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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Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.
3 votes -
show which projects are inactive while making invoice
If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.
3 votes -
We have to be able to set default COA for invoice based on customer currency
Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice
3 votes -
Create a cost centre option for Cost of Sales/expenses and sales
Create a cost center option for Cost of Sales/expenses and Sales to find out the cost incurred against sales
3 votes -
I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE
I HAVE BUSINESS IN MEDICINE, SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE
3 votes -
i want a free column while estimate, sale order , invoicing,
need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...
3 votes -
add more functionality to Custom Templates
It would be great if there were more functionality added to the custom template option. It is very limited, and the editor has many bugs. Features such as customizing fields, changing their orientation on the page, flipping the page vertically to allow the same items to be reflected on the other side of the page, and supporting adding multiple languages for the same field.
3 votes -
Auto Total Selected Invoices
When selecting multiple invoices I would like Zoho to total them for me. This will help when customers do not pay invoices in succession.
3 votes -
mass cloning of invoices
It would be useful to be able to clone the desired invoices en masse by checking them off.
3 votes -
discount
Discount to be split over item sales rather than posted to a discount account - similar to landed cost.
3 votes -
Allow E-Signatures for Invoices
Please allow CUSTOMER e-signatures on INVOICES. Currently you only allow customers to sign the estimate but not the invoice? Seems a bit counterintuitive if your business doesn't create estimates for your existing customers.
3 votes -
provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )
provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )
3 votes -
Customizable Import Field Identifiers
When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.
I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.
3 votes -
comments be updated to include the email address on reminders
Include the email that payment reminders are sent to in the comments. When you send out an invoice it shows who it was emailed to, add this same variable to the comment created when payment reminders sent out.
3 votes -
format for INVOICE
the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.
Pls allow for option to customise the standard formats / templates available in zoho books.
Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.Once done, this can be saved by the user for future use. Makes it standard and unique for each business.
3 votes -
Adding time period of service
for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too
3 votes -
Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.
We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.
3 votes
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