• Cover page on Estimates / Invoices templates

  Hi, How is it possible to add a cover page in front of estimates, invoice, etc... ? I see we can attached annexure, but we want to have page in front. If not possible, then how would you achieve this ?

• COGS on P&L after Creating Sales Receipt

  After I create a sales receipt, I want to have associated COGS (I specified the unit cost when I created the items) to be reflected on the P&L. Is there a way to do this? I understand this only works when we create invoice, not sales receipt

• "CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY

  Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technically

• Zoho Books Automation

  Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?

• Default attachments emailing invoice

  I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.

• Create invoice with other currency

  After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,

• CRM Quote/Invoice Email 'Send-to' Auto fill

  Hi all, I'm looking to find out two things - how to populate the dropdown of the email dropdown, and then how to automate this process, I have the email to fill out that field with. My main requirement is to be able to get a lead from SalesIQ, manually

• Create Invoice Inside the zoho Checkout

  Problem Statement:- I am not able to Create an Invoice Inside the Zoho Checkout by the Zoho books, I have the same product inside the books and Checkout, Could you please help me with the same? 2. When an invoice will be created inside the Zoho Checkout

• Can I fill the customer name field by entering the Customer's Mobile number in Invoice?

  Hi,  Is it possible to find and fill the customer name by entering their mobile number in Customer name field while creating invoice in Zoho Books/Invoice? Sometimes there might be repeated custumer but with duplicate names. In that case we have to search

• estimate and invoices item line tooo large

  Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam

• Square Integration - Stop ZOHO & Square from creating invoices

  We use Square to accept all our credit card payments, both invoiced and manually keyed via the online terminal. Some of our customers will pay via an invoice we send them, so a Square payment link on a ZOHO invoice is perfect. But some customers prefer

• [HELP] How to create an invoice using a sales order / Detail of books.zoho.com/api/v3/invoices/fromsalesorder API

  Hi, I found the books.zoho.com/api/v3/invoices/fromsalesorder API to create an invoice using a sales order. I tried it but the result is not my expectation. The statuses of the sales order used by the API are CLOSED, Invoiced, Paid, and Fulfilled. My

• Zoho Books - Change Item name in Sales Order/Invoice

  Hi, I have a question, lets say I save an item under the name Laptop saved in my inventory - however I would like it to display "Goods" under Item name on the Sales Order/Invoice. Is there a possibility for this? Thanks, Prasham Shah

• zoho for property management / short term rental , billing

  Hello all, I rent a few rooms on short term, so always by the month. For this I have made a own zoho one account. Now I ask how I set up this now fundamentally useful. The process is as follows. I get by standardized email from the mediation platform

• 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

• Associate a certain contact with an Invoice/Estimate

  When an estimate or invoice is created for an account with multiple contacts, the system should force the user to pick one at the time of estimate or invoice creation. Also, when emailing the estimate or invoice, the option of choosing one of the multiple contacts must be present.

• 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.

• Multiple invoices on one packing slip

  We consolidate multiple orders/invoices on one large freight shipment. Is there a way to generate packing slips by selecting invoices to go on the pack slip? Similar to receiving payment where you are presented with open invoices and you select each one

• Project Invoicing Follow-up

  Hi,  I am new to Zoho and I am using Zoho One to handle almost everything in my company. There is something I did not manage to do on my project yet.  I have a lot of Fixed price project where the invoice date is linked to the closure of some tasks or to milestones. Usually we invoiced a percentage when the milestones is achieved.  Is it possible (now or in the future), to declare as "to be invoiced" the price associated to the milestones that has been reached ? The aim is to be able to have a report

• Adding Percentage Fees to Invoice

  Is there a way to add a percentage fee to the invoices?  Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?

• How to display on the invoice that a specific pricelist has been applied

  My company gives bulk order discounts and it appears that this can be done using the pricelist function. However, on the invoice, there is no indication that a "price list" has been applied. I want my customer to see that they have been given the bulk

• Converting Quote to Invoice doesnt show on invoice module on Deal page

  I am working on Deals in the CRM. I can create quotes and they stay in the quote sub module on the deal page. When I convert to an invoice the Invoice sub modules on the deal page does not show anything. I can go to the invoices Module and see this invoice

• Advanced Customization Options in Templates

  Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanced

• "message": "You are not authorized to perform this operation"

  Hi, I am adding customers and invoices through Zoho books API. Contacts are adding successfully but when I am generating an invoice it's giving a "message": "You are not authorized to perform this operation". I also added scopes of invoices to generate

• Multiple Estimates in one Invoice

  Is there a way to group a bunch of Estimates into a single Invoice? For instance, I have EST-1 with a 3 USD of a service fee, EST-2 with 5 USD and EST-3 with 4 USD, all belonging to the same customer. I would love to turn each Estimate on a item line of a one single invoice for a total of 12 USD. Thanks!

• Material Received Signature from Customer in Invoice

  I run a distribution business for hardware products where I deliver materials to the customer. After delivering the material we just get the duplicate/triplicate signed and bring it back. The customers usually signs any where on the duplicate/triplicate

• How to reverse a Zoho Inventory invoice completely

  Been doing some testing with the Zoho API (works great) and I was able to create an Invoice in DRAFT mode, then I went and record the payment to verify that the stock was reduced. Again, worked great. Now I want to delete that test invoice, what's the

• Bulk Update VAT on invoices

  Hello, Is it possible to add a function to Bulk Update VAT rate on all line items for invoices. My Customer requirements is that all timesheet line items for a customer need to be listed on the invoice and this means that we need to manually update the

• Recurring Invoices and Snail Mail

  I know how to create a recurring invoice that is emailed, but, how do I create a recurring invoice that is sent via snail mail?

• Invoice a client in multiple currencies

  I have  a few clients who I bill on multiple currencies depending on the type of products I am selling them. Currently, with Zoho invoice, a contact can be of only one currency code, so for those few clients I had to create multiple clients (one for each

• TIPS AND TRICKS #9 - Displaying different bank details on invoices

  Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associate

• Invoice API Feature: method for "updated since date"

  In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modified

• 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?

• Zoho Flow - Create Quickbooks Invoice

  Hello, I am looking to create a flow integration between Zoho Inventory and Quickbooks Online and I am not sure how line items are transferred from Inventory to QBO. I am in Canada so the native integration between Inventory and QBO is not yet available.

• 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

• TIPS AND TRICKS #4 - Dashboard Tips

  The importance of a comprehensive Account Receivables dashboard can’t be overstated.  Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data.  Let’s

• Revenue Budget in Zoho Projects

  We have introduced Revenue Budget in Zoho Projects. Revenue is the payment that is expected from the clients and can be used to track the profitability of the project. Users can track the revenue budget of a project and compare it with the planned and

• TIPS AND TRICKS #3- Item Header and Bulk Add

  When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers.   By including headers while adding the items to your invoice, you can separate the list of items into as many

• Not enough permissions to add attachment to Invoice

  Hey, I have been trying to automate some attachment processing and hit an unexpected permissions issue. My goal is to automate the upload of some files as attachments of Invoices. My steps were the following: Created a new self-client through the Developer

• Tip #9 Invoice level weight calculation

  Greetings to all !  We are glad to inform you that using this custom function you can meet the scenario where in you have to calculate the total weight of all the items in the invoice taking into account the individual item weights. Prerequisite: 1. Create

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