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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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235 results found

  1. add a feild for fees like=rollback(give a 2% discount to your customers if they pay invoice or when payments received using payment gateway

    add a feild for fees like:

    rollback =give a 2% discount to your customers if they pay invoices within 10 days from the date of the invoice

    or when payments received using payment gateway

    ex :
    payement received 1000$
    invoices amont 1020$
    2% rollback = 1000$ systhem is expecting 1020$
    what is to do with the 20$ ?

    1 vote
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  2. Include

    Include a payment voucher template so that one can either print to be attached to the cheque before the cheques are authorised for payments.
    Whatever is there is a payment voucher after paying the bills..please include before.

    1 vote
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  3. Customize Payment page

    The ability to customize Zoho Books payment page would be a huge benefit to everyone. It makes it look more professional. Currently, it looks very outdated and we have had a few customers ask if it was our payment page or not.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  4. Check template

    We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho

    15 votes
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    4 comments  ·  Payments  ·  Admin →
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  5. Payment made report and use with supplier address and window envelope

    When making a Payment by means of a Check Payment, it is common for business to MAIL those checks with a payment advise by using a window envelope. There is no way to print / make such a payment made report to show the supplier name and address.

    This exists for a sales payment !!! It look inconsistent.

    1 vote
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  6. You have to Add-Add transaction- Other payment

    You should add other payment in MONEY OUT sothat other than you have classify will map in other payment

    1 vote
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  7. Vyapay merchant services - ACH Payments

    Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.

    0 votes
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  8. To send the invoices to pay in bulk

    Hello we need to send invoices to GoCardless and Stripe in bulk. For example select necessary unpaid invoices and send in 1 click to GoCardless. No it took us more than 2 hours to send all the invoices one by one to GoCardelss or Stripe

    5 votes
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  9. Enable a file to be generated of due payments that can be uploaded to online banking, particularly needed for 20th month payments.

    We need to be able to generate a file out of Zoho of payments for our online banking. This is an activity that is needed on a regular basis. It is surprising that shch functionality has not been provided as standard as every business needs to make payments.

    1 vote
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  10. bank details on invoices

    plz mention bank details on invoices

    1 vote
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  11. Please integrate the NMI gateway company so I can process payments through zoho.

    I use NMI gateway but I dont see it as an option. It is very important to our company this is added so we can continue business. Thank you

    6 votes
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  12. Partial payment made with "Pay via Check"

    It looks like I am not able to create a cheque for the balance of a vendor bill with the "Pay via Check" option, for a bill on which I had already sent a pre-payment amount via an EFT.

    For example, if my credit limit for a vendor is 50K and my order is for 75K. The vendor will ask for an advance payment of 25K before releasing the order, so I did this and created the corresponding payment. But once the official bill becomes due, it would be nice to be able to create a cheque for the 50K…

    1 vote
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  13. Show Open Vendor Credits in new Payment Made Screen

    We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.

    When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…

    12 votes
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    2 comments  ·  Payments  ·  Admin →
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  14. REGISTER UNPAID OR CHARGEBACK DIRECT DEBIT

    SEPA direct debit is very usual in Europe, and it's normal to get up to 10% of unpaid or chargeback. In Zoho that means that the client invoice is paid, and then some days or weeks later it has to be unpaid. Ant this operation which should be very easy (and it is in any accounting program) is incredibly complicated in Zoho Books. Let's suppose you send a group of 20 direct debit. First, you match and categorize all them with the bank account and the corresponding invoice, then when one direct debit is unpaid, you've got to unmatch all…

    7 votes
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    1 comment  ·  Payments  ·  Admin →
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  15. display cheque numbers in ledger statements

    the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well

    1 vote
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  16. Create Agent Portal in Books for field sales agents

    Copy Client Portal in reverse for field sales agents to see their sales reports and get paid commissions.

    5 votes
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  17. Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)

    I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.

    3 votes
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  18. WRITE OFF BULK BILLS

    THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.

    5 votes
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  19. In customer contacts, allow designation of an account (not bank account) for all receipts

    If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.

    1 vote
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  20. please include a feature where i can enter payment receipt of various customers in single step using batch payment

    invoice amount of A=10
    invoice amount of B=30
    invoice amount of C=50
    I need to credit cash received in a single receipt of 90 against A,B&C

    1 vote
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