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 export based on date paid
Invoice export based on date paid, currently you can only export invoices based on date invoice was created and if it is paid. Not helpful for cash-based accounting
1 vote -
Printer Notificacion
Please is posible add notificacion if invoice printing and the user send printing, this idea is not double printing invoice.
1 vote -
Straight line method
For services income, would like to use Straight line method to allocate sales to several period, how to set up
1 vote -
german using english templates -> show still german item names
We are a german company and use for sure german Items in Inventory. But we also have international customers and have a english templates for this customers. But the Item names are still in german because you can not translate it automatically. Please integrate a function to show other language Item names. Maybe you can take more field of the Inventory for other names ot items and connect it to invoice too.
1 vote -
Multiple due dates
I'm an event planner who book events years in advance. With that said we don't require the full balance upfront. Our clients pay a 25% retainer immediately, with 25% due 90 days before the event and the final 50% Day 30 days before the event. It would be great to have the option for an invoice to have multiple due dates.
1 vote -
Would like to add Google Map Pin in the Billing and shipping bill
We are a Turnkey Projects Company, so face real time issues of goods reaching the address late due to unknown territory when delivered by New People. So Our idea is that we should be able to send a Google Maps 📍 loaction in Shipping & Billing address
1 vote -
enable tax on adustments
There is a place for an adjustment on an invoice, but that adjustment needs to also adjust the total tax on the invoice. It doesn't, so I have to create a line item for adjustment. Would be nice if the adjustment field also adjusted the tax.
1 vote -
Duplicate Invoice message warning at same time when invoice number is feed
Duplicate Invoice message warning at same time when invoice number is feed
1 vote -
Give a option where we can share invoice and statement can go to whats up app , there is no job sheet for service category
Customers are more active in whats up the app in today world so please give a whats up a share option
1 vote -
SNAP SHOT option for last bill made
When we prepare a bill for particular customer .We can be able to see his last transaction invoice, which helps us to make same invoice
1 vote -
1 vote
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Invoices track with the amount
I am not able to track the invoices on the basis of the amount or the price , I should be able to search from amount also.
1 vote -
VAT IN ZOHO BOOKS
We have retail outlet of Essar oil limited and in petrol & Diesel vat tax is levied as per Indian government rules.So vat tax should be in zoho books
1 vote -
Add project details for expenses on invoices
Although you can associate expenses with a Project. On customer invoices there is no way to display the associated project with an expense line item. Therefore the customer has no way of knowing which expense is associated with a particular project. My customer invoices contain multiple projects and their associated line items.
1 vote -
Different deadlines
In zoho it will be amazing to have the possibility to choos Different payments deadlines for customer and both for supplier. In fact, sometimes it happens that a supplier grants payment in installments, or you agree with your customer, but currently you can only set a single deadline.
1 vote -
1 vote
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search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"
I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest
1 vote -
State Field
When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.
Contact Name
Street Address
Street Address optional line
City, State Zip CodeZoho
123 Main St
New York, NY 000001 vote -
Paid Invoices GREEN Indicator
I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"
When an order goes from shipped to delivered, the blue circle goes from Blue to Green.
BUT when an order goes from Invoiced to Paid the circle is still BLUE.
ALSO then the order goes from Packed to Shipped, the circle is still BLUEI have over 200 sales orders, and I have to click on every one to see…
1 vote -
1 vote
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