Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,Verkaufsbeschreibung mit HTML-Editor
Wenn es in der Zoho Books "Verkaufsbeschreibung" einen HTML-Editor gäbe, dann würde man die Beschreibungen z.B. in Angeboten "schick" machen können eine Synchronisation mit der Verkaufsbeschreibung in Zoho Commerce dauerhaft herstellenArtikel-Bilder im PNG-Format - Transparenz wird nicht dargestellt
In unseren Artikeln verwenden wir Artikel-Bilder die im PNG-Format hochgeladen wurden. Bisher alles ok. Seit einiger Zeit werden die Bilder in Angebote etc. mit dem bekannten Schwarzen-Hintergrund anstatt der Transparenz dargestellt. Bitte wieder ändern!!Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.What’s New in Zoho Books - December 2022
Hello customers, We are approaching the end of the year; we hope it's been productive and fruitful for you. To ease your accounting needs this holiday season, we are back with yet another set of updates and enhancements. Let's take a quick look at what'sZoho books in Thailand
I would really like to have a chat to any of the community who are using Books in Thailand at the moment, to see how it works for them and see how we might use it in a new business based in Thailand/Australia.Multiple discounts in 1 invoice
Hello, Is it possible to have 2 discounts in 1 invoice? 1 at the item line level, and the other at transaction level. For example I have 3 items: A, B, and C A has pre-defined 10% discount from price list B has pre-defined 5% discount from price listAny way to download or export all attachments regarding a Vendor? (including payments)
Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them). I need to be able to export all these files everyZoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introducedHow to display on the invoice that a specific pricelist has been applied
My company gives bulk order discounts and it appears that this can be done using the pricelist function. However, on the invoice, there is no indication that a "price list" has been applied. I want my customer to see that they have been given the bulkDigitally Signed Invoices
Due to Digitilisation, Increasingly Customers want Invoices to be Digitally Signed using Digital Signature Certificate. ( Different from Digital Image of Signature - Already available in Zoho ) Please introduce the feature of Digitally signing the InvoiceAttachment in Line or Details instead of TILE Window
Hello, is their any way to add attachment in Line or Details instead of TILE Window Thanks NSRTheme
Hello, How do i change THEME to fully DARK. all in black background colour also how should i add more colours in theme. as of now only 4colours are available.How to account for a business expense paid for with a personal checking account?
A bill was created in Zoho Books for an invoice we received for marketing materials (appx. $1000). Then, the invoice was paid by accident using a personal checking account instead of the business checking account. The personal checking account is notReports: Amount Detail in Purchases by Vendor Report Doesn't Show Account Information
In Reports | Purchases by Vendor, when one clicks on a vendor's total to get specific information, the resulting report wrongly and unhelpfully shows "split" for every account. This is problematic two ways: First, those aren't split transactions. Every♥, ★, ► in estimates PDFs - Customers LOVE it!
To enrich the estimates, we used symbols (♥ ★ ► ☆ ... ) in the articels, like shown below. Our customers love it ♥ The estimates are more appealing for the decisionmaker: ___________________ ☆ Branding: the company logo is visible on the display and thereforeUnbilled Items Report?
Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) BenAdding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in theBank Feeds not working?
I am trying to set up Zoho books for the first time for a very small business. I'm working with the free subscription which promises to be way more than what I need. I can no longer find the “automated connections wizard”, you know the one that displayAvalara Sales Tax integration - AVATAX
Just wondering if anyone else is having troubles with this integration? Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction. This caused a huge price adjustment billed to us by Avalara within a month of us signing up. And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix. Zoho is aware of the problem, but slow#16 Zoho Books Digest
Hello readers, I hope you're having an awesome day! We're back with the 16th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics Dubai We believe everyone deserves to thrive at work. So, whyHow to send order details from wordpres woocomerce into Zoho
So, I was able to integrate woomerce and Zoho together. After place a fake order in wordpress; I can see the log entry in zoho but the order details are not visible in zoho orders (on the zoho dashboard). I need help tracking that order in zoho that comesTax Deduction at Source (TDS)
Hi, Could you tell how to record TDS on Zoho. My business involves contracting labour work and all job work payments needs to be tax deducted at source in India. Thanks.How to Insert my data using the POST method in the External API URL?
