Thermal Printed Receipt
Hi, It seems ZB supports thermal printer invoices as it has ready templates for it with page sizes suitable for thermal paper rolls, but what about payment receipts? customer receipts are even more important since they record the payment done by the customer!
Resizing Signature on Invoice PDF
I have tried to add the company stamp on the invoice template as a signature, but when I change it to pdf the stamp comes in a very large size. Is there any way to resize the image?
Privacy button in Dashboard to show hide dashboard figures.
I suggest to add privacy button on dashboard which should by default hide all figures. Upon click, it shall reveal the dashboard stats. This will help a lot in mix environment and screenshots.
Zoho Books very slow this morning
Is there an issue with Zoho Book this morning? It's running very slow.
Entry of Customs Duty paid by the Courior on Importer's behalf
How do we enter the Customs Duty Entry for Duty Paid by a Courior Co. (DHL) and then we reimburse them?
edit custom views: sort
please add the ability to customize the sort (A-Z Z-A) even at minimal function would be so helpful. we find that we are creating multiple views because having to sort the results every refresh is time consuming. our expenses area is heavily used for this need. thanks for considering! -Gina
Zoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectly
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
Email Alert attachments unavailable for Vendor Payments
I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is
Fixed asset management
I want to know if there is any individual module for fixed assets management
Function #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If you
Automatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to link
Qatar TRN
Companies from Qatar have 10-digits TRN, but Zoho allows to enter only 15-gigits TRN even if customer's country is set to Qatar.
Deluge Script with Google Drive Connection
Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrl
Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?
Error code 1000
Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,
Incrementing Transaction Number Series Prefix
Hi guys, I invoice customers one month in advance for the services provided during that subsequent month. Currently have this as my Invoice prefix "%YYYY%%MM%-INVOICE". Was wondering if there is a way to issue the invoice during September (using recurring
I created customize formula column in Zoho books
I created customize formula column successfully in Zoho books (Item Master). The customize formula column I want to add into items line total while I create the quotation/ estimate or invoices. I selected show customize formula column in all PDFs, but
Ability to create sub-accounts in Banking section
Hi, I would love to have a feature of having sub-accounts in banking section; this would allow us to segregate bank accounts based on location or currency.
how to treat a same person as customer and vendor in zoho
hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and
How can I delete duplicate transactions?
I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Invalid Value Passed in customer_name API
Hello, I am trying to send data from zoho creator to zoho books, while doing that it throws me an error {"code":4,"message":"Invalid value passed for Customer Name"} This is the code: void BooksIntegration() { mapp = Map(); mapp.put("contact_name","Bhavik");
How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance due
Bill quantity received / PO quantity
PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
Custom fields for Expenses/Bills in ZohoBooks ?
Hi there, I wonder if there is a possibility to include custom fields when recording expenses/Bills in Zoho Books?. In particular it is needed to include Vendor's Fiscal Identification Number, so that when we report expenses and Bills to our tax authority we can keep track of this critical ID number. Anyone has a workaround for this? Thank you all in advance
Automatically assign bank deposit to a customer payment
Is there is a way to automatically assign a bank deposit to a customer payment? I have setup bank feeds and rules to identify deposits from my frequent depositors. That helps speed the matching process in the BANKING tab. However, this does not match
scheduled email
I often do quotes and invoices out of office hours but want to schedule them within office hours. I cannot find this feature? Any help please
Chat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.
Add attachment to invoice
Hi, I am currently trying to add attachment to invoce and no luck using java POST query https://books.zoho.com/api/v3/invoices/attachment as an address and post parameters authtoken=zzz&invoice_id=xxx&can_send_in_mail=false&attachment=yyy where xxx - an invoice id yyy - file content zzz - authtoken Result java.io.FileNotFoundException: https://books.zoho.com/api/v3/invoices/attachment I assume the file should be loaded to some server first, if so then what API should be used to upload file? Could
Workflow Logs for custom functions no longer showing info statements
A few days ago I noticed that the Workflow Logs in Zoho Books for custom functions are no longer displaying any of the info statements from the function. This has made debugging rather difficult when a function fails or is behaving unexpectedly. The only
How to add royalties in Zoho Books?
Hello, I am a bit thick at the moment, but how do I add royalties I receive from, for example, Amazon? I do not invoice them obvs; they just pay (sometimes only pennies :-( ) How do I categorize them when trying to categorize the transactions? I really
GoCardless Mandate Sync Question
Hello, When syncing our customer database with GoCardless, some customers aren't working despite both email addresses matching in Zoho Books and GoCardless. Also what do we do about customers where they are associated with multiple accounts as these aren't
Zoho books reporting API
How to get the Zoho books reports using API. I need to get various zoho books reports.
Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integration
UAE TRN - I have a TRN But not registered for VAT Can't display my TRN on Invoice
I am registered for Corporate Tax. But I am below the 375'000 threshold so not registered for VAT. I cant display my TRN unless I turn on "is your business registered for VAT" Can anybody advise please
Is this estimate layout possible? Multiple tables with subtotals
Hi, can anyone help me please. We have a very specific type of layout for our estimates which basically looks like this..it's quite essential for our clients to see things sectioned up like this. We are about to move into using Zoho Books and I am trying
My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
Writing a single vendor check for multiple bills
I need to be able to create a single payment for 15 to 75 bills. We have a few vendors that bill us per transaction. During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringing
How to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
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