Zoho Books
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1020 results found
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invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
sales order app for smart phones
sales order application for smart phone to company executives veiw only sales taken by the sales executive
2 votes -
Set Invoice Defaults for entry listings
It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.
2 votes -
I want the option to change the currency with the live exchange rates at the invoices, estimates
I want the option to change the currency with the live exchange rates at the invoices, estimates. The product prices in my inventory is in EUR and with the current system I should change every product price manually to GBP, USD etc.. Please fix that
2 votes -
AR Invoice Discounts Applied During Payment Posting
I have a client who allows for a discount on his invoices if they are paid by a specific date. Because there is no way to know if the invoices will be paid by the earlier date, the discount cannot be applied at the time the invoices are created. If the invoices are paid early and the discount taken, I have to edit each invoice and apply the discount and then provide a mandatory reason for the edit upon saving the edited invoice.
That is so inefficient and wastes my time. Would it not be MUCH easier and convenient to…
2 votes -
Good morning, I suggest that the invoices and delivery notes comes two signatures because I when delivering the delivery note to the custome
Good morning, I suggest that the invoices and delivery notes comes two signatures because I when delivering the delivery note to the customer I sign and the customer then also have to sign, then placing a custom field for one more signature is very important.
2 votes -
Future invoice date as future SEND date
Because the recurring invoices must all have the same preferences, I use recurring invoices for automatic payments and have invoices to be sent automatically setup as drafts to be sent later. I believe this is the best option and probably what most people are doing, but let me know if I am incorrect.
There are a few default option for future date to send. The invoice date should be one.
Also there should be a preference not to send email notification on weekends, business days only. But this is not as important.
2 votes -
When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.
When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.
This would be very useful when have more than one opportunity/job with same company so can easily distinguish, without having to click in and out
2 votes -
Track client payment history to identify whether a client tends to pay late or early and by how many days
Hello, I would like you to enable a view of client payment history to see which clients pay late, or early, and by how many days. After all, what is the use of tracking this information in the system by entering the date of payment if it is not available for later use? This would seem to be a very basic client management feature, and the data is already in the system in the form of the invoice date and the date of payment, so I hope you will be able to implement this quickly. Thank you.
2 votes -
Show Project Name in invoice header
Include option in template header to show project name.
Example.
To: Bob's Property Management
Re: Install light posts at 123 Elm St.Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.
2 votes -
CC On Contacts for Sending Multiple Invoices
At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.
Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.
2 votes -
Add custom fields in invoice/quote/purchase order templates in Books
Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.
2 votes -
while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful
in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.
2 votes -
Making it easier to retrospectively add a sales person to a categorized invoice
If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.
2 votes -
Provide an option to exclude list by customer
As a user I want to be able exclude items based on customer name criteria to be able see list of items without items for particle customer - https://www.dropbox.com/s/7nx2umiiq8rducb/2017-08-23_18-41-38.png?dl=0
2 votes -
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
and also add page next and page previous button on top of all the pages, this will help in scrolling time.
it should be on all the pages like, delivery challan, invoices, estimates, payments received, sales order, credit notes
2 votes -
Add the ability to edit a scheduled invoice email
When I create a scheduled email for an invoice by pressing "Save and Send Later", I would like to be able to edit the scheduled email.
Right now, there's no way to edit the scheduled email. When I click the Email icon after I've scheduled the email, I can only "Send" or "Cancel". "Send" sends the email immediately, cancelling the scheduled email. "Cancel" deletes my edits. A "Save changes" or "Save Draft" button would be really helpful.
2 votes -
I need the add tax to amount feature that is present in 'lite' template in other templates too
need the add tax to amount feature that is present in 'lite' template in other templates too... It is not available in all templates.
2 votes -
The Sales order should have a button named as "Order Accepted"
Once the order is mailed by the seller to the buyer the seller is expected to mail back the order acceptance confirmation to the seller. Most of the buyers do not do it promptly as they have to write a mail for that. Therefore i suggest that the Sales Order should have a button named as " Order Accepted". A click by the buyer on this button should auto generate an order acceptance confirmation email to the seller.
2 votes -
defult printing template per customer. so every time i am creating invoice for that customer the default template that i alrea
I need to be able to chose a defult printing template per customer. so every time i am creating invoice for that customer the default template that i already assigned to that customer would print. MYOB has this function already
2 votes
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