• Email an Invoice from API

  When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the

• Converting Amazon Sales Order to Invoice

  Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and

• Invoice an upcoming subscription renewal in Advance

  How can I auto create and send an invoice for an upcoming subscription renewal in advance.  Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).

• List of past retainer invoice inside the last invoice

  Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using Zoho

• Description does not display under task on invoice

  I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not.  How to display the description under task ?

• API Error for Invoice Creation - Mexixo

  I was trying to create invoice for a mexico organisation but the API throwing error code - 120104 with response message - Seller cannot be empty. What is the issue do I need to pass any specific field in the API body while creating Invoice?

• Mobile app does not have Invoice and Campaigns

  Hi All the features that are part of the Professional edition are not on the mobile app for android.  When will Invoice, Campaigns  and Reports be included in the mobile app?  Thanks Arvind

• Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice

  Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers to

• Stripe Terminal with Invoice/books

  Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.

• Handling Duplicate Invoices with Identical Reference Numbers in Zoho

  I've recently encountered an unexpected behavior within Zoho that allows the creation of multiple invoices with identical reference numbers and order numbers. This situation is quite surprising, as it could potentially lead to significant confusion in

• Zoho Desk API: set timeEntry.invoiceId = "" (null) [remove connection between ticket timeentry and books invoice]

  Hi all, I would like to link time entries with invoices in Books via API. In doing so, I made a wrong connection, unfortunately I can no longer remove the InvoiceId! Very bad. :( How can I remove the link? Please help me, many thanks in advance! Deluge:

• Fetching bank transactions SFTP or WS?

  Hi! I need to read my bank transactions to use in some deluge scripts in Zoho Invoice. We use the product for invoicing and everything works ok (but it is manual for now). The bank offers access via SFTP (restriced to 1 specific IP we define) WS Basic

• Discount Per Item / Option Removed

  Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks, 

• Zoho PDFs have MALWARE

  Hello, I've been using Zoho inventory for a while now, but since I've updated my antivirus etc. everytime I try and download an invoice from Zoho, the PDF gets quarantined because it contains phising malware. Is this deliberate from ZOHO?

• Invoice layout

  How do we customize invoice layout? I do not need Qty in stock as ours in a SaaS based business.

• Zoho invoice - attachment not showing in PDF

  Hi there, Earlier any attachment uploaded to an Invoice was showing when I save the invoice as PDF. But looks like last few times this is not happening. Any update on this?

• Items for Receivable Account

  Hi, Is there a way to associate an item to a receivable account? We want to send invoice to our customers for every loan repayments they made. Let me know what can be the possible work around for this, Thank you!

• Invoice address not updating

  Hi there. No matter how many times I update a client's address, the invoice is never updated. I also check the box that says "update all estimates, invoices etc". Still no luck :( I changed the address in Books directly on the contact, nothing...the address

• Map with "\" when adding text variable

  Hi all, I'm trying to create an invoice on Quickbooks from Zoho Creator using the intuit.quickbooks.create deluge command. How it's supposed to work is that the user selects all the Invoice lines from a report, and then it clicks an "Invoice" button that will execute a function to create the Invoice on Quickbooks. To get the Invoice Lines data I'm using the following code: //Generate Invoice Lines InvoiceLines = Map(); LineNum = 1; AllLines = ""; for each  line in getRevenues { InvoiceLines.put("LineNum",LineNum);

• HSN code not showing in invoice copy

  Hi, HSN code is not showing in invoice copy even though its enabled in the ITEMS settings. Kindly help

• Viewing current financial year Zoho books

  Hi, How can we adjust zoho books and inventory to current financial year so that We can view only running year sales order and invoices. What is happening right Now is , when we arrange sales order or invoice in ascending order or descending order, entire

• Passing information from CRM module to ZohoBooks platform

  Hi there,  I use the native quote, sales order, and invoice modules within the Zoho CRM application. I need to pass that information off to the ZohoBooks application's invoicing module. However it doesn't appear the two systems talk to each other. The "integration" they have currently is a seperate "zoho finance" tab within the CRM that can't talk to any of the native CRM moduies to pull their information (sales order details, invoice details, etc) and appears to be just by a skin/input area to create

• Payment option after zoho books invoicing

  Its a very very important to change as soon as possible. When my clients pay their invoices and use the "pay now" button on the email i sent them through zoho books, they have the possibility to pay through visa card (since i connected stripe with it).

