Payment numbers
For Zoho Books, payments made/payments received, I need to track those as well. For invoices I can have Zoho Books generate invoice numbers automatically and set a seed # like say, 1008890011 , and invoice numbers will auto-increment by 1 every time a
How to send order details from wordpres woocomerce into Zoho
So, I was able to integrate woomerce and Zoho together. After place a fake order in wordpress; I can see the log entry in zoho but the order details are not visible in zoho orders (on the zoho dashboard). I need help tracking that order in zoho that comes
Varying Amounts of Monthly Recurring Bills or Expenses
QUICK SUMMARY: We have dozens of recurring utility expenses from the same vendor for different properties. We are currently uploading the expenses into Zoho Expense and then matching it using the Zoho Books "Banking" Tab. This is time consuming and difficult
Bank Statement Reconcile
I have an amount reflecting on my Bank Statement as a deposit for R77.35. This is for a client invoice of R85.00 less commission paid of R7.65. How to I allocate this? Zoho gives me the choice to choose the R85.00 client payment, but it wont give me the
Refund of excess money paid to employee
Hello, So I gave an employee money for a business/company purpose. The employee ended up spending less and refunded the excess back to the company. Initially, I classified the money as an expense in the employees name and then I recorded the refund as
Paint bucket tool not working in Invoice Notification email template
I'm trying to edit the background colors on the email template, e.g. Invoice Notification, but when I click Apply nothing happens. I've tried it on all of the background colors in multiple browsers and spent a ridiculous amount of time on Chat trying
Adding Running Balance to Account Transactions
I am using this forum to request that the team remove the "Amount" column and add "Running Balance" Column to "Account Transactions". This is really an annoying feature to be drilling down on an account and each time I have to be changing from Amount
Client Portal Login With Registered mobile Number and OTP
This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.
Email Notifications for Picklists
Maybe I am missing this, but I do not see how someone is to be notified of a new picklist in Books?
Get Timesheets with method "zoho.books.getRecords"
Hello Can i get records with deluge Data = zoho.books.getRecords("timeentries",758916360); info Data; Like this? Thanks
Can I change the "Tax" label in my Invoice template's Total section?
We are a US company who invoice in USD, however we have EU VAT registration. We don't charge EU VAT but for purposes of EU reporting our invoices are required to show "VAT" in the total section of the table, and then 0.00 as a number. This is where "tax"
Recurring Billing for Professional Services on a T&M basis
When using Recurring Invoices there is no way to handle T&M work for projects in a manner that aligns to how the real world works. Many companies have Recurring billings for project time but the way it's setup in Zoho Books today, you can only bill "to
Restrict discount allowed to particular items
Dear Team, In our item list some of them are not allowed discount since the price already is lesser.Hence we want to restrict the option for discount for the particular item where we faced prob continuously. The teams are continuously changing so multiple
Subscriptions
Hi, I have issue with my subscriptions. asking me to upgrade, which doesn't make any sense. As I have only 17 actives client and been using it for 4 years now - with almost similar activites. But now i can raise more invoice - which kinda annoying as
{"code":57,"message":"You are not authorized to perform this operation"}
In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed token
Verify email for FROM caluse in Deluge script
Hi! I'm trying to use the SendEmail function with Deluge Script in a Custom Function. I want to put a custom email address in the FROM clause. I've read that it has to be verified but I can't find the way in Zoho Books. We are already using the email
Item Search bar in Sales Order and Invoices does not search incomplete names or words
While creating Sales Order or Invoices in Books, we have to put in the exact item name to select from the dropdown. This is a big disadvantage. The search option bar should be just how it is in items module; one can type in any word from the item name
ZOHO BOOKS Portal user not able to see the company logo inside the stimate
Hello Team, Problem Statment:- i have a Customer portal for the zoho books but portal user are not able to see the company logo on their Estimates. Thanks & Regards Piyush Goyal
More Info on Journal Entries when Matching Transaction
Issue: When attempting to match a bank feed to a transaction that was entered as a Manual Journal in Books, there is not enough information given in the dialog box, even when provided on the transaction. Example: The Journal entry has a Contact associated
How to record Security deposits received from the customers ?
