• Creating an invoice to be paid in two installments?

  Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

• How to Generate Separate Labels for Each Invoice SKU Line Item in Zoho Books?

  Hi everyone, I’m trying to implement a requirement in Zoho Books where separate labels need to be generated for each SKU/item from an invoice. Scenario: One invoice can contain multiple products/SKU items Each item/box should have its own separate label

• Zoho Books recurring invoicing link to a Zoho CRM Deal?

  With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice

• Agrément Norme Française Européenne Zoho Books, Zoho CRM, Zoho Invoice

  Bonjour, Je fais partie des nombreux Fan de Zoho depuis 10 ans ! Les logiciels zoho (permettant la facturation) sont super mais non agrée depuis 2018  ! J'ai tout capitalisé sur zoho et fait confiance depuis des années et me retrouve dans une impasse. 

• Budget function?

  Has there been any progress on the development of a budget function in Zoho Books / Invoice? It's impossible to grow/run a business without some kind of budgeting. If I've missed something, apologies, but there seems little point in using Zoho Books without a budgeting function. Otherwise, I'm very impressed with the Zoho apps and the support. Keep up the great work.

• Invoice template with sales tax totals

  Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one

• Zoho Books Invoices Templates

  It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

• Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.

  Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name.  This might be usable

• How do I link my invoice to an estimate?

  There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

• Card payment surcharge?

  Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients

• Tax per item shown

  Hello Zoho Team, One functionality that would be useful to me and likely others is the ability to have the tax shown per item on the invoice. We have split taxes here with some items requiring 1 and some 2 taxes. It would be useful if the invoice could show which taxes are being added per item and the amount of the taxes. Thank You Jacob

• Early Payment Discount customize Text

  Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

• How to show branch instead of org name on invoice template?

  Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

• Timesheet Tasks in Zoho Books: associate to service item

  How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

• How to change "from" email address when invoicing.

  HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.

• Zoho invoice doesn't support Arabic language

  I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

• Zoho Books "Update" Trigger for Zapier?

  Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice

• Customer Address Not on Standard Invoice when Address is on Contact Record

  Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not

• Cancellation of written-off invoice

  Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

• Amazon invoice in Zoho Books

  I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

• Function #46: Auto-Calculate Sales Margin on a Quote

  Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

• [Webinar] Understanding the New Invoice Management Systems

  Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS

• Two currencies

  More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

• Customer payment alerts in Zoho Cliq

  For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

• How I set default email addresses for Sales Orders and Invoices

  I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

• Commerce Order as Invoice instead of Sales Order?

  I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

• Create Invoice and Invoice Items from Sales Order via API

  Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

• Payment Schedule

  Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer.  We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment

• Create Invoice With More Than One Item/Product

  I was trying to use Zoho Flow to automatically create an invoice when an opportunity is marked won in Zoho CRM. However, you can only add one item/product using the Create invoice module. Is it possible to add more than one item/product to the same invoice?

• Custom Fields connected to Invoices, Customers, Quotes, CRM

  I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?

• How to create auto-link between Invoice and Quote in CRM

  It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?

• arabic not printing

  Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?

• Flexible Milestone Invoicing

  If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider

• Multiple deductions in invoice

  I issue invoices to a customer that include multiple deductions that I would like to track in different expense accounts. But that is not possible in Zoho Books as there is only one Deduction field and even that I don't have control over to assign it

• Zero in the Invoice Amount Text field is adding onto the figures entered.

  Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want to

• Need to bundle based on inventory stock not accounting stock

  Cannot create a bundle / composite item until a bill has been received, even if there is available stock due to an item receipt. This should be changed as it is required to make a bundle and invoice the customer before the vendor has billed us.

• How do you convert a deal to an invoice?

  I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?

• Invoice Line Item Report

  Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.

• Invoice attachment download problem.

  Hello, I am using following zoho books documentation to get an invoice attachment using API. https://www.zoho.com/books/api/v3/invoices/#get-an-invoice-attachment Using above documentation method only latest attachment of invoice getting downloaded. There

• Re-emitir facturas con nueva dirección de facturación

  Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias

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