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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. 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


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230 results found

  1. Add PaymentSpring as online payment gateway

    Add PaymentSpring as an online payment gateway https://paymentspring.com.

    6 votes
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  2. 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
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  3. 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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    1 comment  ·  Payments  ·  Admin →
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  4. Accept amazon payments

    It would be wonderful if you'd add the ability to accept Amazon Payments.

    Seriously need an alternative to PayPal which has been causing me no end of problems

    Thanks!

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. Create Customer Receipts that Connect to Items

    There needs to be a feature to process Customer Receipts that are connected to items. None of my members will receive an Invoice. Therefore, I will not need to receive a payment based on an invoice. As other systems allow for processing of receipts for a sale/service/event, it would be helpful to have this in Zoho.

    Additionally, if one is selling an item, they would not process an invoice first. It would be a sale, attached to the specific items/categories listed, and then receipt of payment. I am using this system for a choir, and it is necessary to tract…

    6 votes
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  6. 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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  7. ICIC BANK Vendor payment remark

    payment made through ICICI BANK, have no remark in bank statement

    Transaction detail in bank statement
    INF/020681776531/uwZ4NAGZCVKmEYAbA06

    please add custom remark option or auto remark same as vendor name

    5 votes
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    1 comment  ·  Payments  ·  Admin →
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  8. The ability to offer Cash from Square as a payment method

    A way to add the new cash tag link to the invoice for clients to pay.

    5 votes
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  9. Vendor Payment option for Indian Edition

    One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.

    5 votes
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  10. 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
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  11. 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
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  12. NEED DIRECT EMAILING OPTION FOR THE SECTION PAYMENTS MADE IN ZOHO BOOKS LIKE IN INVOICE SECTION

    NEED DIRECT EMAILING OPTION TO THE VENDORS IN THE SECTION

    " PAYMENTS MADE "

    IN ZOHO BOOKS LIKE IN INVOICE SECTION

    5 votes
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  13. Deposit payments in Undeposited Funds instead of having to edit the payment.

    Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.

    5 votes
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  14. text customer payment link

    I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice

    5 votes
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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. 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
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  17. Charge customer with card on file in mobile app

    It would be beneficial to be able to charge the customer for an invoice using a card on file in the Android/iPhone application just like we can in the web interface.

    5 votes
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  18. Ability to set a default payment option for online payments.

    When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.

    So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…

    5 votes
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  19. multiple currency invoice for braintree

    Braintree currently only supports a single currency even when the account support multiple one.

    Could you please have this updated so customers can pay in a currency of their chossing.

    4 votes
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  20. Develop payment gateway for Tsys Bank.

    It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.

    4 votes
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