Hi We are a rental company that collects a security deposit from our customers and refunds back when they exit. Earlier we were using retainer payments to easily record and refund or use against invoices when needed. But now I need t a professional plan
Running Workflow when record Created or Edited using Custom Function
How can we enable triggering the workflows of we create or update a record ( invoice, estimation, etc.. ) from a custom function, in CRM this is applicable using wfTrigger=true, but in Zoho Books we can't do the same
Tax inclusive discounts
Good morning, I don't understand the way you apply discounts on invoices. I have an item at 6700 yen, I'm giving a discount of 2500 yen. So it should become 4200. But it becomes 4000yen... I understand why we come to that result, you consider the discount
Custom file name on file Download - automated
Guys you need to put the following options in Zoho. 1)File name - I want to customise the file name when the invoice is downloaded. Please start working on the changes and be assured these are really good changes.
How to delete a bill when from the Free plan
Hello - During my introductory trial period of Zoho Books I explored many options, including creating bills. Now that the trial has expired and I opted for the Free plan I no longer have an option to view Bills, but (at least) one of the bills I created
Bank Feeds connected to wrong organizations
Hi, I have two different business accounts at Chase Bank, and want to auto connect the feed for transactions into the organization that each account is for. However, when I di that, Plaid already recognized the business account from one organization,
Bank Feeds - Saying Updated, Actually Not
My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refresh
Export invoice data with Zoho project link
Hello, I was building global service project KPIs and I was wondering if there was a way to get the project linked to each item in invoices as part of the invoice export. Right now I can map individual items to my projects using a text field in which
How to categorize transactions in Zoho Books
We have successfully migrated the data from QB desktop to Zoho Books however, it's very hard to categorize transactions manually as we can't apply any filters there. Anyone knows better way to categorize the transactions using date filters?
Differnt Tax rate in same item
Hi we are in manufacturing of Kurtis and the tax slab for the same is 12% if the value is greater than or equal to 1000 and 5% if the value is less than 1000. So lets say we have a garment worth 1095/- which we are selling at 12% GST in India but sometimes
GST R1 filing from ZOHO
zoho is filing zero return. Please advise for steps to check.
How do i create a credit note from an invoice using the api?
I have been able to create a credit note using the API and have the Invoice# field filled in, however I am still able to create an extra credit note for the same item from the original invoice. I want to be able to create a credit note on an invoice that
packing Slip customization
why Zoho ignoring it is customers and showing deaf ears on issue of creating vivid packing list over the years . that mean you are not interested on customer requirement. instead of simple wizard to create packing and check box to click which items
ZOHO BOOKS Estimation is not open by the Link
Hello All, I am sending an Estimation Using Sending API Link to the customer but they are not able to open the estimation by the link which we have inside the mail, i am also sharing the sample code and also snapshot, please check and revert on this asap.
Bank syncing is taking longer time
Manual refresh transaction of Bank syncing is taking longer time almost 30 minutes to update the transactions. But I have used the manual refreshment in other invoicing app where I use to get latest transactions in few seconds of manual refresh. Why there
Adding discount on line items via API
I've been trying to create invoices via API from my system. For some reason the item level discount column isn't getting created, following is the payload: { "payment_terms": 0, "is_discount_before_tax": true, "discount_type": "entity_level", "customer_id":
Larger Sales Volume Users
Greetings all, I have used Books and CRM for several years, but I was running a fairly small operation. I now work with a larger organization with 100+ employees. Are there any users out there of a similar size using Books? There is some concern from
How to auto update purchase price and sales price?
Hi I need a custom function to update the purchase price of an item whenever a bill with an updated price is received (price different from the system price) and also the sales prices as 1.35 times the new purchase price.I found one but it does not updatte
GCC VAT
Dear Sir, We are Bahrain using Zoho Books, In Purchase of local we enter VAT 10% it is ok but, Some Items We buy from Saudi, Dubai... We have to enter GCC VAT but it is not working in Bills entering. Please can you guide for this. How to enter GCC VAT
Pulling shipping address to writer by specifying estimate no or any other customer tag
Is it possible to pull get the customer shipping address to writer by simply giving some nick name associated with customer details or estimate number?
Zoho books API key
Hi, I am building a silent integration between Zoho books and an external WMS system and I need to be able to pull and push data to/out of Zoho. This is a background process that has no UI and runs in the background, I can prime it with some settings
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