Get ZOHO Books Payment Terms by the API
Hello Everyone is there any way in zoho books we get all the Payment Terms List by the API Call. I am also sharing the snapshot which help you to understand the query. if someone knows how we can get this please provide your valuable comment. Thank You
Discount on bills during payment process
Hi, we do apply discount rates (that we agreed with our partners beforehand) whenever we pay in a certain delay. Example: 10.000 euros bill (vat included). And when we execute the payment order throught our bank system, if this is done in less then 10
How to pass bank entry for TDS on commission or brokerage ?
Hi, team please guide me on how to pass bank entry for TDS on commission or brokerage in Zoho books. TDS on contract and other options show but commission or brokerage
Stripe, how to import historical statements?
The help file states to 'simply' import stripe statements from the past after successful integration between Zoho and stripe. In Banking account overview stripe is present but when I go to Banking and click on import statement I can only choose my regular
Search MATCHED or Categorized Bank Statements
As far as I can tell there is no way to look at bank statement lines once they're matched or categorized. No search, no import/feed log, nothing. This is problematic for a number of reasons. What if there was a duplicate import/feed and the same statement
Profit on sale
shi, would it be possible to see profit on sale on each invoice ? With option of FIFO / Weighted Average and LIFO basis ?
Recurring invoice based on number of days of the month
Trying to setup recurring invoices twice a month with a daily rate and based on number of days in the month 1st invoice is always 15 days 1st-15th x daily rate 2nd invoice is from the 16th till the end of month which of course could be 28th , 30th or
How can I can use Zoho with Sage
Hi, Our accounting departament uses Sage and they might be interested in having an integration with Zoho in order to better organize invoices. Could you please let me know how can I use both applications? Thanks
Add additional discount field on payment received module
Hi, We regularly receive cash payments from customers. Many times the customer does not have an exact change & they round it off to the nearest value & rest is considered as a discount. We particularly face an issue recording that discount, as there is
German monthly Accounting / monatlicher Export von Eingangs und Ausgangsrechnungen über Zoho Books / Deutschland
PLEASE COMMENT WHEN YOU HAVE THE SAME PROBLEM Dear Users, Dear Team, for german Accounting we need to export every month ALL incomming Invocies and ALL outgoing invoices as PDF File! All Documents are in ZOHO Books, but there is no option to export the
Unpaid Invoices PDF template
Hello, Does anyone know where/how I can change the template which is used for the 'unpaid invoices' PDF? There is a tickbox to attach it along with the customer's statement but I cannot find it in the Email Templates settings. We have two branches of
rapprochement bancaire
Bonjour, j'avais une créance de 11,276.90 a recevoir du gouvernement mais celui-ci m'a remboursé que 9,986.25 $ avec la différence de 1,114.77$ payé en trop pour un autre compte alors comment faire apparié ma créance de TVQ a 11,276.90 $. quel compte
Isset / typeof / defined for variable in deluge script (or similiar)
I want to add a universal script to zoho books for invoices and estimates (as button script). For invoices, the variable invoice is given as function parameter. For esitmates, the variable estimate is given as function parameter. In my script, I want to do this: if(invoice){ //do } if(estimate){ //do } However, when I want to save the script, for invoices I get the error message "Variable 'estimate' is not defined". How can I check if a variable is defined without error, e.g.: if(!defined(esitmate)){
upgrade
I have written several mails right from CEO of your company to your helpdesk. Why is that no one is interested in hleping me upgrade my account?????
How do you add an open sales order to an invoice created in draft via recurring invoices?
How do you add an open sales order to an invoice created in draft via recurring invoices? Is this not possible? When I open a draft invoice there is no option to add an open sales order.
Where is the technical documentation for setting up webhooks?
Hi, I want to setup some webhooks from ZohoBooks to my server. Where can I find the technical documentation for webhooks? I need details like, What is the expected response to mark a webhook as success? Threshold response time before ZB marks a webhook
Attachments in Invoice
Can all the attachments with Estimates/SO can be forwarded/attached while generating invoice
Intra Company Invoicing & Cost Allocations
Hi, We are present in three states and have Head Office in one of the state. As per GST, we need to allocate costs of Head Office to different branches in the state. If we raise invoices for each state within Zoho Books, the revenue & expense figures
invokeurl marinetraffic
Hello friends. I can't find the error in this call, and it returns "null". Does anyone know what could be happening? I have tried the call writing it by hand and it works perfect. Obviously XXX to not expose the API key. // API key for PS07 Single Vessel
How do I clone a bill and print a bill
How do I clone a bill and print a bill
Payables
Hi team I have been requesting for a filter option in the outstanding SOA , we’re by we can just filter only the outstanding bills, this request I have been doing for last 2 years and so far I haven’t a heard a word from the developer team. I only heard
"message": "You are not authorized to perform this operation"
Hi, I am adding customers and invoices through Zoho books API. Contacts are adding successfully but when I am generating an invoice it's giving a "message": "You are not authorized to perform this operation". I also added scopes of invoices to generate
Bank feeds not refreshing
It's been three days...still no auto-refresh. BUT...when I try to manually refresh, I get an error saying "Bank feeds have already been refreshed for the day". ?
