Zoho Books
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1020 results found
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Project wise invoice details
Hi,
Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.
It would be great if you could create a report accordingly.
1 vote -
Integration of deferred income report
My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.
1 vote -
Manually associate invoices to sales orders!
The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
Why isn't there just a function to manually associate an…1 vote -
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered. also creating the invoice before the delivery note create multiple errors that then need to be reversed
1 vote -
Enable the option of editing the Expected Payment Date template in Invoices just like you can edit the Due Date reminder.
The feature would be just like the reminder for Due Date of an Invoice. Thanks!
1 vote -
Modify invoicing format
I was looking to edit the invoice numbering system and found that there is not option to change.
The default numbering system zoho has is editable prefix and auto numbering suffix (Eg INV - 001).
It would be really helpful if they could provide a auto numbering prefix and editable suffix. (EG 001 -INV).
This is crucial because many use differnt format for invoicing and zoho has a fixed format. Also, we can't change the invoice format in between the financial year, we can change format only during start of the new FY. Change in format would be really helpfull.
1 vote -
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1 vote -
Edit "Thank You" note before sending
Hello! I was hoping that there is an option to edit the thank you note before sending, similar to how invoice emails can be previewed. There are some clients that need that extra customization.
1 vote -
statements
The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.
0 votesHi Debbi,
You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
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Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe
Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe
0 votes -
Address doesn't stay the same on reoccurring invoices.
When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?
0 votes -
Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
0 votes -
invoice view
In the invoice page where it list all invoices, I have created 3 custom view namely
Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
Current - when invoice date is 'This Month'Now in nov 2018 the view needs to be recreated.
In addition to 'ALL' by default zoho books should come with monthly view of the invoice.0 votes -
When you update a contact it should also update the reoccurring invoices.
When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?
0 votes -
Reoccurring Invoices
When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.
0 votes -
Remarks Section On Invoice
It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.
0 votes -
should be able to search custom field created in item module, value entered at the time of creating invoice or purchase
I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.
0 votes -
merge option of PACKING SLIP for multiple invoices
in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.
0 votes -
Remarks Section
Add the remarks section to the new "View Customer Details" section when creating invoices.
0 votes -
Clone invoice statement
It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.
0 votes
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