ZOHO books API to get invoice details doesn't have supplier name,GSTIN etc (Get an invoice)
HI Team, 1. I am trying to fetch complete information of an invoice raised in zoho books using API "GET an invoice ". The JSON response doesn't have the following details. Whereas in UI if I export invoices in excel template it has all these details.
Segregating Customers and vendor and transactions branch wise
How could i segregate my customer and vendor and the master data branch wise in the zoho books with maintaining secrecy of data of one branch to another branch?
How to categorize a returned payment into the same expense account
Example - I pay Google $200 and record that payment under the Advertising account. Then, the $200 is refunded (for whatever reason) back to my bank account. This "refund" should be categorized also under the Advertising account to balance-off the actual expense. However, Zoho Books does not allow me to record the refund under the same account (i.e., Advertising account). Xero and Quickbooks allow you to do this which in my opinion is better than creating an "Others" account as I’ve seen being suggested
How can I add a new loan?
Hello I just received money from my bank because I signed a new loan for an investment. How do I put this in the accounts? Regards Dimitri
How to register discount with vendor payments?
Hello, How can one register discount from vendor for early bill payment? Example: Vendor issues Bill with 30 days credit for a total of $1,000 If paid within 10 days of Bill date, one can deduct a $10.00 discount for early payment. When one registers
Zoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to create
How to show only Uncategorized Expenses?
I just want to show a list of Expenses that are Uncategorized, but don't see a column or filter option to help here?
Georgian unicode
Hi everyone, I just started using Zoho Books' service, and I'm trying to make an invoice with Georgian letters in it. In the app, everything looks fine, but the PDF file received in the email does not have Georgian words. This screenshot is from a web
Paypal business customer getting error message
I've had 2 customers try to pay their invoices via Business paypal and they are both failing. Both are US paypal customers:
Display problem in customize layout PDF
Hello, I've built a customized layout in Books. However I have a problem, when the items table flows to a second page, or worse, when one items it between 2 pages. The problem is that the table header is displayed beloew the rows ! the item table is a classic HTML table, so it should be a problem. I also forced to jump to next page only between row. Here is how it is currently. How can I solve this problem ? Thanks !
Books Invoice Comments and History
My customer claims they did not receive an invoice but under comments and history there is the following comment with a date and time "Customer has viewed the invoice in the email". Is it possible it was not received? Is there any more information regarding
How to Make a single invoice for multiple branches of a client?
I have a client whose business branches are spread over a country and we are asked to generate a single invoice for the headoffice, detailing the specific branches where we rendered our services and goods as well. Moreover, some of branches are situated
The Zoho Finance Workshop 2024 is here!
Hello users! The much-awaited event of the year is back. The Zoho Finance Workshop is an annual event curated by our team where you can learn all about Zoho's finance applications. It's a chance to discover new, more effective ways to use our apps to
Im having a code 15 error
It says that I have to ensure that my JSONString has less than 100 characters. What to do?. Please help
Removing old, imported transactions from "Best Matches" and "Possible Matches" list
This year I migrated to Zoho Books from another accounting system. I imported all of my data from the old system. Now when a new transaction comes it the list of possible matches is very long and goes back though years and years of transactions. All of
Dashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!
Track sales to a specific project
How do I track sales of my product to a specific project? When I sell my widget at a farmer's market, how do I associate each sale with a project? And reporting tags don't work unless I can create a line item report in Analytics for each project, which
Zoho Books API
Hey Everyone, Does anyone else feel the API documentation lacking? Things like: the required fields for adding items to an invoice are out of date. how to delete specific attachments from invoices/sales orders/ etc aren't listed. there is no information
How can I change the format of Delivery Notes?
