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Leanne

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8 results found

  1. block customers

    4 votes
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    2 comments  ·  Zoho Books » Customers  ·  Admin →
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    Leanne commented  · 

    This is an essential function when dealing with customers who do not pay - please add some way to flag/block customers who do not pay their bills.

  2. Save and New Option for Bills

    1 vote
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    0 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Leanne shared this idea  · 

  3. set the default ship to as the customer on purchase orders

    6 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Leanne commented  · 

    It would be even better to set this option as a default in preferences (i.e. make a default setting for purchase orders... "ship to the customer shipping address OR ship to my organization address") and then if it is "ship to customer" automatically have the shipping address that is chosen on the estimate or sales order be retained when converting to a purchase order. Currently the shipping address chosen for an estimate will copy across to the sales order and invoice but not to the purchase order which we must change manually every time. Even worse you cannot select one of the additional addresses for the contact as it only allows the default customer shipping address. This creates so many errors for us and it is not great when products get sent to the wrong location!!!

    Leanne supported this idea  · 

  4. Multiple delivery address options for customers accounts

    10 votes
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    8 comments  ·  Zoho Books » Customers  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Everyone,

    We are happy to announce that, “Now you can add multiple addresses to contacts”

    With this feature, you can quickly and easily deliver items to multiple addresses.

    Kindly have a look at our help document in the link mentioned below.

    https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

    Regards,
    Reshma

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    Leanne commented  · 

    The default shipping address is still used for the purchase orders - you can't select the additional address when changing the delivery address from organization to customer :( This pretty much makes the whole idea of additional addresses useless for us. We have to keep cloning the customer which is a real pain.

  5. Allow child/parent contacts

    256 votes
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    26 comments  ·  Zoho Books » Customers  ·  Admin →
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    Leanne supported this idea  · 

  6. Vendor payment notification

    17 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Leanne commented  · 

    Also there is no option to customise the payment remittance advice - currently it looks terrible and contains information on it that I don't want to send to my vendor. Please add a template option for Supplier Remittance Advice!

  7. Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders

    9 votes
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    0 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Leanne shared this idea  · 

  8. Flagging PO's, invoices and estiamtes

    7 votes
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    1 comment  ·  Zoho Books » Purchase Order  ·  Admin →
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    Leanne supported this idea  · 

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