INVOICE DONT HAVE AN INCOME ACCOUNT FIELD TO POST TRANSACTIONS
INVOICE DON'T HAVE AN INCOME ACCOUNT LIKE THE EXPENSE ACCOUNT FIELD IN THE EXPENSE MODULE. PLEASE CAN YOU TELL ME WHAT TO DO TO ADD THIS FIELD AND FUNCTION TO POST IT TO THE RIGHT INCOME ACCOUNT. THANK YOU VERY MUCHAdding transferwise.com as an online payment method
Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ CheersWhy "balance due" for the VOIDED INVOICE is not zero?
We wonder why the "balance due" for the VOIDED INVOICE is not zero? For example our case, we issued invoice for a client for MYR1000, then after client request for cancellation. Client haven't make payment yet. So we marked the invoice as void. We thinkGetting error "invalid warehouse_id" when trying to update any transaction in Zoho books
I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I neverTDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?Adding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.Installment plans
Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto chargedNotification based on created/updated sales order that contain certain line items.
Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been createdUPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoiceAPI Self Client Authtoken conversion always returns "invalid_client".
I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script. I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to createMy 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 can I notate on check stub when a vendors credit has been applied to an invoice payment?
I'm looking for a way of printing vendor credit memo use on a check stub when its been applied to other invoices. To let my vendors know I'm using credit memo XYZ in the amount of $xx.xx. Currently I am having to handwrite it on the stub to show my vendorABA 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.Haven't used banking function for years and now want to reconcile and clean up my account
I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use thatFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningApplying Price List to All Customers
I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my priceWhat's wrong with this deluge code to create a Bill?
I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view
While i love timekeeping I am finding some things slow me down. Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view. It is somewhat painful to have toFunction #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.Custom View and Custom Fields
Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see whatCan I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.Recuring bills payments
I've entered recuring bills that are auto drafted from my account monthly. Can I set up the recuring payment or do I continue to manually do it monthly?Markup instead of discount??
Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost. Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in ZohoExpose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get theCopy Templetes from one module to another in Zoho Books.
Hello, I have created a Custom Module in Books for GST Invoice. I can see only 1 Invoice Templete over there. Can we clone or copy Invoices Templetes from Sales Module of Books into Customer Module.Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account
Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments. Currently reconciling the undeposited funds account is a fairly tedious process for us. Since the deposits and payments are just thrown into a "bucket"Zoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we'reHow do I associate an expense to multiple projects?
How do I associate itemized expenses to multiple projects, like assigning each line to the respective projectDaily-rate for projects
I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.Fixed asset management
I want to know if there is any individual module for fixed assets managementSet Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a veryRecord 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"=Zoho Books | Product updates | May 2025
Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your financesLookups from Standard Modules to Custom Modules
I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go aboutZoho time tracking with automated screenshots
Time tracking option with automated screen shots would be an exeptuonally good feature, any plans to develop something like that?Partial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisRelocating the server from Europe to the UAE
We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USERget statement as file pdf to send in whatsapp template
hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_dateNext Page
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Announcements
Function #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sZoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. IntegrateFunction #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitFunction 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
Most Discussed Topics
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Reverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?Zoho Books - Hide Convert to Sales Order if it can't be used.
Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
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[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in ZohoZoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February[WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)
Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,
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