How can I see sent mail ?
Hi, When you send a sale order or invoice to the customer using the email function, where can bee seen the sent email ? I can't find it in the "sent" folder of my mail client, nor I can't find it in the mail Related list under the company or the contact.
Writing a single vendor check for multiple bills
I need to be able to create a single payment for 15 to 75 bills. We have a few vendors that bill us per transaction. During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringing
Record GST Paid for Imported Goods
In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie. How do we setup a proper
Payment Gateways For South Africa
Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?
Zoho Customer Statements open item and NOT balance brought forward
How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstanding
New VAT Rate for South Africa
Hi, When will the new VAT Rate be implemented as it is from 1 May 2025, and how will updates etc happen. Will there be a global update function. Thanks
South Africa VAT increase from 1 May 2025
Hi Will Zoho Books automatically update the VAT settings from 15% to 15.5% or must it be done manually? The VAT rate is increasing to 15.5% on 1 May 2025, and supposedly to 16% in 2026. Regards Uwe
eway Bill - Import (Good / Material)
As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to create
How to set up ‘Adjusted Revenue’ in Zoho Books?
Hello, I have a marketing agency where I typically offer social media management and advertising services to local clients on a retainer/monthly-recurring basis. One of my core services include Ad Spend (we call it Digital Media Buying), which contributes
Does Books link Sales Order to Purchase Orders?
Should Books be linking Sales Order to Purchase Orders when a Sales Order converts to Purchase Order? The json response from Books has a key "salesorders" but it is always empty. What is or is not happening here?
Item Search | Contains Feature
The "CONTAINS" feature is limited to adding a single product description string while searching for the product. For product names that are 4 or more words long, containing different attributes like size, colour, design etc. it becomes difficult to locate
Guide on how to hide data based on values in HTML templates.
I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide=" "] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> If
Report Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, Allison
Employee Loan & Deductions
Hello, How can we enter employee loan to ZB ? and if employee partially pays how can we enter these transactions?
How to fetch data from zoho books into mysql workbench directly not manually?
I'm stuck with this problem of fetching data rom books to mysql workbench. I've gone across couple of tools but its not working . Please anyone has got any idea please share. Thanks
Bank reconciliation with Accounting currency with Foreign Currency bank accounts
We are unable to perform Bank reconciliation for Foreign Currency bank accounts and tie-up with General Ledger account, which will be in Accounting currency.
What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID?
What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID? "vendors" is incorrect. zoho.books.getRecordsByID("vendors", books_organization_ID, vendor_id, "books_full_access");
Automatically charge tax on shipping
When we do a quote we charge tax on the subtotal cost, but when I put in shipping I have to manually select a tax amount. How do I have it automatically apply tax to the shipping as well? I have provided a screenshot that shows I have to manually do this.
How to find (total) profits per item in Zoho inventory or Zoho Books
Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? Similar
How to create a not payed yet transaction for a vendor
I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,
Item Search
Hi there, any plans to enhance the item search function, to include searching also the item description, when doing estimates and invoices? Thanks!
Automate PAYMENT RECEIVED email
In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.
Displaying Notes/Description Columns in "All Expense" showing Tabs
It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.
Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hence
customer satisfaction records
Dear Zoho Team, Is it possible to get "customer satisfaction records" from all customers that we invoice through your portal. This query is raised with the view to satisfy ISO 9001 standards requirements. Kindly advise. Regards Anil
Turn off Inventory/Inventory while creating Sales invoice
I am using Zoho Books only for accouting and have a seperate billing software which contains the data of Inventory quantities, so I want to account only vendor/ customer which creating sales/ Purchase invoice without the items, is it possible to create
Zoho items price not fetch in shopify store
why not fetching pricing with shopify store
Importing old Invoices into Zoho Books - Hitting the limit
I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generating
VAT return period question plus pre-registration expenses
Hello! I'm new to Zoho and I am trying to generate a VAT return that covers the period 11 November 2021 (my VAT registration date) to 28 February 2022. I know I'm slightly late with this but I'm struggling, because Zoho wants to produce a return only
Zoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
Any way to download or export all attachments regarding a Vendor? (including payments)
Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them). I need to be able to export all these files every
Revert to Default Email Templates
Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. Rachael
Can't remove PayPal as a payment option
I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the link
Tax Payable with Etsy Sales Tax
I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. How
Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
Demande d'informations sur l'API Zoho Books pour partager un appareil
Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}
How do I group billable expenses onto one line item of an invoice?
I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expenses
Inventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item is
Linking Purchase Orders to Task budgets
Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is not
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