Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartonsGross Profit
Please can I have a way to easily see Gross Profit on sales. Please! I have a sales team who are targeted on gross profit and they have no visibility of this at all on they're invoices. We are currently having to go between Sage and Zoho as they processMultiple 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.How to send an invoice by email with API ?
Hello, I'm trying to send an invoice by email with the API but I always get this error : { "code": 57, "message": "You are not authorized to perform this operation" } This is my request : https://www.zohoapis.com/books/v3/invoices/{invoiceId}/email?organization_id={organizationId}What's New in Zoho Books - September 2024
Hello users! We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updatesProgressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)see due dates from zoho books in calendar
Hi, we are starting a new business and I was wondering if I can see the due dates of the invoices and bills in the calendar?Bank Feeds option not showing - Zoho Books Australia
Hi there, I've added my Westpac bank account to Zoho Books, however there is no option to be able to connect the bank feed for the account? Help! Thank you :)[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 IMSPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. WithNeed to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.I want to know the gross profit by sales person. How?
Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salespersonZoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of eitherZoho Books API
Hey Everyone, Does anyone else feel the API documentation lacking? Things like: the required fields for adding items to an invoice are out of date. how to delete specific attachments from invoices/sales orders/ etc aren't listed. there is no informatione-invoice
how can I integrate with the portal of e-invoice in EgyptCustomer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regardsPlease implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the waysFunction #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,Retrieve Multiple Invoices With Details In One API Call
We can bulk retrieve invoices using: https://www.zohoapis.com/books/v3/invoicesinvoices/... https://www.zoho.com/inventory/api/v1/invoices/#list-invoices However, this does not include invoice details such as line items, etc. To obtain invoice with details,Update or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.Authentication issue
Hi, I am trying to create a extension for zoho books which sends me webhooks whenever a new invoice is created but once invoice is created and I receive a webhook I want my api to make a few changes into the same invoices and for that I require authenticationZoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to createRecurring Automated Reminders
Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder featureGenerate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff NameResolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 followsMissde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailedHow to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I haveAuto Charge Recurring Invoices on their due date vs issue date
Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?Single Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would likeConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsWant to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? RoyHow to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give mePartial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are takingAutomatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to linkTrying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this orZoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)Next Page
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What's New in Zoho Books - September 2024
Hello users! We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updatesFunction #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salespersonFunction #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,Update or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
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What's New in Zoho Books - September 2024
Hello users! We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updatesZoho Books API
Hey Everyone, Does anyone else feel the API documentation lacking? Things like: the required fields for adding items to an invoice are out of date. how to delete specific attachments from invoices/sales orders/ etc aren't listed. there is no informationGet the invoice detail through the API
Good day. I have a problem regarding the bills module. There are bills that are taxed depending on the country and there are cases in which taxes are not applied. The problem is that when making a call with the "bill_number" parameter it returns the basicINSURANCE MANAGEMENT SOLUTION - FINANCE/ERP/CRM
We are looking for an Insurance Management ERP system which we can use for our Insurance Brokerage and Aggregator Platform. Kindly Suggest if you have any.Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?
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[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 IMSLatest 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_WebinarBest 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[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
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 100
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