Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
#14 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 14th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Books Roadshow (India) Hurray! The Zoho Books Roadshow is
e-invoice
how can I integrate with the portal of e-invoice in Egypt
SPF records authentication failed
I have a problem that bothered me for days, where the domain attachment failed to email messages, and I contacted zoho book support and they sent me to try this example.. here below: " v=spf1 include:_spf.google.cominclude:sender.zohobooks.com ~all "
The template for the Arabic version is not responsive when viewed in PDF, saved or printed,
Hello, I'm subscribed to the zoho books premium plan. We created an invoice template for the Arabic and English version. The English template is responsive, consistent and coordinated, and there are no problems. The template for the Arabic version is
How to HIDE item COST to set of users / role
Is it possible to hide item COSTS to a set of uers? I do not want users viewing cost of items. I currently use zCRM and this is possible. I don't see where it's possible with the "more advanced" zoho books! I've been doing lots of testing on a migration
How to split vendor refund to multiple entries?
Hi, My bank account in auto fetched and I have received entry of 15537 which is refund from vendor. I had paid same vendor this amount in two splits as shown in picture. Now I am not able to settle/categorized this entry against two refund entries. Please
Zoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
What's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive in
Cash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
Item Search
Hi there, any plans to enhance the item search function, to include searching also the item description, when doing estimates and invoices? Thanks!
Accept credit card payment for multiple invoices
We have a problem with Zoho Books. While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here
Pass shipping info to payment gateway Zoho Books to Authorize.net
For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it
Transparent background on PNG converts to black
Hi, When I upload our logo to projects it converts the transparent background to black. On all the other applications it converts to white which is what we want. The file is a PNG with a transparent background. --Mike
Banküberweisung über Token
Wenn die Bankdaten bei den Lieferanten hinterlegbar wäre, dann könnten Bezahlungen (Banküberweisung) der Lieferanten-Rechnungen über Token transportiert werden.
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 advance
Please remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a Payment
Need to be able to save Customized Reports
There are several standard reports in zoho books. Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)
Banking transaction categorise limit
Can the limit be increased to categorise more than 50 transactions at a time under banking? 50 is quite a low number, especially if you have 1000s of line items per month. Thanks.
Invoice Template item table
Custom fields are disabled in the invoice template options, setting width % to zero does not hide the column, it merely minimizes to 1 character width ? I'd like to hide custom fields in certain templates. Disabling "Show on all PDF" in item custom fields
Bulk payment of bills from multiple vendors
Is there a way to pay multiple vendors bills in one transaction? It appears that you have to deal with each one as a seperate transaction. Is there a way to export the transactions to the bank using an ABA file?
Profit report by project
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7161455-profit-report-by-project Explainer Video Examples
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Address Verification for Shipping Address
Is there an option already available to verify the shipping address for a customer? We want to be able to verify and validate an address to confirm the address is accurate. I believe we can create a custom function with a button or connect via api to
Bulk Invoice payments from 1 or more different customers
Like others out there we receive remittances for many invoices from head office covering lots of different sub companies/branches. (Customers in Zoho) As Zoho does not (yet) allow sub customers, entering these remittances can be painful. Whether you have 10, 100 or more payments to process for the same, or different customers then you may be interested in how I handle this procedure in a few clicks & it only takes seconds to achieve instead of many hours doing it manually. Notes are made for non
You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.
When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different login, can do the new recording perfectly. Do someone knows what is happening? Thanks
Invoices
As per KSA law, are we allowed to VOID any invoice? or the only solution we have is to issue CR/DR note to rectify the error or cancel the invoice?
How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
Best way and app to manage/control my costs to compose my sales price
Greetings, I hope find you well and safe! I would like to ask what is the best way to manage/control my items cost (every one as price, freight, insurance, logistic, etc) on purchases in order to compose my sales price and also what is the best app to
Cannot Apply Price List from Zoho Books to individual item line in Zoho CRM
As you might already know, Zoho CRM can be integrated with Zoho Books and this enables users from CRM to create Estimates and Invoices from it. But the integration is sadly far from perfect. For example, if you have a price list in Books that you would
Cover page on Estimates / Invoices templates
Hi, How is it possible to add a cover page in front of estimates, invoice, etc... ? I see we can attached annexure, but we want to have page in front. If not possible, then how would you achieve this ?
Which document to use to void a retainer invoice
Hi, One of my client sent a retainer invoice to one of his client. However, this client can't honor the debt. From a german accountant point of view, the retainer invoice can't be deleted or void. A document should be produced "voiding" the amount of
Charitable Donations
I'm a web developer and offer my services to a number of charitable organizations and have always used them as a tax write-off. I'm moving my bookkeeping over to Zoho Books, but I'm not seeing how to note something like labor as a charitable donation.
Reports 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)
how to record deferred revenue?
Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and
CRM and Books sync duplication
Hello, I am having an issue with CRM and Books synchronization. I am writing it here because I tried to reach you over the online chat, but I always got no helpful solution, so I thought to make a topic here to follow up here correctly. When the sync
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
Customer Statement Templates
Hi In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene
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