• Invoices from CRM not showing in Books

  Hi, we have an integration between CRM and Books. Contacts and accounts are synced, but the invoices not. We had checked that the Sync Transaction Modules is active, but still, there isn't any invoice in Books. What do we do?

• 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

• Point of Sale (POS) Integration with Zoho Books

  We are in the process of setting up a new floral shop and we are looking for a POS i.e. point of sale system that can easily integrate with ZOHO Books. 

• Zoho changes terms from N30 to Custom even with N30 selected under the company configuration

  Hi Zoho Community, I am having a difficult time with Zoho books as the information I am adding in there is not being reliable. Our company has some sales in different terms (30,60 and advance) and our contacts they are all classified that way in books.

• Set Invoice status to sent via Deluge

  Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test

• where are the files stored when uploaded to crm, projects, Cliq and books?

  where are the files stored when uploaded to crm, projects, Cliq and books? couldn't find them and this will result in repeating to upload same files.

• Create Invoice php

  Hello, I'm trying to create an invoice on Zoho Books using API, using the sample you provide on the documentation. But I'm getting the following error: Return: {"code":4,"message":"Invalid value passed for JSONString"} The code I'm using is: <?php $invoice = array(     'customer_id' => '198938000001208463',     'contact_persons' => array("198938000001222003"),     'invoice_number' => 'TEST-00001',     'reference_number' => '123456',     'template_id' => '198938000000124001',     'date' => '2015-11-23',

• This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName is required for associating this user to a specific organization

  https://books.zoho.com/api/v3/contacts?organisation_id=[ORG_ID]&authtoken=[AUTH_TOKEN]&zcrm_account_id=[ZOHO_CRM_ACC_ID] I am requesting this API from creator using geturl. I am getting This user belongs to multiple organizations. After that i passed company_name even though i am getting same response.

• Netherlands: online payment methods [betaalplatformen]

  Greetings! I am located in the Netherlands, where I have several businesses. I am looking into online payment methods [betaalplatformen], mainly in order to be able to receive money on a "subscription basis" (i.e. every month money will be automatically paid to my account), but also for one time transfers (receiving) of (larger) sums. - Stripe integrates with ZOHO and is now available & operational in the Netherlands, however they charge 1.4% of the amount (in addition to € 0,25 p/transaction) -

• A few problems in Books integration with Desk

  1. If I change the item name on the invoice, it no longer associates the invoice with the ticket. 2. If I change the item name to an existing item, it does NOT honor the price list. 3. I feel that time should be billed in quantity, not in dollar amount. For example, if it is 15 minutes at $100/hr in the ticket, it should show a quantity of 0.25 at a price of 100.00.

• Create Report/Query table from two Databases

  Hello, I would like to combine the information from Zoho CRM database with Zoho Books database.  Is it possible to create a Report/Query table from these two databases? Thanks in advance for your support. Santiago

• Deluge Scripting

  Is anyone aware of any books which could help me learn Deluge Scripting. I am not a programmer by profession. Thank you in advance.

• What's New in Zoho Books - April 2018

  Hello everyone! March was a great month for Zoho Books and we've added quite a bit of new features. How about we take a quick peek at some of them? Convert an Approved or Submitted Transaction to Draft With this update you can now convert a transaction

• What's New in Zoho Books - March 2018

  Hello everyone! February has been one amazing month with a lot of new features and enhancements being added to Zoho Books. Let's take a quick view at all of them. Enhancements in the Banking Module We’ve introduced the option to view all the matched transactions,

• Notifications for payments of invoices that are Overdue by a certain amount of days

  Basically, we're trying to come up with a way to automatically receive customized email notifications if a customer pays for an invoice that is at least 20 days Overdue. These emails would be different than the normal payment confirmation emails. We've

• Sending Data from CRM to Books

  I'm trying to send a date field from CRM to Books but I keep getting an error saying its an improper statement. I can't see any issues with the below. Below is the custom function in CRM designed to update a date field on a sales order when a potential is edited in CRM Date = input.LiveDate; organizationID = input.OrgID; salesorderID = input.SalesOrderID; OrdRSP = zoho.books.updateRecord("Salesorders", organizationID.toString(), salesorderID.toString(), {"custom_fields":{{"customfield_id":"95687000003461005",

• Vendor Deposit tracking

  We have a model, where we sublet retail space to vendors, and charge a security deposit, which is repaid at the end of a 6 month period, when the contract gets terminated. I have two questions. 1. How do I track this into Zoho books, as I believe this should be a Current Liability. 2. How should I record the repayment of this deposit by us to the vendors?

