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
API and custum fields
Hi Support-Team, I want to use the books api to get contacts. We have definded custom fields containing a internal custumer number. How do I have to setup the api call to get the contact using custom field with [api_name] => cf_296579000000046151 and
Zn group of industries
Money withdrawa process pending in my account
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
Change user in Banking where account number is added
after merging ICICI Bank and Zoho in particular user other users unable to sent payment via Zoho...how to transfer the banking payment option across users
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
Square payment onsite applied to existing invoice
I delivered some product to a customer at his home and swiped his credit card (Square) for the balance of the invoice. The square transaction came into my square clearing account and deposited in my bank account automatically but it needs to be applied to the customer invoice. The payment shows in my bank account and feed and the cash is treated properly. However I do not see any way to apply that payment to the existing invoice.
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,
Zero FCY Balance, Small BCY Balance
Much like the problem below: https://help.zoho.com/portal/en/community/topic/paypal-usd-account-fcy-balance-usd-0-vs-bcy-balance-sgd-81-39 My base currency (BCY) is USD. I have several merchant services accounts that present in other currencies, including
Add "Sales Person" as an optional place holder in email templates in Zoho Books
The "Sales Person" field is not an option to add a placeholder for. It would be helpful if there was an option to display the full name of the "Sales Person" in the email templates within Zoho Books.
What's New in Zoho Books - June 2023
Hello users, We have been bringing new updates and enhancements to Zoho Books consistently. This month, we are back with yet another set of enhancements. Let's take a quick look at what's new this June in Zoho Books: Stripe Financial Connections Stripe
Add new item limitations?
Hi, In my Zoho Books, when I create a new item, only the "Sales Information" section is available. The "Purchase Information" and the "Track inventory for this item" sections are not available. Is this due to some config in preferences? Or is it a limitation
Vendors API
Hello, How can I create a vendors with the zoho books api
Sending Invoice and Payment Receipt Link to Customers
Hi, I have 2 problems" 1)We wanted to send Zoho Invoice Link on Whatsapp programatically usign API so that the customer clicks the link and downloads the PDF of the invoice along with the Payment Receipt. I am unable to do this. Which API should I use
Publish Subscribe Model implementation for India
Hi All, I am new to the Zoho books system . I want to integrate the system with 3rd party system but that should be used as Publisher Subscriber Model for India as no developer console is provided any work around or help is apricated .
E-Mailvorlagen: Die Schriftart "Open Sans" hinzufügen
Bitte Schriftart "Open Sans" hinzufügen. In der Vorlagen wird die Schriftart "Open Sans" angeboten. Das bedeutet, die aus Books erstellten kaufmännischen Dokumente (zum Beispiel PDF) haben die Schriftart "Open Sans". (Siehe Bild) Wenn dann das Dokument
Need Reports 'by period' with a "Total" column across the periods
This is such a needed feature that is available in any standard accounting software but missing in Zoho! For example, P&L statement for the year, by month. This will have 12 columns for each of the months and a 13th column for total (sum of all 12 months).
App Spotlight: Shopify Integration for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Shopify Integration for Zoho Books Integrate your Shopify e-commerce site with Zoho Books and automate the flow of data between them. Save
Is Zoho Books still the right choice?
Hi Everyone, I've been a loyal Zoho Books and Zoho One customer now for over a decade. I've been frustrated at times, but overall it seemed like a pretty good choice at the time. As the years continue marching on, I'm ready to pull the plug on everything
Importing Bills - Preventing Tax Rate Duplication
Hi All, I have work with QB and Xero, and there is certainly an odd quirk with Zoho Books when you import bills. We somehow manage to create duplicate Tax rates when we import. They are identical and we normal just disable them and move on, but couple
German bank feeds - when working?
Hello, I am currently testing Zoho books, which I like in generally. Unfortunately the feed of my bank account is not working although I can add the account and the balance is correctly fetched. When adding the account I received the warning that feeds
auto populate city & state with zip code
So this request will look different for countries outside of the US... Is there a way you can add a "zip code" database? The goal would be to enter a "zip code" for a US based address and have that field access database that would bring in the city and
Custom function - to fetch loginuser ID -
Use case : I want to auto convert an 'accepted' Estimate with two conditions into 'Invoice' and send it automatically to the buyer. The function is given below and working fine. But if some user generates an estimate' with the two conditions, it is executing
How can I build a cash plan
As my business grows and more orders are coming in I need to build a cash plan. I can "see" what future payment will be due in the future once a cleint order is received, but I need to take in consideration other kind of future payment that are not directly
Existing customer with new enquiry
How to capture new enquiries from the existing customer to track status, which can be done for the new customer as we create it afresh. However, we don't have option to create new enquiry from the existing customer so that they can also be equally t
Line 101 - GST / HST Return - Canada
With the understanding of GST / HST return from CRA, I would like to open a topic to discuss whether or not the GST / HST return produced by Zoho Books is actually in compliant with CRA reporting requirement specifically on line 101 - Sales and other
add user
I just signed up .. I would like to add my bookkeeper I saw plan i chose had 3 users ... that was included in the 180 price correct.. and where do I add the user not finding it in the settings or profile Lisa
Wechsel zu SKR 04
Hallo, wir haben Zoho Books im Moment nach englischem Standard eingerichtet, das betrifft auch den Standard Kontenrahmen. Jetzt wollen wir auf SKR 04 umstellen, und jetzt ist die grosse Frage - was passiert wenn wir den Knopf drücken? Finden wir alles
Function #16: Copy attachments automatically from billable bill to invoice
In Zoho Books, it is possible to generate an invoice directly from a bill when the items are marked as "Billable." This feature lets you charge your customers for any applicable costs or operational expenses. If the billable bill has important attachments,
Add the ability to restrict users from billing time beyond a specific date in Zoho Books
In order to standardize billing month to month we only bill through a specific date each month. It would be helpful if we could enter a date into setting that would restrict the time that could be added to an invoice. For example Tom has two hours of
How to Create a New Account type?
Dear Sir I would like to know how i can create a new account type with your zoho books as its required for me to add different account division in your online zoho books system... like i want to add a pre-paid mobile account as main and under that i
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Reading extra fields of an invoice in the thank you note email
I have created a custom date field on an invoice but would like to retrieve that date and a few other fields when sending the user the thank you note, I have not been able to find the right info on automation etc. Please could anybody point me in the
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