Zoho Books
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237 results found
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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 -
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&C1 vote -
199 votes
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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.
1 vote -
ICIC BANK Vendor payment remark
payment made through ICICI BANK, have no remark in bank statement
Transaction detail in bank statement
INF/020681776531/uwZ4NAGZCVKmEYAbA06please add custom remark option or auto remark same as vendor name
8 votes -
yes
good day
3 votes -
ADD "Reference Field" column on Record Payment Page Between Invoice Number and Invoice Amount
We have customers who use various purchase order numbers, and we would like to be able to quickly identify which invoice is associated to their PO. While we record this information on the invoices, they use their reference numbers (Purchase Order / Sales Order / Reference #) when sending in payments, and it SHOULD be easily found next to the invoice number on the "record payment" page versus having to go back and look for their invoice to find the associated PO to record the payment. Anybody else have this issue?
1 vote -
Show email icon in front of payments received if we have informed through email
Show email icon in front of payments received(after payment #) if we have informed the client through email like in invoice.
1 vote -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
Bulk Update
Bulk update should contain expected payment field in the dropdown.
3 votes -
Add the ability to make cash on account payments. Which do not require an invoice first.
These payments would negate the requirement that a retainer invoice be used.
1 vote -
Payment Bill or Invoice with different cash or bank currency
For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices
1 vote -
增加扣款单的功能
- 当货物有后期发现的零星不良时间,需要扣款处理(此时间款项已付,需要从其他的款项中扣回)
- 当来料导致其他额外的损失时间,需要扣款处理!
目前的系统无法实现此功能!需要增加!
1 vote -
Paypal Invoice payment transaction fees to be covered by the Customer?
If a customer chooses to pay their invoice via paypal/credit card then the the transaction fee is paid by the customer and then auto added to the zoho invoice retrospectively?
Currently if a customer chooses to pay via the paypal button on the invoice, we are charged the transaction fee
14 votes -
desktop notification
There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.
3 votes -
A way to deduct rebate % from the payments
Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.
1 vote -
Payments Made Statement shows the net balance after deductions like TDS etc.,
Payments Made Statement shows the net balance after deductions like TDS etc.,
Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made
3 votes -
Integration of M-Pesa with Zoho Books
Integrating M-Pesa mobile banking with Zoho Books
125 votes -
Need New Module "Debt collecting"
Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
- to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…3 votes -
PayPal Business Payments Pending
I am a bit agog that echeck payment from PayPal don't show as pending. As it is, I have to wait ten days to see if the payment is cleared, or go sift through my email / cross-reference with PayPal. I know it's possible for PayPal to send that information--they send it to Freshbooks. And if that's not something in the works, a temporary workaround would be to allow us to manually set the payment as pending. It's honestly ridiculous that this feature isn't already in place. It's my one major gripe with Zoho Books, and it's a pretty big…
7 votes
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