Address Verification for Shipping Address
Is there an option already available to verify the shipping address for a customer? We want to be able to verify and validate an address to confirm the address is accurate. I believe we can create a custom function with a button or connect via api to
Bulk Invoice payments from 1 or more different customers
Like others out there we receive remittances for many invoices from head office covering lots of different sub companies/branches. (Customers in Zoho) As Zoho does not (yet) allow sub customers, entering these remittances can be painful. Whether you have 10, 100 or more payments to process for the same, or different customers then you may be interested in how I handle this procedure in a few clicks & it only takes seconds to achieve instead of many hours doing it manually. Notes are made for non
Invoices
As per KSA law, are we allowed to VOID any invoice? or the only solution we have is to issue CR/DR note to rectify the error or cancel the invoice?
Best way and app to manage/control my costs to compose my sales price
Greetings, I hope find you well and safe! I would like to ask what is the best way to manage/control my items cost (every one as price, freight, insurance, logistic, etc) on purchases in order to compose my sales price and also what is the best app to
Cannot Apply Price List from Zoho Books to individual item line in Zoho CRM
As you might already know, Zoho CRM can be integrated with Zoho Books and this enables users from CRM to create Estimates and Invoices from it. But the integration is sadly far from perfect. For example, if you have a price list in Books that you would
Which document to use to void a retainer invoice
Hi, One of my client sent a retainer invoice to one of his client. However, this client can't honor the debt. From a german accountant point of view, the retainer invoice can't be deleted or void. A document should be produced "voiding" the amount of
Can't disable Zoho Project integration on Zoho Books
Hello, I recently created a Zoho Project portal for my organisation. I'm trying to synchronise Zoho Project with Zoho Books, by using the integration option, but I don't have any button or option to do it (see screenshot). Have any of you already had
How to save all invoices generated in one financial year in one PDF
I wanted to save all my invoices generated in one financial year in PDF format for backup purpose. Basically segregate all bills according to the financial year or even month wise and store it. For example: all invoices generated in FY 2018-19 could be
Flow to email salesperson when sales order is updated
Hi, We have the salesperson field turned on in zoho books. When we create a salesperson in books, it asks for an email. Is there a way to lookup the email address in flow using a function? Thanks, Juan
Token.io doesn't synchronise non-GBP transactions
We've been using Zoho Banking with Token.io synchronisation happily for about eight months. But in early January 2022, we noticed that some transactions didn't show up in some accounts. Later, we established that these are non-GBP (British pounds) transactions
Prom Payment Terms
My industry uses prox payment terms quite frequently. We are currently migrating from Quickbooks and have just realized that Zoho Books does not have the ability to enter prox terms. We're trying to figure out the best way to handle this. In QuickBooks
How to Fetch > 200 Contacts form Zoho Books
Hi everyone, I'm running into an issue getting more than 200 records from the Zoho Books API. We are using this to populate a dropdown with a list of all active customers in a Creator dropdown field. Here is the code below: response = zoho.books.getRecords("Contacts","xxxxxxxx","&status=active&contact_type=customer","zohobooks");
#13 Zoho Books Digest
Hello Readers, We are back with the 13th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Finance Roadshow 2022 (GCC) We're coming to your favourite cities in the Middle East! Join our session
Several estimates for monthly invoice?
Good night, First, thanks for Zoho. There s many details that we are looking for, but it s a good system. I have a neccesitie, I send different estimates along the month to my clients, BUT we only send one invoice monthly, At the end of the month, how can I join all the estimates in ONE, to convert in a unique invoice? Thanks in advance,
In the response of purchase order webhook there are several statuses?
Hi there, I am stuck in the situation of which status to be consider. As in the response from the webhook on the event of editing the status of the purchase order have several statuses which one to be consider. "order_status": "open", "status": "open",
how to change the name instead of info we want shipmydeal
Hi, Please check attached file .. as in the name i am trying to change the from 'info' to 'shipmydeal' ... how should i change ? and this is the code i have written sendmail [ from :zoho.adminuserid to :input.email subject :"Registration" message :"Thank
May I ask why the user requests to increase usability and retain their subscriptions, are not being met?
