Zoho Books
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6160 results found
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Attach invoice pdf
With email templates can we have ....
Attach invoice.pdf
Attach Delivery note.pdf
Attach Packing slip.pdf
This would aid enormously in automating workflows for warehouse staff !7 votes -
auto save
Auto save feature is needed for creating estimates. I accidentally closed my page and lost a very large estimate/bid that I had been preparing. Disappointed to learn no auto-save/recovery feature.
7 votes -
Wildcard search on entering orders and invoices
Be able to search part of the item name from the invoice and sales order entry screen. Currently only allows beginning of item name to be used. Should work the same way as from the item screen
7 votes -
It would be really wonderful if there was a way to associate retainer invoices with an open sales order!!
It would be really wonderful if there was a way to associate retainer invoices with an open sales order!! Since it's not appropriate to create the actual invoice until the custom project build is complete, it would make perfect sense to be able to generate a partial/down payment retainer invoice from a sales order. Currently that is only possible from an estimate.
7 votes -
UPI payments
India specific payment by which we can receive payments using UPI which is the most simple way to receive payment.
7 votes -
integrate 2 or more organisations into one report for P&L, Cash Flow Statement and Balance Sheet via ZOHO BOOKS.
integrate 2 or more organisations into one report for P&L, Cash Flow Statement and Balance Sheet via ZOHO BOOKS.
7 votes -
Tracking Expenses in Cashflow
At the moment to track outgoings on the dashboard Bills need to be created for all expenses. As Expense are interchangeable with Bills in Books it would be great to able to have upcoming / reoccuring expenses also tracked on the dashboard so then Bills, Expenses and income can be graphed for track cashflow forecasting. As the dashboard doesn't show expenses I am needing to raise everything as Bills to see what is coming up in the 'Payables' area. Somehow including expenses in this or as a separate report on the dashboard that then combines with Bills then reflected on…
7 votes -
Add comments and change history to recurring invoices
Please add comments to recurring invoices, it would help to be able to add notes as to why a recurring invoice was stopped or otherwise modified. It would also help to see who modified the recurring invoice on what date.
7 votes -
Auto Exchange Rate adjustment
Hi
Would like to see a auto exchange rate change for expenses that are reconciled in banking. For example I have a US subscription charge that is automatically debitted from my bank of $50 USD. Depending on the exchange rate on the day the converted AUD amount in my bank will vary. The recent one for example was $70.06 AUD. When I reconcile this amount against a reoccuring US expense set up for this it shows $66.68. There is no way to adjust the exchange rate on a reoccuring expense when reconciling with a bank transaction. Would be good if…7 votes -
Create a way to assign income categories to tasks
Currently tasks in timesheets default to sales in the income account menu and one has to manually change each line of an invoice to the correct income category. I recommend that the user can assign an income account to a task so that no manually workarounds are necessary.
7 votes -
connect auto-invoice numbering with Year.
Invoice-numbers contain most of the time the present year, for example 2017001.
make the auto-invoice numbering of Zoho intelligent enough to adapt the numbering automatically, so the numbering in a new year starts all over like the year before.
so in 2017 the numbering starts automatically with 2017001.
Now the numbering continues7 votes -
Please add Split Transaction function on the drop down when matching transactions
Split transaction functionality - a must!
7 votes -
Add a check box on estimates/invoices for acceptance of terms and conditions
We have policies about refunds, exchange and returns and we would like to have the ability to add a check box (or the like) to an estimate/sales order/invoice to require the customer to acknowledge that they have read and accept those terms and conditions of purchase
7 votes -
I'd like to change the WePay fee from payer (default) to payee.
My clients have agreed to pay the transaction fees for credit card payments and I would like to be able to make this change to the integrated WePay payment option.
7 votes -
add the ability to invoice a % or fixed amount from the total of a fixed price project
Large projects are often billed in 3+ invoices at varying percentages or fixed amounts. For example, I need to invoice 25% upfront, 25% halfway, and 50% upon completion.
7 votes -
7 votes
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The ability to apply discount on item Level and invoice level.
The ability to apply discount on item Level and invoice level. That would help my business. Please please add it to your future release.
Thank you.
7 votes -
Retainer Invoice should have all the field like in Invoice...
Retainer Invoice should have all the field like in Invoice... because it is mirror of Invoice for payment. As per my understanding it is like PROFORMA INVOICE and if Not then a separate head for Proforma Invoice should be created for sending it for payment.
7 votes -
estimate template
I would like to be able to create templates for Estimates and Invoices. I am NOT talking about email templates which are sent based on an existing invoice or estimate.
Use case: create a true Estimate_Template which contains a pre-populated large number of user-defined SKUs. I click "New Estimate from Template", which opens a new Estimate with the pre-populated SKUs, which I can then delete items, edit qty & prices before validating & sending.
This will cut down on admin for me creating new estimates based on similar (but not identical) system sales and projects.7 votes -
7 votes
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