Zoho Books
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235 results found
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Allow advance payments to be recorded as income instead of liability
In our service business, a project often takes weeks to complete, but labor and other expenses are incurred throughout the project period so we often ask for advance or installment payments. Since a final invoice amount often isn't known until the project is complete, we invoice at the end of the project and receive a final payment for the balance due. Under the current system, the advance payments received are recorded as a liability, but in our case it is actually income for services provided (labor costs, etc.) during the project. The current system imposes accrual based accounting on our…
1 vote -
Consumption/VAT tax option for bank fee option with bulk payment of invoices and bills
I see that now there is a bank option for recording bulk payments of both bills and invoices. This is an improvement, but since these are expenses, there should be the option (as with other expenses) to apply a consumtion/VAT tax on these bank fees, as in some countries these are taxable expenses.
1 vote -
add zelle and venmo options
Would like offer payment link that gives customers option to pay via Zelle and Venmo.
15 votes -
record payment without client or invoice details
Record a one time payment... specially for onetime clients without having to raise an invoice and adding customer details before accepting the payment
1 vote -
would like thank you note to be able to be sent when matching customer payments to invoices
Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.1 vote -
set default bank account to make payment from
Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list
0 votes -
Enable invoice payment through Stripe ACH without client portal
When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.
3 votes -
Stripe payments to be marked as paid only when Stripe deposits funds,
Allow Stripe payments to be marked as paid only when Stripe deposits funds, this can be updated manually or by direct bank feed. When reporting on a cash basis, this needs only be reported on when funds are in bank. Perhaps an option of PAID/AWAITING FUNDS, to remove the invoice from overdue
1 vote -
Add Mandatory option under Reference for Payment Made
Please add in preferences the ability to set Mandatory option for Reference for payment made.
3 votes -
3 votes
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Batch pay bills Via A Check in the Bills section
There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?
3 votes -
Add a template for payments made
Kindly request you to let us change template of payments made document. Because the current one looks really bad.
4 votes -
GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE
NEED FEATURE IN payment received time gst TDS and retentions money
3 votes -
supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes -
I want cash as default like bank in deposit to or paid through because i have multiple cash A/c
1.cash counter1
2.cash counter 2
3.cash invoice, Default as cash counter in Deposit to3 votes -
Making payments as a user of Zoho Books (not just recording them)
As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?
I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?
4 votes -
I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. Please advice.
I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. ICICI Bank will be able to activate this for us. But it will be successful only if ZohoBooks triggers the E-NACH collection on the Invoice due dates. Please advice.
1 vote -
Online payment
We should have an option to pay online against purchase order as in lot of cases we have to pay either part as advance or full amount as advance in zoho we can pay only against invoice.
1 vote -
Ability to be able to Void a Payment Made
Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.
I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.
4 votes
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