Zoho Books
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231 results found
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CSC and AVS verification codes
To display whether there is a match or not for the customer Address Verification (AVS) and Card Security Code (CSC) when running credit card payments. This is an extremely useful fraud tool.
3 votes -
Auto detect the same reference numbers on "Payment Received"
Please implement not to allow the same reference numbers entered in "Payment Received".(e.g Auto detect the same reference numbers especially our clerks have accidentally entered the same reference numbers)
1 vote -
Report to show the receipt matched with bank separately.
Create report to show the matched payment receipt separately.
1 vote -
Bulk print "Payments Made" like invoices
In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.
3 votes -
Bank Charge default with bank account currencuy
when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
Would like to default the bank account currency , let us no need do the calculation again...1 vote -
1 vote
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Print a Dynamic UPI QR Code on Invoices For Customer Payment
Include an Option of having a Dynamic UPI QR code on Invoices so that the customer can easily make the bill payments by scanning it with UPI apps on mobile phones., Now a days UPI is the favourite payment method for many customers..
Please have an option of setting up the UPI virtual ID details under preferences / payment settings
and an option in invoice template to size and align the same in invoices
26 votes -
2 party checks or Joint Checks
In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.
3 votes -
Allow for staged payments
We offer the following payment terms:
50% Upon Order
40% 1 Week before Delivery
10% Upon Delivery Of GoodsAll 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 -
Improve the GoCardless Integration
We need a more integrated GoCardless experience in Zoho.
A few ideas that I've seen implemented on other bookkeeping/finance systems are,
Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
Have a better connection between GoCardless and Zoho than just the company name.
Have automatic invoice payments from a primary GC mandate.0 votes -
payment to customer
I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…
1 vote -
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 -
1 vote
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Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)
Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)
1 vote -
I Request Zoho Team to Integrate Google pay and Phone pay and UPI id paymets in the payments intergration to receive and send payments.
I Request Zoho Team to Integrate Google pay, Phone pay and UPI id paymets in the payments intergration to receive and send payments.
2 votes -
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 -
Address Verification from Stripe
When running charges from Stripe, we should see the Address Verification results to see if there is any risk with that customer (when they don't match).
3 votes -
Deposits on Purchase Orders
There should be a way to make a deposit against a Purchase Order to keep track of how much was paid and once received automatically applied to the invoice so that we don't accidentally overpay the invoice by paying in full (since your system does not auto apply the payment)
1 vote -
Tags in Payment Made or Received
It is important to be able to assign tags during a payment made or received, otherwise, once you filter by tags in your balance sheet or profit & loss report, you won't see them.
1 vote -
Need the ability to write a refund check to a customer or a company that is NOT a vendor.
Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.
13 votes
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