Zoho Books

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  1. add remittance notifications

    Having paid a vendor's bill, I want to be able to send them an email, notifying them, with an automated remittance notification listing the invoice(s) that have been paid.
    We've just moved from Kashflow, and it was a very easy process: make a payment, click the email button, and it would send the email automatically. There was a template we could edit to customise the message, and the remittance was attached as a pdf.

    Here's a screenshot of an example remittance notification: http://take.ms/HeW0R

    Thanks!

    This is Kashflow's page about the feature: http://www.kashflow.com/akademy/kb/e-mailing-remittance-advice/

    ..and this is Xero's:
    https://help.xero.com/us/Remittance

    75 votes
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      9 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
    • Installment payments for Invoices and Bills

      We would like to see implemented installment payments.
      bills and invoices can have multiple payment dates.
      example:
      THE)
      30% advance on date x
      70% balance on date y
      B)
      50% 60 days from Invoice date
      50% 90 days from Invoice date

      50 votes
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        2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
      • Stripe ACH

        Add support for ACH payments via Stripe.

        https://stripe.com/blog/accept-ach-payments

        42 votes
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          1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
        • Integrate more payment gateways like CC Avenue, Payfort and more

          It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.

          32 votes
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            2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
          • Remittance Advice

            We need the ability to send the supplier a remittance advice when payment has been made please? Thank you

            26 votes
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              2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
            • Print checks (cheques) from "payments made"

              Include an option to print checks (cheques) from the payments made. This would allow to print checks when we are paying multiple invoices.

              21 votes
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                1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
              • Include "Payments Received" Module in Webhooks

                Unable to send SMS , when a part payment is received for invoice.

                20 votes
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                  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                • 18 votes
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                    2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                  • PayFast payment integration

                    PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.

                    17 votes
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                      1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                    • let us pick our bank acct as the default "Deposit To" on the Record Payment page.

                      PLEASE let us pick our bank acct as the default "Deposit To" on the Record Payment page. It currently defaults to Petty Cash (which is NEVER used!).

                      14 votes
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                        2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Change default payment method when recording payments

                        I really need to change the default payment method when recording payments. I want to change it to check and also change the default Deposit to: account.

                        11 votes
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                          2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                        • cheque printing

                          cheque printing

                          10 votes
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                            0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 9 votes
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                              1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Payment Gateway - 2Checkout

                              Earlier 2Checkout payment option was there for INDIA users, when creating invoice. I dont see this option now. I have 2Checkout Payment gateway and dont know how to integrate.

                              9 votes
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                                0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                              • add a option to pay advances to suppliers

                                its so much complicated and double work while creating bills and receiving goods.

                                it should be simple like this:

                                create a PO with/without items

                                pay advance by clicking button on same PO(which shows status as partially paid)

                                there should be a button "received goods" (enter the amount of goods received, if received partially status will be partially received or some thing like that...)

                                if i want to refund some of those goods we need to see options at that PO or purchase invoice.

                                same goes for sales module

                                but now

                                why is it so much complicated to create advance payments…

                                9 votes
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                                  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment

                                  Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.

                                  7 votes
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                                    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Receiving partly payment besides the net payment

                                    Due receipt only shows net15,net30 or net60. There should be also function for receiving partly payment from customers like after every 15 days or 7 days , etc.

                                    7 votes
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                                      0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add sequential numbering

                                      We should have sequential numbering for both payment receipts & bills, but especially for payment receipts, as they should be tracked for accounting purposes.

                                      Thx.

                                      6 votes
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                                        0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Templetes not available for Payments Made

                                        In the templetes menu, there is no option to customise the "Payments Made".

                                        Please do the needful at the earliest.

                                        6 votes
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                                          1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Make partial payments option available as a global setting

                                          Please make partial payments available on a global level. Currently it's an option only on the invoice level.

                                          6 votes
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                                            0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
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