Is there a way to trigger a Zoho Books workflow when time is imported from Zoho Projects
All of our time comes from Zoho Projects. We are working on automatically creating an invoice usign Deluge/API/Zoho Flow when time is imported into Zoho Books from Zoho Projects. Is there anyway to trigger a workflow when this happens?
How to use to invoice validation to check that no line item date exceeds a specified date
How to use to invoice validation to check that no line item date exceeds a specified date Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms. We will bill through
Interest on late payments
Is this ever going to be implemented on Zoho Books? It's particularly annoying as its been working so well on Zoho invoice for the last year or so.
Late fee custom script in Zoho Books
Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount
latefee = invoice.get("total").toDecimal() * 0.05;
//display the value stored in the latefee variable
info latefee ;
//add late fee and adjustment and store the total amount in the variable 'adjustment'
adjustment = invoice.get("adjustment").toDecimal()+
Late Fees in Zoho Books
How do I apply late fees to invoices in Zoho Books? I used to do this in Zoho Invoice by using a drop-down box to choose the late fee to associate with the terms on my invoice. In Books I cannot find a way to do the same thing. I have successfully migrated
Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees
Zoho Books extremely slow, sometimes stuck loading
Simple tasks take 10 minutes at a minimum as I watch the loading gesture in Zoho Books. How can I make sure I can use zoho books without this speed issue. How can it be more responsive? Is there a web app?
Corporate Tax Obligation for DMCC Companies
What is the obligation with regard to corporate tax with for DMCC registered companies. do they fall under exempted catagory ?
How to create a journal with Deluge?
Im trying to create a journal with a custom button from a custom module. Some of the info on the code looks like this: LineItem1 = Map(); LineItem1.put("account_id",CuentaCredito); LineItem1.put("amount",ImporteDepreciado2); LineItem1.put("debit_or_credit","credit");
Export PDF from Zoho Books via API
Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,
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
How to write off a non paid invoice in Zoho Books
We have some invoices where clients have not paid - how/where do we go to write off the invoice?
Duplicate row found in your CSV/TSV file
It says Duplicate row found in your CSV/TSV file when i am importing my journals. What are the duplicate checks done when importing? I might have some recurring entries but they are not duplicates and the description and date is different.
Currency calculations
Hi, An area of frustration when trying to balance the bank accounts is the currency rate. It's never right to match the actual amount paid (although I will admit it's close). Ideally, when processing expenses that are in a currency different from the bank being paid through, I'd like to be able to enter the actual amount that left bank account. At the moment I have to sit there with a calculator and work the actual rate out for each expense and update the currency rate to match, otherwise, I can't
Payment system for donations management
I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
GST composition scheme dealer - treatment for client expenses reimbursement
Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
Error: ACH Payments for Multiple Invoices
Hi Everyone, I've spent over a dozen hours trying to figure this out. It seems like both Forte and Authorize.net have this same issue. Whenever you try to pay two invoices with ACH payment in the customer portal, it gives an error as seen in below portal.
Multiple Payments Through ACH
I want to explore the option of allowing ACH to be paid for multiple invoices. Credit cards take a percentage of our revenue, and this customer wanted to pay multiple invoices via ACH, and we told them they can only do that with a credit card. I'm saying
using zoho books API for retainer invoice in zapier
hello, I have to create a retainer invoice when a estimate is accepted and i got everything set up but I cant seem to figure out what the good format for the api request is for the line items, I dont see what im doing wrong can someone help me with this
Custom view with does not contain, is not, etc
Zoho CRM allows us to filter using "does not contain" "is not equal to" etc etc, but Zoho Books doesn't allow this in custom views. Will it be possible to add this filter feature in?
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
Page Not Found while trying to create a Refresh and Access token
Greetings, I have managed to get a grant token following an authentication guide, but when I use the code to make the POST call in https://accounts.zoho.com/oauth/v2/token?, I get the error below as a response in html format: Page not found The page you
Import Sales Invoices - Amend Append Modify
Hello, We are importing sales history. As we learn, we see modifications we wish we made to those imports. Our understanding is that once you use an invoice number, you can no longer import to it. Our volume and Zoho's batch limits makes it difficult
make.com integration
Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error
"Invalid value passed for JSONString" exception while creating customer contact in Zoho Books using rest API
Hi Experts, We are using .Net c# code to create a customer contact in Zoho books using Zoho books Rest API.But we are getting "Invalid value passed for JSONString" exception. Please find the attached sample code screenshot "Customer_Contact2.png" for your reference., Could you please let us know how to pass the JSONString. It would be a great help if someone provide a sample code for creating the customer. Thanks in Advance. Regards Amit
Update Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
Separate billing and shipping person name
Hi, I am aware that Zoho Books allow to input two different billing and shipping address; however, It seems I could only have one name for this? Is it possible to have the name of person be different for billing and shipping on the invoice? Thank you
Different Company Name for billing & shipping address
We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
Sales Receipt option?
I operate a business that does both outside sales and service as well as some retail for walk-in, "cash & carry" customers. Invoices work great for my outside work, but there does not seem to be a good option for my retail customers. I have been using
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
ABA Files payment description
Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.
How do I convert MBOX to PST for Outlook?
Can anyone recommend a reliable method to convert MBOX files to PST format for use in Outlook? I need a straightforward solution that preserves the folder structure and attachments from my MBOX files. Ideally, I'm looking for a tool that is compatible
Invoice_Id as placeholder
Hi I am trying to create a URL on the invoice with the Invoice Id (not the Invoice Number) but when I use %InvoiceId% or ${invoice.invoice_id} the first doesn't return anything and the second is returned as is i.e. as text. Any suggestions?
Searching for Items
when creating a bill or invoice, when i click on a line item and start typing, the search is really bad. it only finds the items if i type it exactly how the item is named. it doesnt let me do partial searches where i just type a part of the item name.
Progressive 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)
Credit Cards Rewards Cash Back
Hello, My credit card gives me 1% cash back. How can I record this income? Also, my credit card allows me to buy products with points. How can I record this payment? Thanks
Recording SEP IRA Contribution in books
I have an LLC that is electing to be taxed an S Corp this year. I am wondering how to records SEP IRA contributions. Are they categorized under an expense or are they considered equity or something else that I am not thinking of. Thank you!
Accounting on the Go Series-28: Effortless Automation- Converting Quotes to Invoices with Ease
Hello Zoho Books Users! At Zoho Books, we take automation seriously, striving to simplify your daily tasks and reduce manual work wherever possible. Today, let’s talk about one such nifty time saving feature: automatic conversion of Quotes to Invoices.
Inventory asset or cost of goods sold ?
We can only choose inventory asset for items but lots of bills for items are posted with cost of goods sold - is this all balanced correctly or should it be entered differently ?
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