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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Address Verification from Stripe
When running charges from Stripe, we should see the Address Verification results to see if there is any risk with that customer (when they don't match).
3 votes -
Deposits on Purchase Orders
There should be a way to make a deposit against a Purchase Order to keep track of how much was paid and once received automatically applied to the invoice so that we don't accidentally overpay the invoice by paying in full (since your system does not auto apply the payment)
1 vote -
Tags in Payment Made or Received
It is important to be able to assign tags during a payment made or received, otherwise, once you filter by tags in your balance sheet or profit & loss report, you won't see them.
1 vote -
Need the ability to write a refund check to a customer or a company that is NOT a vendor.
Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.
13 votes -
PARTIAL payment email notification
Currently payment notification emails look identical whether the customer has paid in full or partially which leads to confusion.
Partial payment's should be communicated clearly in the notification and ideally in the subject too e.g. "PARTIAL PAYMENT RECEIVED - INV-5677"
3 votes -
Ability to add multiple Stripe accounts for payments
We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.
16 votes -
Auto add on processing fees to invoice
When a client chooses to pay an invoice via credit card, auto add the processing fees to the invoice
18 votes -
Payment record Approval
When a customer Pays his invoice either by Cash/Bank/NEFT
The staff person records the payment.
We wish if there was an option for approving this payment by Admin or other staff. By this process the mistake/fraud of recording payment reduces.1 vote -
set a charge date when creating invoices
I would require to delay the automatic payments of my invoices by 15 days. As of now, when the user tries to force charge the invoice or if the customer tries to pay for the invoices sent to them through the most payment gateways, then the payment will be initiated on the date when the user tries to charge or on date when the customer tries to make payment.
Could we please add an option to set a charge date while creating the invoices in Zoho Books, so that we can set the charge date to the invoices and the…
8 votes -
Button to Apply Credits from Vendor Advance
Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.
3 votes -
payments received
balance on payment receipt screen after payment received
1 vote -
Payment made - apply a discount if customer pays earlier / e.g : 2% if paid within 7 or 15 day
Hi,
would be great to be able to apply a discount on the payment interface without having to enter it bill by bill.
e.g : 2% if paid within 7 or 15 day
1 vote -
Set default payment terms globally for all vendors
Right now, you have to go into a vendor account in edit mode, select their payment terms, then set a default in the list of payment terms. That's a roundabout way to set global defaults. There should be an area where global defaults are set for vendors without having to first enter the edit mode of a vendor record.
2 votes -
allow us to use forte ACH on retainer invoices
forte ACH doesnt work with retainer invoices.
this is a huge feature for us. we use retainer invoices constantly.please please add this.
13 votes -
Payment filter
I don't know if this is possible but I can't find the right option to filter payments by date.
I want to see an specific report that tells me which clients pays the first week of the month, which ones the second and so on.1 vote -
Write off for bills
The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.
10 votes -
Expenses by currency
Why is there no ability to filter expenses by currency?
Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.
Quick change, quick win for me.
2 votes -
Add dynamic statement descriptor in Stripe API for payments through ZOHO.
Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.3 votes -
Expected payment date to be transfered to payment gateway (especially GocardLess)
Expected payment date (or payment term) is a big part of a BtoB sales and is used in the negociation with the customer. It is supported by the Z Books invoice but the date is then not transmitted to the payment gateway. The gateway then triggers an immediate payment and do not respect the information in the original invoice.
That's a big problem for the BtoB markets!Please add the latest payment date in the gateway interface (I know that Gocardless accepts a date in the future to trigger the payment)!!
1 vote -
GoCardless US
Ass support for GoCardless in the US as they are now offering their services in the US.
3 votes
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