Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
228 results found
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desktop notification
There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.
3 votes -
A way to deduct rebate % from the payments
Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.
1 vote -
Check template
We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho
15 votes -
Payment Bill or Invoice with different cash or bank currency
For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices
1 vote -
VAT listing in Payment Receipts
Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.
Many thanks
1 vote -
ICIC BANK Vendor payment remark
payment made through ICICI BANK, have no remark in bank statement
Transaction detail in bank statement
INF/020681776531/uwZ4NAGZCVKmEYAbA06please add custom remark option or auto remark same as vendor name
5 votes -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
3 votes
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Label for Retainer Payment
Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.
1 vote -
Need New Module "Debt collecting"
Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
- to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…3 votes -
Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.
Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.
1 vote -
Paypal Invoice payment transaction fees to be covered by the Customer?
If a customer chooses to pay their invoice via paypal/credit card then the the transaction fee is paid by the customer and then auto added to the zoho invoice retrospectively?
Currently if a customer chooses to pay via the paypal button on the invoice, we are charged the transaction fee
14 votes -
Payments Made Statement shows the net balance after deductions like TDS etc.,
Payments Made Statement shows the net balance after deductions like TDS etc.,
Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made
3 votes -
Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments
Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.
4 votes -
Check Print enhancement
A better way to print checks, need to configure/ adjust design of check/voucher, choose bank account where check will be drawing from
0 votes -
PayPal Business Payments Pending
I am a bit agog that echeck payment from PayPal don't show as pending. As it is, I have to wait ten days to see if the payment is cleared, or go sift through my email / cross-reference with PayPal. I know it's possible for PayPal to send that information--they send it to Freshbooks. And if that's not something in the works, a temporary workaround would be to allow us to manually set the payment as pending. It's honestly ridiculous that this feature isn't already in place. It's my one major gripe with Zoho Books, and it's a pretty big…
7 votes -
Changing dates on payments without unlatching entries
We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.
3 votes -
MAKE A PAYMENT VIA ZOHO DIRECT PLEASE !!!
Why cant ZOHO make the Payment directly via the System ?
2 votes
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