Creating invoices in French and in English
My Zoho system is set up in English, which is my preferred language. However, I would like to be able to send some invoices in English, while others in French. Can you please let me know how to create invoice templates in different languages? Thanks
Payment Notifications - DONT WORK
How come we get NO notifications on this out of the box? The most important thing in ANY business. Yea I see the alert when I click on the top right notification's icon inside books or the books app. BUT THATS IT. Just emailed a client saying when
No Reliable way to link to Invoices
I cannot find any reliable way to link to a specific invoice in Zoho Books. Yes, Zoho Books has a feature to share a public link to an invoice, but if I want to link to an invoice for another employee who has access, there doesn't seem to be a way. If
Working with EBay Managed Payments
How can I make sales in Zoho Books to match my Managed Payments entries in eBay? What entry do you make? What accounts are needed? Please a step by step tutorial would be most welcome. One of my first struggles is how to enter the Sales Tax collected
Part invoicing from a Sales order
When you create a sales order for 10 items. 8 of them you have stock of, 2 are not in stock. We only want to invoice 8 and 2 can only be invoiced when the new stock arrives. How can this be automated so that the new sales order for the 2 items can be
Zoho Books to Zoho Creator
My requirement is to pull the invoice from zoho books to zoho creator. The respective account manager needs to give approval for the invoice generated. What are all the possible solutions? Website
one bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reason
Sales Tax Liability Report with Paid Through filter/colum
Starting this year the USA's IRS now requires that credit card processors (Stripe, Forte, etc) send 1099-Ks to their customers (our vendors) that receive => $600. We need a column or filter added to the report where we can see which customers we need
How to track invoices that are "Marked as Sent"?
We have a problem where some invoices are automatically "Marked as Sent by Mike" when we look in the invoice history, and noticed that these invoices aren't actually being sent to the customer. We don't know of a way to track these invoices that are Marked
Check Envelope Not Matching Check Properly - Ordered from Zoho Books
We ordered checks and envelopes through Zoho Books. When a printed check is inserted into the envelope it appears the lower envelope window that contains the 'mail to name/address' is too low. This causing the 'mail to' name to be partially cut off. It
Custom Fields in Views
Custom fields should be available for Views and Reports. My specific use case is around bills. Different vendors have different preferred payment types (checks, credit cards, ACH transfer, etc.). I can add a custom field for each vendor for "Preferred
Stripe SEPA Direct Debit
Hi All, Stripe has a SEPA direct debit facility which costs only €0.35 per transaction compared to GoCardless which charge 1% + €0.20. So massive cost savings. Is this part of the current Stripe integration? Cheers, Peter
Neue Druck-Icons in Angeboten
In Books haben jetzt auch die Angebote (Kostenvoranschläge) die gleichen Icons wie in der Rechnung. Szenario: Um das Ergebnis eines Angebotes zu sehen, also mit Logo, Seitenlayout, etc. war es sinnvoll das Druck-Icon anzuklicken um die Druckvorschau zu
Cess
Can i adjust itc cess amount to cgst & sgst
How Can Pass Stock Market Accounting Entry in ZOHO Books??
Dear ZOHO Team, How Can Pass Stock Market Accounting Entry in ZOHO Books?? > Shere Purchase & Sales > Brokerage > Stock Kindly advise..with an example
Invoice not adding tax
So in the past I would put in the base rate (eg: $100), select the tax for the line item (eg: 10%), and it would get added to the total ($110). Now it would not do that anymore. I am very confused.
Connecting data in Zoho Books to Zoho CRM
Hello fellow Zohoers! Just wondering if there is a way to connect the unused credits in Zoho Bookings and have it auto update or map to the unused credits field in the CRM. Is this possible via deluge? The goal is after invoicing and applying against
recording a vehicle purchased on finance
Hi Would be grateful if anyone can help me on this..... I am UK based. Registered for VAT Recently purchased a vehicle Cost of vehicle is £23495 Deposit paid was £3770 (the vat element) charge for credit id £4852.80 total amount payable will be £28347.80
Multiple Shipping Addresses
Hi, I am new to Zoho Books. I have a customer that has multiple sites. Is there a way I can save the shipping address for each site and select it as appropriate? Regards Stephen
Help to accounting in Zoho Books
For months I have been struggling with ho to enter invoices as required by the tax office. I receive an amount for a purchase from a portal (multiple). I will call this X. I then have to invoice part of this amount to our customer (Y) (who is not the
currency symbol position
Hi, how can I change currency symbol position? currently it shows as kn1.000,00 but I need 1.000,00 kn as is croatian standard Goran
modify or delete a matched transaction
Hello I would like to change some incorrect manually added and matched transactions. All the information I have found posted in the forums does not seem to work for me. Can you lead me through it? Thank you!
