Invoices for shipping
When I mark invoices as Paid, they go to the paid invoices and get mixed up with all the other paid invoices, and I forget to ship the invoice. Is there a way we can mark the invoice as PAID but add a tag that NEEDS SHIPPING. Or can we archive the other
Query regarding item details and Purchase A/c
A] Which account should be selected while creating an item? If the purchase is related to the following transactions, please guide on which account should be selected. 1) Intra-State Purchases (CGST+SGST) 2) Inter-State Purchases (IGST) As Sales Information
Reduce receivable value from Housing Society Member
Hi, I am using Zoho Books to maintain records of transactions for our housing society. I passed all due entries for every owner with respective monthly maintenance fees. I then passed entries for cash payments that I received from the owners. From the
Accounting on the Go Series-2: Seamless Expense Management with Zoho Books GPS Mileage Tracking
Welcome back to the “Accounting On-the-Go" series. In this post, we're delving into a feature that redefines how you manage expenses on the move. Consider a growing business with multiple salespeople, and professionals who are on the road daily, covering
How to add Long-term assets?
How do we add long-term assets? I can only see two account types. 1. Other assets and 2. Other current assets. Need to add an investment in the bank which gives us interest. Which account does it go in?
Font size in ‘customer notes’
Font size in ‘customer notes’ hello, I was wondering if it was possible to have the option of choosing a larger font size in the notes section ? I have the standard template in use for my invoices, and I add my bank payment details for direct deposit
Delivery Note
Good day, currently the delivery note only provides a "Authorized Signature" how could i add the following: Full Name Date Signature Company Stamp as this is required by our customer as Proof of delivery
Expense template
There is no template for expense? What you have now template for expenses is bit unprofessional!
multi language customer statement
Good day, in the template of Books, we can create any new template from an existing one no problem (invoice, quotes,...). When we go in Statement template, we can only edit the customer statement in the default language. I would need different language
Does marking a sales person as inactive make their Zoho Books account inactive?
We have active Zoho Books users that should no longer be Sales people. In Salespersons > Managing Salesperson if I mark them as inactive will their Zoho Books account also become inactive?
Reduce receivable value from Housing Society Member
Hi, I am using Zoho Books to maintain records of transactions for our housing society. I passed all due entries for every owner with respective monthly maintenance fees. I then passed entries for cash payments that I received from the owners. From the
How to handle Discount Coupons in Zoho Books?
Hi, Need directive on what is the best way to handle discount coupons in Zoho Books. Need to show the same in Sales Order and Invoice.
Can't Retrieve "Contact Person" from Contact to autosend an invoice via Zoho Deluge
Hello, I'm having a major issue getting an invoice to send on create via the following deluge script: projectIdLong = input.projectId.toLong(); projectDetails = zoho.crm.getRecordById("Deals",projectIdLong); // info "project data: " + projectDetails;
Adding Tax to Bank Transactions
For transactions that are made outside of Zoho Books, e.g., through an eCommerce website or in-store via a card machine, the funds are deposited into my Zoho Books linked Bank Account without a corresponding invoice. I categorise these transactions as
Card Payment is adding to the negative running balance
Hello, For some reason when in banking and trying to categorize a credit card payment it shows the deposit in the deposit column but subtracts from the running balance rather than adding a credit. For instance... It shows a running balance of $-4000.00,
ENABLING VENDOR LIST AND CUSTOMER LIST IN ZOHOO MANUAL JOURNEl;
Dear Zohoo Team, When we are posting the manual Journal FOR AR and AP in Zooho the below error shows in the system, Kindly enable AR and AP in the manual journal as we have many adjustment entries related to vendor and customer Accounts Receivables or
API - Customer and Invoice Custom fields and posting payments
Custom Fields-Is there an API method to retrieve the 10 custom fields in the customer and invoice tables? These can be upload via CSV import, but I did not see a way to access them GET or POST via the API. [This is separate from the 3 custom fields for the customer that are part of the API Customer Detail] Payments- Within the UI you can create a credit by entering a payment and not posting the full amount against an invoice, but I could not find an API method to create a credit. POST ing a payment
Recommendations for Zoho Books Consultants in Australia
Can anyone recommend a good Zoho Books (business) consultant in Australia? We've spoken to lots of technical companies who can write software, but we're struggling to find a good business consultant who's actually implemented Zoho Books (with Inventory)
What is Contact Email in Email Alerts?
