• ZCRM from invoice in books

  I am trying to create a function that writes to the crm after an invoice is created in Books. It is important to link it to the correct contact id. I am trying to find the CRM contact id from with books. I thought it would be ZCM_contact_id but it returns

• 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.

• 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

• Custom function to create an invoice from a list of subforms

  I want to create an invoice based on the list of subforms created in a custom module. Please tell me the custom function to be assembled. The custom module JSON is below. {   "Owner": {     "name": "EX NAME",     "id": "3872746000000200013"   },   "$currency_symbol":

• Project Hours for 2022 Not Showing Up in Books

  My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project.  I can see the billable hours for the project from 2020 and 2021 in Zoho

• How to add COMPANY name of customer to show on Invoice

  Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?

• Invoice with separate supplies and services sub totals.

  I am a handyman that charges for services or labor  and also supplies.  I have always  thought it would be good to have sub totals of all the labor charges and sub totals of all the supplies and then a grand total.  Any suggestions on how to do this....Thank

• Why some of the invoices affect the Inventory Adjustment account?

  In my opinion, the Inventry Adjustment account is used to post inventory quantity/value adjustment transactions. However, a bunch of my invoices post records to this account. In addition to this, I found that if I make inventory adjustment, it will affect

• Creating invoices in French and in English

  My Zoho system is set up in English, which is my preferred language. However, I would like to be able to send some invoices in English, while others in French. Can you please let me know how to create invoice templates in different languages? Thanks

• Part invoicing from a Sales order

  When you create a sales order for 10 items. 8 of them you have stock of, 2 are not in stock.  We only want to invoice 8 and 2 can only be invoiced when the new stock arrives. How can this be automated so that the new sales order for the 2 items can be

• Remove permanently field on invoice pdf

  Hi I would like to remove or disable a permanently field in Zoho Books on the pdf invoice. The field is locked in the preferences-> invoice settings. See image. Thanks!ments. Anyone any idea?

• Stop Books Invoice From being Sent to customer when Offline Payment Selected in Commerce

  I have orders coming in from Commerce, we have an offline payment available on commerce for customers with card on file. (We will change them manually) When Flow confirms the order, books creates an Invoice and sends it to the customer.  I need to block

• Unable to link existing invoices / bills to project

  I created a new project under an existing customer and initially set up the billing method as "based on staff hours". The project scope changed and I did not enter any timesheets or billable hours under the project. I used a 3rd party subcontractor to

• Portal invice no password?

  whenever i create a new customer, and/or send the portal invite they get an empty password field. So they cant logon. I have told them to click reset/forgotten password but surely the invite should include a password?

• Sync CRM estimates with Projects estimates when create or associating project

  Hi, I have CRM, Projects and Invoices synced up,  does the estimate I create in CRM sync over to the Project when I either create or associate a project using the button in CRM?  I have 2 estimates in a deal, I have just created a new project for that

• Commerce Auto Confirm Orders - Can this be done?

  We setup a store to sell items similar to a subscription (we call these credits). There is no physical delivery of credits to the customer, only internal digital inventory.  Once an order is placed and paid, we use a 3rd party application to load these

• Monthly Retainer Invoice with task and hour list

  I'm about to start a monthly retainer engagement with one of my clients. I'm going to charge the monthly retainer fee, and would like to list the hours for each task, which should not accompany with the hourly rate.  I have 2 issues formatting the invoice,

• Headers and footers for this holiday season

  Hello users,   The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates.  They have been carefully designed with different color

• Download invoice attachment using API

  Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate

• Invoice template - Amount in words doesn't include currency

  Hello, We need to show the total amount in words for each invoice. When we checked the option "Show amount in words " in the total section of the invoice template, it only shows the amount with no currency. As shown in the screenshot below: The language we use is French and the currency is DZD (dinar algérien).  It should show : six cent soixante-deux dinars algériens et soixante-quinze centimes Is it possible to add the currency? Or maybe use a custom function? Thank you, Regards

• How can I invoice for different milestones i.e. 50% upfront using Zoho CRM

  Good evening, Our service based business has just secured a new project. In the past I would have duplicated an old invoice and changed various details and sent an invoice for 50%. Plus updated an excel doc noting what percent invoice has been sent and

• How to print invoices in an invoice printer?

  How do I print invoices on an invoice printer? I have my own pre-printed template I just want to print out the data onto this paper without the template designs provided by zoho. How would I go about doing that? 

• The default tax rate didn't applied when creating a new invoice!

  The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?

