Reciving 100 notification daily
Hello, I am receiving email notification from Zoho books saying undelivered mail-Expense report not submitted. I have not enabled any notification inside Zoho Books for this How i can disable this ? The emails are as below. From: Zoho Books <no-reply@zohobooks.com>
Select invoice template on iPad app
Hi, I'm using Zoho Books mobile app on my iPad. I creates an invoice. I can find a way to select a template in the form or in a menu. Where can I find and select an invoice template on the iPad app ? Thanks Regards
Dissociate a payment from invoice
Hi everyone, I am dissociating a payment against the invoice and marking the invoice as void, this is happening manually but I want to achieve this using deluge. I have checked the Book API documentation but there is only I can GET, PUT, and DELETE a
Entry for Advance of Director and its Refund
How enter the Receipt and Payment of Advance from Director and Its Refund
GSTR-1 transactions are uploaded to GSTN with few failures.
GSTR-1 transactions are uploaded to GSTN with few failures. dlink computech august return
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Internal Server Error [500]
Hi, I tried today to click on any invoice but it keeps showing me Internal Server Error [500] and I can not view the invoices I created. ggg Could you please help with this issue? Thanks,
GST on shipping in Invoice
Hi, In our invoices, we add shipping charges to the invoice. In ZohoBooks, no GST is being applied to the Shipping cost. for eg. If product subtotal is INR 1000 with GST 12% and shipping is INR 200, GST is being applied only to INR 1000 and not to INR
Unable to Edit custom field data after E-invoicing
Hello, I am trying to edit a custom filed data in invoice module after pushing through IRP portal. But Following Alert is prompted "You cannot edit this transaction as it has been e-Invoiced. To make any changes, you can cancel this transaction or mark
What's wrong with Zoho ?
We just got an email, as below: Greetings from Zoho Books. We are enhancing the APIs and in that process, the node is_update_customer will be deprecated in the following APIs due to technical difficulties with the same: .... The changes would be done
Invoice in dual currency
Hello For invoicing we are using USD currency but as per statutory requirement I have display invoice amount, GST in both USD and our base currency that is SGD. May I know how do I show both currency on the invoice?
Change "Name" for all contacts to Company Name not First & Last Name
Hi, I can see that for individual clients in Zoho Books, I can change the "Name" or Display Name setting to Either First & Last Name or Company Name. I would like to change the "Name" (or first name that I see when I open my client list) to be the Company
ZOHO Books API Possible to mimic "Add New Card"
Is it possible to mimic the "Add New Card" functionality within Zoho Books through the API?
Opening Balance after migrating from Wave
Hi All, I don't use all the features of Zoho Books so not sure how to navigate or action what i'm trying to do. I was a user of Wave prior to Zoho, when Wave looked to close down they offered a subscription to Zoho in which I took up. When moving over
[HELP] How to create an invoice using a sales order / Detail of books.zoho.com/api/v3/invoices/fromsalesorder API
Hi, I found the books.zoho.com/api/v3/invoices/fromsalesorder API to create an invoice using a sales order. I tried it but the result is not my expectation. The statuses of the sales order used by the API are CLOSED, Invoiced, Paid, and Fulfilled. My
Show each sales order's total when multiple are invoiced at once?
I want to invoice several sales orders at one time, but be able to show totals under each sales order's items. I am able to add multiple sales orders to the single invoice and create a header above each grouping of items, but want each grouping's (sales
Add password to open the email's invoice PDF
Hi, is it possible to add a read (open) password to the attached pdf invoice that it is sent to the customer from Zoho Books? The idea would be to add some security to the pdf invoice file and only the person who has the password can open and read the
Actual Costs - wrong
How can I make sure that only my actual costs - as the field is described - appear in the Actual Cost field? I have the problem, as already communicated several times to the help desk, that in some projects outgoing invoices are displayed as well as costs.
Need complete sample Deluge code to add attachment to an invoice,
Here's the example (?) from the Zoho api documentation. It's unhelpful. Please, the remainder of the code. Thank you. headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
Zoho Books - Change Item name in Sales Order/Invoice
Hi, I have a question, lets say I save an item under the name Laptop saved in my inventory - however I would like it to display "Goods" under Item name on the Sales Order/Invoice. Is there a possibility for this? Thanks, Prasham Shah
Reimbursable Travel Expenses for Specific Customer & Project
I've been having an unbelievably difficult time figuring out the correct way to handle what seems like a pretty basic and very common requirement. I've spent way too much time researching it and chatting with Zoho support which unfortunately didn't help
Disable reminders to customers for TDS amounts
Hi, since starting to use TDS we are noticing that reminders are getting sent to our customers for outstanding TDS amounts. How can we disable this behaviour as it is incorrect to ask customers for this.
