Zoho CRM to Books Integration (Payment Terms)

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• R Divya

  

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• Sticky Posts

• [Webinar] Understanding the New Invoice Management Systems

  Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS

• Zoho Books Roadshows are back in the UAE!

  Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're

• Zoho Books will discontinue support for older browser versions soon

  Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100

• Latest Updates of the 53rd GST Council Meeting & Its Business Implications

  Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_Webinar

• Best practices for financial year-end closing with Zoho Books | Free Webinar

  Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1

• Recent Topics

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• Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

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• Deluge Learning Series – Client functions in Deluge | January 2026

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• Please can the open tasks be shown in each customer account at the top.

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• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

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• Add Israel & Jewish Holidays to Zoho People Holidays Gallery

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• Keep Zoho People Feature Requests in the Zoho People Forum

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• Introducing Schedules for smarter availability management

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• Proposal for Creating a Unique "Address" Entity in Zoho FSM

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• Account blocked

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• Filter contacts based on selected category in Zoho Desk ticket

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• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

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• Assign Income to Project Without Invoice

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• Tracking Non-Inventory Items

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• Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

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• Accessing shared mailboxes through Trident (Windows)

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• Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

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• Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

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• filtering lookup field options based on information in another module.

  In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

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