Zoho Books
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231 results found
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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 -
You have to Add-Add transaction- Other payment
You should add other payment in MONEY OUT sothat other than you have classify will map in other payment
1 vote -
Vyapay merchant services - ACH Payments
Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.
0 votes -
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 -
Enable a file to be generated of due payments that can be uploaded to online banking, particularly needed for 20th month payments.
We need to be able to generate a file out of Zoho of payments for our online banking. This is an activity that is needed on a regular basis. It is surprising that shch functionality has not been provided as standard as every business needs to make payments.
1 vote -
bank details on invoices
plz mention bank details on invoices
1 vote -
Please integrate the NMI gateway company so I can process payments through zoho.
I use NMI gateway but I dont see it as an option. It is very important to our company this is added so we can continue business. Thank you
6 votes -
Partial payment made with "Pay via Check"
It looks like I am not able to create a cheque for the balance of a vendor bill with the "Pay via Check" option, for a bill on which I had already sent a pre-payment amount via an EFT.
For example, if my credit limit for a vendor is 50K and my order is for 75K. The vendor will ask for an advance payment of 25K before releasing the order, so I did this and created the corresponding payment. But once the official bill becomes due, it would be nice to be able to create a cheque for the 50K…
1 vote -
Show Open Vendor Credits in new Payment Made Screen
We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.
When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…
12 votes -
REGISTER UNPAID OR CHARGEBACK DIRECT DEBIT
SEPA direct debit is very usual in Europe, and it's normal to get up to 10% of unpaid or chargeback. In Zoho that means that the client invoice is paid, and then some days or weeks later it has to be unpaid. Ant this operation which should be very easy (and it is in any accounting program) is incredibly complicated in Zoho Books. Let's suppose you send a group of 20 direct debit. First, you match and categorize all them with the bank account and the corresponding invoice, then when one direct debit is unpaid, you've got to unmatch all…
7 votes -
display cheque numbers in ledger statements
the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well
1 vote -
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 -
Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)
I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.
3 votes -
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 -
In customer contacts, allow designation of an account (not bank account) for all receipts
If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.
1 vote -
please include a feature where i can enter payment receipt of various customers in single step using batch payment
invoice amount of A=10
invoice amount of B=30
invoice amount of C=50
I need to credit cash received in a single receipt of 90 against A,B&C1 vote -
197 votes
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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.
1 vote -
yes
good day
3 votes -
ADD "Reference Field" column on Record Payment Page Between Invoice Number and Invoice Amount
We have customers who use various purchase order numbers, and we would like to be able to quickly identify which invoice is associated to their PO. While we record this information on the invoices, they use their reference numbers (Purchase Order / Sales Order / Reference #) when sending in payments, and it SHOULD be easily found next to the invoice number on the "record payment" page versus having to go back and look for their invoice to find the associated PO to record the payment. Anybody else have this issue?
1 vote
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