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MAIL OPTION LIKE ZOHO BOOKS

Feature Suggestions for MyBillBook Dear MyBillBook Team, First of all, thank you for building such a useful invoicing platform. I would like to suggest a few features that would make MyBillBook much more powerful for businesses with multiple departments and larger operations. 1. Direct Email Option (Like Zoho Books) After generating an Invoice, Proforma Invoice (PI), Purchase Order (PO), or Quotation, there should be an option to send it directly to the customer via email from within the app, just like Zoho Books. This would save time and eliminate the need to download and attach files manually. 2. Advanced Role-Based Access Control Please introduce more customizable user permissions where the Admin can: Add or remove access for each user. Grant access module-wise (Sales, Purchase, Dispatch, Inventory, Accounts, etc.). Allow view, create, edit, approve, or delete permissions separately for each module. This will make the software much more suitable for medium and large businesses. 3. Dispatch Management Module A dedicated Dispatch section should be available where the dispatch team can: Receive Packing Lists directly after a PI, Sales Order, or Invoice is approved. Update dispatch status. Record loading details such as transporter, vehicle number, driver details, dispatch date & time, and quantity dispatched. Generate Dispatch Notes. This will enable seamless coordination between the Sales and Dispatch departments. 4. Material Receiving Register (Goods Receipt Module) A Material Receiving Register should be available for the receiving/unloading department. When a Purchase Order is created, the receiving team should be able to: Record material during unloading. Update received quantities. Record shortages or damaged goods. Add vehicle details, unloading time, and receiver information. Generate Goods Receipt Notes (GRN). This will streamline procurement and inventory management. 5. Inter-Department Workflow Different departments should be able to work on the same transaction with controlled access. For example: Sales creates a PI or Invoice. Accounts confirms payment. Dispatch automatically receives the Packing List and prepares shipment. Purchase creates a PO. Receiving department gets the PO details and updates the Material Receiving Register during unloading. Inventory updates automatically after dispatch or receipt. These workflow-based features would make MyBillBook a complete ERP-style solution for growing businesses. Thank you for considering these suggestions. I believe these enhancements would greatly improve operational efficiency and make MyBillBook a stronger alternative to more expensive ERP software.

CARBZERO 1 day ago

Few Smart Automation

Automate the Date of Invoice Bill Date based on the New Batch of item created date set. This ensures that the Date of Invoice Bill Date remains consistent for all batches and unbatched items associated with that invoice. Display a list of items filtered based on the Party Name selected. This functionality allows users to easily navigate the items when a new invoice is created with a repetitive or existing party name. Based on previous entries, purchase items or listings will be displayed, facilitating efficient item management. Additionally, an option is provided to remove the filter if the user prefers not to use it.

Abhishek Pavaskar 2 days ago

Feedback & Feature Enhancement Request

Thank you for your support. I would like to share a few observations and feature requests that would significantly improve the usability of the software. 1. IFF (GST) JSON File Generation Our GST registration is under the Quarterly Return Filing (QRMP) Scheme. However, we upload our sales invoices every month through the Invoice Furnishing Facility (IFF). Currently, I am unable to generate a JSON file for monthly IFF upload. Kindly provide an option to generate the IFF JSON file on a monthly basis so that monthly sales can be uploaded directly to the GST portal while continuing quarterly GSTR-1 filing. I would also like to highlight that I have been consistently following up on this requirement for the last one year, but unfortunately, I have still not received any solution or timeline for its implementation. This is an essential compliance requirement, and I request your team to treat it as a priority. 2. Balance Sheet – "As On" Date Selection The Balance Sheet currently displays data up to the current date only. There should be an option to select an "As On" date (for example, 31 March 2026) so that financial statements can be viewed as of any required reporting date. This is a basic accounting requirement for year-end financial statements, audits, and management reporting. 3. Indirect Expense Ledger Bifurcation The Profit & Loss report currently displays Indirect Expenses as a single consolidated figure, without showing the breakup by expense category. When I contacted your support team, I was advised to check the individual expense entries. However, that is not the purpose of a Profit & Loss report. I require the report to display category-wise expense bifurcation, such as: Salary & Wages Rent Electricity Telephone & Internet Professional Fees Travelling Expenses Printing & Stationery Bank Charges Office Expenses Software Subscription Repairs & Maintenance Other Indirect Expenses This is a standard accounting practice and is essential for analysing expenses, management reporting, audit purposes, and decision-making. Users should not have to open individual expense vouchers to understand the expense composition. Conclusion These are not merely convenience features but fundamental accounting and GST compliance requirements. I sincerely request your team to consider these enhancements on priority and provide a realistic timeline for their implementation. I appreciate your support and look forward to a positive response with concrete action on the above points. Thank you.

