• Hide specific estimates in the client portal.

  How can I hide some estimates from a client so that I cannot see them on him portal?

• How to trigger a workflow when a comment will be add on zoho books portal

  How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush Goyal

• Transferring information in custom fields, from Estimate all the way to Invoice?

  I have several custom fields for the same information that is necessary for Estimates, Sales Orders, Purchase Orders, Packages, Shipments, and Invoices. However, they never remain filled out when I go from one to the other. For example: I have a Sales

• ZOHO Books Timesheet and rounding time/hours

  I read an old thread in the Zoho Invoice forums about rounding to nearest 15 or 30 minutes for Timesheet entries.  Is this possible in Books?? I'd think it would be since isn't Invoice just a stripped down version of Books? So my question: Is it possible

• Enable E-Invoice in ZOHO BOOKS

  Tips of the Day -> How to Enable E - Invoice Option in Zoho books? First Enter the GST Details in Zoho Books then you can able to Enable the option of E-invoice Go to the setting -> Gst --> enter GST Details. then Setting -->> Preference --> E - Invoice

• Books Custom Modules replication in Inventory

  Hi, so we have a custom module in Books to store shipping types, charges and costs in a form of a dropdown. It is used in new SO's and then a script fills in the right shipping charges and calculates margins. Some users tend to use Inventory and when

• create a button in Zoho CRM to Zoho Books

  hey, I would like to have a "create invoice" button in the CRM Deal module, which brings me to zoho books. In books the new invoice - page should show up with the prefilled customer data.

• Resincronizar Cuentas y Contactos en integración Finance Suite

  Hola a todos. Tengo la siguiente situación: Mi lista de clientes existe en INV y varían entre el subtipo Individual y Negocio. Cuando se habilitó la integración Finance Suite con CRM, en la sección de configuración para Cuentas/Contactos se habilitó el

• Email Notifications for Picklists

  Maybe I am missing this, but  I do not see how someone is to be notified of a new picklist in Books?

• Expenses showing when linked to potentials

  Using Books and CRM, when I create an expense in Books and link it to the customer and potential, should i expect to see it when in CRM looking at the deal in the expense section below?

• CRM and Books sync duplication

  Hello, I am having an issue with CRM and Books synchronization. I am writing it here because I tried to reach you over the online chat, but I always got no helpful solution, so I thought to make a topic here to follow up here correctly. When the sync

• New UI - Zoho Books Integration doesnt work

  Hello all, when I try to open an invoice via the corresponding time entry in the new UI, I get an error message. I am the administrator, it can't be an authorisation problem. I therefore took a look at the network traffic and compared the behaviour in

• Q - How Track each employee commission expense for a certain period

  Is there a good way or best practices so I could track each employee commission expenses. (could check the list and total of commission expense for a particular employee in a certain period of time) and also which invoices and clients that earn him/her such amount

• what is the best app for this customer facing portal

  Hi long time user but i need to pick your brains. We have a new business that requires a customer portal. I need for them to be able to access the following. 1. See old orders and reorder 2. Equipment we are renting to them. 3. see as catalogue of products related to them. 4. payments made and due 5. personalised messages and offers 6. colourful reports. So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i looked

• Can we reflect or sync Zoho Books customer status in the CRM?

  When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?

• Record transfer to DATEV

  Hi, DATEV is a very common application used by companies to do their book keeping and tax calculation. I wonder if there is an elegant way to transfer Zoho books accounting records from Zoho books to DATEV? Any idea or approach is highly appreciated.

• Get ZOHO Books Payment Terms by the API

  Hello Everyone is there any way in zoho books we get all the Payment Terms List by the API Call. I am also sharing the snapshot which help you to understand the query. if someone knows how we can get this please provide your valuable comment. Thank You

• Integration with Zoho Books - Item Selection

  Is there a way to specify the item in Books when creating an invoice from Desk? Right now it puts in the ticket number and subject in the item field. It would be much nicer to specify an item, for example "Help Desk", which has a price list for each customer

• Add Data In ZOHO Books Custom Module

  Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,

• Bill Problem (Cant update or delete)

  While recording a Purchase Transaction manually under (Purchases => Bills) we have 20 entries in single bill. We purchased 20 SKUs in single Invoice. But we are facing these issues. Problem Scenario 1) While recording this transaction manually Zoho Books

• Syncing with Books only pulls primary contact?

