Zoho Books
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231 results found
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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 -
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 -
Receiving partly payment besides the net payment
Due receipt only shows net15,net30 or net60. There should be also function for receiving partly payment from customers like after every 15 days or 7 days , etc.
7 votes -
Split accounts for payments received
Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.
2 votes -
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 -
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 -
Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice
Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice
1 vote -
allow payment of more than 5 bills at a time
Currently, I can only pay 5 Bills with 1 check. I often have more than 5 Bills for a Vendor due at a time. It would be nice if we didn't have a limit to the amount of Bills we can pay in one transaction.
2 votes -
12 votes
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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 -
scanning invoice
Currency Format - The listed options are only in the US style format and not for lakhs.
For eg :- 2 lakh can be displayed only as 200,000.00 which is US format
But according to Indian format we require to display for the clients as 2,00,000.00
How can this be done?
2 votes -
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 -
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 -
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 -
When I click edit on a payment in undeposited funds, let me change the account as needed when I deposit it.
When edit in "undeposited Funds" add the ability to change to another account since this necessary when it is deposited into a bank account.
1 vote -
Reminder for not paid invoices by post (juridical)
Dear Books,
In france it is essential to make last reminder by post before doing any legal/justice steps. So, before sending a bailiff, you must informe the client with all the due invoices.
Please, add this important function (Sage, ERP, API,..) have it standard.
It must create (if possible from a template) a letter with date, total amount due, client infos, add the list of due invoices. Possible to generate a PDF (to print) from the due invoice state.
I hope to see this functionality fast, because I think from the French market it's important, mostly because in Europe getting…
3 votes -
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 -
Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)
Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address
1 vote -
Credit card field on the invoice
There needs to be a credit card field that gets inserted into an invoice that clients can fill out where we have Name on card, address of card, card #, expiration date, cvs code which also pulls the invoice number and balance due in to the same area. If you do internet or phone sales you have to have a copy of the creidt card info with the clients signature to protect your self from fraudulent charge backs. This items always have to be one the same page. So when the page is broken up into two printed pages the…
1 vote -
payment made with option to email
It would really be useful to have the option to email the pdf for Payment Made - this way we get to notify our suppliers that payment had been made. The whole functionality is there just adding the email button next to print so it can be emailed instantly.
11 votes
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