Restricted fund accounting
Hello. I am in the process of testing Zoho Books for my nonprofit organization. I need to be able to manage restricted grant funds, and in particular the release of funds from restrictions as they are used for grant purposes. (That is, expenses charged
Data locking mechanism not foolproof
I discovered a critical systemic problem with Zoho Books, confirmed by Zoho developers, which has not been made public and needs to be addressed immediately. At the very least, a warning should be issued. The locking mechanism for data does not work in
DATEV export content changed!
Hi there forum people, I have to urgently ask for your assistance: The content of the DATEV-export-file that is generated via Books has changed. Specifically the csv file that usually contains our customer-invoices and the credit notes: It now only contains
Books custom HTML template variable issue.
Ok I have a little issue and I think I need the help of an expert. I have also opened a support ticket but while I wait to see if they can find the issue maybe a Books expert has an idea for me. So we are based in Quebec and here we have customers who
Email remittance notification
Hello, How can I easily email remittance notifications to suppliers? Surely I don't have to create a pdf, download it, create an email, attach the pdf, and send it to the supplier? Sometimes we pay multiple invoices at the same time, so would like to send a bulk remittance notification, too. Here's how Xero handle this : https://help.xero.com/uk/Remittance$BK_rightaway All help and suggestions welcome - how do other users do this?
Annual Price Lists
Hi, I am trying to determine the best way to manage annual price increases. We have a standard list of products (items), am I best to set up a new item for each year i.e License A for 2022 License A for 2023 License A for 2024 and so on or am I best to
Opening Balance
Help, please! I'm reviewing my P&L and my expenses are not accurately shown so I clicked into each line item and I see an opening balance that's being credited toward my expenses. How can I correct this so I can have accurate expense totals?
Rounding problems on Zoho Books
Hello, I am currently working with ZohoBooks API, and I have some problems, when I try to add a bill. The total including tax is not equal to what I would like to have. I have an amount at 577.09 excluding tax and tax at 20%. I should get 692.50 in total
Zoho Books Projects Report
Good morning. My boss wants me to create a report on Zoho Books regarding the projects; he wants to be able to filter the projects by unbilled amount, then see all of the projects and their unbilled amount. Exp. Project 1 Unbilled Amount Billed Amount
Filters Not Working Correctly With Branches
Hello, since I have different branches each with their own expenses, when reconciling transactions in the bank feeds I made sure to select the correct branch and create a filter to automatically recognize future transactions automatic allocation. The
Error Code 3004: message The Customer field can neither be blank nor be incorrect. Please enter a correct customer
Hello everyone, I am i am trying to use the zoho api to make payment via ttps://books.zoho.com/api/v3/customerpayments? I passed all the parameters needed but i was getting error code: 3004 message "The Customer field can neither be blank nor be incorrect. Please enter a correct customer" Thanks you
invoice number should only increment when going from draft to open status
avoid issues such as: * you make 5 draft invoices * the last invoice is converted to open and sent to customer * the other 4 drafts are deleted -> tax authorities will notice 4 invoice numbers missing.. why? -> difficult discussion
Retail Invoice vs Sales Receipts
How do these features differ and which one is best for Point of Sale transactions where we don't need to create a customer and record the payment?
Where is "Total Outstanding Receivables" / payment summary display ?
Hi, I read in the BOOKS FAQ "If you want to view your total outstanding receivables: Go to Sales > Invoices. A tiny dashboard at the top will display your Total Outstanding Receivables." But in my books of my 2nd zoho one instance I cant find the payment
Working with functional currency different than local currency (fiscal books)
Hi, what is the best solution if you have a functional currency different than local currency. We have USD as functional, so we need it as base currency for all the reports in Zoho. But we also need a local set of books in Pesos for fiscal purposes. How
Zoho Books Update Estimate API Error 400
Im trying to update an estimate using python and the request library. I made a PUT request to: PUT https://www.zohoapis.com/books/v3/estimates/{estimate_id}?organization_id={id} with the following payload: { "customer_id": "3408460000000075126", "date":
Payment Reminder - No contacts for the customer
I create my invoices and then send them using the API. I also have reminders set up. I make sure that each customer has a primary contact, also with the API. But for about half the invoices I send I get an error message mailed to me because a contact
Receipt of Customer Payment with Multi Branches.
We are billing to a client from our 4 branches to their respective branches nationally. but the client manages all the accounting of our 4 branches into one ledger only. Hence even while making the payment to us, they pay for multi branches into one voucher.
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