Sending Estimate Email Automatically in Zoho Books and marking it as sent
I am using a form in Creator to create an estimate in Zoho Books. Is it possible to have the estimate automatically e-mailed to the customer when the estimate is created, and also mark the estimate as sent?
Custom Function or Workflow Process to Charge Card on File
I would like to send a recurring invoice on the 15th of the month and then automatically charge the customer's card on file on the last day of the month. I see in Workflow where recurring invoices can automatically be created. sent and charge the card on file. I do not want the card on file to be charged immediately however. I do not see where a delay in charging the card on file can be set so I was thinking maybe a custom function could be created to handle this. After looking through the available
Getting crm account id from zoho books api
I'm trying to get a list of contact from my zoho books in hoping that it would also provide me the crm contact/account id for each books contact but I am not able to. Is there a way to get a list of my contacts (from zoho books) which also include the crm account id that each books contact associated to ?
Add Landing Cost in Doc Inbox
So the Document inbox needs to have another button called ad landing cost so if i ship somethin UPS and then get the bill i can then say add landing cost and select the bill or PO to associate it to the Order
I have lost the verification code zb Can I get another zb code?
I lost the verification code zb. Can I get another zb code or have you sent me a unique zb code to my zoho admin email address: sales@mobjoy.net
Customer Portal
I would like to see the customer portal to have the ability to be customized on the options avalable by customer rather than globally. Like what they can view. This way i can extend privlages to certain customer upon request. But not to others.
Import bank statement and reconciliation
Hi, I have a problem with the reconciliation of my imported bank statement. The import goes fine, the transactions are correctly imported and when I have to match against a single invoice it works perfectly. The problem is that one customer of mine makes a joint payment paying in one transaction the first installment of one invoice and the balance of the previous one. In such a case I don't know how to manage the reconciliation. I can't find a way to match both invoices at the same time from the
credit card account item returned and refunded
I bought an item for $15 on our credit card on a Monday, entered in Z Books as an expense in the credit card account. Then returned the item Wednesday. The vendor created a refund on the same card, so my statement shows a $15 transaction and and farther down a $15 credit. Since I cannot create a negative expense in Z Books how do I track this? My statement looks like this: Monday Vendor 1 -15.00 Wednesday Vendor 1 15.00 The credit card statements and feeds show the transactions,
Allow Manufacture Part number to be shown in the PO
The PO needs to have ability to show manufacture part number and the barcode scanner in the inventory should be able to look that up or the SKU. This should be a Boolean option where the user can set what they want to use in the system as far as item
Meaning of various rate fields for line items in Invoice JSON
Hi, The JSON for the sales invoice contains 3 rate fields for each line item: "bcy_rate": 362, "rate": 362, "purchase_rate": 362, What does each of them indicate? Thanks
zoho books barcode generator
does zoho books can genarate barcodes for items
How I request addItem using postman
How I request additem to zoho books using postman
2 Way Syncing Between CRM and Books with Formula Based Fields in CRM
Hello, It seems that two way syncing between CRM and Books isn't allowed if you attempt to sync CRM fields that are the result of a formula. It makes sense why this needs special consideration since there's no practical way for CRM to derive the formula's input from based on what would normally be the formula's output if it should be updated within Books. I think however that disallowing two-way syncing entirely for all fields of a particular type (e.g. Contacts) is an unnecessary limitation. Why
Invalid value passed for JSONString
Hello, I am developing a React web app that connects to my Zoho Books backend. I can receive information into the app just fine, however, when I make a POST request, I am battling with sending the data required. It is all in JavaScript and I use the Axios.js
Is it possible to attach a file to an invoice in zoho books, with a personalized function?
good day please if someone has the answer or can you help me or if you have any suggestions on how to do it, I will thank you very much
Zoho Books & Zoho CRM integration - Barely useful?
