Showing excluding and including tax amount per item when tax selected.
Hi! I'm struggling finding to see if the following is possible. Most SO or Invoices will have a billing/items structure like this in EU due to VAT: Item Name Quantity Price VAT % VAT € Amount Socks 1 100 € 24 24 € 124 € In Zoho the "Amount" will alwaysCustom fields from code
How do you reference custom fields on invoice items in code in Zoho Books? I tried the following code but it failed when it tried to convert the custom field list to a list. lineItems = invoice.get("line_items").toList(); for each item in lineItemsZoho Books - Zoho CRM INTEGRATION. FULL OF LIMITATIONS = RENDERED USELESS.
A word of caution for anyone thinking of trying the integration. This might save you loads of time. SHAME this isn't clarified in the guidance notes. THE MAIN PROBLEM AREAS THAT RENDER THE ZOHO BOOKS - ZOHO CRM INTEGRATION LARGELY USELESS: 1. The GUI of Inventory Modules (from ZohoBooks) are significantly archaic in comparison to the ones in the CRM + with lots of limitations. Limited fields and field types. 2. Record View Page: NO record details view. Once you create an estimate (for example)Migrate Paid invoices
Good day I am trying to migrate my invoices from Wave to Zoho however I have the following issues: 1. I cannot seem to migrate paid invoices 2. I get an error message saying unit code is missing. When importing data using google sheets, I imported 'invoiceEdit Reconciled Transactions
I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To doImporting Items
I am trying to import items into Zoho Books and for some reason the purchase rate and vendors aren't transferring. I am not getting any errors at the preview screen but when I look at my items there's no purchase rate or vendor associated even thoughZOHO Books 15% Subscription Price Increase
The proposed subscription price increase of 15% is absolutely MASSIVE and it will price out many subscribers whom have invested time and money with ZOHO. This will bring the price way too close to the existing competitors like MYOB and Xero whose productCompensation Cess on Coal ₹400 per tonne. ?????
The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value of ₹10,000, you’ll pay an extra ₹800 cess. At a rate of 5%, GST for the shipment is ₹500. That means that your total tax liability for the coal is ₹1,300. When the cess ends in 2022, you’ll only pay the GST of ₹500. Please give me a solution. in yourhow to disable marketplaces
I have an error when trying to add books, but I get this error " Ah, looks like you have got marketplaces enabled. Please disable them first, and try again." I cannot find anywhere in self help how to do thisZoho 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. ThanksLimited sales returns and package/shipping support
Dear Zoho Books team, we've discovered so many limitations with packages/shippings and sales returns. Particularly, there is only one template available and only a limited set of personalization is possible. Truly limited if we compare it with the onesMissing purchase returns / waybill support
Dear Zoho Books team, I was surprised to discover the total lacking of support for purchase returns. There seems no way to document the return of a purchase. The credit note is a fiscal document but to move goods back to the seller a document is neededCryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesHow to link web sales payments through Stripe to invoices?
I have just set up an online shop website which accepts payments through Stripe. The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'. In order to keep Zoho Inventory in step, I manually (for now) create a Sales InvoiceMy bank feeds have stopped updating
A few days ago when I looked at the Banking page all of the feeds (all with Barclays or Barclaycard) showed a message saying there was a problem with the bank feeds. Subsequently, that message has not appeared and the Refresh Feed operations run withoutViewing Old or changed estimates in Zoho books
We do estimates for clients through zoho books and send from zoho direct to the client. However we are having issues after the estimate has been modified a few times and resent. Basicaly old original estimates cannot be found. Is there a way we can lookSchemes of different tyoe
How can easily apply hourly, day wise or month wise schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers andIs collaboration planned for Zoho Books?
It would be extremely useful to be able to @mention an accountant or colleague on any transaction. The accountant would then log in and see they have notifications on the bell on the upper right and see notifications that would take them to the transactionHeaders and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different colorMultiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.Tax Deducted at Source is to be booked when the invoice is booked.
