Zoho Books
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235 results found
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supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Batch pay bills Via A Check in the Bills section
There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?
3 votes -
3 votes
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Add Mandatory option under Reference for Payment Made
Please add in preferences the ability to set Mandatory option for Reference for payment made.
3 votes -
Enable invoice payment through Stripe ACH without client portal
When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.
3 votes -
Include a breakdown of the Vendor credits applied to a bill on the printed check stub
If we are applying a credit to a bill, our customer requires us to show the credit amount and the credit memo number. It would be very helpful if we could print that information on the check stub.
3 votes -
Be able to sell and use Gift Cards as a payment type.
Create a payment type of Gift Card and enable the selling of gift cards with all the proper GL transactions automated.
3 votes -
We want multiple vendor bulk payment. We should be able to select multiple bills and then simple click to pay
We pay multiple Vendors every month. Irrespective to vendors we want to select all Bills and just one click pay. that will make our life so easy
3 votes -
Payment Gate for South Africa
It would be great if you can Partner with https://ozow.com/ for online payments in South Africa. And also if we can use https://www.bulksms.com/ for a SMS Service In South Africa.
3 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 -
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 -
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 -
Split accounts for payments received
Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.
2 votes -
Give Books the option to charge back billing or past due invoices in bulk.
From a collections standpoint it would be much more efficient if there was a way to take care of past due invoices in one charge instead of having to charge each invoice separately. Currently there is not an option to "catch up" an overdue account with one credit card charge. You have to charge for each invoice individually. This is time consuming as you are not allowed to charge the card only once every hour.
2 votes -
please add Payment Gateway API integration
I have First Data Merchant account which uses the Payeezy gateway. They have an API available. Is it possible to use ZOHO Books with my payment service? Thanks
2 votes -
When matching/manually entering customer part payment, I see option to Pay in full which nicely
When matching/manually entering customer part payment, I see option to Pay in full which nicely takes full invoice value as payment received but it should also ensure that amount entered is not more than the payment received!! It gives an error later that payment entered is more than the payment recieved an then forces us to manually calculate the difference!!
It can be much nicer if automatically enters:
full invoice value or
amount of payment left to be adjusted
(whichever is more)!!2 votes -
Sale & Purchase from One Company
In current system there is a problem while we purchase & sale from a single party there is no option that can allow us to purchase the material against the sale without payment transection.
2 votes -
While we record payment, We can record withheld also. but that Advance tax record on the same day. In case of Payment of March 16 bill which
While we record payment, We can record withheld also. but that Advance tax recorded on the same day, will be counted in the year of entry.
In case of March 17 bill payment which paid in april 17 now with the payment receiving this advance tax entry also will be counted in 17-18. logically we should have date of advance tax so it could be recorded in year 16-17.
2 votes -
Add Salesperson to Payment Notification
Please add "salesperson" as a field in the payment notification email for when an invoice is paid. Since we have more than 1 salesperson this will help us to define whose it is.
2 votes -
add field for picture
Add a field for pictures. Like expenses that you can add a picture of receipt, i want to add a picture of check
2 votes
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