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  1. Allow child/parent contacts

    Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.

    63 votes
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      5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • I would like to send my customers sms notifications and balances outstanding

      I would like to notify my clients via SMS for the following:
      Balances
      Amounts due
      New Invoices
      General Messages and notifications.

      We could purchase SMS credits or prepay for credits which we will use.

      47 votes
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Send customers Sales Orders via the client portal

        Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

        Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

        Thank you

        43 votes
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          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • Option for direct entry of opening balances of customers (recievables) and vendors (payable) at a time of creating new contacts / vendors..

          Direct entry wll be easy for non commerce people, because it is difficult to make ledger for people who has no accounting knowledge in accountant section. So please give Option for direct entry of opening balances of customers (receivables) and vendors (payable) at a time of creating new contacts / vendors..

          39 votes
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            2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • Portal access to more than one account

            We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.

            28 votes
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              5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • 27 votes
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                1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Customer Statements

                Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.

                Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.

                Thanks

                Jason

                27 votes
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                  5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Sub "accounts payable", "accounts receivable"

                  My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
                  It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

                  if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

                  24 votes
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                    9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Salespeople assigned to customers

                    Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.

                    22 votes
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                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • 21 votes
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                        1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Statement of Account

                        The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…

                        18 votes
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                          3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add a calendar and tasks

                          It will be amazing if there were a calendar built into books so that tasks can be assigned and and events can be scheduled for contacts. I realize that this is a functionality of your CRM but if this is added, I would no longer need the CRM and can run my entire business from here.

                          17 votes
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                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • sub contact

                            I'm switching to Books from Quickbooks. One of the great features in QB for my business was sub-contacts. This was used for instance to place children "under" their parents as client accounts for a music school. Transactions would be made in the child's account and would be linked to the parent to provide a view of ALL invoices and payments for parents who had more than one child. I'm sure this feature would be useful in other situations which require a sub-client.

                            17 votes
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                              3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Default discount for customer

                              A customer has a default discount% that is filled in when an invoice is created

                              16 votes
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                                1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Bulk email monthly statements to our customers.

                                Able to send monthly statement to customers.

                                16 votes
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                                  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Reporting Tags in More Reports

                                  Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.

                                  15 votes
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                                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Include additional fields especially the custom created fields to Zoho Books Views

                                    We would like to customize the default views for Zoho Books by including additional fields especially the custom created fields, which would help us to view all useful information in one singe view.

                                    This feature is available in CRM but not available in Books. Could you please provide create/edit view options in Books?

                                    12 votes
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                                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • increase the number of contacts

                                      Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?

                                      11 votes
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                                        2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add photo to contracts

                                        It's nice to add photo features to each contract, so contract can be easily maintain

                                        10 votes
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                                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Multiple delivery address options for customers accounts

                                          Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.

                                          10 votes
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                                            7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

                                            Hi Everyone,

                                            We are happy to announce that, “Now you can add multiple addresses to contacts”

                                            With this feature, you can quickly and easily deliver items to multiple addresses.

                                            Kindly have a look at our help document in the link mentioned below.

                                            https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

                                            Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

                                            Regards,
                                            Reshma

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