Zoho Books
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228 results found
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Auto add on processing fees to invoice
When a client chooses to pay an invoice via credit card, auto add the processing fees to the invoice
15 votes -
display cheque numbers in ledger statements
the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well
1 vote -
Please integrate the NMI gateway company so I can process payments through zoho.
I use NMI gateway but I dont see it as an option. It is very important to our company this is added so we can continue business. Thank you
6 votes -
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 -
Write off for bills
The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.
10 votes -
To send the invoices to pay in bulk
Hello we need to send invoices to GoCardless and Stripe in bulk. For example select necessary unpaid invoices and send in 1 click to GoCardless. No it took us more than 2 hours to send all the invoices one by one to GoCardelss or Stripe
5 votes -
allow us to use forte ACH on retainer invoices
forte ACH doesnt work with retainer invoices.
this is a huge feature for us. we use retainer invoices constantly.please please add this.
13 votes -
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 -
Create Agent Portal in Books for field sales agents
Copy Client Portal in reverse for field sales agents to see their sales reports and get paid commissions.
5 votes -
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 -
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.
5 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 -
Bulk Update
Bulk update should contain expected payment field in the dropdown.
3 votes -
REGISTER UNPAID OR CHARGEBACK DIRECT DEBIT
SEPA direct debit is very usual in Europe, and it's normal to get up to 10% of unpaid or chargeback. In Zoho that means that the client invoice is paid, and then some days or weeks later it has to be unpaid. Ant this operation which should be very easy (and it is in any accounting program) is incredibly complicated in Zoho Books. Let's suppose you send a group of 20 direct debit. First, you match and categorize all them with the bank account and the corresponding invoice, then when one direct debit is unpaid, you've got to unmatch all…
7 votes -
Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)
I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.
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 -
Show Open Vendor Credits in new Payment Made Screen
We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.
When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…
12 votes -
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
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