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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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233 results found

  1. 1 vote
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  2. Bank Charge default with bank account currencuy

    when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
    Would like to default the bank account currency , let us no need do the calculation again...

    1 vote
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  3. i can do transaction discount while do payment and payment received

    i can do transaction discount while do payment and payment received

    1 vote
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  4. Report to show the receipt matched with bank separately.

    Create report to show the matched payment receipt separately.

    1 vote
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  5. Auto detect the same reference numbers on "Payment Received"

    Please implement not to allow the same reference numbers entered in "Payment Received".(e.g Auto detect the same reference numbers especially our clerks have accidentally entered the same reference numbers)

    1 vote
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  6. Have an option where I can set the partial payment amount for my clients

    We use square. We have the "pay online" button at the bottom of our invoices. Customers are allowed to make partial payments. Is there a way we can add how much that partial payment is before we send the invoice or set it up to automatically be 50% of the total invoice?

    1 vote
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  7. Paynow payment method

    I would like to suggest the ZOHO team to have an pay now option for due bill payments along with the auto renewal option.

    1 vote
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  8. add the other bank account other than based currency

    Hi I encounter a problem with this. My transaction cannot pay directly to the bank that I preferred to. So the IT here suggest me to fund transfer to undeposit fun here in zoho, in which very inconvenient because of the transaction trail. Thats why we're using this system to simplify the recordings.

    1 vote
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  9. Online payment

    We should have an option to pay online against purchase order as in lot of cases we have to pay either part as advance or full amount as advance in zoho we can pay only against invoice.

    1 vote
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  10. I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. Please advice.

    I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. ICICI Bank will be able to activate this for us. But it will be successful only if ZohoBooks triggers the E-NACH collection on the Invoice due dates. Please advice.

    1 vote
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  11. Stripe payments to be marked as paid only when Stripe deposits funds,

    Allow Stripe payments to be marked as paid only when Stripe deposits funds, this can be updated manually or by direct bank feed. When reporting on a cash basis, this needs only be reported on when funds are in bank. Perhaps an option of PAID/AWAITING FUNDS, to remove the invoice from overdue

    1 vote
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  12. would like thank you note to be able to be sent when matching customer payments to invoices

    Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
    But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.

    1 vote
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  13. record payment without client or invoice details

    Record a one time payment... specially for onetime clients without having to raise an invoice and adding customer details before accepting the payment

    1 vote
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  14. Consumption/VAT tax option for bank fee option with bulk payment of invoices and bills

    I see that now there is a bank option for recording bulk payments of both bills and invoices. This is an improvement, but since these are expenses, there should be the option (as with other expenses) to apply a consumtion/VAT tax on these bank fees, as in some countries these are taxable expenses.

    1 vote
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  15. Allow advance payments to be recorded as income instead of liability

    In our service business, a project often takes weeks to complete, but labor and other expenses are incurred throughout the project period so we often ask for advance or installment payments. Since a final invoice amount often isn't known until the project is complete, we invoice at the end of the project and receive a final payment for the balance due. Under the current system, the advance payments received are recorded as a liability, but in our case it is actually income for services provided (labor costs, etc.) during the project. The current system imposes accrual based accounting on our…

    1 vote
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  16. Printing check to blank check paper

    I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.

    1 vote
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  17. Allow memo lines to be printed with checks (i.e. - Job name)

    We use the same vendors for multiple projects and it gets confusing when a check goes out without the job name on it. Adding this will simplify things for our vendors!

    1 vote
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  18. when paying Vendors can we have the ability to notify them in a single email. So 3 invoices paid -notify with 1 email with invoice numbers o

    Instead of sending separate emails to the same supplier when I pay multiple bills, can we have a grouped email that would list all bills paid?

    1 vote
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  19. discount expiry

    It would be fantastic if you could add the ability to only offer discounts for a specific amount of payments cycles on recurring invoices.

    Eg. Only offer 10% off for the first 2 payment cycles and then reverts automatically to full price.

    1 vote
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  20. Integrate with PaySprint payment gateway

    Paysprint is a payment application used worldwide to send money, receive money, pay invoices, and get paid at any time.
    It would be good to see PaySprint as one of the payment gateways on the Zoho books payment platform.

    Kindly take a look at what we do at Paysprint: https://paysprint.ca

    1 vote
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