How to Insert my data using the POST method in the External API URL?Manual Journal for Expenses with Input VAT
I have some expenses where I have paid VAT. This VAT is our input VAT and we have to claim this VAT in our VAT file return. Now Please inform me how I post this expenses manual journal entry with input VAT. Example: I buy petrol full month for vehiclesTrouble with custom function in zoho books
I am trying to use the below custom function, when retrieving "sub_total" it keeps returning "emtpy" however it works with "total" but I want to retrieve the sub total of the estimate. crmpotid = estimate.get("zcrm_potential_id"); total = 0.0; relestStripe Alipay options available?
I have customer in China and it's a pain to get paid online....impossible...should I say. Stripe is working on integrating Alipay as a payment option with their service. Will Alipay be available for Zohobooks as a payment option with the stripe-zohobooksPurchase Requisition in Zoho Books
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> GRN/SRN ( Goods/Services receipt note) >> BillIntroducing a Refreshed Design To Enhance Your Zoho Books Experience
Hello users, We are excited to bring a refreshed design along with enhancements to the user interface in Zoho Books. You might have already noticed the new color themes with redesigned icons in your Zoho Books organization. Here’s everything you’d wantyodlee bank fees
My bank feeds have been pretty much error-free until this recent Yodlee update. I have configured it as per the information however nothing comes through. It says that bank feeds have been refreshed as of 30th June, 2022. It is the end of the financialIs it possible to call a CRM standalone function from within Books?
Is it possible to call a CRM standalone function from within Books? What is the syntax?VAT Number
How do I show the VAT Number on the Estimate and on the invoiceShow my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .Change Taxes on Bill
We often get bills that have tax differences from what Zoho calculates - or has two tax rates? How do we adjust the tax in a bill to match it? We can't make it an expense because we have N30 terms. If we just post direct to Sales Tax Payable account,Integration
Can Zoho noted about to get an integration with Dext? I believe will be helpful at least in UK. thanksCustomer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regardsHow can you report timesheet entries for projects showing the Invoice number they were billed through
I am having great difficulty in finding how, from within BOOKS or ANALYTICS, I can get a report of all the timesheet entries against a client/project etc in BOOKS that not only tells me that the time entry has been approved and invoiced but shows me theCreate invoice from a sales order via Api
Hey there, how do i create an invoice from a sales order via Api?Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureCustomers Updating Details Allows for Document Uploads
This is crazy. If you check off to allow customers to edit their info, it ALSO allows them to upload documents. The tooltip says: Allow customer to edit their information in the portal Your customers will be able to edit their basic details, such as theirNext Page
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What’s New in Zoho Books - December 2022
Hello customers, We are approaching the end of the year; we hope it's been productive and fruitful for you. To ease your accounting needs this holiday season, we are back with yet another set of updates and enhancements. Let's take a quick look at what'sZoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introduced#16 Zoho Books Digest
Hello readers, I hope you're having an awesome day! We're back with the 16th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics Dubai We believe everyone deserves to thrive at work. So, whyIntroducing a Refreshed Design To Enhance Your Zoho Books Experience
Hello users, We are excited to bring a refreshed design along with enhancements to the user interface in Zoho Books. You might have already noticed the new color themes with redesigned icons in your Zoho Books organization. Here’s everything you’d wantCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
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Introducing a Refreshed Design To Enhance Your Zoho Books Experience
Hello users, We are excited to bring a refreshed design along with enhancements to the user interface in Zoho Books. You might have already noticed the new color themes with redesigned icons in your Zoho Books organization. Here’s everything you’d wantDivide invoice total into monthly or quarterly payments
Hi all, I run a property management company, and I invoice property owners for their annual communal fees, that pay for items such as a shared pool and the gardening etc. Usually, I have invoiced quarterly. I calculate the annual fee and divide it byArtikel-Bilder im PNG-Format - Transparenz wird nicht dargestellt
In unseren Artikeln verwenden wir Artikel-Bilder die im PNG-Format hochgeladen wurden. Bisher alles ok. Seit einiger Zeit werden die Bilder in Angebote etc. mit dem bekannten Schwarzen-Hintergrund anstatt der Transparenz dargestellt. Bitte wieder ändern!!Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regardsHow can you report timesheet entries for projects showing the Invoice number they were billed through
I am having great difficulty in finding how, from within BOOKS or ANALYTICS, I can get a report of all the timesheet entries against a client/project etc in BOOKS that not only tells me that the time entry has been approved and invoiced but shows me the
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