Additional Address - Company Name
It would be very helpful to have a "Company Name" field in the Additional Address shipping section. In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Function #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining
Cost price with inventory
Let's say I already have a item that is in inventory and paid 100$, I buy 1 more from my supplier at 50$. Is there anything in the inventory that reconize that one was paid 100$? Because the way I see it if I change my cost/selling price it doesn't take
Accounting on the Go Series-31: Streamlining e-Way Bills: On-the-Go Efficiency with Zoho Books
Hello all, Welcome back to our series. This Thursday, we would like to showcase the creation of e-Way bills directly from your mobile device in the Indian edition of Zoho Books. In the realm of GST, e-way bills are crucial electronic documents required
Please stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this from
How do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too with
Accessing/ Creating Global Variable from Widget in Zoho Books
Hello! I am trying to create an extension for Zoho Books. I have a widget in which the user needs to search through all the custom fields and select a specific one (so i can map it to a field in other third party app). All good till now...after this I
Customer wise Sales Report with Discount details
Hello, I want to run the report of sales where I can get a discount column in the same report. I would need to have the following column in that report. Customer Name - Invoice Number - Invoice amount with Discount - Invoice amount without discount -
COGS not shown in P&L
Hello, my name is Lucas. I have a wholesale phone case company. I import products from China to my country. The issue I was havaing is to have my Cost Of Good Solds in P&L, because when I run the report they only show me how much I spend in goods, shipping
Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 1, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100
Migration from Global edition of Books to German version
Has anyone successfully completed this migration? We are a Zoho One customer currently using the global edition of Books. Facing numerous issues concerning compliance on a regular basis. Does the German version of books provide a simplified way to export
opening balance
hi over the years my bank balance and the running balance do not match is any way I can change the balances too match
Language Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync
Zoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port d
Function #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
Year end closing - account transfer
Hello, the page https://www.zoho.com/books/kb/general/closing-opening-balance.html says that ZOHO automatically handles the closing and reopening of accounts. What what does that mean exactly? Will, at the end of a year, revenues and expenditure transferred
Apply transaction rules to multiple banks
Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
Change Status of Approved Purchase Order to Issued after via Work flow
I have created to issue or send approved purchase order via a workflow, work flow is working fine but now i need to update the status of Purchase Order from approved to Issued once this work flow is initiated. Please let me know how can i do this using
Function #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers
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.
Edit the name or label of account group
Hello, Is there a way to edit the account group name in report? For example "Operating Income"? Thank you.
updating balances
Hey Everyone, I did a deposit from my CC processor using the method stated here. how come the amounts aren't updating. There seem to be a "running total", that is accurate, but the amount listed "on Zoho" isn't correct
NO OPTION OF SPLIT BANK Charges in TRANSFER TO ANOTHER ACCOUNT.
Problem 1 Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT.. Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07. Where i Create 3.07 as expense or Bank Charges. There is not option there for create
SEPA stripe vs gocardless
Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to
Getting the list of partially received PO
Our purchase team needs to know which PO has *not* been fullfilled yet (the goal is to follow up our vendors). We can filter Partially Received PO, but we like to have a more details report, displaying also which item has not been received. How can I build such a report in Books ?
Payment reminders in different languages
We are a company in country with multiple languages. For the invoices, estimates, ... there are no problems, because you can make different templates in different languages and associate the correct templates to to correct language from your customer.
ZOHO BOOKS - REPORTS NOT REFRESHING
My reports are not been refreshed. So even when i complete a bill it does not show on my vendor statement
Need to disable Mandatory option and allow the duplicate values in Zoho Books
Hello All, We have the same VAT name for different VAT rates. while giving same VAT name for different VAT rates the alert will shows, is are any possible to disable the mandatory and allow duplicate values in VAT settings.For your identification i attached
Need help in Invoice API to get line_item details
Dear community, Appreciate if you guys could give a little help, have been struggling.. I am building a dashboard with Power BI to analyse data from Invoice. If I were to export the invoice into an excel file, I can view details such as item name and description. However, if I were to directly link the Power BI to Invoice API database, I am unable to retrieve any data of line_items such as item id, item name, description etc. May I know if I'm getting the data from the correct source?
Integration Zoho Books and Power BI
Hi all, What is the best solution to get all Zoho Books data into Power BI. Is this the Zoho creator option in Power BI (Get Data + Online Services)? Or should I use third party software, like provided by CDATA or SKYVIA. Or do I have to use the ODBC
Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
How to change the pdf title of invoice
Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?
how to record deferred revenue?
Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and
Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balance
One Sale Order to Many Purchase Orders
Hi ! We are exploring Zoho Inventory (+ CRM Plus) and cannot find the following feature We are selling packages to our customers, these packages usually contains : - Software we buy from Supplier A - Hosting we buy from Supplier B - Configuration that in done at our place by a technician When we sell this package to customer (in one Sale Order), we would like to create the corresponding Purchase Orders (one purchase order for each of the product, to the corresponding supplier) Does Zoho CRM + Inventory
Script error
Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently to
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