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  1. Snail mail retainer invoice

    To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks

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      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • When the Client Portal is enabled, also include in the email a link straight to the invoice

      Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.

      However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.

      I suggest that there be an option to include both links (for clients that have the Client Portal…

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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Automated Recurring Invoice creation at the item level

        Automated Recurring Invoice creation at the product level

        There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

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          0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
        • Shipping Address Advanced Search Options

          Please allow using the shipping address as a choice in the Search Criteria/Advanced Search in Invoices/Sales. It's hard to find an old invoice for a customer for a specific shipping address when there are hundreds of invoices for that customer.

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            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Auto Create Bit.lyf Link for Invoice Online Payment

            By This feature customer easily payment to company.

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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow us to alphabetize the list of "ship to" addresses in a customer file.

              In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
              it would make life MUCH easier

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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Option to set default from (email) address for Invoices, Estimates, purchase order etc.

                Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").

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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e

                  Easy contact with all languages. In India with your customer to get to know this app and books

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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Personalize timesheet details report by billed or not billed

                    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add authorized signature in purchase order

                      It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.

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                        0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                      • Print EWay Bill

                        Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated

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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Give the option to "Add New" email contact while editing Estimate

                          While editing an invoice, towards the bottom of the screen you can click "Add New" in order to add another email address....Please add that same functionality to the estimates as well. Everything else is basically the same in both Invoice/Estimate windows except that!

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                            0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

                            Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

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                              0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                            • Reset Auto Invoice Numbering

                              At the beginning of FY invoice numbering counter needs to be reset
                              eg. FY 17-18 the last invoice generated is 325.
                              Now from 1-APR-18 the counter needs to be reset to 001.

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                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • After giving the bill payment to the vendor....Kindly allow credit note for the same bill

                                After giving the bill payment to the vendor....Kindly allow credit note for the same bill

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                                  0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                • create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li

                                  Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.

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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Invoice Email Contacts

                                    Can we have the option to set more than one email address to send invoices to and also have the option to not choose any of the email addresses in Contacts, rather than having to do it on each invoice? or maybe be able to choose an different email address for each Shipping Location on an invoice? That would be great for reminder emails as well. They don't always go to the same address as the invoice.

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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Address doesn't stay the same on reoccurring invoices.

                                      When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?

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                                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Stop the message to refresh on every page when an enhancement is made.

                                        Nearly every time a page is loaded, you get the message on top that an enhancement has been made and to reload the page. There is zero value in this message at the rate that it is received. It just wastes time.

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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Deny purchase order

                                          Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.

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                                            0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
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