• How to integrate Zoho Inventory and Xero - Create a new invoice

  Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contact

• Specify purchase_rate on line_items which aren't from Items

  Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.

• Zoho Invoice 2.0 - Automated Reminders - X day(s) before due date and at least Y day(s) after invoice date

  Greetings ZOHO Developers, I must say I was very excited to hear about the release of ZOHO Invoice 2.0.  It includes some feature requests that I submitted myself.  One of them being the ability to set automated reminders to send X days BEFORE the due date instead of AFTER. However, I see that when I set an automated reminder to send "Before due date" I am presented with the option of setting it to send "X day(s) before due date and at least Y day(s) after invoice date."  What exactly does this mean? 

• How to disable my signature that is added to every Invoice notification

  In my 'Invoice Notification' emails, there's an extra signature. This signature is not in the mockup of the email and gets added when sending the email. See screenshot. Can you please point exactly where I find the setting to switch this off? regards, Doron I've posted this question also here:  https://help.zoho.com/portal/en/community/topic/signature-18-12-2012

• Bill of Supply - Header not accepted

  There is good provision in Invoice to add Headers to categories invoice items however the same is not available in Bill of Supply. When I try to add it in Bill of supply, it vanishes as soon as I save it. Kindly look into.

• Record Payment At Invoice Creation

  Hello, I'm certain I was able to record a payment on the invoice creation page but I no longer see it. How do we get this working again? THank you

• Zoho Books Create Invoice API - Cannot enter account type for line items

  Hi, I am trying to create invoice via Create Invoice API and select different sales account types for the invoice line items, but this doesn't seem to be possible via Create Invoice API. I don't see any way to select "Account" for line items when creating

• CRM - Quantity in Stock zero

  I can't create invoice in CRM, all Products show Quantity in Stock zero, although I have Items on stock in the Inventory module. I get this when trying to save invoice:

• Charge for additional users at the end of the billing period

  Hey there I'm selling a product where the customer for example pays $5 per user per month in an annual subscription. The customer can add and remove users during the subscription period. If he adds 1 user, prorated billing kicks in and charges $5 / month

• Zoho books custom function

  Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");

• Invoice Notes font is fine on preview but incorrect when printed

  Hi On invoice preview the notes field with banking details is the same sans serif font as the rest of the invoice. When I print it, the notes field come out in a serif font (I think Times New Roman). This looks unprofessional. I have tried to recreate

• Price book - just informational?

  Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of them

• Create Invoice with Multiple products

  I have a trigger action of Create New Deal. When it is created, in Zoho Flows, I evaluate to see item A in the deal is true. If it is TRUE I want to add two specific items/products to the Zoho Invoice instead of 1. The two that I need is a combination

• Struggling to find the right flow for sending an invoice with a link to pay

  With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact with

• Late fee custom script in Zoho Books

  Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount latefee = invoice.get("total").toDecimal() * 0.05; //display the value stored in the latefee variable info latefee ; //add late fee and adjustment and store the total amount in the variable 'adjustment' adjustment = invoice.get("adjustment").toDecimal()+

• How to select invoice template via api ???

  How can i set the invoice template when i add an invoice via api  (https://invoice.zoho.com/api/invoices/create ). Thx

• Zoho CRM Invoice vs. Zoko Invoice

  From time to time I'm wondering about obviously duplicated functionality across the Zoho products. Zoho one seems only to be a menu of different applications; it seams that we have to deal with this. We are using the CRM and now looking to use Zoho to

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