Zoho Books
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67 results found
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Give users much more flexibility to edit the "Email Notification" templates
Hi
I'm struck by how poorly these email templates look and the very limited options Zoho gives to customize them into something that looks at least reasonably professional. There are many great features in this app that I already really like BUT this one issue seems like a real "flat spot"!Please can you do more work here to allow users to personalize them much more WITHOUT needing to use HTML!!!
Many thanks in advance.
Edward3 votes -
I need printed date and time at the bottom of invoice
I want to get time and date on invoice printed.
3 votes -
make a placeholder for the email recipients first name and last name.
Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.
3 votes -
Make Default PDF View an Option on Templates
Being able to select "PDF View" as a default view for Invoices, Sales Orders instead of Standard View.
Useful to quickly differentiate between templates used.3 votes -
3 votes
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I would like to use my company font on my email templates. The fonts available make the system look really outdated
Add fonts that are modern and match my company font
3 votes -
Customer Statement
Provide a new template design for Statement of accounts, similar like reports like Balance Sheet, P&L, Ledgers or Spreadsheets template with less space and more details, also to mention invoice due by days.
3 votes -
Add date placeholders (merge fields) to email templates
Adding month, day and other "date math" such as %(MONTH-1)% to all email templates would reduce manual typing -- especially when creating invoices. You already have this concept for recurring invoices (see https://www.zoho.com/us/books/kb/invoices/add-date-recurring-invoice.html ). Make these date placeholders available to be used in all email templates please.
3 votes -
Reminders for Sales Order
Set email reminders on sales orders not fully invoiced
2 votes -
Make Order Number field a valid %placeholder% in templates
In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.
2 votes -
Include items/tax placeholder in email templates
Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.
2 votes -
Capability to modify the email template for sending a Payment Link.
Capability to modify the email template for sending a Payment Link.
2 votes -
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.
2 votes -
Batch edit customers into different language groups (English, German etc.) when sending out email templates
We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.
It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..
2 votes -
add ability to bulk associate templates to customers
need to be able to bulk associate email and transaction templates to a filtered list of customers.
1 vote -
1 vote
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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 -
1 vote
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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 -
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