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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17 results found
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97 votes
Hi,
We have added the option to add Arabic Language in the templates. To create an invoice with the Language as Arabic, go to Templates→ New → Choose the language as Arabic.
For the invoices to be shown in Arabic completely you would have to fill in the details in the invoice, manually at contact and at the invoice level in Arabic.Thank you.
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33 votes
Hi there.
We currently have the option to add the bar code/image on invoices. Please take a look at this link : https://www.zoho.com/in/books/kb/items/bar-code-scanning.html regarding Bar Code scanning and this link https://www.zoho.com/in/books/kb/items/image-and-sku-to-items.html to know more about uploading item images.
Thank you
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digital Signature
Required Digital Signature in
27 votesDear customers,
We are happy to announce that the much-awaited Zoho Books – Zoho Sign integration is live! You can now digitally sign your estimates and invoices before emailing it to the customers. Also, you can receive customers’ signature while they accept the estimates.
(Note: This is not available for the Indian edition of Zoho Books).Here is a help doc for your reference:
https://www.zoho.com/books/help/integrations/sign-integration.htmlCheers,
Reshma -
Kindly add the feature for E-waybill under GST for invoices above 50K
under the new GOI regulation all invoices above 50K will have to be accompanied by an e-waybill and it would be great if ZOHO adds this feature on the software itself
17 votesHi there,
We have the e-Way Bill feature in Zoho Books now.
You can refer this link for any additional information on this-
https://www.zoho.com/books/blog/e-way-bill-in-gst-zoho-books.html
Regards,
Zoho Books Team. -
Forward invoices and bills into Zoho books or Zoho Expenses
When I buy a service I more often that not get an invoice. I would like to simply forward this invoice to an email address associated with my account into Expenses or Books so the attachment or email can be converted into a bill / expense entry I can then update.
16 votes -
Auto Round-off feature in Invoices & Bills
Instead of manual adjustment feature currently available in Invoice Total section. There should be an auto round-off feature akin to that available currently in Price Lists. This will save a lot of time and mental calculations
13 votesHi there,
You can enable an automatically round off option by going to Settings→ Preferences → General → and check this option “Round off total to the nearest whole number for sales transactions”
Hope this helps.
Thank you
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Same templates for retainer invoices and invoice
We only have 1 template for the retainer Invoice. Is it possible to add more ? Like light edition for invoice.
12 votesHi there,
We currently have the “lite” template for Retainer Invoices as well.
Hope this helps.
Thank you.
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DELIVERY CHALLAN
PLEASE GIVE A OPTION OF DELIVERY CHALLAN WHICH CAN BE RAISED IMMEDIATELY FOR TRANSIT PURPOSE AND WHEN FINAL SETTLEMENT COMES FROM BUYER AFTER QUALITY AND QUANTITY SHORTAGE WE CAN GENERATE FINAL INVOICE THEN.
4 votesDelivery challan is now made available in Zoho Books
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Recurring Invoices
there could be a change in description every month based on the date of Invoice, let Say I have a recurring Invoice for consultancy services the second line of description can be set to change based on the date of Invoice like if the recurring invoice is generated on 30-Sep-17 it can give description as consultancy charges for the month of Sep-17, similarly if the date is 31-Oct-17 the it can populate as consultancy charges for Oct-17 and so on...
3 votesHi,
You can add a date in the description field of each item, to specify start and end date of the recurring invoice. To do this, simply go to the item field and start introducing the necessary placeholders in the ‘Item details’ section. Days are represented with (d), (day), or (DAY), Months are represented with (m), (month), , Years are represented with %(y), (year) or (YEAR) .Regards,
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Please remove the mandatory customer name and details required to enter when generating a bill bcoz being retailers we cant keep doing so
Please do the above mentioned change coz we cannot afford to waste so much of time entering details of each and every customer for purchase of rs 100 also
3 votesHi,
Retail invoices are now available in Zoho Books. Go to Invoices→New + → Retail Invoice. In Retail invoices, you will be able to create invoices without entering the Customer name.
Hope this helps.
Regards.
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Easy link on invoice to customer page
There are many times that I am looking at an invoice from a customer, and I would like to jump to the customer info page to look at their contact info, transaction records, etc. It would be great if I could jump directly from the invoice to the customer info, rather than having to click contacts, search for the contact, then select the contact.
1 vote -
Retainer invoice report
Dear Zoho,
Can you please add a feature that can show us just report for retainer invoices?
1 voteHi Adnan,
We currently have a report just for retainer invoices. You can go to Reports and search for Retainer Invoice Details. Hope this helps.
Thank you.
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PDF Encryption
Require invoices to be 128 bit encrypted so that the document cannot be edited
1 vote -
Good software
The software must be enabled with a feature of showing the amount in Words as well. For ex: if a invoice is for Rs. 10000, then the same should be shown in Currency as 'Rs.10000' as well as 'Rs.Ten Thousand'.
0 votesHi there
This is to inform you that the currency name has been included for the Amount in words in the templates. The amount in words is also displayed in Indian numbering system format.
You can go to Settings→ Templates → Total. You will find the option to check the option for the amount in words there.
Thank you.
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Be able to customize Invoices much more than now. Especially in the item field. Should be able to expand or shorten the width of field room.
Be able to lenghten or shorten the item field table. Especially the discription area.
0 votesHi there
We now have the option to change the width of the columns. To find this option please go to Settings→ Templates → Click on the required template and click on edit. Click on item table and you will see an option to adjust column.
Hope this helps.
Thank you.
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Attach file to Credit Note.
Attach file to Credit Note.
0 votes -
Unpaid Invoices LIst
Why can't we print the "Unpaid Invoices List"? I would prefer to be able to send that to customers rather than the statements. The statements are confusing.
0 votesHi there
We do have the option to send the unpaid invoices list to the client. You can send the customer the unpaid list by going to the Contact→ Click on More and from the dropdown select Email contact. When you scroll down there will be an option to add the unpaid list of invoices for the client.
Hope this helps.
Thank you
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