Paypal payment not showing in Zoho Books
Yesterday a client paid with Paypal. Zoho Invoice sent me a notification of the payment (along with email from paypal..). However, the paid amount is not showing up as a payment on the invoice in Books. How come?
What is the proper way to mark Money In? Invoices and Deposits, can they be merged?
What is the proper way to mark Money In? Invoices and Deposits, can they be merged? I have one deposit and one invoice payment causing double income.
overdue invoice summary
Hello. I know that something similar to what I'm asking can be done in Zoho Creator, so I am hoping it also can be done in Books and I just haven't found the option. Once a month, I'd like a summary of outstanding invoices emailed to me. Just a simple report, sent as an email to my account, looking something like this. ---- [Company] [Date] Outstanding invoice summary: These invoices are overdue more than 45 days. [Invoice #1 - Big Store - $3000] [text for all descriptions clickable so I can
trouble deleting contact
i want to delete one of my contacts but when i try it says The selected contacts cannot be deleted because they were imported from Zoho CRM. why is this? we don't use the CRM system anymore, and i dont want the contact filling up my page if i make it inactive.
How do I edit a previously saved estimate item?
I would like to change the price and description on an estimate item I have? I don't want to add another item if possible. Is this possible, if so, how?
delete matched line
Dear all, Could you please tell me how can I do to delete a matched line? I matched an expense with the bank data imported, but it was a wrong match. I could not amend this action as I have an error message" Transaction(s) matched with statement line cannot be deleted." Please help me on this issue. Thank you N.
how do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanks
Edit or Delete a Task name in Timesheet
It seems the task names for timetracker are isolated within each account we have added in the project/timetracker area. So can we edit or delete the task names attached to these account individually. the pricing for us changes sometimes on our rates and need the task name to remian the same but the rate amount needs to change. How can we accomplish this? Thanks! Robert
What is the exact use of Credit Note?
Hi, Can anyone please explain what is the exact use of credit note? please explain with example. If I add a credit note and use that to pay a invoice, what is the double entry transaction for that? And how I am going to get paid in real? How I will entry the transaction once the payment is received? Please let me know. Regards. Swapan
How to make payments with defferred checks?
Hi, I nedd to know how to register payments with deferred checks from my own company. Thanks in advance
Report by item
I need a report by item. I want to know how many times an item was sold last year, and details of each sale. For example an item was sold 100 times last year. I want to know to whom, # of units, at what price to what customer, etc. Thanks.
Regarding customer advance/excess payment
Hi, I am using Zoho Books and sometimes my customer pays little higher than the invoiced amount. From the forum I came to know how to entry that ( from contacts with invoice payment option). I noticed that the excess amount is kept as credit. Now, when
Regarding Getting statement of my foreign currency bank account
hi, In Zoho Books, my base currency is SGD and I have bank account in USD. I was trying to see the bank account report in USD and print that but I was not successful. Can anyone help to get a work around? Thanks in advance. Regards. Swapan
Regarding partial payment of an invoice which I want to add in next invoice and send to the customer
Hi, I just have started using Zoho Books from yesterday, so apology for naive question!! I provide monthly payment based software service. Lets say that I have created an invoice for a customer xxx of $1000. But the customer has paid $900. Is there any way that I can add this due amount to the next month invoice I create so my customer can see his previous due and pay? I can understand I cannot add this to the invoice manually since it will be then double counted. Please suggest. Regards Swapan
Funds Transfer not matching
I have 2 bank accounts (Current & Reserve) I transferred funds from my current account to the reserve account. I have matched these transactions before, but now it wont match Both transactions show up on Zoho Books ready to be matched, but Zoho Books won't let me match them/
Bank feeds missing: HSBC Canada
I need bank feeds from HSBC Canada (both business and personal bank account; both biz and personal credit cards). I don't find it in the list of supported banks. Are you adding it soon? Who is your provider, is it Yodlee like Mint.com or QuickBooks is
Automatic feeds
For automatic feeds for bank accounts and/or credit cards set up in the system, here are my questions: 1. For banks such as HSBC Canada with a "security-token" login, it's impossible to have automatic feeds? 2. What is the frequency of automatic fee
How do you find a matched statement line?
Hi I have an invoice with recorded payment. I want to delete the recorded payment. But it says: Transaction(s) matched with statement line cannot be deleted. However, it is not matched to the correct statement line. Because the statement line it should be matched is currently showing as un-matched in Banking tab. I am struggling to find which statement line that the recorded payment is actually being matched to. Please can you advise if there is a simple way for me to find out which statement line
Batch match
I just imported about 1,000 lines from a credit card statement. Is there a way to batch update these lines to "match" an expense type? Thank.s
Accepted status needs help
We are having the same major issues with invoicing within BOOKS. Please see if programmers can change back or at least add one more option. Here is the problem: We build custom made products and require a deposit on these products. We need to be able to mark an estimate as accepted But, NOT have it convert to an invoice because if we convert to an invoice and the customers terms are due upon receipt then all of our invoices show up as overdue. We do not need two options to convert to an invoice.
