Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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231 results found
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Change default payment method when recording payments
I really need to change the default payment method when recording payments. I want to change it to check and also change the default Deposit to: account.
18 votes -
Filter Payments by Vendor
Please make a Vendor filter on the "Payments Made" report
7 votes -
VAT listing in Payment Receipts
Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.
Many thanks
1 vote -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
3 votes
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Label for Retainer Payment
Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.
1 vote -
Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments
Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.
4 votes -
Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.
Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.
1 vote -
Check Print enhancement
A better way to print checks, need to configure/ adjust design of check/voucher, choose bank account where check will be drawing from
0 votes -
Changing dates on payments without unlatching entries
We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.
3 votes -
Add PaymentSpring as online payment gateway
Add PaymentSpring as an online payment gateway https://paymentspring.com.
6 votes -
Develop payment gateway for Tsys Bank.
It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.
4 votes -
Restraining predated transactions entry on users
It is important to restrain user from entering predated transactions based on their roles. (Similar to ability to restrain them on modules like create, edit and delete, ability for restraining predated transaction must also be included). Tally has this and it an important feature while accessed by multiple users.
1 vote -
how to prepare statement to each and every customer
please reply
1 vote -
7 votes
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Payment
In Payments - Amount withheld - should show category of withheld whether it is advance Tax, Employee advance, Input Tax credit, input igst, input cgst etc
3 votes -
Record of Excess payment
It will be easier to be able to record an excess payment from a client at the same time you record the payment itself. (A window should pop-up to record the overpayment or something similar).
1 vote -
Unadjusted credits adjustment
Please have a feature to have the unadjusted credits adjusted even if they are created using a journal
1 vote -
Allow for overpayment on an invoice ... have an open credit should the client pay more than the original invoice amount.
Have an open credit should the client pay more than the original invoice amount. This is especially helpful when only invoice is on the books and the client pays more than the amount ... an open credit would be appreciated.
1 vote
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