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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. 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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  2. Give options for fonts on cheques (checks)

    I would like to change the font on a cheque PDF. Right now it is using a serif font and our cheques are sans serif. It would be nice to be able to modify this and some other formatting for cheques.

    6 votes
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  3. Stripe - Canadian Address

    When you click on "PAY NOW" then click on "Credit Card", under address you are asked to provide State and Zip Code.Customers in Canada should get Province and Postal Code. This is with Stripe integration.

    4 votes
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  4. For Payments allow a setting to not allow credit cards over a certain amount

    For some of our larger invoices, we lose a lot on the credit card fees, having an overall dashboard setting to not allow credit card payments for invoices over a certain amount would be helpful

    3 votes
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  5. arhab

    merci

    1 vote
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  6. Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment

    Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.

    7 votes
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  7. to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot

    hello

    currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).

    if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.

    awaiting for the feedback.

    jatin

    to allow me to send my…

    1 vote
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  8. Change Order of Payment on the Display Screen

    I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.

    1 vote
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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. Settlement discounts

    The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.

    1 vote
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  11. Shipping address is passed to PayPal for PayPal payments.

    Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.

    4 votes
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  12. Adding the account receivable type to the account types when creating a new account under the chart of accounts

    We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.

    3 votes
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  13. Receiving partly payment besides the net payment

    Due receipt only shows net15,net30 or net60. There should be also function for receiving partly payment from customers like after every 15 days or 7 days , etc.

    7 votes
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  14. Split accounts for payments received

    Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.

    2 votes
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  15. allow payment of more than 5 bills at a time

    Currently, I can only pay 5 Bills with 1 check. I often have more than 5 Bills for a Vendor due at a time. It would be nice if we didn't have a limit to the amount of Bills we can pay in one transaction.

    2 votes
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    1 comment  ·  Payments  ·  Admin →
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  16. Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    1 vote
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    1 comment  ·  Payments  ·  Admin →
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  17. scanning invoice

    Currency Format - The listed options are only in the US style format and not for lakhs.

    For eg :- 2 lakh can be displayed only as 200,000.00 which is US format

    But according to Indian format we require to display for the clients as 2,00,000.00

    How can this be done?

    2 votes
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  18. When I click edit on a payment in undeposited funds, let me change the account as needed when I deposit it.

    When edit in "undeposited Funds" add the ability to change to another account since this necessary when it is deposited into a bank account.

    1 vote
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  19. Reminder for not paid invoices by post (juridical)

    Dear Books,

    In france it is essential to make last reminder by post before doing any legal/justice steps. So, before sending a bailiff, you must informe the client with all the due invoices.

    Please, add this important function (Sage, ERP, API,..) have it standard.

    It must create (if possible from a template) a letter with date, total amount due, client infos, add the list of due invoices. Possible to generate a PDF (to print) from the due invoice state.

    I hope to see this functionality fast, because I think from the French market it's important, mostly because in Europe getting…

    3 votes
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  20. Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)

    Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address

    1 vote
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