I am a new and a rather concerned patron - reading through all the posts in Books, it seems many problems with the software have not been addressed, yet others, which are not a priority, are. Akin to serving soup instead of fries. A six sigma/continuous
How to track 2 different quantities for one item?
We work on textile goods. We receive pieces which contain meters of goods and we sell based on per meter. I looked at this query: https://help.zoho.com/portal/community/topic/secondary-units-for-quantity-in-zoho-books but I don't want the pieces to affect
Zoho Books and eBay Zap for calculating VAT correctly on invoices (UK)
I spent a while battling this and didn't find an obvious answer posted on either the Zapier or Zoho forums so thought I'd share my solution and hopefully save someone else the time. Of course someone might turn around and say there is a much simpler solution,
How do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?
Sending notification / alert / email to the team when recording a payment
Hi, When you record a payment from a customer(link to an invoice or retainer invoice), you can send a thank you email. How can I send a notice to one of my team that the payment has been received and recorded ? I can't find a way to send a notification
Display attachment(s) in client portal and emails
I've tried the following, updating all of the "can_send_in_mail" ... invoiceID = invoice.get("invoice_id"); fullInv = zoho.books.getRecordsByID("invoices", organization.get("organization_id"), invoiceID); inv = fullInv.get("invoice"); docs =inv.get("documents");
Please unblock my account
My account has been blocked. The unblock link does not work.
SaaS advanced payment accounting
I have seen this asked multiple times in forums on Zoho and never answered. I have a SaaS company and charge for my services annually in advance. I invoice for the full year ahead of offering service. The system won't let me choose unearned revenue for my account, only a revenue account. Right now the only way I can see how to do this is through manual entries, which will not work well in a high volume environment. I would appreciate some help. Thank you
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Please, advise me the best way to show salary in accordance with requirement of my manager.
I use Zoho Books from 6 of October, so I'm a begginer The problem is that my manager wants me to show salary through Bills or Expenses or Recurring Expenses. He also wants those wage costs (approximate amount) were seen in the report, even if it hasn't been paid. And then, when the wages will be paid to staff, just to adjust the amount (sick-list, vacation bonus etc). Do you have an ideas to do it in the best way? Thanks!
Franchise Billing
Hello, Is there any way to use Zoho books for centralized franchise billing. I am giving my company franchise to someone else in some other city. He can directly send me order referring to the stock at the main HO. I can do the billing to that xyz company
How can I access balance sheet using ZohoBooks rest API?
In the REST API, I am not seeing any reports category. How can I get balance sheet report using the API? Thanks
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=ConsentSpain as mentioned in this docs, but this is
Error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr-2B I was trying to fetch the summary I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regards Sharad Agarwal
Expense payment mode
Enter expense entry screen has no "Payment mode" ? All expense payments default to the payment mode used in invoice payments, so all expenses entered have no choice but to accept this mode. I've used a custom field for this selection but it should not
sizing your company logo on the email templates
On the default email templates, like sending invoices, my logo appears very small and left justified. I want it larger and centered. How should "%OrgLogo%" be written in the HTML? I really don't know HTML, but am good at copying and pasting.
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
How to void check from a previous period
Hi, my client printed a check a few months ago and now needs to void it, it was lost. Since the previous period is closed, when trying to void the check, there is an error message saying transactions are locked, Which is ok, I don't want to change previous balance sheet result. How can I void a check in a current period?
Invoice notification not displayed correctly outlook clients
Hi All, Small question i like the invoice notification thats standard in zoho books. But its displayed wrong in all versions of outlook ? I tried some diffrent things and settings but nothing helps See attached image. Sincerly Marvin
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..
Project Hours for 2022 Not Showing Up in Books
My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project. I can see the billable hours for the project from 2020 and 2021 in Zoho
Will webhook work on 3rd party API integration in zoho books?
Hi there, I have an Opencart-3 setup, where i have zoho books integration, And in the zoho account i have also integrated the Aftership API for shipment. Now I want to know that i have written a webhook in the zoho books in the Automation section with
MRP for each Item and MRP Column to be added in Invoice
How do we add a column to display MRP for each item in Item Master and an MRP Field in Invoice? Any help is appreciated. Best regards, G Nagaraj
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