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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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230 results found

  1. Ability to be able to Void a Payment Made

    Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.

    I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.

    4 votes
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  2. Making payments as a user of Zoho Books (not just recording them)

    As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?

    I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?

    4 votes
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  3. Bulk print "Payments Made" like invoices

    In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.

    3 votes
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  4. i can do transaction discount while do payment and payment received

    i can do transaction discount while do payment and payment received

    1 vote
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  5. Bank Charge default with bank account currencuy

    when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
    Would like to default the bank account currency , let us no need do the calculation again...

    1 vote
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  6. 1 vote
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  7. 2 party checks or Joint Checks

    In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.

    3 votes
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  8. Improve the GoCardless Integration

    We need a more integrated GoCardless experience in Zoho.
    A few ideas that I've seen implemented on other bookkeeping/finance systems are,
    Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
    Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
    Have a better connection between GoCardless and Zoho than just the company name.
    Have automatic invoice payments from a primary GC mandate.

    0 votes
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  9. payment to customer

    I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…

    1 vote
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  10. 1 vote
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  11. Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)

    Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)

    1 vote
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  12. 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
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  13. 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
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  14. 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
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  15. Allow for staged payments

    We offer the following payment terms:

    50% Upon Order
    40% 1 Week before Delivery
    10% Upon Delivery Of Goods

    All estimates and invoices to show these terms clearly with Due Dates.

    When a payment is received, the invoice will show that the payment is received, the date paid and remaining balance.

    5 votes
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  16. 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
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  17. I Request Zoho Team to Integrate Google pay and Phone pay and UPI id paymets in the payments intergration to receive and send payments.

    I Request Zoho Team to Integrate Google pay, Phone pay and UPI id paymets in the payments intergration to receive and send payments.

    2 votes
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  18. Adding Bank Fees as expense when we make a transfer to a vendor through payments made

    Adding Bank Fees as expense when we make a transfer to a vendor through payments made . in many times there is a bank fees for the transfer done by the bank . we should process these fees in the same transaction as it is in the same transfer document .

    6 votes
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  19. 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
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  20. Forte Bank / Credit selection option at customer or invoice level.

    Add the Credit Card & Bank Account selection option to the invoice level for Forte. Similar to how Paypal has a Business and Personal selector. Add check marks to allow payment via either credit card, bank account or both.

    6 votes
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