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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Invoice TEMPLATE cloning feature
Can you please allow for cloning of Invoice TEMPLATE, so that a template can be duplicated with a differnt name and be modified for different uses (e.g., I have invoices with quantities and some that do not need quantities)
2 votes -
Invoice Templates order summary page
We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.
2 votes -
1 vote
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1 vote
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1 vote
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Individual Client Outstanding Invoice Report
I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.
Please make it easy for us to send it to our clients.. .
Thanks!
1 vote -
in
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.
1 vote -
Customised Number Formatting as per South Africa Regional - R # ##0.00
There is 1 234,56 but not 1 234.56 (dot vs comma)
1 vote -
Exporting records matching a criteria
Exporting records matching a criteria
Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error
1 vote -
1 vote
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1 vote
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Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote -
a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
in zoho book apps add the item in the invoice like iges plus app
we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution
1 vote -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
Enable / Disable Bill by Bill adjustment of payment receipt
Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.
1 vote -
Adjust the cost of an item at invoice time
It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.
1 vote -
order and inventory
order from customers linked to the inventory management would be useful.
1 vote -
When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice
When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.
1 vote -
Please add a document storage facility in order to scan and store all invoices, receipts etc
We scan and store every receipt, invoice etc and require a system whereby we can retain all documents for tax purposes.
1 vote
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