Edit Zoho Books Unit Name in Item
Hi, May I know how to edit unit name or item measurement in the unit value. What I can see is to remove the unit but not adding custom. I will need to add: month, year, etc as the unit instead of gram, kg, meter. Any idea?
MATCHING OF PARTIAL PAYMENT OF SALARY
We are using Zoho payroll. One issue needs to resolve. e.g We have run payroll and paid a total salary of INR 500000 using Zoho payroll. But during payment, We paid our salary in two parts. 300000 in one day and 200000 in another day. Now how do we match
Migrating
I need help, migrating my data from WAVE, been trying to import it. but still we are unable to migrate it. Possible to help us?
Item & Description on statements
Good morning everyone, On statements, Details section only show the invoice number & due date but I am wondering is it possible to show the invoice details ( Which is on Invoice's “Item & Description”), if so, please let me know the process. Thanks in
Converting Estimate to Invoice does not carry over correct shipping address
New problem.... Problem occurs with repeat customer. EXAMPLE: We create an estimate for Jon Doe (Jon Doe is a builder so each project has a different shipping address) EST-01 - shipping address is 123 sample rd When converted to an invoice (123 Sample
SPF records authentication failed
I have a problem that bothered me for days, where the domain attachment failed to email messages, and I contacted zoho book support and they sent me to try this example.. here below: " v=spf1 include:_spf.google.cominclude:sender.zohobooks.com ~all "
Transparent background on PNG converts to black
Hi, When I upload our logo to projects it converts the transparent background to black. On all the other applications it converts to white which is what we want. The file is a PNG with a transparent background. --Mike
Invoice Template item table
Custom fields are disabled in the invoice template options, setting width % to zero does not hide the column, it merely minimizes to 1 character width ? I'd like to hide custom fields in certain templates. Disabling "Show on all PDF" in item custom fields
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Address Verification for Shipping Address
Is there an option already available to verify the shipping address for a customer? We want to be able to verify and validate an address to confirm the address is accurate. I believe we can create a custom function with a button or connect via api to
Invoices
As per KSA law, are we allowed to VOID any invoice? or the only solution we have is to issue CR/DR note to rectify the error or cancel the invoice?
Best way and app to manage/control my costs to compose my sales price
Greetings, I hope find you well and safe! I would like to ask what is the best way to manage/control my items cost (every one as price, freight, insurance, logistic, etc) on purchases in order to compose my sales price and also what is the best app to
Cannot Apply Price List from Zoho Books to individual item line in Zoho CRM
As you might already know, Zoho CRM can be integrated with Zoho Books and this enables users from CRM to create Estimates and Invoices from it. But the integration is sadly far from perfect. For example, if you have a price list in Books that you would
Which document to use to void a retainer invoice
Hi, One of my client sent a retainer invoice to one of his client. However, this client can't honor the debt. From a german accountant point of view, the retainer invoice can't be deleted or void. A document should be produced "voiding" the amount of
Can't disable Zoho Project integration on Zoho Books
Hello, I recently created a Zoho Project portal for my organisation. I'm trying to synchronise Zoho Project with Zoho Books, by using the integration option, but I don't have any button or option to do it (see screenshot). Have any of you already had
How to save all invoices generated in one financial year in one PDF
I wanted to save all my invoices generated in one financial year in PDF format for backup purpose. Basically segregate all bills according to the financial year or even month wise and store it. For example: all invoices generated in FY 2018-19 could be
Token.io doesn't synchronise non-GBP transactions
We've been using Zoho Banking with Token.io synchronisation happily for about eight months. But in early January 2022, we noticed that some transactions didn't show up in some accounts. Later, we established that these are non-GBP (British pounds) transactions
Prom Payment Terms
My industry uses prox payment terms quite frequently. We are currently migrating from Quickbooks and have just realized that Zoho Books does not have the ability to enter prox terms. We're trying to figure out the best way to handle this. In QuickBooks
Several estimates for monthly invoice?
Good night, First, thanks for Zoho. There s many details that we are looking for, but it s a good system. I have a neccesitie, I send different estimates along the month to my clients, BUT we only send one invoice monthly, At the end of the month, how can I join all the estimates in ONE, to convert in a unique invoice? Thanks in advance,
In the response of purchase order webhook there are several statuses?
