Differnt invoice template for same organisation
Hi, I offer services to two different ndustries under different brand names. While the company is same the invoice carries different division names. Also the SAC code is different. How do I create two differnt templates with different format. GST number and address will remain same for both divisions , however format and logo would be different. BhartiProrata / Proportional billing and invoicing
Hi, We want to create fixed billing cicles and therefore, needs to create proportional billing as below. Billing Cicle 1: From 1st of month to 31st of month, due on 10th of month If we activate a customer on this billing cicle on the 20th of July, for a service that costs USD 80, the first invoice would look like this: 1)- August billing cicle from Aug 1st to Aug 31st - USD 80 2)- July billing cicle from July 20th to July 30th - USD 26.67 3)- Total invoice USD 106.67 From September on, the due dateZOHO ACCOUNT DATA CONVERT INTO TALLY FORMAT.
Dear sir Is it possible to convert zoho account data into tally format. Please Reply & explain with demo. Thanks, SupriyaHOW CAN I RECORD GST RETURN & STOCK OF 2 STORES.
Dear Sir, I would like to know that is it possible through zoho book to record GST return of month to month or year to year as like Tally. Also can we maintain 2 store details & stock of material in store. Looking forward to your kindly reply.Is there a possibility of Searching the customer by Unique ID or Key in the invoice?
Hi, I would like to know if there is another look up other than customer name to identify and select the desired customer? I am looking for both a look up option and desired info with the customer name The same is required when we have multiple clients with same name and very much essential in retail salesAdding Notes Column at Banking TRANSACTIONS
Hello, Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column at Banking TransactionsCustom Function While Making Invoice
Hello, while making invoice "Quantity" Field Should be Updated by Multiplication of 2 "Custom Fields". (One "Custom Fields" is in PreSet Value, and One "Custom Field" Value in Entered Manually. (This is a Workaround i thought as Unit conversion is not possible) is it possible? Please Help Best Regards, Atul JainRestricting Estimates
I am looking for a way to enable specified user roles to: Have the ability to create estimates But not have the ability to change pricing (or better yet, have a defined range of allowed change) Not be able to create new items When i have tried to change the permissions, it does not work right for me. The role still ends up being able to override the price with any value...Zoho Books- Estimate report for particular customer
I am new to Zoho Books. Just made a switch from Qbooks to Zoho Books. I am looking at the reports module. However there is no flexibility to create custom reports (Which Qbooks is great at). I have created several estimates in Zoho books. Out of total of 15 estimates created so far. I have 5 estimates created for one single customer. I am in a meeting here with the customer and would like to see a report for estimates created only for this particular customer. I go to Reports Module and go to EstimateCreate an invoice template using customize template function
Dear Zoho, I've been trying to use customize template function to create our own template but couldn't The system keeps saying " Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. " Can you help me to create an invoice as attached document? ThanksReport - Purchase Order
Hi, I have created a custom field in Purchase order. How do I include it in the Purchase Order Report.Problem in Mapping Fields
Hi, Rate filed in Zoho Book 's Item has mapped to Unit Rate filed in Zoho CRM's Product, I want to change it but it is impossible, because Unit Rate is disabled . How can do it?e-mail templates Zoho Books and Inventory
Good morning, I am exploring the e-mail templates settings for books and inventory when I want to send an invoice or client statement. • It seems Inventory and Books do not share the created templates. Would it be something possible ? • The placeholders seem a bit limited compared to the amount of info that could be retrieved from an invoice : Is there more available ? I have a company asking me to ship to different places, I would like to sum up my e-mail template (Invoice Notification) with : •import of second .csv-file doesn't go
Hi, I imported a .csv-file with items into my trial version of Zoho Books. As I had made mistakes in the file, I removed the whole content and tried to upload a corrected version of the file. However this is refuted for reasons unknown... I would be grateful for some advice...my ZSC key isn't good, i can't change it, saying i'm not zoho expense admin *we don't use expense!!!
So how can i change it back to a good one? i tried with the super admin account and it says the same message : the integration can't be configured, the user isn't administrator in "my company" or in those services " zoho expense". Can you help me please?Brokerage payable for invoices and sometimes purchase bills too
Hi We are considering to shift to zoho books. Just wanted to check if can maintain brokerage payable to different parties for invoices and some time purchase bills too. Kindly let me know if there is a feature or a way around? ThanksAutomate payments to Vendors
Hi, It would really impact positively in our business if we were able to create an invoice of a specific product, which would have been pre-configured with the Vendors' bank account information and the percentage of commission we get, in a way that as soon as the client payed, we would receive our 25% and our Vendor (in our case an owner of a vacation rental apartment) his 75%. Any chances or ideas on how we could get something like that to work? Thanks a lot in advance, Gabriel LeveauWholesale & Retail price lists
Hi, apologies if this has been asked but I'm preparing my first CSV import and I have stumbled at the pricing point. We have two prices, one for retail end-users and another for wholesalers that buy in bulk. How do I add a column to the import template with the second price? What would I call it? Many thanks in advance. PaulGet Expenses using SharePoint Designer Workflow
Using SPD site Workflow to get all expenses items is giving the below error: Response Content: {"code":14,"message":"Invalid value passed for authtoken."} However, when accessing the link directly from the browser everything is working fine.How use filter and pagination during call Zohobooks API ?
Hi Expert , I am a .Net developer . I am using rest api to get/post data from/to Zohobooks . I have successfully get/post data. Now i want to add some filter during call get api as every time i am getting all data from Zohobooks.Below is example thatInvoicing for LiquidPlanner timesheets
Hi, I wrote a small perl script today that takes the timesheet .csv file that LiquidPlanner can export, and creates a new .csv file from it for an invoice for those tasks. Like a lot of code people write and give away, I wrote it specifically for my needs and it's unlikely to exactly meet your needs without some changes & setup. Here's the code, in the public domain in case it's useful. I'd love to see any improvements you make. If you're not sure what a perl script is or how to adapt it to your
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Function #18: Associate invoice templates automatically based on customer language
For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates inFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimatesFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsFunction #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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Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit priceyWeekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
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