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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21 results found
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Create CREDIT LIMITS against accounts in Zoho Books.
We require the ability to create limit credit limits within accounts.
When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.
We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.
224 votesHi all,
We have added the option to set a Credit Limit for customers. When the credit limit is exceeded, you can set up the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing an invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.html -
Automation and WebHooks in the invoice module
Hi, is a pleasure see which was added automation and WebHooks en the quotes module of "Zoho Books"
Thank you for that, but I think this functionality should be included too in the invoice module, with that and some development we will achieve generate electronic invoices in the fiscal framework of our country. - México -
Regards !!
59 votesHi All,
We have added automation and webhooks for the invoice module in Zoho Books. With that we now have workflows for invoices and quotes. Please give it a spin and let us know your feedback.
Regards
Prashant -
Mark invoice as sent without sending
When creating an invoice sometimes you do not have a customer email address but need to set an invoice as sent to show against the account. At present you have to "send" the invoice or go back into it to mark it as sent. I think it would be a great option to have an additional button to "Save & Mark Sent".
Also when using the API if the send parameter is set to true it should mark the invoice as sent when there is no email address set for the client.
16 votes -
I would like to digitally sign my invoices with a digital signature
I WANT TO USE MY DSC TO SIGN MY INVOICES. THE SAME DSC WHICH I USE ON THE GST WEBSITE
16 votesHi all,
You can now digitally sign your Invoices in Zoho Books using DSC dongle.
Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.Here is the help document for your reference: https://www.zoho.com/in/books/help/digital-signature/
Best regards,
Zoho Books Team -
Link existing invoices with projects in Zoho Books
Link existing invoices with projects in Zoho Books.
I have created many invoices which I would now like to link to projects, But as it seems I can not do that. I have to create an invoice directly from projects (in Zoho Books). This is anoying since I have so many old invoices which I need to link to the project.
10 votesHi all,
We have the option to associate a project to the already created invoice. Edit the invoice > Click on the three dotted icon at the end of the line item > Add additional information > Associate the project.
Regards,
Zoho Books Team -
Set individual recurring invoices sending preference
In quickbooks we had the ability to set individual sending preferences for each recurring invoice. In Zoho books this is a global setting for all recurring invoices. This does not work for us. Please see screenshot - https://cl.ly/230L0W3G3J2i
6 votesHi all,
We have now added the option to set the Recurring Invoice preference for each recurring profile. When you create a new Recurring profile, there will be the preference option at the bottom of the page.
Regards,
Zoho Books Team -
Delivery Challan
Delivery Challan is mandatory in so many cases after GST implementation. It's a must in Zoho books. Can it be added, please confirm.
3 votesHi all,
We have the Delivery Challan feature for the Indian edition. Please refer to this Help Document – https://www.zoho.com/in/books/help/delivery-challan/
Regards,
Zoho Books Team -
Include "unbilled projects" option when creating a new invoice in from a timesheet project..
I would like the "Include Unbilled Items" option in an invoice made from the timesheet project window just like when I create an invoice outside of it.
3 votes -
Resize the logo in the invoice
For me, the logo in the invoice is way too big and distracting. Unfortunately there's no way to scale them down.
3 votesHi all,
We have added the option to resize the organization logo in the templates > header section. This option is currently not available in Checks and Receipts Templates Groups.
Regards,
Zoho Books Team -
Please provide an option to sign the invoice digitally using the Digital Signature Certificate.
Please provide an option to sign the invoice digitally using the Digital Signature Certificate. Now we have to export the invoice into PDF Format and then sign using Digital Signature Certificate.
1 voteHi all,
You can now digitally sign your Invoices in Zoho Books using DSC dongle.
Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.Here is the help document for your reference: https://www.zoho.com/in/books/help/digital-signature/
Best regards,
Zoho Books Team -
Print multiple ovedue invoices at once
Print multiple overdue invoices at once
1 voteHi there,
We currently have the option to print out multiple overdue invoices. Please navigate to the invoices module and click on the filter option, select the ‘Overdue’ from the drop down and bulk select the invoice. Once you select the invoices click on the print option on the top.
Hope this helps.
Regards,
Zoho Cares -
please add reporting tags to the android version of the app
please add reporting tags to the android version of the app while creating the invoice
1 vote -
to print SOA only with open invoices.
SOA only with unpaid invoices
1 voteHi there,
To print all the outstanding statements for a contact, navigate to the particular contact >> click on the statement tab >> Filter the statements to ‘Outstanding’ >> print the statement.
Hope this helps.
Regards,
Zoho Books team. -
Print the order numbers in the retail template
We are using Zoho books for a beauty salon. We are utilizing the invoice order number to manage the customers queue but unfortunately it is being printed in the retail invoice template.
We have to write the order number manually in the invoice receipt.
It would be great if we can print the order number in the retail template to avoid this manual writing.
Thank you
1 vote -
1 vote
Hi all,
You can now digitally sign your Invoices in Zoho Books using DSC dongle.
Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.Here is the help document for your reference: https://www.zoho.com/in/books/help/digital-signature/
Best regards,
Zoho Books Team -
Apply one customer payment to multiple invoices.
We run a private school and it is very common that balances owed on an invoice need to be converted to a recurring invoice to break their balance down into smaller payments over time. What we would like to be able to do is create a regular invoice stating their overall tuition owed. The create a recurring invoice for the balance owed. When one of our students pays their recurring invoice, I would like to be able to take that payment and also link it to their regular invoice without creating two separate payments.
1 voteHi,
An Invoice can be made as recurring invoice in Zoho Books. While creating an invoice, there appears an option called Make recurring, click on that and specify the expiry date and also the repetitive time period. Once they make payment for the invoices, it will be reflected in the Recurring profile.
Hope this helps.
Regards
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option not to print balance due on delivery notes
when printing delivery note there is no option to take off balance due
1 voteHi,
Go to Settings > Preferences > Delivery note settings. Uncheck the Balance Due option and now balance due will not appear when the delivery notes are printed for invoices.
Regards,
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Excel Invoice Template
hello
can you expend the width of Item & description in Excel invoice template. Their are insufficient space to enter description.1 voteHi,
The Item Table Column’s width of Invoice templates can be adjusted in Zoho Books to perfectly fit in the appropriate information in the respective column. To make changes to table width, go to Settings > Templates > Invoices > Click on the edit button in the excel template > Item table > Labels > Customise table cell width.Regards,
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1 vote
Sorry we didn’t update the information here. You can customize payment terms while creating an invoice or while adding a contact. Choose ‘Configure Terms’ in the drop down list under Payment Terms to edit existing options or add new terms.
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Ability to delete or at least hide custom fields that have data
When we first started using Zoho books, we created some custom fields that we used in our old accounting software and after using Books for a while, we don't need them. I tried to delete them but since they are already in transactions I can't. I understand that but I would still like the ability to at least disable or hide those fields.
1 voteHi all,
The option to delete old/used custom fields is now available. Refer to this Help Document – https://www.zoho.com/books/help/settings/preferences.html#delete-cf
Regards,
Zoho Books Team
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