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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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  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. Printing check to blank check paper

    I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.

    1 vote
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  2. 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
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  3. 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
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  4. 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
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  5. 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
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  6. 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
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  7. 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
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  8. 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
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  9. 3 votes
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  10. 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
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  11. 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
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  12. supplier credit notes need to show on deposit slits

    we need to see amounts of supplier credit notes on deposit slits

    3 votes
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  13. 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
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  14. 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 to

    3 votes
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  15. Add navigator buttons in the payment page

    Sometimes you need to recored a payment for more than 300 invoices at one time, but only for specific invoices by their numbers. However, many invoices are not shown in the list among of sent invoices.

    So, it's really demanded that you add navigator button to go next pages and browse all sent invoices to make it possible see all required invoices to be paid.

    Example is like this << < 01-02 > >>

    11 votes
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  16. 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
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  17. Yoco Integration in South Africa

    Please Integrate with yoco in South Africa for Online Card Payments

    30 votes
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    4 comments  ·  Payments  ·  Admin →
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  18. 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
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  19. GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE

    NEED FEATURE IN payment received time gst TDS and retentions money

    3 votes
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  20. add the other bank account other than based currency

    Hi I encounter a problem with this. My transaction cannot pay directly to the bank that I preferred to. So the IT here suggest me to fund transfer to undeposit fun here in zoho, in which very inconvenient because of the transaction trail. Thats why we're using this system to simplify the recordings.

    1 vote
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