Zoho Books
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231 results found
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would like thank you note to be able to be sent when matching customer payments to invoices
Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.1 vote -
Enable invoice payment through Stripe ACH without client portal
When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.
3 votes -
Stripe payments to be marked as paid only when Stripe deposits funds,
Allow Stripe payments to be marked as paid only when Stripe deposits funds, this can be updated manually or by direct bank feed. When reporting on a cash basis, this needs only be reported on when funds are in bank. Perhaps an option of PAID/AWAITING FUNDS, to remove the invoice from overdue
1 vote -
Add Mandatory option under Reference for Payment Made
Please add in preferences the ability to set Mandatory option for Reference for payment made.
3 votes -
3 votes
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set default bank account to make payment from
Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list
0 votes -
Batch pay bills Via A Check in the Bills section
There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?
3 votes -
Add a template for payments made
Kindly request you to let us change template of payments made document. Because the current one looks really bad.
4 votes -
GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE
NEED FEATURE IN payment received time gst TDS and retentions money
3 votes -
supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes -
I want cash as default like bank in deposit to or paid through because i have multiple cash A/c
1.cash counter1
2.cash counter 2
3.cash invoice, Default as cash counter in Deposit to3 votes -
Making payments as a user of Zoho Books (not just recording them)
As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?
I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?
4 votes -
I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. Please advice.
I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. ICICI Bank will be able to activate this for us. But it will be successful only if ZohoBooks triggers the E-NACH collection on the Invoice due dates. Please advice.
1 vote -
Online payment
We should have an option to pay online against purchase order as in lot of cases we have to pay either part as advance or full amount as advance in zoho we can pay only against invoice.
1 vote -
Ability to be able to Void a Payment Made
Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.
I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.
4 votes -
i can do transaction discount while do payment and payment received
i can do transaction discount while do payment and payment received
1 vote -
add the other bank account other than based currency
Hi I encounter a problem with this. My transaction cannot pay directly to the bank that I preferred to. So the IT here suggest me to fund transfer to undeposit fun here in zoho, in which very inconvenient because of the transaction trail. Thats why we're using this system to simplify the recordings.
1 vote -
Paynow payment method
I would like to suggest the ZOHO team to have an pay now option for due bill payments along with the auto renewal option.
1 vote -
Have an option where I can set the partial payment amount for my clients
We use square. We have the "pay online" button at the bottom of our invoices. Customers are allowed to make partial payments. Is there a way we can add how much that partial payment is before we send the invoice or set it up to automatically be 50% of the total invoice?
1 vote
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