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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.

Before posting, please ensure the following:
  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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237 results found

  1. Apple Pay for supported gateways

    Strip and Braintree both support ApplePay in Safari for iOS and macOS Sierra. I would love to see integration of this into Zoho Books payments. So many of my clients first see their invoice on their iPhones. It would be so much easier if they could just pay in a couple of taps.

    30 votes
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    2 comments  ·  Payments  ·  Admin →
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  2. Enable cloning Payment entries, just as Expense entries can be cloned and edited

    Enable cloning Payment entries, just as Expense entries can be cloned and edited

    9 votes
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    0 comments  ·  Payments  ·  Admin →
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  3. 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
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    0 comments  ·  Payments  ·  Admin →
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  4. make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction

    We bill hundreds of client each month for orders they place with us for a variety of products that varies each time they place an order. Since these are not recurring transaction and are unique, we need a way to store the credit card data encrypted and tokenized with our payment gateway (PayPal Flow Pro) so we can select a stored card and use it to pay their invoice when we generate the completed sale. It's urgent and something many, many businesses would need to successfully manage their client base payments.

    3 votes
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    3 comments  ·  Payments  ·  Admin →
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  5. Payment Plan Invocies

    Allow invoices to be raised on a payment plan. invoice is raised, revenue is shown in Zoho Books at the time it was created (accrual accounting) and a recurring payment scheduled periodically using Zoho subscriptions.

    11 votes
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  6. The ability to swipe credit cards

    The ability to use a card reader to swipe credit cards. That way I can process my customers quickly and I won't have to use a third party app

    33 votes
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  7. enable multiple currencies

    For companies that use multiple currencies, maybe having items in a different currency than their transactions and invoicing, etc. I believe this idea has been posted for several specific needs, but in general it's enabling invoices for a single client in multiple currencies, having prices for items in different currencies, etc.

    42 votes
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    3 comments  ·  Payments  ·  Admin →
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  8. Ability to set a default payment option for online payments.

    When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.

    So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…

    5 votes
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  9. 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
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  10. Split accounts for payments received

    Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.

    2 votes
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  11. PayFast payment integration

    PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.

    42 votes
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    4 comments  ·  Payments  ·  Admin →
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  12. Allow for an itemized list on printed check stubs

    I would like to have an itemized list on printed checks' stubs. The vendors & employees that I pay like to see amounts + descriptions that are going into the total

    8 votes
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  13. Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    1 vote
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  14. 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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  15. 12 votes
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    1 comment  ·  Payments  ·  Admin →
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  16. Need to distinguish between payment dates and when funds actually cleared.

    The date when clients pay and when payments are actually cleared are often a few days apart and sometimes more. Please allow us to input those 2 dates separately. Currently, we cannot, and it is forcing us to go back and change the payment dates to the dates the bank cleared the funds. We don't want that. We would like to keep records of both of those dates for more accurate bookkeeping.

    2 votes
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  17. scanning invoice

    Currency Format - The listed options are only in the US style format and not for lakhs.

    For eg :- 2 lakh can be displayed only as 200,000.00 which is US format

    But according to Indian format we require to display for the clients as 2,00,000.00

    How can this be done?

    2 votes
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  18. text customer payment link

    I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice

    5 votes
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  19. Installment payments for Invoices and Bills

    We would like to see implemented installment payments.
    bills and invoices can have multiple payment dates.
    example:
    THE)
    30% advance on date x
    70% balance on date y
    B)
    50% 60 days from Invoice date
    50% 90 days from Invoice date

    316 votes
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    49 comments  ·  Payments  ·  Admin →
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  20. Deposit payments in Undeposited Funds instead of having to edit the payment.

    Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.

    5 votes
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