• Populate picklist with Zoho Books contacts visualization names

  Hi everyone, I need to populate a picklist with all contacts visualization names available in Zoho Books. I think that this will be possible by this integration: zoho.books.getRecords("Contacts", myOrg). I get a map with all contact information. Is there a way to fetch only the names of my customers and add them to my picklist? Thanks

• Square Integration - does customer data sync?

  I am currently on a trial for Zoho One.  I have integrated Square and sales data is syncing seamlessly.  The challenge is that specific customer data is not integrating.  Only a generic, "Square Customer" is coming over. Is there a way to integrate Sync specific customer information from Square into Books and there sync into Zoho CRM?

• Zoho CRM Field - Module Invoices

  When I add a Field Zoho CRM, Module Invoices it does not show anything and I have generated a lot of invoices, How can I display the Customer Invoices in Field Zoho CRM, Module Invoices?

• Automated Inventory/Books integration with Sites

  I would like a way to add inventory items from either Inventory, or Books directly on to Sites.  Is this possible using Creator?

• CRM integration with potentials module fields

  Hi, I'm looking for a way to bring in a couple of fields from zoho crm potentials module. I already have it integrated and pulling accounts & contacts, but it would be handy to relate certain invoices to specific potentials records & respective fields. It looks like you can do that from something i saw online, but my integration interface doesn't seem to have that option. I also have the situation where we have business referred by a company, and we are dealing with their client and a specific contact

• Using CRM and Books for Donor Management

  Hi, We are looking at using CRM and Books together for alumni / donor management for a school.  I see how we can adjust CRM fields to work: Account = Family Contact = Students, Parents in each Family Potential = donor for endowment potential, annual drive potential Campaign = Alumni class of 20XX, Gold Level Donor We can use Zoho Books to collect donations and pledges.   However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history.  For example, I

• Workflows Based on Estimate Templates

  We would like a way to trigger workflows based on Estimate Templates. For example: We have one Estimate Template that we use as a quote for products, and another that we use as a service ticket for labor performed. We need to set different workflows based on these two completely different Estimate Templates.

• Workflows for User Permissions

  We should be able to create workflows that can override permissions settings for users. For example: When an Estimate is marked as "Sent" a user can no longer edit it. When an Estimate is marked as "Accepted" a user can no longer delete it. Etc., etc.

• Invited user cannot join

  In Zoho books, I invited another admin user.  The link went to their email.  When the link is clicked on, it goes to the sign in page.  However, the user doesn't have a password to login with.   Trying to use the sign up for an account link brings up the response, "that email address already has an account." Using Forgot Password, it brings a response "user is inactive."  However, the user is not marked as inactive.

• Zoho Books - Mail Integration

  Will there ever be a ZOHO Mail integration for ZOHO Books? I think it would be a fantastic idea to have ZOHO Mail's Contacts, Calendar and Tasks synced into ZOHO Books, so that we can have tasks for projects and meeting with my clients synced into our Calendar. Having the ability to email clients straight out of ZOHO Books through my ZOHO Mail account would also streamline the process.

• Periodic invoice change description month automatically

  Hi, Is there a way to set a description for my products that takes the month of the current invoice. For example I have costumer X and he buys every month for € 500,00 flowers. I now need to set a periodic invoice where I can invoice the subscription for flowers which will be invoiced every first of the month. InJanuary I have a productrow as follows Description                       Quantity       Unit            Price        VAT        Total Flowers   ( January )            1              monthly     

• WANTED extended trial period in Zoho Books

  We setup the initial books a while back, but soon after we had done some initial configurations we no longer have access to Books. We have a professional subscription to the CRM package. So we were stalled in testing. 30 days doesn't cut it. I would like to suggest that you rethink how you want customers to engage in Books. Similarly to Zoho CRM, customers in Books should be able to enter, customize and live through the application on an unlimited trial or free basis before making the jump and committing

• Unit price with discount

  Could someone help me to crate a custom function for getting the unit price with discount please?  I've already created a custom field (in items) where i want to put the unit price with the discount in it. So what i need is a custom function that could make this operation for each item in the estimate:  rate * (1- %discount) --- if the discount is in % or rate - discount --- if the discount is in $ Thank you in advance

• How to record advance payment made for a bill?

