Zoho Books
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1020 results found
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Recurring invoices - Dates different to start date
Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.
i.e. send first one today (set up today) on 19th Dec
However, want all future ones to be sent on 15th of month.Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.
1 vote -
Amount in Words
In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .
1 vote -
i have some suggesting from my expirience :1. Need more spaces to field "Item number"
from my experience need 1.more spaces for field 'Item number'
2.Shipping cost must be taxable by USA Law
(please serious pay attention about this because this look unprofessional) .1 vote -
statements
Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?
1 vote -
Comments: Make window larger
Invoices, Sales Orders, Purchase Orders--we would like to see a larger window (vs. only 3 lines available in view) when adding a comment.
1 vote -
Under Invoices/Custom Views add ability to use "contains" in a search
I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.
1 vote -
display order of custom fields
Would like to be able to change the display order on all PDFs with custom fields. This includes Estimates, Sales Orders, Invoices, Payments Received, Credit Notes, Expense, Bills, Payments Made and Purchase Orders. Please work on the Invoice first because that is what my customers see.
1 vote -
Ability to attach files from invoice to payments
Currently we can attach files to invoices, receipts separately. Kindly add a feature that lets you attach files from within invoices to receipts and vice versa.
For Eg: If we add a attachment to invoice. It must be made available even while recording payments.
1 vote -
search by last name
When I enter the last name of a client when searching by customer name on the create an invoice page, no results come up. It would be helpful to be able to search by last name in addition to first name.
1 vote -
add item in the retainer invoice
Select a percentage retainer for an existing item.
1 vote -
Surcharge on VAT
Please add surcharge on VAT IN Invoices option. After that we can plan to buy this software only. Without this option, this is not helpful for us,
1 vote -
Provision to Add Supplier Name & Supplier Amount While Creating Invoices
We have cases wherein we also sell third party products. In such cases currently we need to create an Invoice in Sales and concurrently in Purchase.
This process exposes of possibilities wherein accounts forgets to update the supplier details under Purchase Invoices and is only realized once an invoice is received from our supplier.
Further if the supplier does not send the invoice for a quarter (in our case they have not bothered to send us the invoice for 8 months) the monthly balance sheet would emulate incorrect data. Hence we would propose if there can be a provision wherein…
1 vote -
There can be a editable and non editable of field data of stock items in invoicing.
There can be a editable and non editable SETTING option of field data of stock items in invoicing.
bcz , when a user is given rights only to create a invoice, there are lot of chanaces to change the price of a item and invoice, which is un easy to check for a admin to always check the price was invoiced right as set while creating the item.
1 vote -
1 vote
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1 vote
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Download Invoices
Download Invoices: An advanced filter for invoices (download). For example, only closed, only partialy paid, etc.
1 vote -
Delivery notes and packing slips should be available on plain paper
When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.
1 vote -
add a return column on the invoices rather then a total separate credit note it makes things easier
can you create a special invoice that be activated or deactivated special for me?
i want it to be the same just it should have few coulombs
product load1 load2 load 3 load 4 load 5 returns price total
bread 100 100 50 10 20 5 7 1925
this is how i want a line to look like
it will make my dispatch very easy as i really like the software
please advise more?1 vote -
Luxury tax on non discounted rate
We have a major issue with a key ZOHO feature that is not allowing us to use the tool fully . All taxes are calculated on the discounted rate by ZOHO , but in Tamil Nadu the hotel industry luxury tax calculation is different .
In Tamil Nadu Luxury taxes are calculated on Declared rate/Published rate/Rack rate .
Example .
Published rate is Rs.2000/Day
If room is charged at full rate then
Luxury tax = 12.5% = 250
Service tax = 9% =180If a discount is provided the calculation has to be as follows
Room rate = 2000
Discount…1 vote -
1 vote
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