Zoho Books
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232 results found
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Payables Check Template - More Flexibility, Please!!!
We need more flexibility with editing the Payables check template. The two adjustments of the entire block of information printing on the payables check is just not enough. At least give us the ability to position the payee address block independently. It's much too close to the spelled out dollar amount as set up currently.
32 votes -
Connect Zoho Books to PayZen payment Gateway
Integrate this payment platform to Zoho Books (cheaper than Stripe)
7 votes -
add field for picture
Add a field for pictures. Like expenses that you can add a picture of receipt, i want to add a picture of check
2 votes -
PLEASE ALLOW PARTIAL PAYMENTS ON RETAINER INVOICES
PLEASE ALLOW THE SAME FUNCTIONALITY TO ALLOW FOR CUSTOMERS TO MAKE PARTIAL PAYMENTS TOWARD RETAINER INVOICES THE SAME AS THEY CAN FOR REGULAR INVOICES. WITHOUT THIS FUNCTIONALITY I AM SEVERELY HANDICAPPED AS MANY OF MY CLIENTS LIKE TO LOG IN AND MAKE PARTIAL PAYMENTS TO THEIR OPEN ORDERS ALONG THE WAY. SINCE IT'S ALREADY FUNCTIONAL FOR A REGULAR INVOICE I CANNOT SEE WHY WE CAN'T DO THIS FOR RETAINER INVOICES!!!!!
51 votes -
"sales order" online payment
Allow customers to prepay a sales order via an online "pay now" button linked to an email template, similar to what's available now with an invoice.
Our customers will not take the time to log on to the portal and so the only way we can automate the payment process is to send them an invoice, even though we may not have yet shipped the order. All our product is custom made-to-order, so there is always a 2-3 week "wait" from the date the order is placed and the date the order is shipped. It's sloppy bookkeeping to have sales…30 votes -
Templetes not available for Payments Made
In the templetes menu, there is no option to customise the "Payments Made".
Please do the needful at the earliest.
16 votes -
Have support for Apple Pay with Stripe
We've been receiving more and more requests from customers to be able to pay invoices with Apple Pay from their phones. Since Stripe has supported this for a while already and it makes it very simple and fast for customers to make payments I think it should be a feature available to utilize on Zoho.
3 votes -
NEED DIRECT EMAILING OPTION FOR THE SECTION PAYMENTS MADE IN ZOHO BOOKS LIKE IN INVOICE SECTION
NEED DIRECT EMAILING OPTION TO THE VENDORS IN THE SECTION
" PAYMENTS MADE "
IN ZOHO BOOKS LIKE IN INVOICE SECTION
5 votes -
payment by instalments
I would like to have the possibility to create a planning of payments with several dates for eample 2,3,4,5,6,7,8 etc
6 votes -
While we record payment, We can record withheld also. but that Advance tax record on the same day. In case of Payment of March 16 bill which
While we record payment, We can record withheld also. but that Advance tax recorded on the same day, will be counted in the year of entry.
In case of March 17 bill payment which paid in april 17 now with the payment receiving this advance tax entry also will be counted in 17-18. logically we should have date of advance tax so it could be recorded in year 16-17.
2 votes -
Don't require CVV/CVC entry when adding Credit Cards. Most Credit Card processors do not require it but ZOHO does unnecessarily.
When entering customer Credit Cards, Zoho allows for making many fields "non required", however it forces the CVV/CVC number as required. That should be user definable. Most Credit Card processors including the one we use (Stripe) do not require this field. I see no reason Zoho should require it unless the user wants it required. In our case, it is going to cause us to have to contact over 1000 customers and ask for their CVV/CVC number.
10 votes -
The ability to swipe credit cards using a usb card reader.
The ability to use a usb card reader to swipe credit cards when accepting customer payments. This will save time, as opposed to having to type in credit card information every time.
46 votes -
Discount acccount option in payments received option.
allow an option of discount in payments received section so that the discount amount gets adjusted directly in the customer balance.
10 votes -
Sale & Purchase from One Company
In current system there is a problem while we purchase & sale from a single party there is no option that can allow us to purchase the material against the sale without payment transection.
2 votes -
Automation of Customer payment
I want to add "Automated Transaction Rules" that include "customer payment" option
The options in the "new rule" form under "Record As" dont include "customer Payment" but when i categorize transactions manually i can add under "customer payment". Why cant i create a rule to automate that?
Currently the only way to add a "customer" field is through "other deposit" or "sales without invoice" neither of which seem to enable me to allocate those payments to existing invoices. Only if i do it manually can i allocate a "customer payment"7 votes -
Post dated cheque due reminder
When we make payment to vendors and if there is partial payment by post dated cheques, it will be good to have a PDC due reminder as the moment u make the payment the date of payment will be the date of creating only
33 votes -
Pass Stripe Transaction ID into Payment record in Zoho Books
In the system I'm migrating from, every transaction has the transaction ID attached to the record, whether it's via Stripe, PayPal, etc. This is absolutely necessary! Just last month I had to go in (to my current system) and sort out some incorrect charges/payment, and the only way to find the correct records was by comparing the transaction ID. I have several monthly recurring invoices at the exact same price. As a workaround, what I'm going to do is make sure they are all recurring on different dates (as some currently are on the same day, same amount, and only…
3 votes -
Allow for multiple bills to be paid by 1 ACH payment (like you have with checks)
Currently, you can add multiple bills from a vendor to pay with one check. We need this feature to allow payment via ACH as well.
8 votes -
Installment payments for Invoices and Bills
We would like to see implemented installment payments.
bills and invoices can have multiple payment dates.
example:
THE)
30% advance on date x
70% balance on date y
B)
50% 60 days from Invoice date
50% 90 days from Invoice date312 votes -
Charge customer with card on file in mobile app
It would be beneficial to be able to charge the customer for an invoice using a card on file in the Android/iPhone application just like we can in the web interface.
5 votes
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