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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.

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.

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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235 results found

  1. Changing dates on payments without unlatching entries

    We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.

    3 votes
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  2. Payments Made Statement shows the net balance after deductions like TDS etc.,

    Payments Made Statement shows the net balance after deductions like TDS etc.,

    Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made

    3 votes
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  3. Need New Module "Debt collecting"

    Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
    Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
    - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

    3 votes
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  4. Add a terms and conditions tick box before processing a payment - customer needs to agree before making any payments.

    3 votes
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  5. allow payments to be made through crm integration without giving books access

    with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away

    3 votes
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  6. desktop notification

    There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.

    3 votes
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  7. Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)

    I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.

    3 votes
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  8. Bulk Update

    Bulk update should contain expected payment field in the dropdown.

    3 votes
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  9. yes

    good day

    3 votes
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  10. GoCardless US

    Ass support for GoCardless in the US as they are now offering their services in the US.

    3 votes
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  11. Add dynamic statement descriptor in Stripe API for payments through ZOHO.

    Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
    The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.

    3 votes
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  12. Button to Apply Credits from Vendor Advance

    Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.

    3 votes
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  13. PARTIAL payment email notification

    Currently payment notification emails look identical whether the customer has paid in full or partially which leads to confusion.

    Partial payment's should be communicated clearly in the notification and ideally in the subject too e.g. "PARTIAL PAYMENT RECEIVED - INV-5677"

    3 votes
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  14. Address Verification from Stripe

    When running charges from Stripe, we should see the Address Verification results to see if there is any risk with that customer (when they don't match).

    3 votes
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  15. 2 party checks or Joint Checks

    In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.

    3 votes
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  16. Bulk print "Payments Made" like invoices

    In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.

    3 votes
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  17. CSC and AVS verification codes

    To display whether there is a match or not for the customer Address Verification (AVS) and Card Security Code (CSC) when running credit card payments. This is an extremely useful fraud tool.

    3 votes
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  18. GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE

    NEED FEATURE IN payment received time gst TDS and retentions money

    3 votes
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  19. I want cash as default like bank in deposit to or paid through because i have multiple cash A/c

    1.cash counter1
    2.cash counter 2
    3.cash invoice, Default as cash counter in Deposit to

    3 votes
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  20. Payment Receipt link via sms

    A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link

    3 votes
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