Sales receipt drop down
Is the option for Sales receipt only in a paid subscription? If it is which subscription, if it is not how do I get it up on my drop down sales tab.Progressive Discounts
We need to be able to apply more than one discount after the sub total. How would we go about doing that in zoho books and zoho inventory?How to select alternate invoice email notification template
When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification settings, but I can't figure out how to attach that template to a specific invoice.Mass Change Start Date in Recurring Invoice
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can beZoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address inBackup & Restore
We need a better tool for comprehensive data back-up and restore. We are investing in Zoho Books as a tool to run our business and the data we input into the system is vital so having comprehensive and regular backups is not only key but a fundamental requirement for any responsible business. The current backup system does not provide complete data backup and the process to import the data is also flawed. Exported files size are larger than the allowable import size Some exported files have differentZoho Books Custom Views do not allow "Empty" and "Not Empty" to be evaluated in criteria
In Zoho Books, we can create a custom view for most modules (like Invoices and Bills), and we can try to specify a criteria. However, we cannot evaluate in criteria whether a field is empty or not. This is very bizarre! Every type of criteria across allAllow Option to Modify Check Voucher. Need Additional Columns from Bill
We really want to add a custom field/value from a Bill to the check Voucher. Is this possible? If not, why is there such a restriction? We are having an admin hand write information on all the vouchers, even though the information already exists on theHalf Up Front... Half On Delivery
I have a service business, in which I ask my customers for half of total payment up front, and then the second half once we've finished the project. Would be great if Zoho Invoice could automatically create two invoices, each for 50% of total. Currently,How to add royalties in Zoho Books?
Hello, I am a bit thick at the moment, but how do I add royalties I receive from, for example, Amazon? I do not invoice them obvs; they just pay (sometimes only pennies :-( ) How do I categorize them when trying to categorize the transactions? I reallyHow to change the pdf title of invoice
Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?Displaying Inactive Customers & Vendors
Can we please have this choice in general settings, it's a pain showing hundreds of inactive records. A simple search clears the "Active records" filter ! A simple message showing "Inactive records match your search criteria but have been omitted, wouldBill Discount account and inventory valuation
Item x rate 100 discount 30% bill net =70 but when checking the inventory value i found it 100 not 70 because the 30 ( discount) went to the expense deduction account so it will reflect in the profit, however the goods not sold yet The discount accountWhatsapp Integration not working
Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.Partial Return of Delivery Challan Items
As per the rules set by zoho for partial return of an item given on delivery challan, atleast one item must be invoiced. what if i have given 3 items to my client on Delivery challan. They will evaluate the items and it will be returned it or will beUnused credits - improper value
When i try to get the balance statement, it gives it by reducing the unused credits. But I did not unused credits as per bills, even though it is showing like I have. Is there any way to reset the unused credits to zero.How to separate Vendor custom fields from Customer custome fields
Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows VendorsIssue with Attachments in "Email a Thank You Note"
Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send anotherDefault account for service invoice
Hello, My client has some invoices for which he has entered a service description rather than using an item. Is there a way to set the income account on this invoice, or can that only be done by using an item?Extracting data from ZOHO through API
How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.Calculation of depreciation
Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?Select Invoices by Date Range
Is there anyway to select invoices by date range then print them in bulk? Now I have to go and click on each invoice I want print and usually it opens up an invoice (because my cursor in wrong place) . I would like to select only invoices for April and then print them in bulk. YOu need this feature in most of the areasNo encuentro la opción para crear una orden de compra
No encuentro la opción para crear una orden de compra, soy nuevo, ya busqué tutoriales, pero no me aparecen dichas opciones.How can I delete duplicate transactions?
I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,Unable to pay bill from Prepaid Expense account
Our transport vendor requires us to use their prepaid system. We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed. These bills must obviously be settled by from our prepaid account. I am unable to recordCOST CENTER
Hello, Is it possible to add cost centers.Urgent - issue with VAT registration
Im trying to enable VAT but it wont let me add my company VAT details. I'm getting this. Please disable Adjustments and Entity level discount before registering for VAT How do i do this as i cannot find answer. It would be nice if there was a help iconNo Updation of manual journals in case of Accrual basis of Accounting
Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basisExcise Tax for Oman
We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).NEW TO ZOHO
I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i willGROUPING OF CUSTOMER
SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKSConvert 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 orderCost Center accounting
Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? IfHow to record Staff payment and receipts
I'm a bit new with zoho so I have few questions its great if anyone here can help I work for a logistic company, every 1-2 months we transfer a lump sum $A to drivers so that they can pay for fuels or they can buy some tools. So my questions are - WhatEnhancement - P&L Statement and Balance Sheet
Hi there! Providing an option to compare financial statements from different quarters was one of the most requested features in the recent times . We're more than excited to have come up with a solution - a Comparison feature for P & L Statement and Balance Sheet. Profit and Loss Statement and Balance Sheet provide you with a clear picture of the 'hows' your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement comparedrestrict access to user to create invoice
hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solveRequest to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. OneInvoice import error - duplicate customer name column - there are no duplicates
It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?Zoho books api - sales order last ordered date
I would like to get the last ordered date for each contact in the book. How can I do this?Next 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.
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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.Search in module lists has detiorated
Every module has a problem with the search function :-/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?
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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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