How to apply vendor's Unused Credit in EUR to bill in USD?
Hi, Our vendor issues two monthly bills: one in EUR and the second in USD. According to the agreement, we make one total payment in EUR for both bills using the exchange rate stated in the USD bill. As we pay in the current month for the services renderedWebHook Button
Quiero crear un botón para reportar Facturas a mi equipo, ejemplo del Caso: Quiero que al presionar el botón en una factura, envío los datos siguientes: Número de Factura, Nombre del Cliente, Fecha de la Factura, y si es posible la URL de la factura estoGenerate Payment Link - ZOHO Books by an API
Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush GoyalCan someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null butCustom Function CF Field Update
I'm new to Zoho and Deluge, so please forgive my naivety. I'm trying to create a customer function which updates two custom fields on an inventory item. The code runs fine, and the info response show the correct value, however the fields in the itemsMy client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you pleaseHow to prevent users from switching price lists in an order?
Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, otherFunction #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initialAccounting on the Go Series-45:Streamline Your Workflow-Set Your Preferred Opening Screen in Zoho Books
Hello all, We are back with another feature that takes your convenience to the next level. Typically, when you open an app, it defaults to a standard page, and you have to navigate to the page you actually need. But what if we told you that with ZohoReport help - "Invalid value passed for sort_column"
Hello, I was working with the Expense Details report attempting to add a column for Reference # and sort by that column. It seems to be stuck now. I'm just getting the error "Invalid value passed for sort_column" and the report will not generate. HowBulk add project to expenses
Hello, I just upgraded in order to be able to use the project feature. I have hundreds of expenses already posted that I want to assign to projects in bulk, but that doesn't seem to be an option. Is there a workaround? Thanks! JenniferAutoForward Bank Statements
There is a new feature in Books where we can auto-forward bank statements from email to a special Books address. If this for countries outside of the US? I find it confusing because there are no banks or credit card companies in the US that I am awareHow to clear account payable with manual journal
Hi.... i using zoho books for 6 months so I'm having a problem with account payable. I'm using a free version so i can't add bills whenever i owe someone money so i decided to use manual journal. (Eg: i got a product for 500$ i need to pay that moneyWhat's New in Zoho Books - July 2024
Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiencyCustomizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limitedInvoice address not updating
Hi there. No matter how many times I update a client's address, the invoice is never updated. I also check the box that says "update all estimates, invoices etc". Still no luck :( I changed the address in Books directly on the contact, nothing...the addressConvert cash account to bank account
Hi, I set up a couple of cash accounts and now realize that it would have been better if I had set them up as manual bank accounts (in order to view the registers through banking and reconcile the accounts). It doesn't appear that I can convert the accountongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do callDoes Zoho Books allow for capturing sales without an invoice?
I received commission payments without submitting invoices. Is there a way that Zoho Books (or other product) can support that business model?Feature Request - Zoho Project Invoice Integration with Zoho Books Sales Orders
When a client signs up to my services, sometimes a sales order is raised to itemise the work and hours for the project. I then partially invoice the Sales Order until it is complete. This doesn't really work at the moment in Zoho Projects and I need toBank Feeds Breaking Constantly
Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while andChange from Estimates to Quotes
Hello - In our business, we rarely provide Quotes - we mostly do Estimates. I already have Zoho set up the way I want for the Estimates and Quotes. I will not be changing the name from Estimates. Is there a way to get the little megaphone to disappearMultiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.Identifying historical payments
We are suffering the damnations of our own folly. We started as a small NGO and used the bank journal as our accounting, along with "please send Bob 25 EUR for such and such" messages to the volunteer who sent out the money. We're growing up and makingRecord payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=Email notification if line items are added or changed in Zoho Books Sales Order
Anybody knows how to setup an email notification if an agent updates or adds a line item on a Sales Order? For example, original Sales Order contains SKU #1 but agent changes it to SKU #2, is there any way to send email notification that the line itemUrgent: Assistance Required with VAT Return Filing on Zoho Books [ Im stuck, need assistance ]
Dear All, Our previous accountant utilized Zoho Books to submit UAE VAT returns for the following periods: - Q2: April 2022 to June 2022 - Q3: July 2022 to September 2022 - Q4: October 2022 to December 2022 However, our accountant failed to utilize theConvert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase orderreceivables
Hello, There is some issue regarding the receivables the amount of receivables does not reflect the payment received or the invoices marked as paid. Is there any bug or am i missing something? please help & solve this. Thanks.Manually Excluded transactions
How can Manually Excluded Transactions in Bank statements be deleted without deleting bank account itself. Because all the time it shows that in order to eliminate manually excluded transactions, bank account should be totally deleted. Please give yourUrgent Request for Proforma Invoice & Transaction Level Discount Features in Zoho Books UAE version
Dear Zoho Books Team, Our business has been a user of Zoho Books for the past four years, and during this time, we have consistently requested the inclusion of Proforma Invoice and Transaction Level Discount features. These functionalities are crucialCan we take item/Brand/ Group/customer wise ROI report in zoho books
Can we take item/Brand/ Group/customer wise ROI report in zoho booksHow can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.USD payment into WIO bank
How can I do USD payment into WIO bank?Trigger an automation when Stock on Hand changes
We need to run a custom function when the stock level of an item changes - specifically when it goes out of stock or comes into stock, but it wouldn't matter if it was triggered by any change. At the moment, it's triggered when any field in the item isZoho Books UAE - how and what will be the entry in Zoho books for each line items.
Zoho Books UAE Please let us know how and what will be the entry in Zoho books for each line items. Director is investing - equity in company. Director Giving Loan to Company. Director Getting salary every month being a employee. Director has expensesExport Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesHow to see which invoice is using a specific Invoice Template in Zoho Book
I'm trying to clean up our rarely used Invoice Templates. To do this I have to remove them as a selection from all invoices (otherwise you will get an error " template is in use" My question: How do I find out which invoice uses the Invoice Template inFeature Request - Populate project name field on invoices when generating from Zoho Projects
I noticed that when I create an invoice from Zoho Projects, the Project field on the invoice is always blank. It would be great if this could be populated with the project name automatically. It would also be great if the subject field could be populated{"code":1038,"message":"JSON is not well formed"}
Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the inputNext Page
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Function #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initialWhat's New in Zoho Books - July 2024
Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiencyFunction #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engageFunction #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andZoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
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What's New in Zoho Books - July 2024
Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiencyBank feed missing transactions
My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correctVoid Invoice
How do I void a customer's invoice if the period has been locked? I don't want to open up the period because the Accounts Receivable balance has been reported for the closed period and I do not want to change that number. Creating a credit memo against{"code":1038,"message":"JSON is not well formed"}
Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the inputConvert cash account to bank account
Hi, I set up a couple of cash accounts and now realize that it would have been better if I had set them up as manual bank accounts (in order to view the registers through banking and reconcile the accounts). It doesn't appear that I can convert the account
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Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help youZoho 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 100Power up your accounting this fiscal year
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