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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Well here is a crazy Idea! How about the help team actually providing useful answers!
How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"
1 vote -
Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
Inventory item should be found with matching few words only
INVOICING WOULD BE EASY IF INVENTORY ITEMS APPEAR WITH MATCHING FEW WORDS, IN CURRENT SCENARIO ONE HAS TO TYPE EXACT MATCHING ITEM NAME WHICH ARE HARD TO REMEMBER WITH HUNDREDS OF PRODUCTS
1 vote -
Allow for the creation of LEDES invoices required for legal billing
Many of the online invoicing systems managed by the legal departments of our clients require the submission of LEDES invoices in txt format. Can you please enable this option for whenever we create an invoice, we can download it in LEDES txt format rather than only in PDF?
1 vote -
Requestiing to add invoice status as "Writeoff"
In addition to that, we need invoice status as "writeoff". Many of our clients are not making the payment and in zoho it is in pending payments. Every time we need to find/filter which client will make the payment, and which client will not make the payment. To avoid that if we update the status as "Writeoff" then it will be easy for us find the pending payment
1 vote -
Invoices
I would like to see a filed where to show clients their billing period. Kind of like a placeholder for Reference in the invoice.
1 vote -
Make possible to change Amount receive at Retainer Invoices.
Make possible to change Amount receive at Retainer Invoices.
1 vote -
There is a need to change the font type in the section Retainer Invoice -> Bank details
There is a need to change the font type in the section Retainer Invoice -> Bank details
1 vote -
Number range
We need our own number range for the delivery note.
1 vote -
retrieving deleted invoice/quote/credit notes
If an invoice or quote or credit note is deleted, there is no way to understand the reason for the delete. also not sure which user deleted it. it would help to have a place holder for all deleted items or have an archive for it.
1 vote -
Remove ugly generic graphic icon & add numbering to line items
There is no need for those ugly generic graphic icons that appear to the left of each line item. Please remove. No need to use precious screen real estate with these.
Can you please have invoices automatically add numbers to each line item? This is useful when you are cross checking with other documents or useful just in general. For example: you are on the phone with a client and you can say "Line item number 3 ..."
Thanks!
1 vote -
As I'm doing GTA business,for some transactions gst is exempt and for some transactions gst is reverse charge thenhowcanigenerate theinvoice
To one customer we are giving both GST exempt and GST reverse charge services at that time i want to generate one consolidated invoice in zoho books.please suggest the same.
Thank you1 vote -
PreSelect Reminder Date and Local Time for Reminder or Auto-Invoice/Estimate sending
The actual reminder system may generate reminder at inappropriate dates, e.g. over weekends or public holidays like Christmas, client birthdays etc.. That is according my understanding, bad timing.
1 vote -
Sales Order / Invocing Module - Quick View of Customer's previous Invoices
Namaste, While preparing Sales Orders or Invoices, need quick view of customers previous invoices - to match price. - ammu foods
1 vote -
Retainer vs. retention
Retainer invoices are like deposits. Retention money held by a builder is where they hold back a proportion of the payment and these are typically for 12 months. These can be a) difficult to track, and b) impact on cash flow if there is a large number of them. There is an online system in Australia called Retention One, that assists in tracking and collecting such payments. If there was something similar within Zoho .....!
1 vote -
Align the item's unit in the same row as the item and not under the Qty
In a sales invoice template, you should allow users to easily add the column Unit separate from the Qty column. This is to align the item's unit in the same row and not under the Qty of an item.
Ideally Qty and Unit are in two separate columns and the corresponding value for the item's Qty and Unit should be in the same row. The Unit should not be added as a custom field since this is just a workaround. Unit value should automatically be displayed in the Unit column based from the Item's master data. refer to Chat transcript#…1 vote -
Rename Sales Order to Repair Order
Would like to Rename heading of Sales order to Repair Order
1 vote -
Design with the export invoice
It will be best we the export invoice or record in zoho books will have design to so it will be appealing to me as a user.
1 vote -
Be able to change currency on invoice without having to re-do an invoice
I'd like to be able to change a currency for an invoice without having to re-do it.
We'll invoice a client in GBP but then they'll ask for an invoice in EURO. It's silly that we can't simply convert the current invoice instead i have to delete it, change client info and then re-invoice.
1 vote -
1 vote
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