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Mario Rodriguez

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  1. 39 votes
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    Hi there,

    We now have the option to record payment for multiple bills.

    This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.

    Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.

    Hope this helps,

    Regards,
    Zoho Books Team

    Mario Rodriguez supported this idea  · 
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    Mario Rodriguez commented  · 

    I completely agree with this, we make hundreds of bill payments and have to enter in each Bill one by one and mark each of them as paid. Please add Batch payments.

  2. 2 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Mario Rodriguez supported this idea  · 
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    Mario Rodriguez commented  · 

    Completely agree with this. In the ideal case when we create a Sales order or Invoice we could also associate that invoice with a vendor or vendors. Right now when we create a sales order or invoice we can only add the customer information not the vendor information, the problem we are facing with this is that, in Sales orders or Invoices, Vendors are not connected in the process. Productos or Services are not connected to Vendors either so at the end of the day the only way we have to connect Sales Orders to Vendors is by adding the Vendor Data as "Sales Person" in the Invoice and then in that way we can create a Report in Zoho Books where we choose the Report "Sales by Sales Person" and in that way we know which invoice belongs to which vendor. This is being our biggest issue in Zoho Books for us and we do not know if Zoho Books Developers will ever consider adding this feature: Adding Vendor information to an Invoice.

  3. 30 votes
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    Mario Rodriguez commented  · 

    Completely agree with this. In the ideal case when we create a Sales order or Invoice we could also associate that invoice with a vendor or vendors. Right now when we create a sales order or invoice we can only add the customer information not the vendor information, the problem we are facing with this is that, in Sales orders or Invoices, Vendors are not connected in the process. Productos or Services are not connected to Vendors either so at the end of the day the only way we have to connect Sales Orders to Vendors is by adding the Vendor Data as "Sales Person" in the Invoice and then in that way we can create a Report in Zoho Books where we choose the Report "Sales by Sales Person" and in that way we know which invoice belongs to which vendor. This is being our biggest issue in Zoho Books for us and we do not know if Zoho Books Developers will ever consider adding this feature: Adding Vendor information to an Invoice.

  4. 6 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Mario Rodriguez commented  · 

    Yes please, Xero has that option, and it would be great to have it in Zoho Books too!

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