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the following month but as per zoho books we can book TDS receivable only at the timeRetrieve multiple items in one request
We are building a CF to retrieve the vendor information of every item in an invoice. Loading the invoice, and the associated item list, is working. Unfortunately, the items retrieved do not include custom fields or preferred vendor data. We have consideredEMAILS
Hi. I have set up my recurring invoices to be sent to cusomers automatically, however, i also recieve the copies of the invoices to my mail. I would like to disable the feature that automatically sends copies of customers's invoices and estimates tohow do I cancel zoho books subscription?
how do I cancel zoho books subscription?Choose GL Account in Sales Invoice & Sales GL account for unmatched withdrawals
Hi Zoho Forum Greetings!! This is my 1st post here I have 2 issues to deal with, since am a new user of Zoho Books.. I hope I will be shown some direction to address these 1. Related to Sales Invoices: I know I can specify the GL Account in Item Master.Accepting ACH payments against Retainers with Forte
Hi, My customers cant pay for their retainer invoices with ACH. This is a big problem for us. Is there any way you can escalate this development? It is a major issue for us.Passing an adjustment entry between Bank and Customer Account
Dear All, I am managing housing society accounts in Zoho Books. One of the member paid, say, INR 1500 as against invoice of INR 1000. The member requested to use and pay INR 500 for paying up his municipal property tax. I have been struggling to accountReporting Tags - API calls
Is there a way to query and/or update reporting tags for Items using Inventory or Books API?SUBSCRIPTION PLAN TRANSFER
I have standard subscription plan , but because of some issues related deregistration of GST, i had to make new organisazion with different settings, but i cant transfer my subscription to new organisation i created. what to do now?ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE CAN NOT BE DONE . IF WE REQUIRE TO PASS AN ENTRY FOR ADJUSTMENT BETWEEN 2 PARTIES IT CAN NOT BE DONE. WHILE MAKING ENTRIES VAI MANUAL JOURNAL THE ENTRIES ARE NOT PASSING--- a. ENTRIESInconsistency in Reporting tags makes them useless
Reporting tags can be associated to Item Contact Transaction However the idea of tags was strangely implemented by Zoho Books developers. Let assume you have a tag associated to an item (in Item module). For example the product is from Germany, so youAdvanced Search, how to export the result of the search?
I like the functionalities of the Advanced Search. However, how can I export the result of the search to xls or csv? I tried; searched up invoices in a spesific date range, then I clicked on the icon in the to right corner, and selected "export invoices".Are automated bank / credit card feeds permanently broken?
Hey there So I am moving from Freshbooks to Zoho books. I have moved most things and are generally happy. However, FB automated feeds worked pretty well, but one issue I found was a failure that caused me some extra manual transaction work stitchingwe need Arabic Interface
dear admin, we urgently need Arabic intreface for our zoho books account ASAP. our employees can not generate sale orders because they don't know englsih. it is important to give us the option to use Arabic interface.Update Item Purchase Rate with last Purchase Bill price
Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom function to accomplish this? Can someone guide me to a workaround? Our business isSearch Items & Description in Bills
Would it be possible to make the search cover items & descriptions in the bills/invoices sections? Surely now that these are now populated by the autoscan it would be a simple task to add this? Thank youHow 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 migrationPrinting Two Languages (English & Arabic ) on Invoice
Hi How can we create an Invoice and print that with Two Languages (English & Arabic) ? As it is I believe a necessary part in the implementation of e-invoicing in Saudi Arabia. I can see currently Zoho has only one language support while printing anNext Page
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Announcements
Zoho Books: Looking back at 2021
View all the changes we made during the last year in our What's New Timeline.Introducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability OtherCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesHeaders and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different colorWhat's New in Zoho Books - December 2021
Hello! We have arrived at the last month of 2021! And we at Zoho Books are back again with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this December: Multiple Transaction Number Series You can now create
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Headers and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different colorZoho Books: Looking back at 2021
View all the changes we made during the last year in our What's New Timeline.SMS on Mobile not working
Hi, Please check screenshot, after clicked on that button . . Also you can check this link - INV-000003 | Invoices | Zoho Books - Google Chrome - 3 January 2022 (loom.com) But i didn't receive any message yet. Please let me know , if i missed anythingInconsistency in Reporting tags makes them useless
Reporting tags can be associated to Item Contact Transaction However the idea of tags was strangely implemented by Zoho Books developers. Let assume you have a tag associated to an item (in Item module). For example the product is from Germany, so youCustomer Name not shown
I am trying to print the sales by customers transactions. However, when the preview of the print came up, the customer's name is not shown. Even the downloaded pdf version does not show the customer name as well. How can I solve this issue?
Sticky Posts
Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated on everyZoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integrationWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda : https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
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