How to record a vehicle purchased on finance
This is for the US side. Example scenario: Bought a $40k vehicle. Put a down payment of $5000. How can I record this in zoho books? How is everyone else doing it?
[Minor bug UI langauge selection] Bug in organization account (Zoho books)
When selecting language for user interface, many languages are not starting with a capital letter. English, Dutch are fine but some like italian, espanol etc. should be capitalized as well. This should be an easy database update.
CRM App integration with Books
We want to allow our salespeople to use the CRM app to take and place orders and estimates for customers, this works within the App but that information does not migrate into the finance connection with books... this means that the salesperson can work
MRP display on Invoice template in Zoho Books
Dear Zoho community, Can someone help me in designing a Invoice template in Zoho books where I can display MRP on face of the invoice? This is a requirement in the industry for which I am working. Don't see any field to store MRP in ITEM definition.
How long is Zoho books going to be down?
Zoho Books has been down since yesteday, any idea as to when it will be back on line?
Massenaktualisierung: Kategorie, im Shop sichtbar
Es wäre wünschenswert, wenn weitere Felder für die Massenaktualisierung zur Verfügung stellen!! Welche zum Beispiel? Kategorie in Shop sichtbar Einheit ... Der Workaround mit Ex- und Import ist nicht zu empfehlen!!
PO - receive items without bill
Very frustrating having to deal with this scenario ! Very often goods are received long before the bill arrives, when is Inventory being integrated with Books?, this has the ability to handle it !
Zoho Books: Customise Bills form
Hi, We would like to customise the Bills Form, ie. 1. Lengthen the column for Account (to have better visiblity of account Name) 2. Move the order of column (Client Details) to the end while moving Amount to second last column. Is this possible to be
filter by last_modified_time
Hi there, We are trying to query chart of accounts and contacts by last_modified_time and we are getting the following error. Please advise on what is the right format to pass for last modified time. Request Posted: curl -v -L -X GET 'https://books.zoho.com/api/v3/chartofaccounts?organization_id=XXXXXXX&last_modified_time=2022-22-01T05:03:00+0000'
Automatically convert sales order to invoice after 30 mins
Hi team - is there a way to automatically convert sales orders to invoices after 30 mins. I tried to do a workflow but there is no field update for sales orders status. Can this be done? Is this done using a custom function? Can anyone help me with the custom function? Thanks in advance
Opening Balance for VAT returns
For the VAT returns, we cannot access the opening balances from the previous quarter. So kindly help to resolve this issue.
How to import prior customer payments from Wave to Zohobooks on migration
Dear Zoho Team, I was successful in migrating all my customers from Wave to Zoho. Whereas the process of doing so for all prior period Invoices was simple, I ran into some difficulties in understanding how I would go about this with the historical payments
Can I sync the Sales Orders from my CRM with the Sales Orders from zoho books?
Hi, I'm on the Zoho Books trial and I like it a lot so far, how do the sales orders in both CRM and Books work together? Thanks!
Bank transactions not pulling to Books
Hiya, For some reason my Zoho Books has stopped pulling through my bank transactions. Nothing has been changed. I have tried to deactivate the feed and delete it then add the account again but it is still not working. Any ideas on this please? The bank
Bank Feed is active but no transactions are showing
Hi, The bank is active, but the transactions arent showing on Zoho so the connection doesnt seem to be working correctly although it has done previously. Can anyone help? Thanks
Split Payroll Transaction That Includes Draw and Inventory
It appears that Equity and Stock accounts are ineligible for split banking transactions, and I'm curious: a) Am I missing something? b) If not, why is there this unnecessary limitation? My use case is as follows: We are a manufacturer. A good chunk of
Sales Order Dashboard or Reporting
One of the things I'd like to see but I haven't found a straightforward way to do it is to see a dashboard for my sales orders. I run a paint and body shop and Zoho does okay for basic invoicing, etc. but I'd really like a breakdown of existing or ongoing
Item's Selling Price Keeps Rounding
I'm not sure if Zoho Books or Zoho CRM is the issue, as I have the two integrated, however my new Item's selling prices keep rounding themselves after a few hours. If I add a new item and I set the selling price as $0.1518 and the cost price as $0.1018,
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