Zoho Books
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68 results found
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I need a additional (estimate/job card) template
Dear Sir,
I need a customized template under SALES.We have two type of estimates,
1. Product Estimates
2. Service Job Estimates.both estimates having different template & terms and conditions.
so we are having Estimates by default the same we are using for to send quote for products.
Now we need another template (clone of regular estimate) under the SALES Menu.
kindly do the needfull
Regards,
K. N. Naveen Kumar
IT Support
Pavan Machine Tools
94486722551 vote -
Field Visibility in Templates
Currently the ability to control field's visibility in templates is spreaded between the "Show on all PDF's" in customized fields and the template.
Not only this is inconsistent, it limits the ability of hiding/exposing the field on some templates.
Please move the visibility control of all fields into the template preferences so users can choose which fields they want to show/hide in each template
1 vote -
Add Project Data to the SO header
It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????
1 vote -
Add Project Data to the SO header
It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????
1 vote -
Customise Delivery Note
Need the option to customize delivery note. We need columns like - Weight and Bag No/Case No etc. for each SKU/product. Is it possible?
1 vote -
customer vat invoices
I am using Zoho One with sync from CRM to Zoho Books. Create a placeholder for VAT ID from CRM in templates. Currently you need to create a custom field (and seperately fill the field).
1 vote -
Enable image uploading in the annexure page or include an option for a second logo to show brands represented by a sales company
LOGO SOLUTION
Enable image uploading in the annexure page or include an option for a second logo to show multiple brands represented by a company.
We want to show the brands we represent on the last page of the estimate, so we need the image shown after the annexure lines.
Alternatively, if you can add a button for the footer to be shown only in the last page, this could work as well.1 vote -
Notification for all customer one time by mail
I would like to send notification to my all customer and vendors about new updates or changes through one mail only.
1 vote -
Allow templates to be linked with client language
I think it would be nice the templates would be linked somehow to the. clients language. I mean, if I have a client that only speaks french (and it is configured that way), I want to send him all the templates in french and not have to select every template manually
1 vote -
Receipt Template for thailand region
Many Hospitality industry generate tax when received payment . So tax name and tax detail have to display on Receipt Template. It's necessary for thailand region.
1 vote -
1 vote
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Delivery Challan Customize Templet should be there
Delivery Challan Customize Templet should be there
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
1 vote -
Personalized Travel Help in the Big Apple
In a city where movement never stops, having reliable airline support is crucial, and the delta airlines office nyc offers exactly that. It acts as a grounded connection to the global network of flights managed by Delta, allowing travelers to receive face-to-face guidance instead of navigating complicated online systems. This center serves not only as a ticketing location but also as a one-stop hub for resolving complex itinerary changes, accessing travel credits, or simply getting answers from knowledgeable representatives who understand both airline policy and real-world traveler concerns.
They are especially helpful when it comes to international flights, where document…
1 vote -
Improve the email tracking
I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
I cannot see the email content (if i have write something dedicated to the receiver).1 vote -
1 vote
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ability to send test emails
After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.
1 vote -
Please allow users / admins to delete only mail account not to close the complete account
Please allow users / admins to delete only mail account not to close the complete account, user / admin can create mail account by mistake, then he should have option to delete the same, it should not happen that he can't
1 vote -
it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)
it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)
1 vote -
1 vote
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