Zoho Books
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1020 results found
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delivery challan to invoice
same product every day delivery challan when convert for invoice all product take new line in invoice
I need sum of all same delivery challan product and than final invoice
in case of laundry daily pick up linen list is same and month end I need final invoice1 vote -
Control for Pricelists in Zoho Books
When Pricelists are enabled/created in Zoho Books, we are not able to restrict users from changing the default ones defined for a single or group of Customers.
The use case is as follows: A business has a standard set of price list defined for a group of customers. This is created and associated to each customer in Customer record. When a user create a Sales Order/Invoice for this customer, the associated price list is selected as default in the price list dropdown but the system also allows the users to override the selection by letting users choose from the other…1 vote -
Display what Payment Options are "Enabled" on the Overview section of Recurring Invoices Profiles
It would be great if you were to add the field "Payment Options" (Enabled/Disabled) or the payment processor name like "Forte: Enabled" or "Forte: Disabled" as examples underneath the "Details" section under "Overview" on the Recurring Invoices individual Profiles.
I really like that we can quickly identify if the customer enabled "autopay" with the Bank icon next to the amount, but it doesn't tell us if they are enabled to pay through the portal or not on the Overview section.
Thanks,
GCIT1 vote -
In RCM invoicing please make sure the GST amt and percentage shows near RCM total amount instead of showing in the billing columns.
in RCM invoicing gst should be shown near rcm payable amount instead of showing in billing columns, if gst amt and gst percentage is removed we can use that space for any other options.
please add this option if u get more votes1 vote -
An option that while an invoice is in draft status the corresponding sales order cant be automatically changed to closed status.
An option that while an invoice remains in draft status the corresponding sales order cant be automatically changed to closed status until the invoice is actually sent. Or an internal email template could be raised on the invoice without the actual invoice being marked as sent This is because an invoice is raised by one person but checked by another before sending to the customer.
1 vote -
INVOICE Template 'Spreadsheet - Plus'
Dear Zoho Team
Please kindly we inform that , Requested to Added [ Template 'Spreadsheet - Plus' ] for Invoices Template In ZOHO ONE - BOOKS .
1 vote -
WE WANT ONE TEMPLATE SIMILAR TO TALLY
CURRENT INVOICE TEMPLATE ARE LENGHTY AND ALWAYS TAKES TWO PAGES.
ITS WIDE WASTAGE OF PAPER JUST DUE TO BAD DESIGN OF INVOICES1 vote -
AUTO ARRANGE BILL ITEM WISE
AFTER ENTER AND COMPLETE THERE MUST BE A OPTION IN PACKING SLIP IN AUTO ARRANGEMENT
1 vote -
Invoice row height adjustable
Currently the height of rows in invoices is fixed and can not be changed and this might leave a lot of white space in the invoice,
I suggest that height of rows should be made flexible and the user should have the ability to put max and min values1 vote -
We'd like to be able to set a template for our invoices for each of our projects - in other words, we have two offices.
We'd like to be able to set a template for our invoices for each of our projects - in other words, we have two offices, and want payment sent to one or the other, depending on which office is leading the project.
1 vote -
1 vote
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Run Recurring invoices early
Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.
1 vote -
Total page numbers at invoices
There should be a total page number at the footer of the invoices.
i.e. Page 1 of 8
This is very crucial and urgent.1 vote -
Sync Google calendar with payment received
This is beneficial for those to take bookings on a particular date
1 vote -
"Tax Invoice" written on the customer invoice.
In our country it is mandatory to have "Tax Invoice" written on the customer invoice. The available templates does not have such a template
1 vote -
1 vote
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I would like to be able to track time without creating a project. Right now we have to bill our clients every time we do labor.
It would be nice to be able to track hours and bill clients without having to create a project.
1 vote -
Signature on Invoice/PO should be added only after approval
We can add signature (scanned image) to the templates in the footer section. But this signature gets added while the invoice is in draft status or while it is in pending approval status. This should not be the case. Unless all approvers have approved the invoice, the invoice should not carry the authorized signature section.
This should be applicable for PO, bills, estimates and all other modules where it is applicable.
1 vote -
Vendor portal will help us to have communication better.
Please add the vendor portal
1 vote -
1 vote
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