Online Payment Form using Stripe
We are using Stripe as our payment gateway. When I send invoices to customers and include option to pay online, they are presented with a form that asks for credit card number and etc plus address. How can I make address optional on online payment form?
Recieving Invoice Payments
Say I invoice customer X $1000.00. I recieve a cheque for them and therefore have a bank deposit for $1000.00. If I tell Zoho Books this deposit was from Customer X it doesn't apply that to their account. When I then apply a payment to the applicable invoices, my sales are posted twice. How do I apply a bank deposit directly to a customers invoice or account credits? Thanks.
Difference between invoice and bank transaction
I am trying to understand the Reporting of Invoices and Deposits. It seems to me the Income is being double counted. When I look at "Account Transactions" I can see all the invoices generated as being income. Which is fine. But when I import bank transactions, I then match the credits to an invoice. Now lets say I generated an invoice for £100 But then I gave a 20% discount on the invoice so it's £80. The actual bank transaction deposit is also £80.00 I would have thought that on the Account Transactions
Abnormal accounting entries in Zoho Books
I have a customer with no open invoices but shows a balance due (debit) of 1,094.33; how could this happen? thanks.
Expenses, Currencies and Formatting
Hello Zoho Team, We've been using Zoho Projects for a while now and we are totally satisfied with it. Lately, we have decided to start using Zoho Books, where we started to face some problems and few questions arise: In the description here, you show the option of selecting the currency for each expense, while this option is not available now. We are paying our expenses in different currencies and it will be very handy to be able to select in which currency we made the payment. I'm not able to see
Profit and loss - carry loss forward
for accounts how can i carry forward a profit or loss from a previous year for my year end accounts?
Delete inactive credit card
How can I delete a credit card that I have made inactive??
Foreign bank accounts
Can I use my Jamaican Scotiabank account in the bank feeds. Charlie.
Zoho Books user permisiions
Is it possible to add a Zoho Books user that can only create estimates and invoices but not see or do anything else in Zoho Books??
Managing retainer client accounts
Hi Some of my clients pay a retainer, a fixed amount per month. We offset this against tasks managed in Zoho Projects. For example, a client pays R350 at the beginning of the month. We do 5 tasks for them, at a total cost of R250. We use Zoho invoice to bill them for this, but they don't actually have to pay, since they are in credit. They are therefore in credit for R100. This credit rolls over to the next month. How can we document and manage this in Zoho books? Thanks Brendon
How do you prevent duplicate sales entries...
The problem I am trying to overcome is when I invoice a client, and they pay through the PayPal link on the invoice it enters that into the system. When my PayPal transactions get downloaded to Zoho books... to be matched... there is not an option to match that transaction as being the payment for the invoice.... so it becomes a duplicate entry that cannot be deleted. Help, I'm new to Zoho and really like it because of the PayPal function. I haven't found a system that works as well as this does
Invoicing in Zoho Books
Is there a way to include all unbilled hours for multiple projects when creating an invoice for a customer? Let's say I have a customer and have 5 projects working for them. Each of these projects has unbilled hours. Is there a way that when creating an invoice for this customer that I can automagically include all of the unbilled hours for each of the 5 projects on a single invoice with one-click? Freshbooks has this ability. I love using zoho and would love to have this function as well. Thanks
Zoho Books: reporting by item
I have asked many times. I need a sales report by item. So when I click on an item, I can see how many times it sold last year, when, and in quantities, to what customers, etc. This report is a must!!!!
Re start from scratch
Hi. I've been playing with Zoho Books for a couple of months and now that I have a good idea how to use it I would like to restart. It would be great if I can keep the customers, accounts, etc., but be able to clean all the transactions, balances, invoices, etc. Is that possible? Thanks.
tax on invoice
When I create an invoice I have to select the tax for each line item (task). Is there a way to indicate that this client is HST Tax and then all the selections are made? When I have 40 tasks its a lot of work to select the taxes -- and then I accidentally send out invoices without taxes.. zz
Bank Reconciliation
Hi I have been using Zoho books I am however experiencing difficulties while doing my bank reconciliations. In a scenario where we have inter bank transfers from a USD bank account to a KES bank account. I am getting a difference in the two transfers while doing my bank reconciliation. I have tried to change the exchange rate so that the two balances reconcile but I am still getting a difference that i can not attribute to any particular account. Kindly advise
Attaching a scanned file to the bill/expense in Books
Any plans in having the feature of attaching a scanned copy of the bill/expense to the record in Books? Would be nice so you dont need to look up the actual paper bill.. Its rather normal in other bookkeepings systems these days.
Credit cards support for "Transaction Type:" Transfers
I make credit card transfers to other accounts. E.g. Transfer to PayPal from Credit Card. This would allow me to reconcile the PayPal transaction as an Expense and the Credit Card transaction as a transfer. Is there a current work around or a solution to this?
Zoho Integration with Lenders Office
Has anyone tried to set up automatic importing from a loan origination / processing solution like Lenders Office into Zoho?
A Question from my accountant
1. When posting opening journal which includes a balance for accounts receivable, where does the accounts receivable figure go, as when we double click on the account on the balance sheet to see accounts transactions it isn’t appearing, although we can see it in the journal. 2. Same question with accounts payable Regards Joe
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