we are looking to switch to zoho crm & zoho books but the integration seems really awkward and barely useful. I can only sync Contacts OR Accounts OR Accounts and their contacts? I have some contacts without an account and some that need to be associated with an account and I'm not sure why we can't have both sync? Also I think we should be able to sync other modules - at least the deals if nothing else. I should be able to associate expenses and invoices with a specific deal. (EDIT TO ADD: Ok
Recording expenses for inventory accounts
Hello, I own a real estate development company. We buy raw land, then develop the area, constructing roads and houses. All the money used to construct this houses is not an expense but the cost of goods sold for the houses. So lets say i build 10 houses and I spent 1,000,000. Then my cost of goods sold per house or item is 100,000. My question is how do i record this in zoho books? If I record an expense to the cost of goods sold account it appears in my income statement at the moment it is recorded
Automated Invoice Reminder Email Sending to Admin
When Zoho Books sends an automated email reminder to a customer for an overdue invoice it is sending a copy to my email (admin) for some reason. I am not associated with the account, nor am I the one sending these reminders to customers. Default send
Allow ability to map some System Accounts to existing accounts in Chart of Accounts
It would be wonderful if you could map some System Accounts to existing accounts in the Chart of Accounts instead of being forced to use the Zoho Special Account. I understand that this is not practical for some of the system accounts (ex. undeposited
GSTR1 Documents issued
Why does ZOHO books not collate this part automatically ? this is required for seamless and error free filing , please sort this ASAP
Sales Tax PrePay to CDTFA
How do I record Salex Tax Prepayment to CDTFA? Let say Q1 period I have outstanding sales tax due of $1000 On Feb, I made a payment of $500 How do I record it? Attached my tax info
CIS
Hi, When i invoice companies in the construction industry they pay the CIS on my labour. I understand that Zoho doesn't accommodate CIS yet but is there a way round this so i have a way of keeping track of the CIS which has been payed and by who? Thank you
SMS integration in zoho book
Dear Sir, Kindly start SMS integration in zoho book.. as soon as possible
Getting Internal Error while call Api to get organizations
Hi, I am trying to call ZOHO BOOKS API using Postman to get organizations but I am getting Internal Error. i.e: { "code": 1000, "message": "Internal Error" } Can anyone help me out to find the issue? Thanks in advance!
How to process multiple bank transaction in 1 go
Doing banking transactions. We have a ton os identical entries (called SMS Alert Fee). How can we mark all of these and process them in one go without individually going through every single one?
Tips: Using Zoho Books retainer payments for Law Firms trust accounting
Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid, create a email trigger wth a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operatingl account for invoice payment.
What's New this March 2019 in Zoho Books?
Hello everyone, February was gone in a glimpse but we've released numerous features and made multiple enhancements to make accounting easier for you. Noticed something new each time you logged in? Well, here's all about them: Add items in bulk and save time When customers make a huge purchase, adding items individually to your invoice can take a while. You can now add multiple items (up to 50) and even select their quantities in one go. This is applicable for all sales and purchase transactions and
Customer Locking Features
Hi Any features for Lock Some Customers details for User.
Manipulate Account ordering/display on reports
I have some accounts which are of the same type, similar names and numbers but they are separated farther than I want, how does a report choose where to put similar accounts? Is it the age of creation? Is there any way to manipulate them around within
Retainer Invoices and Projects
I just figured out that I can create a new Retainer Invoice within Project and it will be linked to the Project. But how do I link an already existing Retainer Invoice to a Project that wasn't created within the Project?
Exported zoho Invoice does not reimport easily or correctly
Hello, When I export an invoice from zoho books I would except it to import back into zoho books 100% of the time without any manipulation of the fields or the data. This is not the case and is quite frustrating. 100's of invoices that I need to import
tax1099 vs Yearli Integrations
Is anyone able to provide feedback about using either of the tax filing service integrations within Zoho Books? Specific points of interest: If you picked over the other, why? Also cost, ease of use, any interface problems Thanks in advance, Steven
Employee expense reimbursement
Hi I am trying to enter employee expense reimbursements into the system. I have followed the instructions on the FAQ as follows: 1) I have created an Employee Reimbursements "Other Current Liability" account 2) I have entered a journal entry for each
Adding calculated Field to invoice
Hello I want to show the Item rate, Discount amount, ITEM RATE AFTER DISCOUNT, Tax, then total on the invoice.? How can i show "ITEM RATE AFTER DISCOUNT"? can i create a calucated field in zoho books?
Quantity of inactive items making Zoho unusable
Please, please give us a check mark on the items page to show only "active" items when checked. I know we can choose "active" from the drop down filter but the moment we search for an item it reverts to "all items" & it's really becoming a nightmare due
Credits
We can clone most things in Books but not credits ? Please give us this option :-)
Can we add Multiple Department in a ZOHO Contact
Can we add Multiple Department in a ZOHO Contact
Viewing estimates using a "NOT" operator rather than only "IS"
If we could use a "NOT" operator instead of only "IS" the views could slice our information down much finer.
WHMCS and Zoho Books
How can I integrate this?
Zoho Books API Post Contacts Custom_Fields PHP
Hey guys, I'm trying to POST a new contact with a custom field but it's returning the following error: "{"code":1038,"message":"JSON is not well formed"}" Here is my code: $invoice = array( 'contact_name' => $result[0]['name'], 'email' => $result[0]['email'], 'custom_fields' => ["index" => "1", "value" => "123456789"] ); $jsonInvoice = json_encode($invoice); var_dump($jsonInvoice); $url = 'https://books.zoho.com/api/v3/contacts'; $data = array( 'authtoken' => 'c6964fa118ef2ee81cf09642434478f7',
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