  I setup the sync with Books and it is only pulling in one contact per customer - the primary contact. Is there any way to make it pull in any additional contacts also? It's pretty useless without doing that.

• Multi-currency for a single customer in Zoho Books

  Hello,  I have a question regarding Zoho Books. We are selling products worldwide and it happens sometimes that for a specific client we use USD for a product and for another product, we use EUR. Is it possible to manage multiple currencies for a single

• Books Purchase Orders in which related list or module ?

  Hi, We have integration of Zoho Books / Finance in CRM. I have 2 questions about the purchase order entry in Books related list. - Zoho Books is correcty available fully in CRM in is own tab - Estimates, Sales Orders and Invoices are available in the

• Books User Lookup Fields In Analytics

  I've got a user lookup custom field in Zoho Books on the Customers and Vendors modules. I'm trying to use it in a query table in Analytics, but I'm having trouble figuring out how to get the actual user's name. The field shows as an ID in Analytics, but

• Invoice as PDF

  Hi All, I am trying to share invoice as PDF via sms using custom function. i dont know how to GET invoice as pdf using api. Can anyone help me here?

• Books API - how to change customerpayments fields of card_type and last_four_digits?

  Hi, I'm trying to edit these two fields, card_type (such as visa) and last_four_digits (i.e. 1234) with a PUT request to /customerpayments/{id}. At the same time I'm sending bank_charges (a float, such as 1.23). The bank_charges are saved, but the other

• Set Up Reminders For Recurring Bills

  I know how to set up reminders for bills. However, only seems to work on one-time bills. I need a reminder even for recurring bills. How can this be done?

• Product Parent/Child relationships

  Because of our unique situation we need to have parent products with child products nested with them. Zoho Books doesn't allow for this, so we used a custom module in CRM to create a parent child association along with a custom function to populate them on a sales order. Now the problem comes when we pass the sales order to Books as an invoice, we are loosing the parent child association and now they are all flat on the invoice. Another part of the dilemma is that we have one child associated to

• Best way to handle credit card disputes in Zoho Subscriptions and Books with Stripe

  What's the recommended approach for handling credit card disputes for customers who use Stripe? For example, let's say we have a subscription for $100/year and in year two the customer disputes the charge.  Stripe notifies us via email of a dispute and

• How do i upload an image in PO as a document using Python

  Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows:  # # #   Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\Urban

• How to create Commission-Based Products?

  Hi, I am running a marketplace website and I am trying to setup commission-based products, I have :  Commission on each sale "with a minimum amount X% but the minimum is $Y" Fixed amount commission on some sales "$X For each" Joining Fees "One time" Monthly

• Zoho Checkout in Zoho Creator form

  Here are the steps that I am trying to create in my process: Use a published Zoho Creator form to have the customer enter their order details and generate an order total through a function. Push that order total to a Zoho Checkout form so that the customer

• Zoho Books integration - cancel invoice and create new one with corrected time entries

  Hello,  we have the following problem. Below I will briefly explain the scenario as an example. In ZOHO Desk, we use books integration to calculate time entries for tickets. If several tickets and numerous time entries are invoiced for a customer, i.e.

• Books API - is there a way to remove an Item from an Item Group?

  Hi, we created a few Item Groups (IG) for lists of items which we want to keep together. It turned up to be the wrong solution - the items need to be in different categories - and we ended up using a different approach, creating a custom field and getting

• Adding an additional Discount field in Invoice

  Hi, I have the discount field enabled on our invoice, but at times we offer an additional discount on the discounted amount if the customer meets certain criteria. How can I add an additional discount field in my invoice? Please help.

• Trying to trigger zoho com module from Zoho books invoice

  We would like to have a module in our CRM that shows only certain purchases.  In our case salt that customer purchase on a regular basis.  Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great. Next create

• How to records deposit or available credit to Sales Order ?

  Hi, I understand there is "retainer invoice" , but it does not meet the requirement. We want to link with Sales order , not Invoice module. Is there any workaround or alternative for recording deposit or available credit directly to Sales order ? Thank

• Your Zoho Finance account does not have the required access.

  I'm trying to create sales reports using Analytics, synced with our Book. However, the sync keeps failing. When I try to edit the connection I get the following error message "Your Zoho Finance account does not have the required access.". 

• I can't see my cards from Books in my Expense! Only Cash and Banks.

  Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards added

• 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,

• Next Page