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Michelle

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  1. adding signature to invoice and estimate

    409 votes
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    31 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Michelle commented  · 

    I've been asking for this feature for almost 3 years now. We want to be able to have our customers sign the invoice on sight on the tablet through the zoho books app so we can go completely paperless. I have heard this feature is ready but under testing right now, is it true?

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    Michelle commented  · 

    Digital signature cause you can print and sign and that defeats the point of going digital.

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    Michelle commented  · 

    Zoho team needs to add digital signature to invoices and estimates mainly through the app. We have customers on the spot who need to sign the tablets to accept the estimate and agree to pay the invoice in full. This feature is the only thing holding us back from being paperless

    Michelle supported this idea  · 

  2. Apply Available Retainer Fee to Invoice From Mobile App

    4 votes
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    1 comment  ·  Zoho Books » Mobile App  ·  Admin →
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  3. Payroll Options

    3,051 votes
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    170 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Michelle supported this idea  · 

  4. when invoice written off (bad debt), the tax attached should be deducted at tax payable

    12 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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  5. Asset register

    377 votes
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    Not Planned  ·  28 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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  6. Combine multiple invoices into 1 Invoice or 1 PDF file.

    10 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Michelle shared this idea  · 

  7. Add reoccurring RETAINER Invoices

    29 votes
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    6 comments  ·  Zoho Books » Invoices  ·  Admin →
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  8. be able to choose for an item to go into liability instead of sale or expense.

    11 votes
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    0 comments  ·  Zoho Books » Items  ·  Admin →
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    Michelle shared this idea  · 

  9. ability to clone retainer invoices and add items from the list to them so it calculates with sales tax as well

    1 vote
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Michelle shared this idea  · 

  10. Stock & Warehouse management + sales commission

    484 votes
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    26 comments  ·  Zoho Books » Items  ·  Admin →
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    Work In Progress  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items – We currently do not have this option

    5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

    Michelle supported this idea  · 

  11. Revenue by staff report

    17 votes
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    0 comments  ·  Zoho Invoice » Reports  ·  Admin →
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    Michelle supported this idea  · 

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