Hi there, I am stuck in the situation of which status to be consider. As in the response from the webhook on the event of editing the status of the purchase order have several statuses which one to be consider. "order_status": "open", "status": "open",
May I ask why the user requests to increase usability and retain their subscriptions, are not being met?
I am a new and a rather concerned patron - reading through all the posts in Books, it seems many problems with the software have not been addressed, yet others, which are not a priority, are. Akin to serving soup instead of fries. A six sigma/continuous
How to track 2 different quantities for one item?
We work on textile goods. We receive pieces which contain meters of goods and we sell based on per meter. I looked at this query: https://help.zoho.com/portal/community/topic/secondary-units-for-quantity-in-zoho-books but I don't want the pieces to affect
How do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?
Sending notification / alert / email to the team when recording a payment
Hi, When you record a payment from a customer(link to an invoice or retainer invoice), you can send a thank you email. How can I send a notice to one of my team that the payment has been received and recorded ? I can't find a way to send a notification
Please unblock my account
My account has been blocked. The unblock link does not work.
SaaS advanced payment accounting
I have seen this asked multiple times in forums on Zoho and never answered. I have a SaaS company and charge for my services annually in advance. I invoice for the full year ahead of offering service. The system won't let me choose unearned revenue for my account, only a revenue account. Right now the only way I can see how to do this is through manual entries, which will not work well in a high volume environment. I would appreciate some help. Thank you
Please, advise me the best way to show salary in accordance with requirement of my manager.
I use Zoho Books from 6 of October, so I'm a begginer The problem is that my manager wants me to show salary through Bills or Expenses or Recurring Expenses. He also wants those wage costs (approximate amount) were seen in the report, even if it hasn't been paid. And then, when the wages will be paid to staff, just to adjust the amount (sick-list, vacation bonus etc). Do you have an ideas to do it in the best way? Thanks!
Franchise Billing
Hello, Is there any way to use Zoho books for centralized franchise billing. I am giving my company franchise to someone else in some other city. He can directly send me order referring to the stock at the main HO. I can do the billing to that xyz company
How can I access balance sheet using ZohoBooks rest API?
In the REST API, I am not seeing any reports category. How can I get balance sheet report using the API? Thanks
Error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr-2B I was trying to fetch the summary I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regards Sharad Agarwal
Expense payment mode
Enter expense entry screen has no "Payment mode" ? All expense payments default to the payment mode used in invoice payments, so all expenses entered have no choice but to accept this mode. I've used a custom field for this selection but it should not
sizing your company logo on the email templates
On the default email templates, like sending invoices, my logo appears very small and left justified. I want it larger and centered. How should "%OrgLogo%" be written in the HTML? I really don't know HTML, but am good at copying and pasting.
How to void check from a previous period
Hi, my client printed a check a few months ago and now needs to void it, it was lost. Since the previous period is closed, when trying to void the check, there is an error message saying transactions are locked, Which is ok, I don't want to change previous balance sheet result. How can I void a check in a current period?
Invoice notification not displayed correctly outlook clients
Hi All, Small question i like the invoice notification thats standard in zoho books. But its displayed wrong in all versions of outlook ? I tried some diffrent things and settings but nothing helps See attached image. Sincerly Marvin
Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..
Project Hours for 2022 Not Showing Up in Books
My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project. I can see the billable hours for the project from 2020 and 2021 in Zoho
Will webhook work on 3rd party API integration in zoho books?
Hi there, I have an Opencart-3 setup, where i have zoho books integration, And in the zoho account i have also integrated the Aftership API for shipment. Now I want to know that i have written a webhook in the zoho books in the Automation section with
MRP for each Item and MRP Column to be added in Invoice
How do we add a column to display MRP for each item in Item Master and an MRP Field in Invoice? Any help is appreciated. Best regards, G Nagaraj
Accounting for use of personal funds during business startup
Hi there, I am after some advice please. When setting up my business I used a personal credit card to pay for some business expenses. I do not want to take the money out of the business yet but I do want to record it somewhere so that I can repay myself
Books Automation - Change a field when a the Sales Order is changed to a status
Hi everyone, In Zoho Books, I need to change a field when the order status is changed. Now, when the user clicks on More --> "Mark as X" (X is a custom status), the Status of the order is changed automatically to X. Then we have a custom field called
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