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                          • Function #50: Send Mass emails to your customers

                            Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining
                          • Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

                            For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
                          • What's New in Zoho Books - July 2024

                            Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency
                          • Function 58: Custom calculation in item table of invoices (2 fields)

                            Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
                          • [Webinar] Simplify Your Receivables with Zoho Books

                            Hello Zoho Books Community, In today’s fast-paced business environment, managing your accounts receivable efficiently is crucial for maintaining healthy cash flow and ensuring business stability. Join us for an insightful webinar where we’ll explore the
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                          • What's New in Zoho Books - July 2024

                            Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency
                          • Bank feed missing transactions

                            My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correct
                          • ZohoBooks API issue for creating an estimate

                            It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'
                          • How to calculate an estimated due date based on invoice date

                            I need a little advice on the best way to automatically calculate an estimated due date (custom field) 4 weeks from the invoice date at the time of invoice creation, using the invoice module in zoho books. Any advice or solutions? Thanks!
                          • POST invoice vs. CRM ID

                            Hi, we're using Zoho CRM synched with Zoho Books. Now I want to do a simple POST call to create an invoice. First i tried to use the account id from zoho crm as the customer_id in the POST call, but it works only for a few customers. For the others I

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