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Anne V.

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  1. put optional items on estimates or allow zero quantity items on estimates for upgrades

    59 votes
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    11 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Anne V. commented  · 

    I'd love to have this too. The client can input the quantity if they want to add the item and the estimate total would be adjusted and then they accept the quote. It's a super easy way to upsell your services.

  2. optional items in ESTIMATE

    18 votes
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    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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  3. Disable requirement for a custom subfolder on portals with custom domains

    0 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Anne V. shared this idea  · 

  4. Add reminders for retainer invoices

    4 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Anne V. shared this idea  · 

  5. Add Zapier triggers for updating contacts

    1 vote
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    0 comments  ·  Zoho Books » Third Party Integrations  ·  Admin →
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    Anne V. shared this idea  · 

  6. Allow Sticky Submenus

    11 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Anne V. supported this idea  · 

  7. Add the ability to edit a scheduled invoice email

    2 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Anne V. commented  · 

    God yes. I mean, I have a generic enough email subject, but I always edit it to include the project name and service.

    Anne V. supported this idea  · 

  8. Allow HTML formatting of banner area and / or a notes section

    1 vote
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    0 comments  ·  Zoho Books  ·  Admin →
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    Anne V. shared this idea  · 

  9. PayPal Business Payments Pending

    7 votes
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    0 comments  ·  Zoho Books » Payments  ·  Admin →
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    Anne V. shared this idea  · 

  10. Improve Books ---> CRM sync

    1 vote
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    0 comments  ·  Zoho Books  ·  Admin →
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    Anne V. shared this idea  · 

  11. Sync primary contact only from Zoho CRM to Zoho Books

    3 votes
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    1 comment  ·  Zoho Books » Zoho Integrations  ·  Admin →
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    Anne V. commented  · 

    Totally agree. And as it is, it doesn't even sync the primary contact, so you've got this cluster of additional (UNNECESSARY) contacts entered into Books.

    Anne V. supported this idea  · 

  12. Make Projects Able to Be Bulk Edited

    1 vote
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    0 comments  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Anne V. shared this idea  · 

  13. Projects - Bulk Actions

    33 votes
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    1 comment  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Anne V. supported this idea  · 

  14. PayPal Business Payments Pending

    1 vote
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    0 comments  ·  Zoho Invoice » Payments  ·  Admin →
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    Anne V. shared this idea  · 

  15. Paypal business payments to show up as pending

    11 votes
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    2 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    Anne V. commented  · 

    God. I just realized this suggestion is three years old. Maybe they'll implement it at some point.

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    Anne V. commented  · 

    Yes! Definitely need this!

    Anne V. supported this idea  · 

  16. Please implement deposits

    16 votes
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    1 comment  ·  Zoho Invoice » Invoices  ·  Admin →
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  17. Have a sister module that's built more for solopreneurs

    1 vote
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    0 comments  ·  Zoho Books  ·  Admin →
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    Anne V. shared this idea  · 

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