Get item's custom field data for a custom button/function
Hi, I’m working on a custom button for the Invoice details page in Zoho Books. I need to calculate a Tourism Levy only on some items. I already created an Item custom checkbox field: cf_tourism_levy In Zoho UI, the field is there and I can see it on the
Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?
Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration
Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
Retail Payment Receipt
Hi, So "payment receipts" have a "Retail" template for thermal printers, but the template is configured at A4 paper size!!! How is this retail guys? On the other hand, Invoices have 3 Retail templates which have 3 and 4 inch paper size, perfectly fitting
Assign default Location + warehouse to Customer / Vendor
Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
Accounts Payable and receivable
I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?
Multi-Book Accounting Support in Zoho Books
Currently, businesses that operate multiple entities, regions, or divisions need to maintain separate Zoho Books instances or resort to manual consolidation processes. This creates significant operational friction and increases the risk of errors. PROBLEM:
Automated Multi-Subsidiary Consolidation Engine in Zoho Books
For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and
Unable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
How to add packing & forwarding charge in purchase order & quotation???
Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
How to book GST paid in zoho books
hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.
Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to: Map records at both project and task levels Sync these transactions back to Zoho Projects under
Add Multiple Modules in Automation
Right now I am trying to automate sending customer statements in WhatsApp, if they have overdue invoices, since customer has multiple invoices overdue I don't want to send repetitive message for those. Right now in automation you can only select 1 module,
Function and workflow to create customer payment and send receipt
I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document). I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked
Recording Transaction after Gateway charges
Hi, Requesting assistance in recording a transaction. I had sent an invoice of Rs.3500 to the customer. He used a PG to pay the amount. The PG had deducted 2% fees (Rs.70) and Tax (Rs.9) and sent the balance (Rs. 3421) to my bank account. How shall I
Bank charges
Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account
Fiscal year setting
Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the period
Issue with payments on invoices
Hello, I’m having the following issue. When I create an invoice and try to apply a partial payment in a single transaction, the system does not allow it — it only allows full payment. Is this the expected behavior, or am I missing some configuration?
Any Zoho Books users in the Kenyan Hospitality industry? How to set service items for eTims?
Hello, We are opening a coffee shop in Kenya and would like to know if there are any Zoho books users in hospitality service industry in Kenya? We would love to know: 1. how do you cope with the absence of the mandatory Tourism Levy 2% tax option? 2.
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
Zoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks. However Zoho books places the sender address on the
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Print JV of an Expenses in ZohoBooks
When an expense is created in Zoho Books, the related journal entry can be viewed at the bottom of the expense record. However, when printing the expense, the journal entry is not included in the printed document, and there does not appear to be an option
Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,
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.
Add Specific Identification as an Inventory Costing Method
--- Business Context We are a security systems distributor handling high-value, serialized products such as IP cameras, NVRs, and RAID storage systems. Each unit is uniquely identified by a serial number and arrives in separate shipments at varying purchase
Zoho Books - Budget Creation and Reporting Tags
Is there a way to create one budget for multiple reporting tags. For example, if my company has 4 different divisions I would like to be able to enter in what the budgeted revenue for each division is and view that information in 1 budget. I would then
Razorpay + Zoho Billing + Zoho Books Integration
Please help us set up this integration.
Replicating Zoho Books "Accounts" and "Accrual Transactions" in Analytics via API: Best Endpoint Strategy?
Hi everyone, I am working on a custom integration where I need to programmatically replicate two specific tables in Zoho Analytics via API on an hourly schedule: Accounts and Accrual Transactions. Those two tables sync from Zoho Books. (Note: I am aware
Export Zoho Books Invoice - PDF API
How to Download Zoho Books PDF Files Using Zoho Books API -------------------------------------------------------------------------------------- Hello everyone! If you are looking for a way to download Zoho Books PDF files using the Zoho Books API, you've
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
matching vs categorizing credit card payment from bank account
I have a checking and a credit card in my Banking accounts. When there is a card payment (basically, a transfer from one to the other), does it make a difference which one I categorize first, then match with the other? I noticed when looking at the checking
CNY not converting to PKR in P&L In reports.
Hello Zoho Support Team, I am writing to report a multi-currency reporting issue in Zoho Books that is causing my Profit & Loss report to display incorrect Cost of Goods Sold figures. ISSUE DESCRIPTION: I have vendors set up in CNY (Chinese Yuan) currency.
Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
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