Function #54: Auto-populate date and time of invoice creation in custom field
Hello everyone, and welcome back to our series! Zoho Books maintains a detailed log of every action performed within the application, whether it's creating, updating, or deleting records. The Audit Trail provides information on how, when, and by whom
Function #29: Auto-populate Expiry date on Quotes
Greetings everyone! A quote (Formerly known as an estimate) is a document sent to customers containing a detailed overview of items and their prices for potential purchase. The quoted prices usually have a specific validity period, after which the proposal
Function #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
Function #45: Automatically convert billable expense to invoice
Hello everyone, and welcome back to our series! Zoho Books allows you to easily charge your customers for expenses that you have incurred on their behalf. You can achieve this by marking the relevant expense as billable and then manually converting it
Function #44: Notify admin users when expense accounts exceed the safe limit
Hello everyone, and welcome back to our series! Are you finding yourself consistently overspending in certain areas? Do you need a system to keep track of your expenses and receive alerts when specific accounts go over their limit? Today, we bring you
Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit
Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related
Function #41: Notify users when sales orders exceed the credit limit
Hello everyone, and welcome back to our series! As you're aware, Zoho Books lets you set credit limits for your customers, that can be monitored in both invoices and sales orders. Previously, we shared a custom function that can alert users when an invoice
Function #40: Notify users when invoices exceed the credit limit
Hello everyone, and welcome back to our series! Businesses tend to offer goods or services on credit to customers, which can, in overtime, lead to the accumulation of significant overdue balances. To address this, Zoho Books allows you to define a Credit
Function #37: Display list of associated SO on Quote details screen
Previously, in our series, we shared a script to display the list of purchase orders within their corresponding sales order details page as a Related List. We hope you found it beneficial. Similar to that, we bring you another script that can display
Function #39: Schedule Vendor Statements
Hello everyone! As we continue our series, today we bring you a function that automatically sends vendor statements at scheduled intervals, similar to the function we previously shared for sending customer statements. By minimizing the need for manual
Function #38: Charge rush fees for invoices
Hello everyone! Rush fees are additional charges that businesses add to invoices when customers request expedited or prioritized services, compensating for the extra resources and effort. The method for calculating these fees can vary across industries
Function #35: Automatically create a Task when a Quote is sent
Hello everyone, and welcome back to our series! A business employs various approaches to boost its revenue, and one such method involves promptly following up with customers to convert Quotes into actual sales. The challenge lies in handling numerous
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Function #3: Assign a mandatory reporting tag to invoices
At Zoho Books, we receive numerous inquiries about the option to mark reporting tags as mandatory in transactions. We do acknowledge the usefulness of this functionality and we plan to include it as a default option in the future. In the meantime, we
Function #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
Function #12: Approve purchase orders automatically
The transaction approval feature in Zoho Books helps establish an authorization process, allowing business owners to closely monitor transactions created by their employees. This process ensures that all transactions created by employees undergo a thorough
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
Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a business
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,
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
Function #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from the