Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
1020 results found
-
Give an option for a 2nd subtotaal on an invoice, after discount is applied
On invoices that I apply a lot total discount, I would like to show 2 subtotal fields.
Subtotal, exclusive of discount, exclusive of taxes, and in the event a discount applies, a 2nd subtotal which is inclusive of the discount and exclusive of taxes.The reason I'm requesting this, is that when I process payment with credit card for the invoice, my credit card app automatically calculated the total invoice amount inclusive of taxes - and I need to enter the subtotal (exclusive of taxes, inclusive of dicounts, inclusive of freight if applicable) into the credit card application - in…
1 vote -
Invoicing: Drop-down menu for Save and Record Payment
When creating a new invoice, there is an option at the bottom that says "Save and Send" with a drop-down menu that has other options, like "Save and Print" etc.
Please add the option "Save and Record Payment" so it takes you straight to the record payment screen.
Thanks :)
1 vote -
Put the shipping address on invoices to the right of the billing address to save space
Put the shipping address on invoices to the right of the billing address to save space
1 vote -
local indian fonts in invoice template
Keeping localisation in mind I request you to provide Indian local font options in Invoice
1 vote -
sales return product but no search option button
sales return product but no search option button
1 vote -
Recurring invoices based on a total balance owed rather than end dates
I sometimes have payment plans set up for clients. It'd be great to have recurring invoices that pay down a specific balance rather than using a start and end date. Additionally, it would be helpful to see that balance auto-update as it is paid down over time.
1 vote -
please enable rounding off to be printed on bill in spreadsheet style invoices.
entry for invoices shows rounded figure but the invoice does not show roundoff-ed figure
1 vote -
Please add internal notes tags to invoices
Please add internal notes tags to invoices that should look similar to the tags created after writing notes on received payments. As in this case, the invoice tags should show when you scroll up or down the list (LIST) of invoices. This is so handy so you don't have to open each invoice individually (ONE BY ONE, waste of time) looking for notes or internal reminders. For example: not paid yet, waiting for payment, owe $10.00, 10 units on back order, etc.
1 vote -
POS Software for Restaurant
Now that you have various modules to manage sales and expenses, it would be a good idea to introduce a module for restaurant POS.
1 vote -
Client Portal Addition
Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.
1 vote -
I create invoice number as my client number followed by project number.
I create invoice number as my client number followed by project number. Suppose my client number is 10 and project number of that specific client is 5 the my Invoice will be K010P005
1 vote -
'Account type' for invoices
While creating an invoice, the line items automatically get accounted under the default 'Sales' ledger. But we would like to bifurcate our sales as 'local sales' ; 'inter-state sales' ; 'exports' ; 'job work', etc. To achieve this, we are presently having to click on the three dots for each line item and then select the respective account head under 'additional information' tab. This is proving to be very tedious for our team to do this for each line item. Our invoices generally have more than 10 line items. It would be so good to have an 'accounts' tab near…
1 vote -
Cloning a line item in iPad app for Zoho Books
Can you enable cloning a line item in iPad app for Zoho Books?
1 vote -
Down payment
There should be a much simpler way to take down payments on projects than a retainer invoice. This just complicates and confuses clients. A simple field directly on an invoice for a percent or $ amount down is all that is needed. This is already there but is shown as an adjustment or discount. Just change this field to Down Payment and account for it as such.
This way the client can easily see the total and the required "retainer" instead of sending them 2 forms and confusing the matter.
1 vote -
I want to export the invoices, but now only items are coming in the excel , i want to know the number of services offered also.
while exporting invoices as eway bill in excel, only items are coming, the services offered by the company and the number of services are not present. so is that feature present in Zoho ? if not, can u suggest the way in which i can know the same?
1 vote -
1 vote
-
DATEA
I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .
1 vote -
Description in quantity
Make an Optional Text Tab under the "quantity" in Invoice.
This will allow the user to define the quantity as per their client requirement.1 vote -
Please improve filter whiles creating invoices ..make search like google search box
Please improve search box of sales invoice ..make filters like Google search box
1 vote -
Mark an invoice: in Production - Shipped - Completed
Mark an invoice: in Production - Shipped - Completed
1 vote
- Don't see your idea?