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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.

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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.

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5 results found

  1. I would like to send my customers sms notifications and balances outstanding

    I would like to notify my clients via SMS for the following:
    Balances
    Amounts due
    New Invoices
    General Messages and notifications.

    We could purchase SMS credits or prepay for credits which we will use.

    81 votes
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    8 comments  ·  Customers  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    We now have an SMS integration with Twilio which enables you to send notifications to your customers via SMS.

    You can use this for creating the below as of now-

    • Invoice Notification
    • Automatic Payment Reminder
    • Payment Thank You (this option will be enabled by default to all Users)

    
Please take a look at the link below to know further about this integration.

    https://www.zoho.com/books/help/integrations/twilio.html

    Regards,
    Zoho Books Team

  2. Option for direct entry of opening balances of customers (recievables) and vendors (payable) at a time of creating new contacts / vendors..

    Direct entry wll be easy for non commerce people, because it is difficult to make ledger for people who has no accounting knowledge in accountant section. So please give Option for direct entry of opening balances of customers (receivables) and vendors (payable) at a time of creating new contacts / vendors..

    55 votes
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    3 comments  ·  Customers  ·  Admin →
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  3. Would like to set the credit limit to each customer so we do not do over trading with one customer.

    Would like to set the credit limit with each customer to avoid over transaction with one customer.

    5 votes
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    2 comments  ·  Customers  ·  Admin →
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  4. Opening Balances of Suppliers/Vendors

    Opening Balance of vendors should be the same as customers. It's difficult to put the opening balances through entering the previous year bills as for bookkeeping and audit purpose, we got the data of a client for a specific period.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  5. Active customers list

    Would love to be able to view active customer separate for active contacts. Since these are the contacts I am working with the most being able to set it as a default view would be great too. Thanks

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    An option to filter active customers is now available using custom views. Find the ‘+New Custom View’ option by clicking on the drop down arrow next to ‘All Contacts’ view and set the criteria to ‘When Status is Active’.

    Regards,
    Zoho Books Team.

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