How and where should I log an insurance payout in books?
Hi, I have a little question. So I have bank feeds set up and am trying to categorize a payment. DHL damaged one of my parcels and issued me a credit note for the damage done. This has then been paid into our bank account by them rather than using it
Manual categorisation of bank transactions
Good Day I am hoping someone here can assist me. I have a lot of catching up to do with some bank transactions. I imported all my bank statements manually. Where possible i created a rule to have the transactions auto categorised. However there are some
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
List of Placeholders available for email Templates
Is there a document or help file that shows ALL available Placeholders that can be used in the email templates? We have found that there are additional Placeholders that can be used in templates that are not listed in the Placeholders list. For example
Hide banking information to users
Hi, I have invited my employee as a user and would like to give access to contacts, items, Purchase order and Sales. Would like to hide other information like banking, reports, etc. Please explain.
Invoice Item Charge Calculation
My company provides medical billing services to medical practices and normally invoices for a share of the "total collected revenue" from the previous month. Example: Medical practice had gross receipts in a month of $100K. Our agreed upon rate is 5%.
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.
How to create a Bill [Zoho Books] by forwarding an email attachment into Books?
Hi, I am working in setting up a basic Account Payable process. I would like bills to be sent to an email address and automatically create a bill for fulfillment. Is this possible?
Does Zoho Books allow for capturing sales without an invoice?
I received commission payments without submitting invoices. Is there a way that Zoho Books (or other product) can support that business model?
Modify the name of an item with Month variable
Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" that
Printing eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?
Using custom field in reports
Hi, how to view and filter reports by custom fields in report Need this function in "AR Aging Details By Invoice Due Date" report .
How to raise a debit note to vendor for an specific bill
Hi, I want to raise an debit note to one of my vendors in his specific bill, as the rates charges by him was higher than normal. how to create this in zoho book?
How can i enter my creditcard balance?
How can i enter my creditcard balance? I actively use my creditcard to make purchases for both my customers and my business. It seems though that i can not make the system "see debt" if that makes sense. If i start with an opening balance of say $-1000 i OWE (repulsive horrible evil) JPM Chase one thousand dollars. When i make a payment to the card of lets say $250, the balance should then read $-750... Etc Any idears?
eway Bill - Import (Good / Material)
As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to create
Allow reconciliation for bank acct with no transactions for month
Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement
What's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization
Remove Zoho Invoice banner from footer on payment page when customer clicks to view invoice
When we email customers an invoice, they can click to "View Invoice" and are taken to the https://zohosecurepay.com/books/........ where they see the invoice. On the bottom of that page is this message: How can we remove this message in the footer?
Duplicate Bank Transactions & Match Buttons
Hello, we are ending up with duplicate transactions in our bank accounts, after searching for answers I found several users who encountered the same problem. Our setup has several bank accounts including 1 main/primary account which the other, secondary,
Add attachments to items
Please can you add the facility to be able to add PDF attachments to items. This would be useful for technical information and quotes. We cannot use the vendor attachments which have a limit of 10.
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
VAT for 2 companies
Hi, I'm VAT registered If I setup 2 companies in Zoho books can the VAT from each be collated from the 2 companies into a single VAT return? The UK .gov website says:- " We are only able to accept one VAT return submission for a return period. As such
Zoho Books email notification.
Hello everyone, I was wondering something and can't seem to find an answer or a way to do it. In Zoho Books when you make an e-mail notification for example for quotes. When you manage the template, you need to select a from address. If you leave it blank
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?
Importing customer comments and multiple shipto addresses
I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but
Europäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt
Error occurs in Zoho books widget
I'm developing a widget for Zoho Books. In my scenario, I need to transfer data to a custom module. I'm utilizing the Request SDK method to submit the data. However, I'm encountering an error in this process. Code var options = { url: "https://www.zohoapis.com/books/v3/cm_delivery_equipment",
writing checks
hi - i know payments made OUTSIDE Soho can be "recorded" or "entered"....... but how do you WRITE checks FROM Zoho? using a standard tri-part check remittance form (top part is the check itself, the middle and bottom parts are the vendor's and my remittance
For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Invoice template
I observed that the preview of invoice where "add tax to amount" is selected is not the same as the actual invoice. The actual invoice does not add the tax amount to the total amount on individual line. Also, the Total invoice value should be the sub-total
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
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,
No Mark as filed buton in GSTR -3b
We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B. How to mark corrosponding GSTR-3B as filed?
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.
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.
Required Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.
How to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to create
Next Page