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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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231 results found

  1. I'd like to change the WePay fee from payer (default) to payee.

    My clients have agreed to pay the transaction fees for credit card payments and I would like to be able to make this change to the integrated WePay payment option.

    7 votes
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  2. Make partial payments option available as a global setting

    Please make partial payments available on a global level. Currently it's an option only on the invoice level.

    15 votes
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  3. Apple Pay for supported gateways

    Strip and Braintree both support ApplePay in Safari for iOS and macOS Sierra. I would love to see integration of this into Zoho Books payments. So many of my clients first see their invoice on their iPhones. It would be so much easier if they could just pay in a couple of taps.

    30 votes
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    2 comments  ·  Payments  ·  Admin →
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  4. UPI payments

    India specific payment by which we can receive payments using UPI which is the most simple way to receive payment.

    7 votes
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  5. enable multiple currencies

    For companies that use multiple currencies, maybe having items in a different currency than their transactions and invoicing, etc. I believe this idea has been posted for several specific needs, but in general it's enabling invoices for a single client in multiple currencies, having prices for items in different currencies, etc.

    42 votes
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    3 comments  ·  Payments  ·  Admin →
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  6. The ability to swipe credit cards

    The ability to use a card reader to swipe credit cards. That way I can process my customers quickly and I won't have to use a third party app

    33 votes
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  7. Enable cloning Payment entries, just as Expense entries can be cloned and edited

    Enable cloning Payment entries, just as Expense entries can be cloned and edited

    9 votes
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  8. Payment Plan Invocies

    Allow invoices to be raised on a payment plan. invoice is raised, revenue is shown in Zoho Books at the time it was created (accrual accounting) and a recurring payment scheduled periodically using Zoho subscriptions.

    11 votes
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  9. PayFast payment integration

    PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.

    42 votes
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    3 comments  ·  Payments  ·  Admin →
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  10. make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction

    We bill hundreds of client each month for orders they place with us for a variety of products that varies each time they place an order. Since these are not recurring transaction and are unique, we need a way to store the credit card data encrypted and tokenized with our payment gateway (PayPal Flow Pro) so we can select a stored card and use it to pay their invoice when we generate the completed sale. It's urgent and something many, many businesses would need to successfully manage their client base payments.

    3 votes
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    1 comment  ·  Payments  ·  Admin →
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  11. Ability to set a default payment option for online payments.

    When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.

    So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…

    5 votes
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  12. Integrate more payment gateways like CC Avenue, Payfort and more

    It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.

    54 votes
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    8 comments  ·  Payments  ·  Admin →
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  13. let us pick our bank acct as the default "Deposit To" on the Record Payment page.

    PLEASE let us pick our bank acct as the default "Deposit To" on the Record Payment page. It currently defaults to Petty Cash (which is NEVER used!).

    25 votes
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    3 comments  ·  Payments  ·  Admin →
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  14. 12 votes
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    1 comment  ·  Payments  ·  Admin →
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  15. Allow for an itemized list on printed check stubs

    I would like to have an itemized list on printed checks' stubs. The vendors & employees that I pay like to see amounts + descriptions that are going into the total

    8 votes
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  16. Deposit payments in Undeposited Funds instead of having to edit the payment.

    Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.

    5 votes
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  17. text customer payment link

    I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice

    5 votes
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  18. Need to distinguish between payment dates and when funds actually cleared.

    The date when clients pay and when payments are actually cleared are often a few days apart and sometimes more. Please allow us to input those 2 dates separately. Currently, we cannot, and it is forcing us to go back and change the payment dates to the dates the bank cleared the funds. We don't want that. We would like to keep records of both of those dates for more accurate bookkeeping.

    2 votes
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  19. Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    10 votes
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  20. 7 votes
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