  Hello, Kindly help me with this -  I have placed an order with a vendor and I have made an advance payment towards that. How to record this? I have recorded this as an expense now. I have the order delivered and I have to make the balance payment. How do I record the complete bill and the advance payment made and register the balance to be paid to that vendor? Similarly let me know how to record advance payments I receive from my customers.  Ideally, there should be a feature in the 'Bills' tab to

• What is Zoho Books?

  Hello, With Zoho Books, you can send professional invoices to customers and begin receiving online payments from them all from a single platform. It’s fast, powerful, and convenient, and helps regain control over the company’s finances and save more in future. For the purpose, you can rely on features such as cash flow statements, P&L, Balance sheets, and many more. As it is small-biz and midmarket-friendly, Zoho Books is relatively painless to afford. Another thing that is really specific about

• Retainer Invoice tracking and reporting

  We need more retainer invoice tracking and reporting It would be nice to have a report that has Sent Retainer invoices and Sent Invoices all in 1 report. This shows the actual invoices that are in process - I need to see a total for these 2 together.

• Vertical CRM & Zoho Books

  Hi All,  Having an issue with integrating CRM for vertical and Zoho Books We take the ZSC key from zoho books go to our vertical crm > Setup > Extensions & APIs > Zoho > Finance Suite Then we get error  " Please verify your Email Address and ZSC key " This has been verified by email sent to our inbox and still no joy. 

• Can I create an App to calculate Selling Prices?

  I want to be able to calculate selling prices for Items in Zoho Books/Inventory, based on a number of factors including: - The buy price in currency - The Currency Type for a Vendor - The exchange rate -  etc Can I create a Zoho App using Creator to do this, perhaps triggered by a custom button in Zoho Inventory? John Legg Owner: The Debug Store

• Change rate per hour without retroactively changing reports

  Hi, our organisation sometimes needs to change the rate of a employee in an ongoing project in books, if for instance they get promoted and their rate changes. Currently, I can't see a way of doing this without all reports being retroactively changed with this new rate. Is there a way of freezing a rate, or selecting a rate by date range?

• Deluge Map From Zoho Books to Dropdown List in Creator

  Hey guys, In Deluge, I'm getting all my items from Zoho Books into a map. And now I want to insert all Item Names into a dropdown list in the form onLoad(). How can I do that?  I know I can add stuff to my dropdown list doing this: Dropdown:ui.add("Item_name"); I'm getting the items likes this: myMap = zoho.books.getRecords("Items", "123456789", "name"); I'm doing info myMap and it returns this: {"code":0,"message":"success","page_context":"{\"per_page\":200,\"sort_column\":\"name\",\"custom_fields\":\"[]\",\"applied_filter\":\"Status.All\",\"has_more_page\":false,\"page\":1,\"report_name\":\"Itens\",\"sort_order\":\"A\"}","items":"[{\"created_time\":\"2017-02-21T11:52:03+0000\",\"reorder_level\":\"\",\"last_modified_time\":\"2017-02-21T11:52:03+0000\",\"item_id\":\"571662000000056054\",\"item_type\":\"sales_and_purchases\",\"tax_name\":\"\",\"is_linked_with_zohocrm\":false,\"purchase_rate\":1.23,\"description\":\"\",\"item_name\":\"Farinha

• Books & Crm - Mind Boggler

  So we use Books & CRM, and I'd like to send an email to all of my customers.   Can I see get a list of my customers in CRM?   Customer is someone that has paid an invoice.   Um, no, I can't.  If I pull up an account, I can see their paid zoho books invoice.  But I cannot write a report or query in Zoho CRM to display accounts or contacts based on what they have done in Zoho Books.   Zoho CRM only "sees" zoho invoices, not zoho books invoices. Ugh. Well, where there is a will there's a way.  Let's

• API for Zoho Books

  Hello, I am very new to API for Zoho Books and I have been able to write PHP scripts to list invoices, expenses journals  etc... For example,  to get list of journals I use this URL in my PHP script: https://books.zoho.com/api/v3/journals?authtoken=[MyToken] But I do not understand how to get details of a journal.  The documentation says   "GET /journals/:journal_id" How can I use it with PHP script. I tried all possibilities and I always get this error: {"code":5,"message":"Invalid URL Passed"}

• Change Books client currency when using CRM connection?

  Hi there When I create a new invoice in Books, I use the Zoho CRM connection to find my client details. BUT...they ALWAYS show up with Canadian currency selected and I'm unable to change this. I can't find anywhere to change the Zoho CRM contact to US dollars, not in books, not in crm. How can I easily change the currency of the contact when creating a new invoice? Thanks.

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