ZOHO BOOKS Estimation is not open by the Link
Hello All, I am sending an Estimation Using Sending API Link to the customer but they are not able to open the estimation by the link which we have inside the mail, i am also sharing the sample code and also snapshot, please check and revert on this asap.Record payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=How to send invoices to 2 emails?
Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.Broken Bank feeds
How come when i try to look at the broken bank feeds topic i was following I get the following: Insufficient Privileges. The same thing happens when i search any other topics on this subject. Anyone else experiencing the same?Bank syncing is taking longer time
Manual refresh transaction of Bank syncing is taking longer time almost 30 minutes to update the transactions. But I have used the manual refreshment in other invoicing app where I use to get latest transactions in few seconds of manual refresh. Why thereAdding discount on line items via API
I've been trying to create invoices via API from my system. For some reason the item level discount column isn't getting created, following is the payload: { "payment_terms": 0, "is_discount_before_tax": true, "discount_type": "entity_level", "customer_id":Larger Sales Volume Users
Greetings all, I have used Books and CRM for several years, but I was running a fairly small operation. I now work with a larger organization with 100+ employees. Are there any users out there of a similar size using Books? There is some concern fromInvoice: Multiple Payment "PLAN TERMS", on Different Amounts & Dates
(Reference Source: Reference: https://help.zoho.com/portal/en/community/topic/creating-an-invoice-to-be-paid-in-two-installments) This Topic is higly requested for a very long time and it is really necessary. - Multiple Payment "PLAN" ---------------------Reminder emails all fail
My invoice emails all work fine (the email is validated) but reminder emails allways fail and the only message I get back is : "Your message to the following recipient was not delivered. Please find the details below. Bounced Address : XXXXXXXXXXXXXXXXHow to auto update purchase price and sales price?
Hi I need a custom function to update the purchase price of an item whenever a bill with an updated price is received (price different from the system price) and also the sales prices as 1.35 times the new purchase price.I found one but it does not updattePlease stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this fromGCC VAT
Dear Sir, We are Bahrain using Zoho Books, In Purchase of local we enter VAT 10% it is ok but, Some Items We buy from Saudi, Dubai... We have to enter GCC VAT but it is not working in Bills entering. Please can you guide for this. How to enter GCC VAT{"code":57,"message":"You are not authorized to perform this operation"}
In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed tokenOnline 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'dHelp with Payment Processors
Those who've come over from QuickBooks will know that one of the benefits of that platform was the very large user community that could help with more than just technical questions. One of the things we get asked a lot is for help choosing a payment processor.Any way to "Pay with Check" or "Refund with Check" for Credit Notes?
When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,Pulling shipping address to writer by specifying estimate no or any other customer tag
Is it possible to pull get the customer shipping address to writer by simply giving some nick name associated with customer details or estimate number?Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !Credit Note - Status need to be changed in Invoices
Dear Zoho Book Team , After user create new Credit for specific invoices , it is a must to have status changed for invoices from Paid to : 1/ Returned : credit note approved but not yet refund 2/ Refunded : creadit note approved and Refunded to customerWhat's New in Zoho Books - February 2023
Hello users, We're back with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month. Auto-Categorize Transactions Using Transaction Rules We introduced Categorized Transactions forZoho books API key
Hi, I am building a silent integration between Zoho books and an external WMS system and I need to be able to pull and push data to/out of Zoho. This is a background process that has no UI and runs in the background, I can prime it with some settingsHow to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?Pharmacy Use of Zoho
Are there any pharmacies out there using Zoho? If so, how does it benefit your business? Any feedback is appreciated. I'm looking at using Zoho at our pharmacy. SanonConvert Sales Order to Invoice in custom function (code)
Hi.. I have tried to run this code Unfortunately it didn't work I am trying to convert a sales order into an invoice on the same date as the sales order This is done when updating a specific field of the sales order respMap = zoho.books.getRecordById("Sales_Orders",Zoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introducedCRM 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 syncLocked Accounts
Hello, Several accounts on the chart of accounts have a locked symbol next to them. Can those accounts be unlocked so they can be managed like any other acccounts, or deleted if they are not in use? Thanks, OlivierReporting tag as mandatory
Why we can't set it as mandatory once we need to input it to get the budget affect?South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurringAccounts Payable and receivable
I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?Signatures on invoices
Hi, Am i able to have my customers sign an invoice as proof of delivery? Or are we only able to have the persons name who collected it entered on the invoice? Our technicians use tablets. .ThanksRounding to nearest 100 or 1000
Is there any way to round price to nearest 100 or 1000 automatically in pricelists or invoice? The current rounding option is only to nearest 1, only eliminating the decimals. Because in my currency the lowest you can pay by cash is 100 and sometimesRecurring Retainer Invoice
We are a service company that has a maintenance program for clients that invoices them in monthly amounts equal to their estimated actual annual maintenance costs. At the end of the year we "settle up" with an additional billing or issue credit dependingEditing a sales Order / Invoices with Deluge Script
Hello, In Books, I have Sales Order (draft) that I need to update. Depending of some parameters, I need to update the description of each line items. I wrote a simple deluge script for test purposes first. I can read the sales order and all line itemsBulk Update Of Item Pricing In Estimates
I have recently been told by one of your support people that it's not possible to bulk update pricing in estimates after updating Item pricing. How can this be so? Please advise as to whether this is the case and if so whether this ability is scheduledGoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting paymentsHow to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?Adding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in theYou are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organizationTDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?Next Page
Announcements
What's New in Zoho Books - March 2023
Hello users, We are back with yet another set of features and enhancements designed to streamline your accounting processes. Let's take a quick look at what's new this March: Tax Deducted at Source [Global Edition] TDS (Tax Deducted at Source) is a mechanismWhat's New in Zoho Books - February 2023
Hello users, We're back with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month. Auto-Categorize Transactions Using Transaction Rules We introduced Categorized Transactions forZoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introducedEarly Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. MakeWhat's New in Zoho Books - February 2017
Everyday we get lots of great feedback from our Customers. So this February, all we wanted to say is we love you too! And to celebrate your fabulousness, we have added a bunch of slick new features to Zoho Books. So, buckle up and read on What's New this February 2017. 1.Introducing Zoho Checkout Our newest addition to the Zoho Finance suite, Zoho Checkout, provides businesses an easy way to accept online payments. Add a touch of your company’s brand and style to your payment pages, and share
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What's New in Zoho Books - March 2023
Hello users, We are back with yet another set of features and enhancements designed to streamline your accounting processes. Let's take a quick look at what's new this March: Tax Deducted at Source [Global Edition] TDS (Tax Deducted at Source) is a mechanismEuropäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestelltHow to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?Is it possible to offer a front-end online estimate builder?
Hello! Is it possible to build an online front-end estimate builder for customers to mix and match Books items and create an estimate for themselves? Better yet, have a few pre-built "packages" which they can either order as is, or add more items to createHow to Separate 1 item into 2 items
Hello, We purchased an item - a "Flashlighs with an Holster". We need to invoice that 1 item as 2 separate items like below: 1. Flashlight 2. Holster for Flashlight. How we can do this in Zoho books? So we basically need to do something like opposite
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