Hi All, I am trying to create Email alerts and there is a field 'Email Recipients". Now I want to trigger email alerts to the customers. I can see below options, where I believe Contact Email is the client contact email. is that correct? Reason I am asking
Hacer un informe personalizado en zoho Books
Hola, hice un módulo personalizado en zoho Books y necesito crear una función o botón para imprimir el formulario con logotipo de la empresa. Alguien puede hacerlo o asesorarme para lograrlo?
India Currency Symbol ₹ not getting printed/PDF
Hello, Today I noticed that on any document generated from our Zoho Books such as Invoices/Sales Orders/Statements, ₹ symbol is getting identified as [] example: Even the direct printing is affected the same. It shows up correctly on portal but when PDF/Printed,
Allow for full names to be synced between Zoho CRM and Zoho Books
If you sync a custom field that has a user name within the field only the user ID is brought over to Zoho Books from Zoho CRM. It would be helpful if this sync brought over the users full name instead or as an option
Business Expenses borne personally by Directors
Hello, How do i update the business expenses borne personally by directors for which they would be reimbursed at the end of the month? Do i create a Director's loan account under COA? Thanks
Bad Link in Payables Detail
While I was on a trial subscription I created a bill which I think created this Payables Detail transaction. But, now that I’m on the free version, I can’t open this link; I get an error saying “Page Not Found.” Payable Details with bad link Result of
Customize columns on list page
Too much white space in the list page, can we please have more options for solving this ....
Documents previous & next
Can we please have a previous & next by the doc number. It's a pain in the arse having to type in the full number when we only want to view the previous or next :-/ .......
Making Fields Mandatory
Hello, We are wanting to make the "Expiry Date" field in Estimates mandatory, is this possible? Thank you in advance for your help!
Zoho Update Notification
Why there is opo up notification on Zoho Books telling us to update because new changes have been made but then I can see no changes and no updates from Zoho?
Getting details in books api
I'm trying to understand how to get bill and vendor details via the api... I don't quite understand the syntax you give: i.e. GET /contacts/:contact_id I can get the contacts, I have a contact_id, but can you give an example of how to pass the above argument? When I get all the contacts, i pass something like this: https://books.zoho.com/api/v3/contacts?authtoken=xxxxxxxxxxxxxxxx&organization_id=xxxxxxxxxx&page=1&filter_by=Status.Active&sort_column=contact_name What is the syntax to request just
Retrieve extra fields of an invoice on the thank you note
How can I retrieve the custom fields from an invoice for use on the thank you note?
Zoho feed created new account
I have 2 accounts, Synovus Checking and Synovus Savings, listed in Zoho. These are connected to Scouts Checking and Scouts Savings at my bank. The feeds were working fine until today. For some reason today, Zoho feeds created a new account in Zoho called
Cannot edit 'Outstanding receivables' for a customer entry in Zoho Books
I added a payment received without invoice for a customer under Opening Balances. When I go to the customer view, it shows me that amount under 'Outstanding receivables' but I have no way to delete it. I have tried from different places - under Opening
Status Update on HDFC Bank feed
I would like to know of the current status of automatic feeds from HDFC Bank
Printing eway bill (India)
Hi, How can I print the eway bill directly from zoho after generating it? I saw some posts that zoho does not let us print it directly. Is it true? eway bill is as important as the actual invoice for transportation of goods above 1L invoice amount. There
Ledger account downloaded from Zoho but unable to find out the description for expenses transactions
We downloaded ICICI Bank book from Zoho Books through General ledger option. We are unable to show the narration/description in all expenses transactions. I spoke to customer care people and they said this feature is not available. They noted my request
Apply Overpayment by One Customer to Underpayment for Another Customer
One of my customers, customerA, included in their payment an amount that they are paying on behalf of another customer, customerB. Two be specific, both customerA and customerB ordered two items costing $150 and $25, totaling $175 for each customer. Both
P&L Reports
How can I remove and invoice from the "Adjustments" sections under Cost of Goods Sold, and transfer it to Production Cost section which is also under Cost of Goods Sold?
Description and items - Suppliers reports
Hello, I would like to edit a report in which i can see, for each bill created, the detailed description/items registered while creating the invoice. Example : Date Supplier Total Description 12-12-2023 Uber 15€ Taxi Paris Conference Would it be possible
Custom Invoice Numbering
Invoice numbering is an important issue in many countries. At least in mine, to comply with legislation, invoice numbers must have a SERIES and a sequential NUMBER starting from 1. It is possible to reset the counter but only in the beginning of a fiscal
Format Number
Hello, I struggle with the format number settled in Zoho Books. I firstly had hard times finding how to convert a format like 1.000€ to 1 000€, and finally found how to do it into currency settings. But I still have problems with the "1 000€" format,
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