Nilesh Patel 3 days ago

CUSTOMER DATA BASE AND SERVICE REMINDER DATE

I WORKING FOR SERVICE BASED BUSINESS . I WANT CUSTOMER DATA BASE MAINTAIN. SO I GIVE THE SEPARATE CUSTOMER ID NUMBER .ONCE ENTERED THE ID NUMBER DISPLAY FOR CUSTOMER FULL DATA ..THIS ONLY SEE FOR BUSINESS OWNER. THIS DATA IS NOT SHOW THE INVOICE .. THE CUSTOMER ID NUMBER IS SCANNING FOR BARCODE TYPE AND NUMERICAL NUMBER ANYTHING ONE SCAN FOR CUSTOMER DETAILS SHOW. THEN I WANT THE CUSTOMER SERVICE REMAINDER SETTING IS DATE BASED. NEST SERVICE AFTER 3 MONTHS . I WILL SET FOR TODAY THE SERVICE DATE . AUTOMATICALLY SEND THE REMINDER FOR AFTER THREE MONTHS THATS THE DATE DELIVERY TO SMS OR WHATSAPP THROUGH THE CUSTOMER .. THANK YOU

Ramesh N 3 days ago

Feature Request: Split Payment Option in MyBillBook Desktop

Hello MyBillBook Team, I would like to request the addition of a Split Payment option in the Desktop version of MyBillBook. Current Issue: Many customers prefer to pay using multiple payment methods in a single transaction. For example: ₹2,000 by Cash + ₹3,000 by UPI ₹1,500 by Card + ₹500 by Cash ₹3,000 by UPI + ₹2,000 by Bank Transfer Currently, the desktop version allows selecting only one payment mode, which makes it difficult to accurately record how the payment was actually received. Suggested Feature: Please add a Split Payment option during billing that allows users to: Select multiple payment methods for a single invoice. Enter the amount received through each payment mode. Automatically validate that the total split amount matches the invoice amount. Display the payment breakup on the invoice and in payment reports. Benefits: Accurately records real customer payments. Improves cash and bank reconciliation. Reduces manual adjustments and accounting errors. Especially useful for retail businesses where customers frequently split payments between Cash, UPI, Card, and Bank Transfer. This feature is already expected by many retailers and would make the desktop version much more practical for day-to-day billing. Thank you for considering this suggestion.

Madhav Narayan 4 days ago

Feature Request: Support Multiple Categories for a Single Item

Hello MyBillBook Team, I would like to request a feature that allows assigning multiple categories to a single item instead of limiting it to just one. Current Limitation: At present, each item can only belong to one category. This makes reporting less flexible for businesses that need to classify products in multiple ways. Example: Suppose I have an item that is an Anarkali Suit. I also want to classify it by size, such as: Anarkali Size 36 Size 38 Size 40 Size 42 Currently, I have to choose only one category, which means I lose the ability to generate reports based on the other classification. Suggested Feature: Allow users to assign multiple categories or tags to a single item. For example: Product Type: Anarkali Size: 38 Fabric: Cotton Occasion: Party Wear Benefits: Generate stock and sales reports by product type (e.g., Total Anarkali sales). Generate reports by size (e.g., Total Size 38 inventory or sales). Analyse inventory from multiple perspectives without creating duplicate items. Better inventory management for apparel businesses where products are commonly grouped by type, size, fabric, colour, brand, and season. This enhancement would make MyBillBook much more powerful for clothing retailers and businesses that require flexible product classification and reporting. Thank you for considering this feature request.

Madhav Narayan 5 days ago

Feature Request: Separate "Recently Added Items" Category in Purchase Invoice using mobile

Hello MyBillBook Team, I would like to suggest a feature that would greatly improve the purchase entry experience. Current Issue: While adding items through a Purchase Invoice, all products appear under the "All" category. If I add many new items in a single invoice, it becomes very difficult to identify and edit only those newly created items, as they get mixed with the entire inventory. Suggested Feature: Please add a separate category or filter such as: Recently Added New Items Items Added in Current Purchase Invoice This would allow users to quickly view and edit only the items that were created during the current purchase entry without searching through the complete inventory. Benefits: Saves time when entering large purchase invoices. Makes it easy to verify and edit newly added products. Reduces errors while updating details such as barcode, category, selling price, HSN code, or GST. Improves the overall purchase workflow for businesses with large inventories. I believe this small enhancement would significantly improve the user experience for retailers managing a large number of products. Thank you for considering this suggestion.

Madhav Narayan 5 days ago

I am extremely disappointed with my experience using My BillBook.

At the end of every financial year, I need to provide my accountant (CA) with my accounting data in Tally format. I requested My BillBook to convert my existing data to Tally by charging me a one-time conversion fee, and I was willing to pay for that service. Instead of offering a one-time data conversion, I was told that I must upgrade my annual plan from ₹3,000 to ₹9,000 every year just to get my own data converted. This feels less like customer support and more like forcing customers into expensive subscription plans. Customers should have the right to access and migrate their own business data without being compelled to purchase higher-priced plans every year. Data portability should be a basic feature, not a tool to pressure customers into unnecessary upgrades. I genuinely regret choosing this software. I hope the company reconsiders this policy and provides fair, transparent, and customer-friendly data migration options. Thanks Shailesh Fuladi

Shailesh Fuladi 6 days ago

Automatic Service Reminder for Service-Based Businesses

I've been using MyBillBook for the last 2 years for BroMotive Garage, and I have a feature suggestion. Currently, we can manually enter the Next Service Date/Km while creating an invoice. However, customers usually don't reopen their old invoices to check when their next service is due. It would be great if MyBillBook could automatically send a WhatsApp or SMS reminder to the customer on the Next Service Date that we have already entered. For example: 1-We manually set the next service date while creating the invoice. 2-On that date, MyBillBook automatically sends a reminder like: Dear Customer, Your vehicle is due for its scheduled service. Please visit Bromotive Garage for your next service. Thank you! This would work just like the existing Payment Due Reminder, but for service reminders. It would help garages and other service-based businesses increase repeat customers, improve customer retention, and eliminate the need to manually call or message every customer. I hope the MyBillBook team considers adding this feature. It would be a valuable addition for all service-based businesses.

Bromotive Garage 9 days ago