Zoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks.
However Zoho books places the sender address on the right hand side and does not allow you to adjust its position to fit a standard US windowed envelope.
Ideal Scenario
- Similar to invoices, be able to write your own custom statement templates which can be adjusted to fit the image below.
- This would allow you to move your sending address.
- The receiver address shows fine
Workaround:
- Print labels with your address and stick them on the envelope
- Buy pre-printed envelopes with your address
Although there are much more serious things to be worked on this is another of those small quality of life features that would things that little bit easier!
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Perspective: using Zoho finance integration from within Zoho CRM which adds a new module that pulls in Zoho books data.
Original Zoho Books / CRM limitations post by Gaurav Sethi