Zoho Books Advanced Auto Scan - Any good?
Anyone use the Advanced Auto Scan feature? Is it any good? I see that it's £6.5/month for 50 scans. I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is? Thanks in advance for your opinion.
How do I repay a customers excess payment
I had four customer advance payments from my bank feed which were categorised as customer payments in Zoho books. I then needed to return these payments and did so in to total which shows as a single line in my bank feed. When trying to categorise this
Payment Vouchers
Hi, We need to be able to issue Payment Vouchers (Receipts) to our customers. It would be nice to have that option in Zoho Books. Thanks
INVOICE PAST DATE
there are invoices made manually in the past, I need to create these invoices on Zoho with a past date to adjust my reports, But i can’t save invoice because of past date i put, can i have a solution?
Multiple packing lists / Delivery notes to one invoice (ZOHO Books / Invoice)
I understand that ZOHO Books/Invoice can generate packing lists and delivery notes from one invoice. However, we sometimes invoice the customers first and then deliver the products in multiple shipments. Is it possible to generate multiple packing lists
Zoho Book - Day book - Godown stock
How to show day book ? How to create retail godown stock ?
Icici integration
We are facing issues due to the disablement of ICICI bank integration. Our ICICI bank account was primarily opened for Zoho integration, but now we're struggling with manual payments through file uploads. Can you provide an update on when the ICICI bank
Credit card info not showing in Payments for multiple invoices
Payments in Books made for multiple invoices do not show the credit card information (last 4 digits) at the bottom under the "More Information" section. This shows fine for all credit card payments made for a single invoice. How can we get this information
Resizing Signature on Invoice PDF
I have tried to add the company stamp on the invoice template as a signature, but when I change it to pdf the stamp comes in a very large size. Is there any way to resize the image?
Privacy button in Dashboard to show hide dashboard figures.
I suggest to add privacy button on dashboard which should by default hide all figures. Upon click, it shall reveal the dashboard stats. This will help a lot in mix environment and screenshots.
Zoho Books very slow this morning
Is there an issue with Zoho Book this morning? It's running very slow.
Entry of Customs Duty paid by the Courior on Importer's behalf
How do we enter the Customs Duty Entry for Duty Paid by a Courior Co. (DHL) and then we reimburse them?
Zoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectly
Qatar TRN
Companies from Qatar have 10-digits TRN, but Zoho allows to enter only 15-gigits TRN even if customer's country is set to Qatar.
Incrementing Transaction Number Series Prefix
Hi guys, I invoice customers one month in advance for the services provided during that subsequent month. Currently have this as my Invoice prefix "%YYYY%%MM%-INVOICE". Was wondering if there is a way to issue the invoice during September (using recurring
I created customize formula column in Zoho books
I created customize formula column successfully in Zoho books (Item Master). The customize formula column I want to add into items line total while I create the quotation/ estimate or invoices. I selected show customize formula column in all PDFs, but
Custom fields for Expenses/Bills in ZohoBooks ?
Hi there, I wonder if there is a possibility to include custom fields when recording expenses/Bills in Zoho Books?. In particular it is needed to include Vendor's Fiscal Identification Number, so that when we report expenses and Bills to our tax authority we can keep track of this critical ID number. Anyone has a workaround for this? Thank you all in advance
Automatically assign bank deposit to a customer payment
Is there is a way to automatically assign a bank deposit to a customer payment? I have setup bank feeds and rules to identify deposits from my frequent depositors. That helps speed the matching process in the BANKING tab. However, this does not match
scheduled email
I often do quotes and invoices out of office hours but want to schedule them within office hours. I cannot find this feature? Any help please
Chat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.
Add attachment to invoice
Hi, I am currently trying to add attachment to invoce and no luck using java POST query https://books.zoho.com/api/v3/invoices/attachment as an address and post parameters authtoken=zzz&invoice_id=xxx&can_send_in_mail=false&attachment=yyy where xxx - an invoice id yyy - file content zzz - authtoken Result java.io.FileNotFoundException: https://books.zoho.com/api/v3/invoices/attachment I assume the file should be loaded to some server first, if so then what API should be used to upload file? Could
Workflow Logs for custom functions no longer showing info statements
A few days ago I noticed that the Workflow Logs in Zoho Books for custom functions are no longer displaying any of the info statements from the function. This has made debugging rather difficult when a function fails or is behaving unexpectedly. The only
Is this estimate layout possible? Multiple tables with subtotals
Hi, can anyone help me please. We have a very specific type of layout for our estimates which basically looks like this..it's quite essential for our clients to see things sectioned up like this. We are about to move into using Zoho Books and I am trying
Zoho Books - Sub total for estimates ? Any way, even non clean or conventional ?