How to register a returned wire transfer
Hello everyone. I am stuck with a matter and I have no idea how to proceed. So I had registered a bill for example for 500USD. I paid the bill via wire transfer and the bank for some reason rejected the transfer and hence I saw a credit or refund for
Adding Contacts to Vendors
It appears as though Zoho Books does not import vendor contacts from Zoho CRM, correct? And that therefore they have to be reentered in Zoho Books. Is there any simply method to copy a contact to a vendor from within Books? Or do they all have to be entered
German Accounting SKR03 / SKR04 needed / Datev Kontenplan
Dear Team, for German accounting its necessary to have the DATEV Based account plan called SKR03 or SKR04, bases on this account plan everything ist manged in German accounting and most important with the tax office. We need an integration of SKR03 and
Automatic Bank Feed Triodos Netherlands
When trying to setup an automatic bank feed for a Triodos NL bank account in Zoho Books I noticed that Triodos Germany is an option but not the Netherlands, does this mean that Triodos NL will be supported in the future? Is this being worked on?
Recording Transaction after Gateway charges
Hi, Requesting assistance in recording a transaction. I had sent an invoice of Rs.3500 to the customer. He used a PG to pay the amount. The PG had deducted 2% fees (Rs.70) and Tax (Rs.9) and sent the balance (Rs. 3421) to my bank account. How shall I
Need HSN code, rate and item name in invoice details report section
Need HSN code, rate and item name in invoice details report section Please add this which is required during filing of GSTR 9 return
Custom Function in Invoices for a Feild
Hi Everyone, Can someone please help me the function code to update the custom field (cf_delivery_date) value of the invoice using a button. After clicking button custom field should updated with the current date. Rregards, Sirish
Timer App for Chrome Resets entries when switching between Timer to Log Time
I have noticed that the Time App for Chrome clears my entered project, task, and notes when switching between Timer to Log Time. For example, if I start in the default mode (Timer) and enter my project, tsk and notes and then switch to Log Time, I have
Faulty bank statement import
Hello. I'm importing CSV from a major Australian bank (ANZ). The CSV files exported from ANZ have no header descriptions for the columns. It is just transaction data from line 1. Zoho imports the data fine with simple mapping, except the first statement
Integration with CRM Accounts module
Hi We have Zoho CRM. In our implementation we dont use the Accounts module - we just use Contacts and Deals modules. Ive just integrated Books with our CRM. Are there any benefits to having the Accounts module enabled? Thanks
Opening Balances and VAT (UK)
I do not understand how Zoho deals with VAT and payments against opening balances. For example, lets say I have a customer with an opening balance of £1000. Around £200 of this will be VAT. So the customer pays me £1000 and I record it as a payment received
Zoho Expense to Books integration is flawed
When a one of the company employees submits a expense report for approval and then the report is approved there is a flaw where zoho books cannot break that single expense into multiple charges to match with any bank or credit card feeds. As we know once that report has been approved it cant be changed in zoho books. This becomes a major issue when purchasing through Amazon (or other retailer such as Alibaba) where they can break that single bill into multiple charges. The work around that I was
Closing the financial year
This is the first year I am using ZOHO Books and I want to close my financial year for last year. I have gone through and checked all transactions are correct, written off bad debts and reconciled all accounts. I have also read through the tips for closing the year and followed all of these. Once this is done though I am not sure if anything else has to happen. Is there somewhere that i am supposed to record that the financial year has ended? I have looked through and not been able to find anything
What's New in Zoho Books - October 2022
Hello users, As we reach the last quarter of the year, we are back with updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this October: Accounts Receivable and Payable in Balance Sheet Report (India)
How to bill & track multiple salespeople in one business
Is there a way/how do you: I have a business client that has multiple salespeople. Salespeople are sent their own invoices but payment to me comes from the main company, so many invoices paid in one check. I would like to keep the salespeople separate
Clients GPS coordinates feature
I believe this is a feature that should be added. Right now there is only the possibility to add addresses and not GPS coordinates. Only workaround is too add a new custom field, unfortunately, this is not a great solution. In developed countries, addresses
Update a Customer Field based On Estimate
Hi, I want to classify customers based on the estimate provided to them E.g. if a customer is not given any estimate for say 6 months ., It should be marked as silent And if customer is given quotation in last 2 months ,then it is active How can we do
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