Books/CRM Integration
Can someone point me toward a books/crm integration FAQ or guide? We've got them integrated, but some additional pointers on how to get the invoices sent from ZohoCRM/Books integration to come from the sales person creating it, would be great. For example, Susy is my sales person, she doesn't have a Zoho Books login, but she has a client that wants to pay for an item sold and so she creates a books Invoice in the ZohoCRM interface (the books module) and the invoice is emailed to the client who
Reverse charge entery
Reverse charge entry below rs 5000 and abobe rs 5000 please clearly reply with screen shoot
Unable to see custom fields on Invoice
Hi, Its excellent app that Zoho has developed. Just was to know as subject suggests, we are not able to see custom fields inside the invoice template when we add and download the invoice. It is seen below the invoice format. Kindly check and confirm. Or I am missing something. Manish Tillu
Zoho Books integration with Zoho Creator - Issue with contact person ("contact_persons" - create invoice)
Hello, I was wondering if somebody could help: I have managed to create invoices on Zoho Books using zoho.books.createRecord() Deluge task, except for the API field "contact_persons" which generate the following error: Return Value: {code=1002, message=Contact Person does not exist.} This does not make sense since I have passed the contact person ID as map value (which I have fetched from zoho books) It's annoying as it's so far the only field that is causing trouble & I would need to send the invoice
Does Zoho Help us in API Customizations for Estimate?
Hi, We want to add custom messages in estimate templates and pdf. Can zoho provide us basic zoho customization?
How to add manually tax_percentage and item_total?
i am doing this :- $url = " https://books.zoho.com/api/v3/invoices"; $headers = array( "Authorization:" . $zoho_token, "Content-Type: application/x-www-form-urlencoded", ); $data = array( "customer_id" => "901407000000064001", "is_inclusive_tax"=> false,
Workflows Based on Estimate Templates
We would like a way to trigger workflows based on Estimate Templates. For example: We have one Estimate Template that we use as a quote for products, and another that we use as a service ticket for labor performed. We need to set different workflows based on these two completely different Estimate Templates.
Customer Account statement with Item name, item Description & each Item Total
Dear ZOHO Team, Kindly add Customer Account statement with Item name, item Description & each Item Total It is very useful for all business find Quick Book Sample For Votes click link https://zohofinance.uservoice.com/forums/283818-zoho-books/sugges
How to customise email
Need help I want all invoices to go via sales@inserver.in to my customer. And all purchases related data should go via email purchases@inserver.in Portal details should go via welcome@inserver.in How i can achieve this output? Currently i can assign one
Workflows for User Permissions
We should be able to create workflows that can override permissions settings for users. For example: When an Estimate is marked as "Sent" a user can no longer edit it. When an Estimate is marked as "Accepted" a user can no longer delete it. Etc., etc.
Using wrong ZOHO edition ?
Which Zoho edition is best suited for a Canadian based company that purchases all their material items in USD and sells all their products in USD.all across Canada & the U.S. ?
Reports on SKU
How can we have a report on sales and purchase of SKU? It is currently on item description which cannot completely identify the product.
How to record expense of funds added to wallet?
In our business, we have to adds funds to Vendors wallet from where money gets deducted based on our transactions. How do we add this expense in Zoho books?
Is it possible to reverse the particular expense in Zoho Books?
Hi, I sell products in Online marketplaces(Amazon.in/Flipkart). Sometimes the expenses are refunded due to sale returns. I am not able to refund the expenses in Books instead I am deleting the record the expenses. Deleting the expenses that are refunded is not the correct way. Some times refund may happen in same sale month or in next month. Consider that I have created a Sale(To X Customer) on July 4 Sale Product Charges: 973.73 Product Tax: 175.27 Product Total Charges: 1149 I record multiple
Daily limit of 5000 rs for purchase from unregistered GST vendors without doing a reverse charge
Hello, As per GST guidelines, no reverse charge is applicable if a business purchases from vendors that are unregistered for a limit upto 5000 rs per day. However when i am trying to enter these invoices (like tea from tea vendor for office) under expenses,
Changing form Pay Pal to credit card payment
Hello, today I wanted to swich from PayPal to Credit Card payment. No customer payment- I mean the payment from my company to Zoho. Unfortunately I am always routed to the paypal side. Right now it is not possible, right? What can I do?
How to search Esitmate/Invoice/Sales Order by Salesperson
We have about 20 salesperson and we all help each other to make a sale. If the customer call salesperson A that he need to modify a order from salesperson B. How can Sales A find the Salesperson B Esitmate/Invoice/Sales Order in a quicker way? especially we have 20 people. Is there any search function for salesperson? I only see by date, customer, status etc Thanks
can't update phone number of a vendor through API, Bug in zoho vendor.update api
Can not update phone number of a vendor without updating email address. If I only update phone number of a vendor through API, it returns a message saying "Email already used for some contact person /contact". Hence I cannot update the phone number alone. But I update phone number and email address, then both get updated successfully.
Invoice Voided but Expenses Still Show as Billed
When voiding an invoice, billed time can be reset to unbilled but billed expenses continue to show as billed. How can I reset the status of an expense that needs to be added to a corrected invoice?