Hello, I've read a lot of topics about the lack of Sub totals in the Estimates of Zoho Books. Sorry for opening a new one, but didn't know if one was more "official". Has anyone ever found a solution to do this ? Even not very "clean" ? I guess you can
How to Bulk update item categories
I try to bulk update my items sub and main category. For that I exported all items as xlsx file and updated the cells with the existing names. While importing the edited xlsx file the error-message "Illegal value specified for a Dropdown field: A-1A"
How to handle customer that only buy once
In Zoho Books, every few months there will be a case where we will sell 1 thing to a new customer and never again after that. Because these one-time sells are worth only a few euros, the effort of creating the customer in books takes more time than the
Will Stripe integration also work if I take payments using a stripe card reader?
Before I commit to Zoho (from QBO), I need to know this very important question. I do have two questions though: 1. If customer John Doe has an invoice in Zoho which he pays electronically using the Stripe integration, I realize Zoho will place the
Designation/Department/Report
Hello. I have two questions. 1. there are some vendors that I can't save Designation or Department? 2. yesterday I was able to generate a report that included Designation and Department but today they are not showing up in report?
Default invoice/quote actions?
I was wondering is it possible to change the default action found here? I would like it to be save and sumbit as if you have the right to aprrouve you could save and send (I know a promp is shown) this way would make sure to avoid errors. Can't find any
Invalid parameter value passed otp_id
Dear Sir/Madam, While making a payment to the vender, following error occurs "Invalid parameter value passed otp_id" please solve, screen shot is attached for your reference. Regards,
Law Firm Using Trust Accounts and Transaction Fees
I am working with a law firm who may potentially subscribe to Zoho One. The main concern is the use of Zoho Books and processing retainer fees from clients. The EXACT amount of the retainer needs to be deposited into a trust account. For example. If someone
Download Zoho Migration Tool Link
Please send me download link for zoho migration tool thanks
Zoho Book Customized Layout development
I want to learn how to develop customised layouts for invoices can you please guide how i can learn
Adding Business Bank Account
Hi! I'm trying to add my business bank account to Zoho Books for the banking feeds, but can only see an option to manually add my account details, which doesn't;t seem to do anything. There's nowhere on the screen as per the instruction videos where I
Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Hello, I would like my employees to start doing their estimate directly from Zoho Books and I don't want them to see each other customers and transactions. I checked "Allow users to handle the data and transactions for assigned customers only." But when
Reports for Sales Orders in Zoho Books
We are looking to produce reports in Zoho Books for Sales Orders. The current selection is: by Customer, by Item, or by Sales Person. AND these are only as invoiced (revenue), not when the Sales Order is actually booked (sales). How do we quickly calculate what has "booked" (date sold/date of sales order) in sales for a month or quarter? There is no way that we have found to 'filter' any report data to get exactly what we need. Example: In the month of January, how much did we sell (not invoiced)
Unable to download as Virus is Detected
When I try to download any attachments from a range of different people, I get the error " Unable to download as Virus is Detected". Has anyone else seen this?
Calcul de la TVA réelle. à l'encaissement
Bonjour, je m'explique. Lorsque je clique sur « Taxe », il me fait un rapport de la TVA, puisque c'est la taxe principale que j'utilise, étant en France, sur le mois en cours. Sauf que le montant qui m'affiche tient compte de toutes les factures, indépendamment
Payment at end of month
Hello, in Italy usually the payment are at the end of the month. This means that if the invoice is at the 14th of june and the payment is at 30 days, the customer has to pay at 31th of july. Is it possible to have this feature? Over this, sometimes we
VIRUS DETECTED PDF DOWNLOADS - URGENT
I am trying to send a pdf download to a customer but it is blocked "virus detected" Please help.
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