• Invoice Payments categorization & Payment Gateway service charges

  How do I settle/treat the following transaction categorization scenario in Zoho books? 1// I sell my services using a payment gateway to Customer A for Rs.100, Customer B for Rs.200 and Customer C for Rs.500. Each of them is invoiced for the respective

• Ship from Invoice?

  Is there no way to create a Package/Shipment without a Sales Order? Just entered and got paid for 35 Invoices and now realize that without a Sales Order, it does not appear there is any way to create a Package and ship.  Bummer.

• Issues faced with Zoho books API

  My application needs to send a payment link to the customer via SMS. Capture the payment and the send a payment received notification back to the customer via SMS. I have gone through the Zoho books API and I observed: 1) No API to generate payment link

• Generate payment link and sms invoice using Zoho Books APi

  My application needs to send a payment link to the customer via SMS. One the payment is done capture it, create a paid invoice and again send it via SMS to the customer. But I observed  1) There is no API to generate a payment link 2) Invoice cannot be

• Immediate Webhooks not firing in a timely fashion.

  Hello, I have a webhook setup to fire "Immediately" on an invoice being created or edited. Testing this recently though, I've noticed the webhook does not fire in a timely fashion. For instance, I created an invoice over 5 minutes ago and the webhook

• Workflow does not trigger if editing was made by another trigger

  Hi, I'm having the following issue that hopefully someone could point me a solution to it: I currently have the following workflow: 1. Sale Order is created alongside a Purchase Order.  2. Purchase Order gets "Approved" by the vendor. 3. Editing the Purchase

• One Vendor Invoice with three payments schedule

  We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific payment

• Convert Sale Order to Invoice in a workflow

  Hi, We are looking to convert sales orders that are delivered to an invoice using a Workflow. When reading the docs, there's an option for the module to select a conversion action in the workflow rule creation. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/convert-records-using-workflow-rule

• Is it possible to create an invoice draft without adding Invoice Number until sent?

  Hello! I know with a lot of time in advance when I will need to send invoices and its full details. However, there is no option to set a "Future sending date". I was thinking of creating draft invoices as soon as I know, but not assigning them an invoice number until they are sent. As this would mean that I would still need to enter manually in the system and "Sent the invoices/change them from draft to active", I would like this process to be as automated as possible (not manually checking what

• Invoice Draft Number Problem

  Good morning, i have a zoho invoice standard subscription, and i have a huge problem with invoices, if i create a draft of invoice the number of invoice is reserved for this draft.. but i need that the number is assigned when the status of invoice changes from draft to active.. is possible? An other solution in my case is to create an estimates from the projects time entries (not an invoice draft).. Is There any solution? Your sincerely, Marco

• commerce payment options

  Is Paypal the only commerce payment option through Zoho sites? We currently use Zoho invoice and it will take paypal and Braintree. Also is there any integration between Z Sites and Z Invoice? Greg Aanes 2109 Queen Street Bellingha WA USA

• Automated Reminders

  I was setting up automated reminders for overdue invoices.  I tested with a dummy account, but wanted to make sure I'm correct that when I initially set up automated reminders, it won't send reminders to those already past the trigger date, but only when

• How to create a customer using API and get customer_id to use in create invoice API

  Hi, I have an online portal to sell some digital assets. The portal is completely independent and has no integration with Zoho in any way.  Now I am planning to use Zoho Invoice API to invoice my users. which means whenever someone buys anything from my site. I will hit ZOHO invoice API and generate an invoice for that particular customer. But according to invoice API documentation, customer_id is a mandatory field to create an Invoice.  So I am planning to create a customer in ZOHO if it does not

• Make Sales Order Reference# Automatically Available When Creating Invoice

  When creating a new Sales Order it's very common, for example, to reference a customer's incoming purchase order number--and this is sufficiently accommodated by the Reference# field. However, when creating a new invoice from within an existing Sales Order that has a Reference#, the Reference# is not available. Instead, the actual Sales Order number is added. This should not be the case because a sales order number should be an internal tracking number, while a reference number should be for external

• Retainer Invoices NOT treated as a Receivable

  When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay this

• Create invoices for subscriptions which have already started

  Hello, often our customers start using our software immediately after the signup up, until we sign the contracts it will take some time and after signing the contracts we issue an invoice. So subscription start is lets say 1st of August 2018 Invoice will be issued today at 21st of August 2018 The invoice has a recurring plan and a one time setup fee Now I create the subscription and tell him subscription start date is 1st of August 2018 - as soon as I select a date which is older then today I get

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