How to handle customer that only buy once
In Zoho Books, every few months there will be a case where we will sell 1 thing to a new customer and never again after that. Because these one-time sells are worth only a few euros, the effort of creating the customer in books takes more time than theWill Stripe integration also work if I take payments using a stripe card reader?
Before I commit to Zoho (from QBO), I need to know this very important question. I do have two questions though: 1. If customer John Doe has an invoice in Zoho which he pays electronically using the Stripe integration, I realize Zoho will place theTracking a Franchise Setup Fee in Zoho Books
I have just paid an amount of money to a Franchise Company in the UK (Im in the UK too). It is the initial fee and the agreement runs for 5 years and then 3 months on a rolling basis. This is how Im approaching recording the transaction and need to knowDesignation/Department/Report
Hello. I have two questions. 1. there are some vendors that I can't save Designation or Department? 2. yesterday I was able to generate a report that included Designation and Department but today they are not showing up in report?Default invoice/quote actions?
I was wondering is it possible to change the default action found here? I would like it to be save and sumbit as if you have the right to aprrouve you could save and send (I know a promp is shown) this way would make sure to avoid errors. Can't find anyInvalid parameter value passed otp_id
Dear Sir/Madam, While making a payment to the vender, following error occurs "Invalid parameter value passed otp_id" please solve, screen shot is attached for your reference. Regards,Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balanceHandling Duplicate Invoices with Identical Reference Numbers in Zoho
I've recently encountered an unexpected behavior within Zoho that allows the creation of multiple invoices with identical reference numbers and order numbers. This situation is quite surprising, as it could potentially lead to significant confusion inLaw Firm Using Trust Accounts and Transaction Fees
I am working with a law firm who may potentially subscribe to Zoho One. The main concern is the use of Zoho Books and processing retainer fees from clients. The EXACT amount of the retainer needs to be deposited into a trust account. For example. If someoneDownload Zoho Migration Tool Link
Please send me download link for zoho migration tool thanksZoho Book Customized Layout development
I want to learn how to develop customised layouts for invoices can you please guide how i can learnAdding Business Bank Account
Hi! I'm trying to add my business bank account to Zoho Books for the banking feeds, but can only see an option to manually add my account details, which doesn't;t seem to do anything. There's nowhere on the screen as per the instruction videos where IETIMS Integration with KRA
There seems to be an issue with e-tims integration with Zoho Books for the etims early access. Any one else facing this problem.Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Hello, I would like my employees to start doing their estimate directly from Zoho Books and I don't want them to see each other customers and transactions. I checked "Allow users to handle the data and transactions for assigned customers only." But whenReports for Sales Orders in Zoho Books
We are looking to produce reports in Zoho Books for Sales Orders. The current selection is: by Customer, by Item, or by Sales Person. AND these are only as invoiced (revenue), not when the Sales Order is actually booked (sales). How do we quickly calculate what has "booked" (date sold/date of sales order) in sales for a month or quarter? There is no way that we have found to 'filter' any report data to get exactly what we need. Example: In the month of January, how much did we sell (not invoiced)Unable to download as Virus is Detected
When I try to download any attachments from a range of different people, I get the error " Unable to download as Virus is Detected". Has anyone else seen this?Calcul de la TVA réelle. à l'encaissement
Bonjour, je m'explique. Lorsque je clique sur « Taxe », il me fait un rapport de la TVA, puisque c'est la taxe principale que j'utilise, étant en France, sur le mois en cours. Sauf que le montant qui m'affiche tient compte de toutes les factures, indépendammentPayment at end of month
Hello, in Italy usually the payment are at the end of the month. This means that if the invoice is at the 14th of june and the payment is at 30 days, the customer has to pay at 31th of july. Is it possible to have this feature? Over this, sometimes weVIRUS DETECTED PDF DOWNLOADS - URGENT
I am trying to send a pdf download to a customer but it is blocked "virus detected" Please help.ASSET REGISTER AND DEPRECIATION SCHEDULE
Hi Team, Kindly assist us how to have ASSET Register in zoho books. We have clients who have lots of property, and we need to monitor their assets using asset register.Help with pagination and getRecords
I need to list the unpaid invoices, it works like this: search_map = {"status":"unpaid"}; invoices = zoho.books.getRecords("Invoices",organization.get("organization_id"),search_map,"conn"); The problem is when there is more than 200 results, in the resultsUpdate on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsCannot Import Invoices from Wave
I am trying to import from Wave. The invoices import wizard keeps throwing a date format error. I have tried everything to fix this, even going to the extent of altering the date format in my organisation profile and then changing the date format fromAuthentication 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 authenticationImporting Contacts - Error Message
This is the error message I am receiving. Same Column header has been matched with multiple columns. And it shows the Contact Name in red... I have it matched with Name on my CSV.. Why is this happening???How to add owners payments which need repaying at a later stage
In the early days of my business, as owner, I am paying some of the business expenses out of my own pocket/bank. How should these business expenses be recorded and at the same time show the amounts a liability (ie. amounts that need to be repaid to meWhatsapp Integration Fix
Hello, I believe WhatsApp integration should be fixed. Right now all emails appear as unread but there is no way to mark it as read. I understand that the way to mark it as read may be just answering, in which case the notification dissapears. But thisMexico Edition migration
When will the migration to the mexican edition will be available we have been waiting for it for over 2 years since the announment of the version and for some of us it is difficult or imposible to migrate either data and other customatization.How to retrieve a deleted inovice in Zoho Books?
I have deleted an invoice a long time back, but I can find it from audit log. But unable to open it. Is there any way that I can retrieve particular invoices, such as from a recycle bin? Thank you in advanceIs there a Books API to insert a Header row into a Sales Order or invoice?
Is there a Books API to insert a Header row into a Sales Order or invoice?Warehouses
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90Multiple 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 listError "Tax does not exist"
When I am trying to load item master I am getting an error "Tax does not exist". I tried changing tax name and tax type however its not working. Please help. Find below data I am trying to load Inter State Tax Name Inter State Tax Rate 5% Inter StateAuto copy one field's data(custom module) to another custom Module.
Is it possible to copy the data of one field from a custom module to another in BOOKS?Deleting Sales Invoices
Hello Everyone, I am trying to delete all added sales invoices to make some changes at once. Will re import later. But it throws an error saying your data is being used elsewhere so unable to delete. Could someone please help here?MRP ENTRY
I PURCHASED MATERIAL IN AUG-24 AND RATE IS RS.399 AND FROM 1ST OCT-24 RATE IS RS.499 , NOW SOME QTY. IS SOLD AND NOW IF I ENTER NEW RATE THEN IT IS NOT ACCEPT OR CHANGE IN ALL SALE BILLNew Paypal Integration support Business to Business with 50 cent fee?
I "upgraded" the Paypal integration and I'm afraid I lost the 50 cent Busines to business paypal fee. Is this true?COGS not shown in P&L
Hello, my name is Lucas. I have a wholesale phone case company. I import products from China to my country. The issue I was havaing is to have my Cost Of Good Solds in P&L, because when I run the report they only show me how much I spend in goods, shippingImporting (Customers & Vendors )
hi zoho team , how can i add opening balance date for vendors and customers if i got new system but i want record transaction with last 3 months. i tried to import or add the customer manually but opening balance start with this month thanksCustomer Address Not on Standard Invoice when Address is on Contact Record
Hi, I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does notNext 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 pricesSearch 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.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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