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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. 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


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233 results found

  1. Ability to add multiple Stripe accounts for payments

    We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.

    16 votes
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    1 comment  ·  Payments  ·  Admin →
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  2. Templetes not available for Payments Made

    In the templetes menu, there is no option to customise the "Payments Made".

    Please do the needful at the earliest.

    16 votes
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    2 comments  ·  Payments  ·  Admin →
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  3. 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
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    0 comments  ·  Payments  ·  Admin →
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  4. Check template

    We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho

    15 votes
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    4 comments  ·  Payments  ·  Admin →
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  5. Paypal Invoice payment transaction fees to be covered by the Customer?

    If a customer chooses to pay their invoice via paypal/credit card then the the transaction fee is paid by the customer and then auto added to the zoho invoice retrospectively?

    Currently if a customer chooses to pay via the paypal button on the invoice, we are charged the transaction fee

    14 votes
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    0 comments  ·  Payments  ·  Admin →
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  6. allow us to use forte ACH on retainer invoices

    forte ACH doesnt work with retainer invoices.
    this is a huge feature for us. we use retainer invoices constantly.

    please please add this.

    13 votes
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    3 comments  ·  Payments  ·  Admin →
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  7. Need the ability to write a refund check to a customer or a company that is NOT a vendor.

    Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.

    13 votes
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    0 comments  ·  Payments  ·  Admin →
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  8. add zelle and venmo options

    Would like offer payment link that gives customers option to pay via Zelle and Venmo.

    12 votes
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    2 comments  ·  Payments  ·  Admin →
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  9. add a option to pay advances to suppliers

    its so much complicated and double work while creating bills and receiving goods.

    it should be simple like this:

    create a PO with/without items

    pay advance by clicking button on same PO(which shows status as partially paid)

    there should be a button "received goods" (enter the amount of goods received, if received partially status will be partially received or some thing like that...)

    if i want to refund some of those goods we need to see options at that PO or purchase invoice.

    same goes for sales module

    but now

    why is it so much complicated to create advance payments…

    12 votes
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    1 comment  ·  Payments  ·  Admin →
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  10. 12 votes
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    1 comment  ·  Payments  ·  Admin →
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  11. Show Open Vendor Credits in new Payment Made Screen

    We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.

    When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…

    12 votes
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    2 comments  ·  Payments  ·  Admin →
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  12. 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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    1 comment  ·  Payments  ·  Admin →
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  13. Add navigator buttons in the payment page

    Sometimes you need to recored a payment for more than 300 invoices at one time, but only for specific invoices by their numbers. However, many invoices are not shown in the list among of sent invoices.

    So, it's really demanded that you add navigator button to go next pages and browse all sent invoices to make it possible see all required invoices to be paid.

    Example is like this << < 01-02 > >>

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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  14. 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
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    0 comments  ·  Payments  ·  Admin →
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  15. Write off for bills

    The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.

    10 votes
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    3 comments  ·  Payments  ·  Admin →
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  16. Don't require CVV/CVC entry when adding Credit Cards. Most Credit Card processors do not require it but ZOHO does unnecessarily.

    When entering customer Credit Cards, Zoho allows for making many fields "non required", however it forces the CVV/CVC number as required. That should be user definable. Most Credit Card processors including the one we use (Stripe) do not require this field. I see no reason Zoho should require it unless the user wants it required. In our case, it is going to cause us to have to contact over 1000 customers and ask for their CVV/CVC number.

    10 votes
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    2 comments  ·  Payments  ·  Admin →
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  17. Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    10 votes
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  18. TDS on advance payment

    How can i record TDS while recording an advance payment?
    say, we are making an payment to vendor as advance and the payment needs to deduct TDSbut while recording it we are not able to record the tax figure.
    Example:
    Advance payment to vendor Rs.10000(including TDS @10%)
    entry for the same is :
    Vendor A/c Dr. Rs. 10000
    TDS A/c Cr. Rs. 1000
    Bank A/c Cr. Rs. 9000
    But in zoho payment I am not able to record the TDS.
    is there any other method i can use to record this TDS??

    10 votes
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  19. Discount acccount option in payments received option.

    allow an option of discount in payments received section so that the discount amount gets adjusted directly in the customer balance.

    10 votes
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  20. 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
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