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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. Ability to add multiple Stripe accounts for payments

    We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.

    16 votes
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    1 comment  ·  Payments  ·  Admin →
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  2. Auto add on processing fees to invoice

    When a client chooses to pay an invoice via credit card, auto add the processing fees to the invoice

    18 votes
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    2 comments  ·  Payments  ·  Admin →
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  3. Payment record Approval

    When a customer Pays his invoice either by Cash/Bank/NEFT
    The staff person records the payment.
    We wish if there was an option for approving this payment by Admin or other staff. By this process the mistake/fraud of recording payment reduces.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  4. set a charge date when creating invoices

    I would require to delay the automatic payments of my invoices by 15 days. As of now, when the user tries to force charge the invoice or if the customer tries to pay for the invoices sent to them through the most payment gateways, then the payment will be initiated on the date when the user tries to charge or on date when the customer tries to make payment.

    Could we please add an option to set a charge date while creating the invoices in Zoho Books, so that we can set the charge date to the invoices and the…

    8 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. Button to Apply Credits from Vendor Advance

    Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  6. payments received

    balance on payment receipt screen after payment received

    1 vote
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  7. Payment made - apply a discount if customer pays earlier / e.g : 2% if paid within 7 or 15 day

    Hi,

    would be great to be able to apply a discount on the payment interface without having to enter it bill by bill.

    e.g : 2% if paid within 7 or 15 day

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  8. Set default payment terms globally for all vendors

    Right now, you have to go into a vendor account in edit mode, select their payment terms, then set a default in the list of payment terms. That's a roundabout way to set global defaults. There should be an area where global defaults are set for vendors without having to first enter the edit mode of a vendor record.

    2 votes
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  9. allow us to use forte ACH on retainer invoices

    forte ACH doesnt work with retainer invoices.
    this is a huge feature for us. we use retainer invoices constantly.

    please please add this.

    13 votes
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    3 comments  ·  Payments  ·  Admin →
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  10. Payment filter

    I don't know if this is possible but I can't find the right option to filter payments by date.
    I want to see an specific report that tells me which clients pays the first week of the month, which ones the second and so on.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  11. Write off for bills

    The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.

    10 votes
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    3 comments  ·  Payments  ·  Admin →
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  12. Expenses by currency

    Why is there no ability to filter expenses by currency?

    Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.

    Quick change, quick win for me.

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. Add dynamic statement descriptor in Stripe API for payments through ZOHO.

    Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
    The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.

    3 votes
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  14. Expected payment date to be transfered to payment gateway (especially GocardLess)

    Expected payment date (or payment term) is a big part of a BtoB sales and is used in the negociation with the customer. It is supported by the Z Books invoice but the date is then not transmitted to the payment gateway. The gateway then triggers an immediate payment and do not respect the information in the original invoice.
    That's a big problem for the BtoB markets!

    Please add the latest payment date in the gateway interface (I know that Gocardless accepts a date in the future to trigger the payment)!!

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  15. GoCardless US

    Ass support for GoCardless in the US as they are now offering their services in the US.

    3 votes
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  16. add a feild for fees like=rollback(give a 2% discount to your customers if they pay invoice or when payments received using payment gateway

    add a feild for fees like:

    rollback =give a 2% discount to your customers if they pay invoices within 10 days from the date of the invoice

    or when payments received using payment gateway

    ex :
    payement received 1000$
    invoices amont 1020$
    2% rollback = 1000$ systhem is expecting 1020$
    what is to do with the 20$ ?

    1 vote
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  17. Include

    Include a payment voucher template so that one can either print to be attached to the cheque before the cheques are authorised for payments.
    Whatever is there is a payment voucher after paying the bills..please include before.

    1 vote
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  18. Customize Payment page

    The ability to customize Zoho Books payment page would be a huge benefit to everyone. It makes it look more professional. Currently, it looks very outdated and we have had a few customers ask if it was our payment page or not.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  19. 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
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    4 comments  ·  Payments  ·  Admin →
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  20. Payment made report and use with supplier address and window envelope

    When making a Payment by means of a Check Payment, it is common for business to MAIL those checks with a payment advise by using a window envelope. There is no way to print / make such a payment made report to show the supplier name and address.

    This exists for a sales payment !!! It look inconsistent.

    1 vote
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