Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6488 results found
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stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
1 vote
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Make delivery challan accessible to user who can generate invoice.
Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.
1 vote -
Advance payment for Vendor Invoices
Advance payment for vendors is available as credits for Bills only. But our vendors give GST invoices instead of bills. These credits are not available for applying on invoices. It gets credited as Prepaid Expenses, which is not proper. It would be useful if advance payment is available in vendor Invoices.
1 vote -
item wise sales person
Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.
1 vote -
how to print selected delivery notes in one action
I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones
1 vote -
Set Tags as mandatory, as is done in zoho expense
We would like to be able to assign that the tags within zoho books can be set as mandatory, as is done in zoho expense
1 vote -
Item Rate Contract Monitoring
In contracting industry, billing is based on item rates. We should be able to open project based on item rate contract and not on hours.;;
1 vote -
Bulk Recurring Next Invoices Changing
Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle
1 vote -
Enable Yoco Payment Portal
Would love to see this payment portal option for online payments due to the fact the 99% of our clients uses the Yoco payment systems even on their e-commerce stores that we develop.
1 vote -
Please provide a facility to match a bill to the credit card entry and the credit card bill payment from the bank account
Please provide a facility to match a bill to the credit card entry and the credit card bill payment to the bank account. Once all the bank statements and the credit card statements are imported in Zoho, I should be able to match the bill to the credit card payment and the bank statement entries to the the credit card bill payment
1 vote -
adding the cardpointe( first data )
First data is one of the major Merchant solution in North America, its important that zoho having integration with carpointe
1 vote -
1 vote
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Firm access like QuickBooks
I would like to have the same options as a firm in Quickbooks and not have to buy licenses for consultants to access clients under my firm.
1 vote -
how to place digital signature in invoice
unable to find the option to select the location of the signature on invoice template. Please guide
1 vote -
01. Transaction Rule auto add feature 02. Bulk search/update and add uncategorized bank lines
We can create the Transactions Rules but then we have to go to all the uncategorised bank lines individually. This does not save us any time. The rules should be able to auto pop up on the bank feeds window. We should then be able to select/search ruled lines and add them all at once without looking at them.
This also relates to uncategozied bank lines. I see that we can search in Zoho bank feeds but we can not then select and add multiple lines at once. We cannot not select multiple lines after the search window is shown…
1 vote -
Create a system where customer balances can be sent by SMS to the phones of those who do not have emails.
I wish to be able to send invoices and customers balances in bulk at one time. Currently the system allows only sending an invoice or a reminder in a single email. I like the Accounting modules in ZOHO, and I am actually adapting ZOHO for a school, so dispatching invoices or balances one at a time is slow and laborious.
Some customers do not have emails, but have WhatsApp or SMS and I will like the system to permit balances to be sent by WhatsApp or SMS.1 vote -
1 vote
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MULTIPLE PREFIX FOR INVOICES IN A YEAR
IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO
1 vote -
AMC Work order Invoicing
For First Invoicing:
AMC Work Order with Description & Order Value
Claim @ 25 % or 50 % or in term of %
GST
Total
For 2nd Invoice
AMC Work Order with Description & Order Value
% of 1st Claim Invoice value
% of 2nd Claim
% of Final Claim
GST
Total1 vote
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