Custom function to add dedicated IDs for customers and vendors
I'm currently looking for a way to automatically add an ID to customers and vendors. The difficulty is, that I need the customer ID to be in between the range 10000 until 69999 and the vendor numbers need to be in between 70000 until 99999. How could
Convert Sales Order or Invoice to csv or xls
I may be missing something obvious, so bare with me.. There is the option of printing/sending PO and Invoices as pdf's but I can't figure out how to save them as csv or xls files, which would greatly improve functionality for me. I am talking about individual
Get invoice's custom fields
Getting invoice with certain invoice_id, shows custom fields. If I want to get invoice by other fields, custom fields array is empty. Any solution?
stock issues
i have some issues with stocks. i put opening stock 40, but it shows me stock on hand 70. can you please help me out.
je cherche a changer le couriel associer a mon compte
salut a vous tous je cherche a changer le couriel associer a mon compte
Record payment from zoho books iphone app
I am able to record payments from the desktop version of Zoho Books but not from the iphone mobile app. I remember a while back there was an option when selecting an invoice to "Charge Customer" but that option is no longer available. Am I missing something
helpp, i can not find the items on the Bills
I created bill and added some items. Some previous items is there and very easy to add, some items are new, so i need to create new one. - If i created new item directly from the Bill, the system required me to add purchase amount, which is not possible
Chase Credit Card Banking Feeds does not show all transactions
After updating the Chase credit card feeds, Zoho Books could not fetch all transactions. We have two cardholders, cards xxx1550 and xxx1535. Upon updating, it only shows xxx1535 transactions, it does not show cards ending xxx1550. Chase Credit Card and
What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
How to import a value to clear field's value
I need to clear a fields value. Sine there are 100's of items, the import option makes sense. I am trying to import items to update with a blank value. (Specifically the description). But whatever I try to clear the field value doesn't work. (I know this
Recurring Bill/Fee to Customer on Invoice
I am trying to setup a recurring bill to my customers that I invoice every month. How do I do this? Meaning every month I charge my customers a bill/fee for computer backup of $50. How to I create a recurring bill/expense without having to manually add
Custom field fetch in items fails
Hey Zoho Community, I've created a custom module in Zoho books which is called "Storage Bins". I'm looking up this custom module in ITEMS under the label "Bin Number" In a custom function I want to fetch the value (Which I assume is the ID of the object
User roles & permissions
I genuinely believe that if we were to have an option to create a role that had a selection "Do not show monetary figures" therefore hiding all fields / lists etc that contain financial information such as order values, purchase values, item values etc, etc then Zoho would undoubtedly be the best of the best accounting software available! Most of us have (or will have) warehouse staff & other staff that we do not want to see this sensitive info. To top this off totally, integrate Zoho inventory with
Factures dans le portail client
Bonjour Hello everyone j’ai une question pour Zoho Books et l’espace client. Je voudrais insérer uniquement des factures payées via Gocardless dans le portail client. Comment sélectionner uniquement celles-ci et non les autres soldées par exemple en
short-term loan from owner
Hi all, I have a sole-prop and it need some cash to run a big deal, however I transferred a cash from my own account to my business account.. However I have seen how to record this transaction in this forum but what I did not see how to settle the repayment transaction. Can someone continue the following scenario? - Amount received from the owner to the business account so in zoho we created a new account called (short-term loan) under current liabilities since it will be paid back to the owner
Mostrar datos de clientes en factura
Buen día a todos, Necesito su ayuda con saber como poder hacer para que campos personalizados del cliente aparezcan en la factura (PDF e Impresa). Gracias de antemano.
Business Transfer
How do we transfer Debtors and Creditors balance as take over entries in Zoho Books
Adjustment of personal expense refund on credit card
I have bought 5 items as personal expenses on credit card , as single payment, shown as owner's drawings. Few items i.e., 2 ,were returned, so the refund amount doesn't match the exact payment made. How can i adjust refund amount against the expenses.
Migrating from Books to Invoice - possibly some time in the future or not - who knows - probably not though...
