Terms & Conditions add a rule.
Hi I'd like to format my T&C's to auto format a Deposit amount based on the Total. "Quotation is valid for 7 days from the date of issue. A 75% deposit ( R .00 )is required to confirm the booking. The remaining balance ( R .00)is due upon project completion.Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses
Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app toHOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling priceCustom Function to get custom field of lookup type in Books
Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sampleShopify integration
I need to integrate Shopify with Zoho BooksFunction #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check onPROJECTS - More flexibility with task and pricing
Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can haveIs it possible to change default payable account for a bill?
We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)how to upload a reviewed price list in zoho to replace the existing price list
Price list upload for my zoho booksCompany details and emails
Our company has recently been rebranded and we have new email address - How do I update information for users. I have tried to re invite users with new email but it sends me to organization and there is no where I can change the email or invite with newLinking Resale Certificates to Customer Locations
Florida Resale Certificates must be on every customer invoice. We have customers with multiple locations and each location has a seperate FL Resale Certificate. The FL Resale Certificate makes the transaction EXEMPT from Sales Tax. Can FL Resale CertificateCopy Sales Order Reference# to Purchase Order#
Hello, We use our customer's purchase order number as the order number on our purchase order to the supplier. We direct ship everything from our suppliers and the customers then see their PO number on the packing notes (instead of a sequentially-generated one). Therefore, is it possible to use automation to copy the Sales Order Reference# (customer PO) to the respective Purchase Order# (our PO) when converting the Sales Order to a Purchase Order?Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartonsFiltert products by multi select custom field
Hello, this is seems like a must addition, why it can not be done now?Why isn't there an Expense description field / column?
Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.Cant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMapPrinted Reports, Increase Font SIZE
I need to send some printed copies of financial reports to my attorney. The reports print out with microscopic fonts. How do I increase the font size so that a normal human can read the text? Every other accounting app can do this so I imagine I haveAvoid email sending!
Hello, Thanks you Zoho for the wonderful apps you provide. Question: Is there a way to disable sending emails when: - creating an estimate or billing. Thanks TommyNeed to show discount before total after subtotal
Need to show discount before total after subtotal on my estimate template (see attachment)Email a "thank you" note for this payment is NOW checked by default
Hello Team, Just noticed that Email a "thank you" note for this payment is now checked by default. I tried searching in Preferences and there is no way to turn this off. I do not want this to be the default. Is there a way to turn this off?End-to-end services hours
We are trying to determine the best method of quoting service hours on quotes but only present the sum amount to a customer, without losing the tracking of quantity of hours for invoicing purposes. Does anyone have a good method they have determined?Specific Approval Question
Hi everyone, Just a quick question here. I have located the "Approval Type" in the preferences, which is great, and I am sure we could make use of it. However, I am trying to understand how I can implement an approval "workflow". The business call itZoho Books - Show Discount Totals When Greater Than Zero
Hi Books Team, I understand that to show or hide discount amount on a Quote or Invoice, I need to use different templates. It would be a great quality of life improvement for users if we had an option to show or hide the discount amount at line item andSpecifying a filename for Schedule Reports
Is it possible to specify a filename to use with scheduled reports? For example: With a general ledger report, instead of general_ledger.pdf I would like to include the date the report was generated in the filename so it is called general_ledger_202Fire a webhook when the user gets access to portal
Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andFeature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration
Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoiceBooks <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to syncEdit Reconciled Transactions
I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To doEdit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you toDifferent Transaction Series for Different Types of Sales
Is there any way I can create multiple transaction series for different type of Sales? Say B2B-001 and B2C -001 for respective type of Sales.?Unable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.Customer Advance Zoho Book API
All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?Even though the received amount+tax is equal to or lesser than the invoice value, zoho doesnt allow to record
Even though the received amount+tax is equal to or lesser than the invoice value, Zoho mentioned the error- you've recorded more payment than the actual invoice balance. please check again. screenshot also attached. You've recorded more payment thanMultiple deductions in invoice
I issue invoices to a customer that include multiple deductions that I would like to track in different expense accounts. But that is not possible in Zoho Books as there is only one Deduction field and even that I don't have control over to assign it采购里出现付款通知 的错误
采购里面出现付款通知错误，怎么调整，我找不到路径，好像是ZOHO 自动生成的，请问怎么调整{"code":1002,"message":"Statement of Accounts does not exist."}
Hello Zoho team, I faced an issue while trying to POST a sales order from sap to zoho books, using the below data packet: { "customer_id": "4322967000027451968", "line_items": [ { "item_id": "2154170000010847685", "rate": "752.00",Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?
I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seemsNext Page
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Function #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.Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you canFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
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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.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.Please add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work forThermal Printer Option Needed for Delivery Challan Templates
Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very
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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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