How not to change Rate field while converting to invoice?
Hi.. We want to restrict a user from changing the rate field while convert to invoice? How can I achieve this? Thanks!
Suitable for Hospitality Industry
Hi This book is not so easy to maintain for Hospitality accounts, I have a suggestion for the same if your technical team can work for Hospitality account option.
Limit on atached files
Hi, Zoho Books, allows me to upload 5 files of 5Mb each. Is there any way to increase that limit? Regards, Julen Durán
Opening Balance for Customer as Credit Balance and Vendor Debit Balance
Hi, I am facing issue to entry for Opening Balance for Customer as Credit Balance and Vendor Debit Balance. In the Zoho books no option directly. I was confused to entry in credit note as not understand which account should used .Please guide step by
Manually Entering One-Off Item into Zoho Books Estimate or Invoice
Is there a way to on-the-fly insert manually an item into an invoice, without setting it up in Items? For example: I received a free sample from a vendor. Now I give it to customer free of charge. While there is no financial transaction happening (one
Why some of the invoices affect the Inventory Adjustment account?
In my opinion, the Inventry Adjustment account is used to post inventory quantity/value adjustment transactions. However, a bunch of my invoices post records to this account. In addition to this, I found that if I make inventory adjustment, it will affect
Commission calculation for salesman
Hello, have you planned a system for the calculation of commission on sales (% correlated with a discount rate) for the sale agents? It would be great if combined with Zoho CRM.
Show Zoho Books (invoices) in CRM
Hi there, We are trying to figure out how to show all the invoices of all our customers for all of our users. What permissions make this available? Currently we have a role that only has the permission 'View' at our 'Customers' but the users still can't
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen? like this in CRM
Managing Subsidiaries or Multiple Locations
Hello, My business has its HQ in the USA. We are about to open an office inside of Europe. Due to being in separate countries, we will have to have two sets of financial books, one for each country. If I want to move away from my current ERP system,
What is the rounding logic is for invoice total calculations?
Hello, So I know Books has the option of either rounding to whole numbers or rounding to 2 decimal places. I prefer the 2 decimal places option, but I'm trying to understand what is the logic for that. For instance, if the calculation has a an absolute
APPLYING CREDITS to invoice
How to apply credits to overdue invoices using custom functio when a credit note is created
add custom field inside books email template
I need to add custom field inside the email template when I send invoice to my client. I created a custom field Name: Objet from Invoice Setting and this custom field appear in my invoice, no problem, but when I added the %Objet% inside my email template
Bank rules missing employees?
Hello, is there any way to add employees into banking rules? Or perhaps I should switch the employees to "vendors"?
Email templates for all users
Hello, When creating email templates in Zoho Books how do I make those templates available to all users? I am Super Admin and one of my users is creating templates but I cannot see them.
Benutzerspezifische Domäne für das Portal (Kunde/Lieferant)
Wir haben eine benutzerspezifische Domäne für Books, aber wenn Kunden das Portal aufrufen sollen, dann sehen wir wieder Zoho-Domain. Kann man das mal zukünftig ändern?
Darker Column for Invoices and Sales order
When I'm doing the transactions, I usually goes by the column list. However, the selected sales order or invoice color is similar with other invoices/so and hard to determine which list I need to go next. Please make selected invoice or SO litter darker
Default addresses when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Creating invoices in French and in English
My Zoho system is set up in English, which is my preferred language. However, I would like to be able to send some invoices in English, while others in French. Can you please let me know how to create invoice templates in different languages? Thanks
Payment Notifications - DONT WORK
How come we get NO notifications on this out of the box? The most important thing in ANY business. Yea I see the alert when I click on the top right notification's icon inside books or the books app. BUT THATS IT. Just emailed a client saying when
Editing custom fields of an SO with API hits customer's credit limit?
