Zoho Books
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6555 results found
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a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
in zoho book apps add the item in the invoice like iges plus app
we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution
1 vote -
1 vote
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Create a report that shows money not yet settled
Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.
1 vote -
Remove a pop up window after editing an invoice
it's annoying that every time I edit an invoice I need to make some sort of a note instead of just saving it in one click
1 vote -
mass upload tool
a mass upload tool which accepts csv or excel where we can enter old transaction details like old completed invoice, old purchase orders happened in past dates and upload into applications and finally they should reflect in the dash board and reports
1 vote -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
Enable / Disable Bill by Bill adjustment of payment receipt
Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.
1 vote -
Adjust the cost of an item at invoice time
It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.
1 vote -
order and inventory
order from customers linked to the inventory management would be useful.
1 vote -
When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice
When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.
1 vote -
diary on ZOHO Books Dashboar
It wold be nice to have a diary on ZoHo Books Dashboard.
1 vote -
Credit card field on the invoice
There needs to be a credit card field that gets inserted into an invoice that clients can fill out where we have Name on card, address of card, card #, expiration date, cvs code which also pulls the invoice number and balance due in to the same area. If you do internet or phone sales you have to have a copy of the creidt card info with the clients signature to protect your self from fraudulent charge backs. This items always have to be one the same page. So when the page is broken up into two printed pages the…
1 vote -
% of claimable stuff for taxes
I would like to be able to quickly know how much money I can claim to the governement for exemple food is 50% of the taxes I spent, so I would like to be able to quickly know the amount I could claim in this category of expenses. Electricity is 30% etc.....
1 vote -
Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)
Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address
1 vote -
HubSpot Integration
Integration with HubSpot and HubSpot CRM to track Revenue and Profit Value per Contact / Customer
1 vote -
1 vote
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1 vote
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Fix the Zoho Books Timer icon for the Chrome addon
I love the Zoho Books Timer addon (on Chrome), however the design of the icon is so complicated for 16 pixels that it's not clear at all (not to mention far from the identity symbol I associate with Zoho). Rethinking/updating this icon would be a tiny move that would have huge impact on the user experience if the timer. Thanks!
1 vote -
Integration with Cushion app
Integration with Cushion (http://cushionapp.com/). I would like the ability to send project setup + invoice data from Zoho Books into Cushion.
1 vote
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