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Hello does anyone at the Zoho Books Dev, Product Management, or Support teams read these (or consolidate similar feature requests posted separately)? A flexible solution or feature for creating custom payment plans and scenarios is something that many businesses need across many different industries. This post alone has 120 votes and 6 comments some as old as 2 years. Without it your customers hands are tied. There are also several posts here requesting similar or overlapping features regarding custom payment schedules or installment plans as well all asking for basically the same thing. We should be able to create a customizable terms and payment plan or installment scenario based on our needs or as is common in our industry. We should be able to raise an invoice, then have it automatically split out payment amounts due and dates due based on criteria we set and then have it send the payment due reminders including the amount due at the time on a date we specify and then have that payment reflected off the the total and show the remaining balance. We should be able to adjust the invoice or add or subtract from it and have the remaining balance adjust accordingly.
For example, lets say a customer is looking to book a tour or vacation package for 2 at $3000/person. They travel on Oct 1, XXXX. Total is $6000, customer pays a fixed $400 deposit/person or a 10% deposit upfront at the time of booking, then pays the remaining balance off in multiple payments before traveling - say 2nd payment of 40% due 6 months before their Oct 1 departure; a third payment of 25% due 4 months before Oct 1 and the final payment of 25% due 2 months before their Oct 1 departure. If a customer calls us and asks to extend their stay an extra day or shorten the trip a bit, we can adjust the total due and or add/subtract by line item adjustments and the payments received and payments due on the payment schedule should all get updated accordingly. I used a specific industry example here but there are scenarios where this or something similar is either absolutely needed in or beneficial to other industries.
Seamlessness with Zoho CRM - Ideally this would also be more idiot proof and more obviously integrated well with Zoho CRM - either having it be fully bidirectional, or setting it up in Books and properly pushing the data back to CRM accordingly, or (ideally( by allowing us to control or trigger this in Books from within Zoho CRM when we create a deal (and maybe pick from a couple of different payment/installment plan scenarios we created) so we can have it all be automatically reflected in forecasts based on the stage and when it will be reflected or in revenue reports when the deal is closed won and we want to generate an invoice automatically and reflect when revenues for that deal will show. Without needing a rocket science degree in order to set it all up.
Most importantly, please try to actively monitor or consolidate these customer feature requests we make here (if there are duplicate or similar so that votes count when prioritizing your dev team) and actually respond to our inquiries with status updates, estimated time frames when the feature will be added and stick to them, or propose interim solutions. 2 years or longer with no reply from anyone at Zoho is simply unacceptable in this day and age. This isn't some niche request or frivolous like to have feature - this is absolutely a needed feature for many businesses across many industries which would benefit a good many of your customers or potential customers who are waiting to sign on for Zoho or said no bc you don't have this still. Please get on this or update us as soon as you can Zoho! Thanks