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                      • Function #46: Auto generate list of lapsed customers using Custom Button

                        Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
                      • Function #11: Apply unused credits automatically to invoices

                        Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                      • Function #49: Manage varying installment payments using Zoho Books

                        . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?
                      • What's New in Zoho Books - April 2024

                        Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization
                      • What's New in Zoho Books - March 2024

                        Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
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                      • Function #46: Auto generate list of lapsed customers using Custom Button

                        Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
                      • Edit the name or label of account group

                        Hello, Is there a way to edit the account group name in report? For example "Operating Income"? Thank you.
                      • Any ability to create batch payment file like Xero?

                        Hi, Xero can generate a batch payment file for uploading into a bank for payment. See here: https://central.xero.com/s/article/Pay-multiple-bills The work flow is: 1. Ensure all customer details including bank account are included. 2. Make sure all accounts
                      • Script error

                        Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently to
                      • How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API

                        I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"


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