This is a copy of the latest email I sent to Support - has anyone experienced the same with migration? Hello "Support" So, you "are here to help"? Do you call it "help" when you fail to even acknowledge the receipt of my request for migration from Books
Modificación de Factuta
buen dia, Necesidad de de su ayuda con agregar información del cliente y que aparezca en la factura, ya que por motivos contable necesito que aparezcan unos datos requerido por MH como el Numero de Identidad Tributaria, Registro de IVA y el giro de la
Is it possible to populate an invoice with a custom field associated w/ a Project?
I typically get assigned a PO from my vendor to do work for a specific project. I would like to create a custom required field "PO" in projects, and have that "PO" field displayed in any Invoice that is generated to that customer for that specific Project.
How to split vendor refund to multiple entries?
Hi, My bank account in auto fetched and I have received entry of 15537 which is refund from vendor. I had paid same vendor this amount in two splits as shown in picture. Now I am not able to settle/categorized this entry against two refund entries. Please
Profit report by project
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7161455-profit-report-by-project
Banküberweisung über Token
Wenn die Bankdaten bei den Lieferanten hinterlegbar wäre, dann könnten Bezahlungen (Banküberweisung) der Lieferanten-Rechnungen über Token transportiert werden.
Entering a Cash Sale name and address without changing the customer record.
We've recently moved from Reckon. We have a large number of online cash sales and don't want to set up a separate account for each. In Reckon we had a Cash Sale customer and entered the name and address with each order and invoice without saving it to
Add PO# to Invoices and Custom Fields to Invoices & Estimates
I am at the end of my ability to continue using Zoho Books without this fix. The invoices and estimates when viewed by a client in mobile version are missing the PO and any custom fields. I cannot control what device clients use to view an invoice or
Introducing the Free E-invoice QR Reader for Saudi Arabia (KSA)
Hello customer, As most of you know, the Zakat, Tax and Customs Authority (ZATCA) in the KSA had mandated businesses to adopt e-invoicing starting 4 December 2021. Using Zoho Books, businesses were able to stay compliant with these regulations and have
Edit Zoho Books Unit Name in Item
Hi, May I know how to edit unit name or item measurement in the unit value. What I can see is to remove the unit but not adding custom. I will need to add: month, year, etc as the unit instead of gram, kg, meter. Any idea?
MATCHING OF PARTIAL PAYMENT OF SALARY
We are using Zoho payroll. One issue needs to resolve. e.g We have run payroll and paid a total salary of INR 500000 using Zoho payroll. But during payment, We paid our salary in two parts. 300000 in one day and 200000 in another day. Now how do we match
How to search record of creator in zoho books based on field
How to search record of creator in zoho books based on field use case - after searched the record, based on that i will get zoho book id, as it stored whilte creating record, and wants to update the record please let us know
Migrating
I need help, migrating my data from WAVE, been trying to import it. but still we are unable to migrate it. Possible to help us?
Item & Description on statements
Good morning everyone, On statements, Details section only show the invoice number & due date but I am wondering is it possible to show the invoice details ( Which is on Invoice's “Item & Description”), if so, please let me know the process. Thanks in
The items API only brings me 200 records
When I bring information from the zoho books API regarding the following instruction: ZohoBooks.settings.READ, it only brings me 200 records and in the system there are more than 200 articles in our organization. I did the same test with the invoices
Converting Estimate to Invoice does not carry over correct shipping address
New problem.... Problem occurs with repeat customer. EXAMPLE: We create an estimate for Jon Doe (Jon Doe is a builder so each project has a different shipping address) EST-01 - shipping address is 123 sample rd When converted to an invoice (123 Sample
Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
#14 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 14th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Books Roadshow (India) Hurray! The Zoho Books Roadshow is
SPF records authentication failed
I have a problem that bothered me for days, where the domain attachment failed to email messages, and I contacted zoho book support and they sent me to try this example.. here below: " v=spf1 include:_spf.google.cominclude:sender.zohobooks.com ~all "
Transparent background on PNG converts to black
Hi, When I upload our logo to projects it converts the transparent background to black. On all the other applications it converts to white which is what we want. The file is a PNG with a transparent background. --Mike
Invoice Template item table
Custom fields are disabled in the invoice template options, setting width % to zero does not hide the column, it merely minimizes to 1 character width ? I'd like to hide custom fields in certain templates. Disabling "Show on all PDF" in item custom fields
Next Page