Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
Is there a possible way to have a "paid" button for re-occuring invoices?
Greetings. I was wondering if its possible to add a "paid" button re-occuring invoices to quickly record them as "PAID" or having a check mark box to mark the paid ones and BULK update them as "PAID" because the current method of having to click on each
Record Capital
Hi, Just starting to use Zoho Books and learning acocunting myself. How to record new business seed capital in Zoho Books? For e.g. I would like to record a sum of 10,000 as a capital amount into the business. Where should I record them?
Delivery Notes
How to Customize the Delivery Note Template to not to show value, as of now it's same as Invoice and only available once an order is converted to invoice. whereas it should be Packing Slip then Delivery Note & Invoice. Most of the cases we don't want
Zoho Book verified email address
Hi, hoping someone from Zoho can help on this one. In Book have addded and verified an email address to be used in a custom function. However, when executing the function get banner warning of only admin, user or verified email can be set as sender address
FONT RTL
We are using Zoho books subscription Since we are operating from Saudi Arabia, We need Arabic Font support (We use: FONT RTL ) But once we use this Font all our page Alignment Breaks and looks unprofessional documents. For Eg: I use FONT RTL font for
Charity Donations / Round Ups on invoices
We have created an ongoing partnership with a charity and one option I would like to explore is giving clients the option of adding a donation or rounding up their invoice when making a payment. Is there a way to automate this in Zoho Books as an op
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Advanced search on a multi-select field, possible ?
Hi, We have a multi-select field as custom field for our customer. I'm trying to look for customer having a specific entry in the that field. But in the advanced search panel, I can't find this multi select field (under the "Show More" section) How can I search for customer using that field ? (yes, the field is active) Regards, Olivier
Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Adding Recurring Invoice via API - How to enter Credit Card details for Auto-Charge
I am considering to add recurring invoices via forms in ZCreator, and would then use the Books API v3. That should be rather standard, but can we also need to add Credit Card info for the new recurring invoice. Can this be done via the API ? Thank you for suggestions.
QuickBooks integration?
Hello everyone, We have this customer who wants to keep using QuickBooks to do the actual billing and accounting. But we want to use Finance (or books) to do the quotes, we plan to use Zoho inventory to do inventory. I was wondering what type of integration
The cap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software.
Hello Zoho, There is a cap on monthly invoices which become an issue for growing businesses. The caap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software. Please address this problem
We must admit - Yodlee is an unreliable partner!
Hello Zoho, Our Yes Bank account intergration is messed up since the beginning and the problem has not been addressed yet. With bad synchronization, poor categorization of transactions, duplicate/unknown copies of accounts, no support, geared at income/expenses,
Profit report by customer and by product.
Profit report by customer and by product. Hello, I want to know for which customer I am earning more and which product to buy I also want to know from which project I earn the most. the data I need are: Date: Customer name: Product name: Invoice number:
Unable to deregister VAT
Hi All, My business turnover is below GBP 80,000 and HMRC approved my cancellation for the VAT. However, I am not able to cancel the VAT mapping in the Zoho book. As I should not display it in my company's official document if my company does not have
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Auto generate Bill #
I have a few vendors that don't send me bill (or at least don't send me a bill for a long time). I end up creating bills from received PO items. When I convert to bill I have to enter a Bill #. It would be nice if zoho would either create a unique Bill # for me, or even better a unique Bill # tied to each vendor. Thanks, -Tom
How do I match changed items?
I have issued invoices where the item was xyz and is pointed to sales-general, for example. I have changed the item to point to sales-something else. When I run a profit and loss report the item still is in sales-general. What I want to do is refresh
New Invoice: Getting Please configure tax for the selected contact
I 'm trying to create a new invoice for a client that I have previously invoiced many times before without an issue, but now getting the following message when attempting to save a Draft invoice for review: Please configure tax for the selected contact
Let's have WooCommerce integration of Zohobooks
Let's have WooCommerce integration of Zohobooks
Can we notify if Invoices are unpaid and Bills are not paid nearing 180 Days?
Can we notify if Invoices are unpaid and Bills are not paid nearing 180 Days? Because GST ITC Credits will not be eligible if the invoices are not paid within 180 Days
Linux Zohobooks App
Can we also have a Linux App for Zohobooks ?
Can we have Cost Tracking feature ?
Can we have Cost Tracking feature ?
Lets have FreshBooks integration with Zohobooks
Lets have FreshBooks integration with Zohobooks
Let's bring Product Catalog module / feature in Zohobooks
Let's bring Product Catalog module / feature in Zohobooks
Let's bring Formula/Recipe Management module / feature in Zohobooks
Let's bring Formula/Recipe Management module / feature in Zohobooks
Let's bring Shop Floor Control module / feature in Zohobooks
Let's bring Shop Floor Control module / feature in Zohobooks
Let's bring Product Lifecycle Management (PLM) module / feature in Zohobooks
Let's bring Product Lifecycle Management (PLM) module / feature in Zohobooks
Let's have Sage Intacct integration of Zohobooks
Let's have Sage Intacct integration of Zohobooks
Lets have Quickbooks Online/Advance integration with Zohobooks
Lets have Quickbooks Online/Advance integration with Zohobooks
Can we have Inventory Auditing feature ?
Can we have Inventory Auditing feature ?
Lets have Microsoft Excel integration with Zohobooks
Lets have Microsoft Excel integration with Zohobooks
Can we have Distribution Management modules ?
Can we have Distribution Management modules ?
Can we have Reorder Management Features ?
Can we have Reorder Management Features ?
Can we have Demand Forecasting feature ?
Can we have Demand Forecasting feature ?
HOW TO SOLVE IT
Lets have NetSuite integration with Zohobooks
Lets have NetSuite integration with Zohobooks
Tax Payable
I have 2 types of taxes configured in my accounting, one is the consultancy tax 10 % and another is Service tax 10.3%. Tax payable report shows me the amount payable under both taxes. For example Consultancy Tax Payable - 20,000 INR Service Tax Payable
This does not make sense at all. I would be very greateful if this issue could be fixed.
On Client portal the preview of the document is not the pdf so it is just completely bugged. Margins are not the correct ones, sign does not appear... etc. That does not look professional at all. If a client access the client portal but the signed document
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