Where is the sent email from Zoho Books?
Hello, We have the CRM, Zoho Books, Zoho Mail and other Zoho apps. When I send an email from Zoho Books, whether with an invoice, a payment reminder or payment received notice/thanks, it seems to disappear afterward. It's not in the Sent folder of my
Display attachment(s) in client portal and emails
I need to set this via the api but can't find any documentation on it. I have tried "can_send_in_email" but this doesn't seem to work, a clue please guys ? var updateArray= { "customer_id": InvDetails.custID, "invoice_number": InvDetails.InvNumber, "template_id"
'View Invoice' button hyperlink taking to Google Business Maps listing
The green "view invoice" button in my invoice emails is sending people to my Google maps business listing rather than the invoice. Both my clients and I are experiencing this as a new issue.
Latest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_Webinar
Oh no! Woke up to a bunch of {"code":1038,"message":"JSON is not well formed"} error messages in Zoho Books API
Looks like something changed on the backend of Zoho Books' date format, had a bunch of clients that ran into this error : {"code":1038,"message":"JSON is not well formed"}. Looking at the logs, I couldn't see any error in the JSON format, everything was
Check Sales Order for Duplicate Line Items by SKU
It would be really nice if Zoho Books offered at least some of the features that the 30 year old software we migrated from did. When entering a Sales Order having some kind of warning pop-up if you try to enter the same item again would be very helpful.
Any Possible to change the challan type in Delivery challan ?
Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.
Need ability to remove accounts with zero balances from Financial Statements
Requesting that Zoho add the ability to remove inactive accounts and/or accounts with zero balances form Financial Statements. I have old bank accounts that we haven't used since 2017 that are inactive on our COA. However, because those inactive accounts
Payments made to vendors without invoicing not showing as payments in reports or summaries
I have recently moved to Zoho and have a lot of old data to move in. I tracked my vendor invoices in a different way and do not want to move them into Zoho this first year. However, I do need to track how much money I paid to each vendor. I tried categorizing this as payments to the specific vendor, but its getting recorded as unused credits and thus not showing up in any of the reports or on the summary page. How do I do this? I need these to show up as real payments, but cannot enter in 9 months
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
Negative opening stock balance and Value
While migrating from sage to zoho cannot enter negative opening stock balance and value. Please consider this and give me a solution.
Logo showing as a broken image in emails
Hi, I have just noticed that my email notifications are showing the %OrgLogo% as a broken image link yet my invoices are using the logo fine. Please can you advise how to fix this as this makes my emails look sloppy and unprofessional? Many thanks
Deleted Custom Fields Are Incorrectly Counted Against Custom Field Limits
We only have 1 custom field that is a "Percent". However, as shown in this screen shot Zoho thinks we have three. Please fix this so that we may have the correct about of custom fields with a type of "percentage". The fields were forced deleted prev
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
BANK NAME
Dear Team, I Couldn't find my Bank name in Zoho kindly do the needfull.
Zoho Books API to validate GSTIN
Hello, While using create customer API in Zoho Books, will the GSTIN be validated automatically? Or, Is there a separate API available in Zoho Books to validate the GSTIN after / before creating the customer. Regards Prince.
Is are any possible to disassociate Bill from Purchase Order
hello Team, We made incorrect creation of payment made with PO to Bill. So , we need to disassociate bill from PO. Thank in Advance, Thisai Moorthy.
We’ve fine-tuned Zoho Books under the hood
Lots of us have multiple tabs open & it's a pain to have to refresh every one individually, it's a simple task to refresh all instances of open Zoho tabs with one click !.....
GoCardless- 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 payments
Add "Running Balance" column to Account Transaction Reports
Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance. It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction. There are many times when analyzing or tie-ing out transactions that this would be very helpful. I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
Adding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.
Round off/adjustment field required for GST bills when entered as expense
At times the round off done by a vendor is negative. How would we enter a "-" adjustment bill total when recorded under expense not Bill.
Function #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
Cash Entry in Expenses.
We are in partner company. i have purchased one Bag for my company and paid trough cash by myself. How can i add those expenses by categorized. and Also can it shows me that i have to take that amount from company account or can i categorized that thing
Cheque Bounce in Banking
I have received a cheque of a customer of amount suppose 5000/- and the cheque bounces. Additionally bank charged bounce fees of 300/-. Now I have uploaded statement manually in zoho banking module and the entries of cheque incoming and outgoing with
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
List of API for report
Can I have list of API for Reporting ? Like this API : https://www.zohoapis.com/books/v3/reports/customerbalances?organization_id={{Organization.Organization_ID}}&accept=pdf
GST composition scheme dealer - treatment for client expenses reimbursement
Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
Estimate vs Quote
they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In
For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Dashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!
Bills vs. Expenses
Hi eveyone, Can somebody explain me a little bit better of how can I use Bills and Expenses in my business? I don’t understand their differences to be honest.
ZohoBooks - Invoice reminders turned off by "System"
Ever since I signed up for ZohoBooks, the system has been automatically disabling the invoice reminders. It's become a daily chore to ensure they're not unset now, which is incredibly frustrating, especially in a world driven by automation. Despite reaching
Does Zoho Books have integration with banks for transfers like Credit Suisse?
As the title say, I am curious to know if Zoho operates in Switzerland and is integrated with Credit Suisse with the ability to do bank transfers etc.
Custom button update for delivery date
In our case, I want to update the delivery date by choosing the date when clicking the custom button and also send a delivery confirming message to the customer using WhatsApp i need this invoice area
"Discount" Column Name in Template Can't be Changed
Dear Zoho Team, I run into a problem when creating a template for our invoices (same problem appears with sales orders as well, though): We are using the German language settings and when I create templates in English and try to label the "discount" column
Nonprofit with many payees
We are Trans Rescue. Our mission is to help transgender people escape from dangerous places worldwide. We are just starting to use Zoho Books. There are two unusual parts to our accounting: 1. We send money to many different clients, or spend money on
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
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