Zoho Books
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1020 results found
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Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
1 vote -
spliting recieved amount against invoice
Hello,
I am running exhibition stand building and renting company.
I have furniture, electrical items in my stock for rent. Branding work i usually do from other company.While invoicing we cant show it seperate.
We invoice it as a package. Please see the below mentioned example.EG;- 3x3 stall with furniture, lights and branding - 250 OMR
( This will be my invoice)
When i get 250 OMR in my bank account. I usually record the payment against the inovice.
I actaully want to show 100 OMR in my furniture rental account and 25 OMR in my Electrical rental…1 vote -
I need different sales rate for different quantity at the time of invoicing. This should come automatically once it is updated in ITEMS
I give different rate to different customers as per their quantity purchase. So i need 3 slabs of sales rate based on quantity. while creating invoice, as i change quantity, rate should come automatically accordingly.
1 vote -
please add the ability to change the default rate for all invoices (e.g. in the case of an hourly rate that is the same each time)
pls add the ability to change the default "rate" for all invoices from 0 to a specific rate
1 vote -
Predefined Invoice Notes per Contact
Ability to set predefined notes per contact would be a great help.
1 vote -
Credits Notes to Appear on the Invoice they are applied to
Currently, when applying a credit note to an invoice, it simply shows as Payment Made. It would help with transparency to have the credit note appear as a line item in the invoice so that clients know what the credit is for (without having to send an separate email). Or at the very least have the section where it says Payment Made to say Credit Applied.
1 vote -
Recurring Invoice Profile
Have the option to assign multiple customers to one Profile Name on a recurring invoice.
1 vote -
customise invoice table field to be able to add info for each item
I want to be able to add a filed in the invoice item table, so i can add any other information about each item
1 vote -
Facture à montant total négatif
Il serait intéressant de pouvoir faire des factures dont le montant est négatif en cas de restitution d'accompte pour annulation de commande
1 vote -
In invoicing the item date should automatically update as the items are being listed.
The delivery date column should automatically change to the date I am creating the invoice. Each item entered after that, the date should automatically be updated to the date entered for the first item. Currently the date that appears is the date the item was created and I have to move forward months to get to the right date for each item. This is easy to miss.
1 vote -
Print a packing slip from a sales order
We deliver many goods. Our office creates a sales order then delivers the goods to the customer. We need the ability to print a packing slip (from the sales order) and send it along with our drivers when delivering the products. Once the drivers return, we would send an invoice.
1 vote -
Dashboard edit option in roles
Zoho book should provide the edit option in dashboard so admin can decide who will see the dash board. my staff member who is creating estimates who can see my all the sale purchase and reports and all why so...
1 vote -
1 vote
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The total amount should always be visible even if you scroll up a long invoice.
When working with long invoices it would be very helpful to be able to see the invoice total amount at all times —even if you scroll back up the page.
I often go back and make adjustments to line items. I would like to be able to see the change to the total amount as it happens. This would give me an idea of the difference a change makes to the total.
1 vote -
Allow rich text formatting for line items
For example, I want to call the client's attention about a discount I applied to a line item. Being able to bold a line of text would be great.
1 vote -
Automate Invoice for Customers on a specific date
In real estate the Demand Letters and Invoices are raising on a specific date and Interest on Delayed payment is charged in thier invoices
So if we can link the Project Completion and the Invoice of All customers should be raised as per work completion then it will be the best option for Real Estate Business accounting1 vote -
1 vote
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Allow for negative Quantities in the invoice module.
We want to create an invoice with a negative inventory line item so customer can swap out parts/products. For example if the customer wants to buy a product and swap out a part of it, say a standard battery for high capacity battery, we want to simply enter -2 QTY for the standard battery and then +2 for the high capacity. This way the inventory is kept accurate and we don't need to create a credit note or do an inventory adjustment. There's no need to create a credit note because the customer is not "returning" anything and adjusting inventory…
1 vote -
Make Order Number Mandatory Field
Make Order Number Mandatory Field (option to set it as mandatory or optional)
1 vote -
Applying Retainer and not marking invoice "sent"
When I create a retainer invoice, then later apply that credit to a regular invoice, it marks the regular invoice as "sent" and that bypasses the "approve invoice" step (it's too easy for invoice to not be actually sent). Make this optional, so the regular invoice with the credit applied is "pending approval" instead.
1 vote
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