Hide the fields in contacts
Hi guys, My question is how to hide the custom fields in the Zoho Books Contacts module. I want to hide the Contact Email and Contact Phone in contacts it is possible??. My another doubt is if I create the custom field, it should be placed under the custom fields tab, but I need the field in Address tab. Is this possible or not?. Thank you
Invited user cannot join
In Zoho books, I invited another admin user. The link went to their email. When the link is clicked on, it goes to the sign in page. However, the user doesn't have a password to login with. Trying to use the sign up for an account link brings up the response, "that email address already has an account." Using Forgot Password, it brings a response "user is inactive." However, the user is not marked as inactive.
Automatically create an invoice when certain criteria are met
I have a custom check box on the expense module, where if its true, I'd like a workflow to automatically create an invoice that is half the amount. Is it possible to do this with custom functions? If yes, how?
Proof of Delivery
Hi team, Is there any way to capture proof of delivery currently from within Zoho? It would be a great to have a POD option in the Sales domain, for delivery drivers / sales personel on the road. Something where they can assign product / quantities delivered to a customer, and capture a signature on screen (for ipod / ipad zoho). An invoice could then be generated from the POD (perhaps attaching the same POD proof by default) It would be a great feature for me :), and im sure many others. Let me
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Recording asset disposal
Hello Please how do I record company's fixed deposit in my books? Also how will it be recorded upon liquidation? Thanks.
Zoho Books - Get the Invoices created against a sales order
I am able to create a Sales Order via making an API call. In the Zoho Books application, I am creating invoices. Now from the SO id, I would like to get the invoices created for a SO from an API call. Note, I do not have the invoice ids in the calling application as the invoices were created in Zoho Books.
Can I have "Payments Received' data along with sales person?
Hi Zoho, My company is calculating incentive from payment of their customer so that sales persons take responsibility in collecting payment. Therefore, "Sales by sales person" is not enough to calculate incentive for us. Can I set sales person name to be appeared in "Payment received"? Regards, Peter Jo
iI have a small problem baking charges and fees apply gst
My banking account any charges like cc payment transfer some amount will be charges in bank how to entry this expenses and this charges apply to gst sgst and cgst
Invoicing in foreign currency
My companies base currency is CAD. I would like to invoice customers in the currency of the customer (ex. USD) and keep the current without exchange in the invoice I generate. I would also like to track received payments also in the original currency which was invoiced since I have bank accounts for the company in the customers currency. Is this possible?
How do I categorize a contact as a "Vendor or Customer" after I've created the contact?
In ZOHO Books: How do I categorize a contact as a "Vendor or Customer" after I've created the contact? Thanks, Nick
Simpler way to add opening balance?
Hello zoho team. I'd like to suggest adding a simpler system for opening balance. Please just add opening balance tab on the new contact page with sub details of invoice number, date and amount. It'l make it really simpler and faster to add all the pending invoices. Both tally and busy offer this. I hope you implement this feature ASAP.
What's New in Zoho Books- June 2017
Here's the list of new features and updates in Zoho Books for the month of June. Bulk download option for Bills Last month we introduced the bulk download option for Invoices, Credit Notes, Estimates, Purchase Order or Sales Orders. We have now extended
Commission income Credit note for travel agent
Dear ZOHO Team. I am an air ticket agent I have received commissions from our vendor every month of the end Our GST liability 18% of commission income I want to know how can create a credit note with 18% GST liability Plz Give me an example
Air Ticket Bill
Pls explain me How to Record bill in Travel agency because when i try to record bill in Zoho Books Tds Calculate in Total amount this is the problem.... If change How GSTR Match with vendor .... Like purchase Air Ticket Rs. 5000 Less commission 200 Add TDS deduted 10 Netl cost 4810
multi branch gst filling
Dear Sir We have 2more branch's like karnataka, Tamilnadu, Mumbai. we want to file Gst return. whether we need to create each organisation for each gst number. or how
Create an own invoice number
Hello, is it possible to work with my own invoice number? Right now the numer is pre set with " INV ...000..." How can I change it? Thanks in advance J
Changing the invoice number @ zoho books
Bonjour, I´d like to use our specific invoice number but can´t find the button/ field to change it. Can someone guid me? Thanks in advance! Jochen
Latest updates to the GST-ready Zoho Books- August, 2017
As promised, here we are again with a bunch of new enhancements to Zoho Books to minimise your accounting burden and stay GST compliant. Bill of entry Businesses that import goods from other countries or purchase goods from SEZ and sell them within India, need to record a Bill of entry. Bill of entry is the legal document filed by an importer to the Customs department in order to complete the customs clearance procedure. Importers will then be able to take delivery of the imported cargo, and claim
How can use inventory module for Service Provider
Dear Zoho Team, I am Air Ticketing Agent we are purchasing air tickets in advance from airline & after few days sell this ticket I want to use the inventory module in Zoho books...But the inventory module enables only goods item... How can manage it? Kindly advise
Commission Calculation to arrive GST
We are setting up our zoho books, Our service is air ticket, air ticket rate (total fare) is divided into 4 breakups Basic Fare Airline Surcharge Other Taxes K3 Basic Fare + Airline Surcharge + Other Taxes + K3 = Total Fare How to setup this in zoho books, so that it can reflect in estimate, bill, purchase order and invoice. Thanks in advance Bharani Muthuvel 98403 95760
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