Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a...
We can only choose inventory asset for items but lots of bills for items are posted with cost of goods sold - is this all balanced correctly or should it be entered differentl...
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card...
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 th...
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 genera...
Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need ...
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 F...
Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add th...
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 ...
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 work...
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: ...
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 accoun...
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 ...
Our company paid a contractor (via bank transfer). When I try to categorize this payment, the only options I have are: Asset Cash Credit Card Equity It should be categorized...
Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also...
So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payme...
Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?
Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report i...