Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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235 results found
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3 votes
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Referrals
Hello Team,
I would like to have an option to add an additional type of contacts i.e. Referrals. This will allow is to keep a tab on payments that we are giving out to people who refer a client our business and record the transactions easily.
Kindly let me know is this is doable.
Best Regards,
Syed H4 votes -
Create Customer Receipts that Connect to Items
There needs to be a feature to process Customer Receipts that are connected to items. None of my members will receive an Invoice. Therefore, I will not need to receive a payment based on an invoice. As other systems allow for processing of receipts for a sale/service/event, it would be helpful to have this in Zoho.
Additionally, if one is selling an item, they would not process an invoice first. It would be a sale, attached to the specific items/categories listed, and then receipt of payment. I am using this system for a choir, and it is necessary to tract…
6 votes -
Allow posting to several accounts when writing checks.
When writing checks that do not go through AP, it would be helpful to allow several accounts to be posted. Example, payroll wires need to be separated between Salary, payroll tax and payroll liability accounts. All other accounting software has this feature. Thanks
1 vote -
make the payment options button better
The button for payment options on a retainer invoice or invoice is not very well designed. I suggest you redesign it to make it more obvious and clearer to a customer that they should click there to pay online. A better CTA.
1 vote -
Accept amazon payments
It would be wonderful if you'd add the ability to accept Amazon Payments.
Seriously need an alternative to PayPal which has been causing me no end of problems
Thanks!
6 votes -
Give options for fonts on cheques (checks)
I would like to change the font on a cheque PDF. Right now it is using a serif font and our cheques are sans serif. It would be nice to be able to modify this and some other formatting for cheques.
6 votes -
Stripe - Canadian Address
When you click on "PAY NOW" then click on "Credit Card", under address you are asked to provide State and Zip Code.Customers in Canada should get Province and Postal Code. This is with Stripe integration.
4 votes -
For Payments allow a setting to not allow credit cards over a certain amount
For some of our larger invoices, we lose a lot on the credit card fees, having an overall dashboard setting to not allow credit card payments for invoices over a certain amount would be helpful
3 votes -
arhab
merci
1 vote -
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 -
to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot
hello
currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).
if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.
awaiting for the feedback.
jatin
to allow me to send my…
1 vote -
Change Order of Payment on the Display Screen
I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.
1 vote -
Vendor Payment option for Indian Edition
One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.
5 votes -
Settlement discounts
The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
1 vote -
Shipping address is passed to PayPal for PayPal payments.
Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.
4 votes -
Adding the account receivable type to the account types when creating a new account under the chart of accounts
We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.
3 votes -
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 -
Split accounts for payments received
Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.
2 votes -
allow payment of more than 5 bills at a time
Currently, I can only pay 5 Bills with 1 check. I often have more than 5 Bills for a Vendor due at a time. It would be nice if we didn't have a limit to the amount of Bills we can pay in one transaction.
2 votes
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