Zoho Books
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- 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
231 results found
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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 -
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 -
Give options for fonts on cheques (checks)
I would like to change the font on a cheque PDF. Right now it is using a serif font and our cheques are sans serif. It would be nice to be able to modify this and some other formatting for cheques.
6 votes -
For Payments allow a setting to not allow credit cards over a certain amount
For some of our larger invoices, we lose a lot on the credit card fees, having an overall dashboard setting to not allow credit card payments for invoices over a certain amount would be helpful
3 votes -
arhab
merci
1 vote -
Stripe - Canadian Address
When you click on "PAY NOW" then click on "Credit Card", under address you are asked to provide State and Zip Code.Customers in Canada should get Province and Postal Code. This is with Stripe integration.
4 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 -
to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot
hello
currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).
if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.
awaiting for the feedback.
jatin
to allow me to send my…
1 vote -
Change Order of Payment on the Display Screen
I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.
1 vote -
UPI payments
India specific payment by which we can receive payments using UPI which is the most simple way to receive payment.
7 votes -
Settlement discounts
The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
1 vote -
Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment
Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.
7 votes -
Vendor Payment option for Indian Edition
One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.
5 votes -
Shipping address is passed to PayPal for PayPal payments.
Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.
4 votes -
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 -
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 -
Adding the account receivable type to the account types when creating a new account under the chart of accounts
We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.
3 votes -
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 -
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 -
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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