Hi, I'm using API to edit a custom field of an SO (with tracking URL so customers can click it in their portal), but I get error "Sales order amount cannot be more than the customer's credit limit". It looks like it's the same in UI. Instead of just editing
No Reliable way to link to Invoices
I cannot find any reliable way to link to a specific invoice in Zoho Books. Yes, Zoho Books has a feature to share a public link to an invoice, but if I want to link to an invoice for another employee who has access, there doesn't seem to be a way. If
Working with EBay Managed Payments
How can I make sales in Zoho Books to match my Managed Payments entries in eBay? What entry do you make? What accounts are needed? Please a step by step tutorial would be most welcome. One of my first struggles is how to enter the Sales Tax collected
What's New in Zoho Books – March 2022
Hello customers, Our primary focus during the last month has been to enhance Zoho Books' automation capabilities and to improve tax functionalities. Read on to catch up with all the updates we've released over the last month. Create Incoming Webhook We've
Part invoicing from a Sales order
When you create a sales order for 10 items. 8 of them you have stock of, 2 are not in stock. We only want to invoice 8 and 2 can only be invoiced when the new stock arrives. How can this be automated so that the new sales order for the 2 items can be
#11 Zoho Books Digest
Hello Readers, We are back with the 11th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Solutions Talk series with Zoho Books Are you a business owner in the Middle East looking to streamline your
Zoho Books to Zoho Creator
My requirement is to pull the invoice from zoho books to zoho creator. The respective account manager needs to give approval for the invoice generated. What are all the possible solutions? Website
one bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reason
Sales Tax Liability Report with Paid Through filter/colum
Starting this year the USA's IRS now requires that credit card processors (Stripe, Forte, etc) send 1099-Ks to their customers (our vendors) that receive => $600. We need a column or filter added to the report where we can see which customers we need
How to track invoices that are "Marked as Sent"?
We have a problem where some invoices are automatically "Marked as Sent by Mike" when we look in the invoice history, and noticed that these invoices aren't actually being sent to the customer. We don't know of a way to track these invoices that are Marked
Check Envelope Not Matching Check Properly - Ordered from Zoho Books
We ordered checks and envelopes through Zoho Books. When a printed check is inserted into the envelope it appears the lower envelope window that contains the 'mail to name/address' is too low. This causing the 'mail to' name to be partially cut off. It
Custom Fields in Views
Custom fields should be available for Views and Reports. My specific use case is around bills. Different vendors have different preferred payment types (checks, credit cards, ACH transfer, etc.). I can add a custom field for each vendor for "Preferred
What's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected with
Stripe SEPA Direct Debit
Hi All, Stripe has a SEPA direct debit facility which costs only €0.35 per transaction compared to GoCardless which charge 1% + €0.20. So massive cost savings. Is this part of the current Stripe integration? Cheers, Peter
Zoho Books Cannot create debit notes for customers from API
I'm trying to use the Zoho Books API to create a debit note against a customer. But I can't find any endpoints for that. Looks like there's a DebitNote scope but it's used to create credit notes for vendors. Can someone explain how I can implement
Neue Druck-Icons in Angeboten
In Books haben jetzt auch die Angebote (Kostenvoranschläge) die gleichen Icons wie in der Rechnung. Szenario: Um das Ergebnis eines Angebotes zu sehen, also mit Logo, Seitenlayout, etc. war es sinnvoll das Druck-Icon anzuklicken um die Druckvorschau zu
Cess
Can i adjust itc cess amount to cgst & sgst
How Can Pass Stock Market Accounting Entry in ZOHO Books??
Dear ZOHO Team, How Can Pass Stock Market Accounting Entry in ZOHO Books?? > Shere Purchase & Sales > Brokerage > Stock Kindly advise..with an example
Invoice not adding tax
So in the past I would put in the base rate (eg: $100), select the tax for the line item (eg: 10%), and it would get added to the total ($110). Now it would not do that anymore. I am very confused.
Ability to add URL links to Comments
Current we are able to add comments to transactions via Custom Functions but we are not able to add links which are useful to open transactions, etc. There is a functionality in the “Related Lists” that allows a URL / link to be added, it goes like this:
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