Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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231 results found
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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 -
Button to Apply Credits from Vendor Advance
Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.
3 votes -
payments received
balance on payment receipt screen after payment received
1 vote -
Payment made - apply a discount if customer pays earlier / e.g : 2% if paid within 7 or 15 day
Hi,
would be great to be able to apply a discount on the payment interface without having to enter it bill by bill.
e.g : 2% if paid within 7 or 15 day
1 vote -
Set default payment terms globally for all vendors
Right now, you have to go into a vendor account in edit mode, select their payment terms, then set a default in the list of payment terms. That's a roundabout way to set global defaults. There should be an area where global defaults are set for vendors without having to first enter the edit mode of a vendor record.
2 votes -
Payment filter
I don't know if this is possible but I can't find the right option to filter payments by date.
I want to see an specific report that tells me which clients pays the first week of the month, which ones the second and so on.1 vote -
Expenses by currency
Why is there no ability to filter expenses by currency?
Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.
Quick change, quick win for me.
2 votes -
Add dynamic statement descriptor in Stripe API for payments through ZOHO.
Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.3 votes -
Expected payment date to be transfered to payment gateway (especially GocardLess)
Expected payment date (or payment term) is a big part of a BtoB sales and is used in the negociation with the customer. It is supported by the Z Books invoice but the date is then not transmitted to the payment gateway. The gateway then triggers an immediate payment and do not respect the information in the original invoice.
That's a big problem for the BtoB markets!Please add the latest payment date in the gateway interface (I know that Gocardless accepts a date in the future to trigger the payment)!!
1 vote -
GoCardless US
Ass support for GoCardless in the US as they are now offering their services in the US.
3 votes -
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 -
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 -
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 -
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 -
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 -
Need the ability to write a refund check to a customer or a company that is NOT a vendor.
Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.
13 votes -
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 -
Print a Dynamic UPI QR Code on Invoices For Customer Payment
Include an Option of having a Dynamic UPI QR code on Invoices so that the customer can easily make the bill payments by scanning it with UPI apps on mobile phones., Now a days UPI is the favourite payment method for many customers..
Please have an option of setting up the UPI virtual ID details under preferences / payment settings
and an option in invoice template to size and align the same in invoices
26 votes -
set a charge date when creating invoices
I would require to delay the automatic payments of my invoices by 15 days. As of now, when the user tries to force charge the invoice or if the customer tries to pay for the invoices sent to them through the most payment gateways, then the payment will be initiated on the date when the user tries to charge or on date when the customer tries to make payment.
Could we please add an option to set a charge date while creating the invoices in Zoho Books, so that we can set the charge date to the invoices and the…
8 votes -
Ability to add multiple Stripe accounts for payments
We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.
16 votes
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