invoices can't be sent out without VAT being applied.
3 votes -
have an option in the invoice section to send and mark as paid
I often take payment before i create an invoice, so it would be great to send an invoice as already paid.
3 votes -
Electronic invoice for Europe
Starting from January 2019 for europe it is mandatory to generate an electronic invoice, integrating this function would give the opportunity to take full advantage of zoho books.
3 votes -
Option to Remove Invoices & Payment History via Client Portal
We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.
So here is what leads up to this function....
- We would like to use the 'Accept this Estimate' without use of a client portal.
- We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
- …
3 votes -
Envelope and label printing
Many times we need to post hard copy of invoice/ Delivery Challan so for that there should be envelope printing and label printing option. so we can directly print it from zoho books.
3 votes -
The salesperson should not be adaptable
The salesperson should not be adaptable, it should be filled automatically. This way it can be avoided that someone writes invoices or creates credit notes in the bottle name.
3 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?3 votes -
Credit Card Expiration Notification
I just found out that Zoho Books does not notify customers via email when their card is expiring. This would be a nice feature instead of simply sending Payment Declined emails once the card is actually expired. Sending the notification the month before it expires would be sufficient.
3 votes -
Delivery Note Date and Custom Field Generation
- Delivery Note can generate delivery date or other custom field from invoice.
- Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.
3 votes
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