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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There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms
At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.
1 vote -
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
1 vote -
item wise discount in purchase invoice
please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option
1 vote -
Provide the ability to sort email addresses,
Provide the ability to sort email addresses, alphabetically or otherwise, within the active edit invoice view.
Example, when editing an invoice you can scroll down and see all the emails associated to the company, below. They are not sorted, instead they display from left to right, and top to bottom like reading a book, starting from the most recently added contact.
It would be great to be able to sort alphabetically, or drag them around in order of importance or some way to sort, usefully.
1 vote -
Allow for multiple VAT registrations
To have a wharehouse in more than one EU country you must have a VAT registration in each country. Please allow multiple VAT registrations
1 vote -
An alternate default billing contact on an account
When sending out invoices we have to manually choose a billing contact that is different from the primary contact on an account. This is a huge pain and often invoices go to the wrong person. There should be a way to choose a default accounts payable contact that may or may not be the primary contact. This has caused us quite a problem. If you are only invoicing a few accounts no big deal; but if you are billing hundreds at a time, it is an extra step that costs time and money. It would probably be a simple fix…
1 vote -
High Sea Sales Invoice
There should be a provision for generation of High Sea Sales invoice. I import material from various countries and than sell them while they are still in sea. Now the onus of paying GST directly at the time of custom clearance is on my customer. I have to raise a High Sea Sales Invoice without mentioning GST in it.
1 vote -
Multiple Delivery Challans to Single Invoice Creation
When we create invoice from multiple delivery challans, the invoice should have a single entry of each product ( adding the total quantity in all delivery challans, i.e group by product id might help). Otherwise, the invoice has the multiple entries of a single product which is quite a long invoice.
1 vote -
OVERDUE Status Stamp
OVERDUE status stamp
1 vote -
Revise the wording when clients save their payment info
It would be great if the wording when clients check to save payment info said that their card will be charged automatically on the next invoice.
1 vote -
Enable filter for "Item Name'and/or "Item Description" in the 'All Invoices'overview
Hi there,
I would like to make the following suggestion:
On the "All Invoices" overview page, it would be VERY helpful to be able and add a column for Item Name or Item Description. These fields are currently not available and they cannot be added to the invoices dashboard. If I want to filter and see all invoices for a certain client, paid or overdue, it would be truly helpful if i can also see the Item Name in there. Right now, we need to click through each invoice to understand what is the invoice about.
Thank you.
miaa Guard…1 vote -
Create Refunded Status for invoices instead of just Paid or OverDue -
Currently, you can not glance at any account and see a refund. You have to drill into the invoice, see the payment and then see the refund.
1 vote -
Customer statement with invoice
The new feature that enables us to send a quick statement to our customers when sending and invoice should be customizable.
Usually, we send a statement with only the unpaid invoice in the statement, not all invoices, payments and unpaid invoices. This makes the list very long and it's exhasuting for the customer that received the statement.
We should have a way to select only unpaid invoices in this version of the statement as a default, that way we will not be forced to edit this each time. The dates of the statement should also be preselected to include 1…
1 vote -
To let the users create their own invoice template
As every firm has different products and services to sell, there may be differences in billing format. As we have created a sample format, we want to use that on Zoho books
1 vote -
EN ESTADOS DE CUENTAS
EN ESTADOS DE CUENTAS, REMPLAZAR LA COLUMNA DETALLES POR LA DESCRIPCIÓN DEL PRIMER PRODUCTO. ASÍ EL CLIENTE PODRÁ IDENTIFICAR QUE PAGA. O EN FACTURA TENER UN CAMPO DE DESCRIPCIÓN DE LA FACTURA PARA QUE APAREZCA EN CADA LINEA DE FACTURAS EN EL ESTADO DE CUENTA
1 vote -
1 vote
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Show company name in Tooptip while select custome as i have same customer name
Show company name in Tooptip while select custome as i have same customer name, as you have not use this field in Invoice Display. This will help the customer to select proper customer with different location with different GST.
Advance search is good but every time customer not select that option as you provide auto suggest on customer name, please understand my concern.
I raise my concern many time.
1 vote -
price to retailer column ,Free scheme supply column,
price to retailer column ,Free scheme supply column, In the template.
1 vote -
Allow different company name and address in billing and shipping address without change of preference setting
Different company name and address can be entered in billing and shipping address. But in this case the order of placeholders needs to be changed. Then this change will reflect all other orders.
So I really need to set up billing address and shipping address in customers individually.1 vote -
1 vote
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