Hi I need to change the format of the standard Delivery Note. I insert the Delivery Note into a transparent pouch, attached to my parcels. I need the Shipping address visible in the pouch, but nothing else. As standard, the Invoice address is printed
Problem switching an existing Invoice to another client name
Hi, I am trying to switch an existing invoice so it goes to another client. (I need same invoice number, just need to address it to another client.) It used to be easy to do I think... now it seems it won't work... the action works but it doesn't register and stays on old client...) Please advise Regards
Finding Credit Notes based on invoice number in the API
In the api, Is there a way to find all the Creditnotes associated with an invoice? I cant find anything in the documentation. I can use the "search_text" parameter, but it's not quite ideal. If I look up invoice 34, it will show me the credit notes for
Attachments on Invoices
Hey Everyone, I was looking at the API information for Zoho Books. I am working on software that transfers invoices from my POS and uploads them to Zoho Books. Ideally, it transfers a pdf and attaches it to the invoice, and will delete old invoices, if
how can i convert a bill to an invoice
i have several bill records from a company to i outsourced that i have to invoice to my customer, is that possible?
sell pre paid service packages
I want to offer hourly packages, so it would be nice if I could create an advance invoice in (Billings) Checkoutpage, which is then invoiced in Books. Important, I don't want to do this in the backend itself. The customer buys via the product checkout
Managing Petty Cash in ZOHO Expenses
Hello, Is there anyway to make all the Account Types In Chart of Account to be available in the ZOHO Expenses under Categories as only "Expenses" are available as of now. which is correct. But my concern is to maintain the complete petty cash in ZOHO EXPENSE and each replenishment means a new Expense Report, but due to unavailable accounts/categories in ZOHO Expenses, I'm unable to do this. Please advise.
Approval for non-billable project hours
Dear, Is it possible that non-billable hours / time entries must be submitted for approval? At this moment, it is only possible for billable hours. We have internal projects which are non-billable. Although, I want to track the hours spend on these internal
Hidden Module Showing
Hello guys, I have set a salesperson user and role in Zoho Books, activated a few modules like customers, invoices and expenses, and initially activated Items module as well, but as I noticed then that the salesperson can see purchase cost in the items
How To Disable Tax Reverse Journal in Implementation of Unearned Revenue
Hi There, i'am start using zoho books just a week ago.. and i do some of trial and error to adjut the standard of bookkeeping in my country, and i found that if i record Retainer Invoices included with Tax.. then, if i implement the Retainer Invoice into
Multi-currency Account payment in different currency
We have two bank account one in USD one in HKD. I can make payment in USD from both account. My bank allows me to remit from my HKD to a USD account during a Bank Transfer. The problem I have is when I want to record a Payment to a Vendor in USD the only
Notification when Invoice email is opened and/or links clicked by customer?
Since the only way to know when an invoice email has been opened in Zoho Books is by going into the application and hovering over the mail icon in the Invoices section on Zoho Books, my other users never know when it has been viewed. I've played with
Remove the Currency label in Zoho Books emails
Hi, my emails to clients currently have a large currency label prior to the invoice total amount (e.g. USD or NZD or AUD) which I'd like to remove and just use a $ sign. How can I do this? It's unnecessary for me to have a currency label in invoices and emails as only deal with one currency.
Tracking Inventory without recording sales to individual customers
Hi! Instead of tracking sales to individual customers, I would like to make a single entry at the end of the day that records the sales of all the items. I am more interested in tracking the inventory and the overall PNL rather than billing each customer
Need Multiple currency for Suppliers and Buyers
Hello, We need multiple currency support for buyer and suppliers, We are doing international business and we often sell goods in foreign currency as well as local currency, However zoho does not support this, I am trying Free agent and xero they support all currencies for suppliers Bills & expenses as well as buyers invoices, Kindly work on this feature will be great help to decide using zoho books Thank you
Credits & Debits in Banking of Zoho Books
The little observation which is disturbing and difficult to accept is that the Income is show as Debits and Expense is show as Credits. Which is suppose to be the other way. I am getting confused as I am business user not a Accountant. Regards, Rahul
Invoice timing
Like many small businesses we find ourselves working on the weekends catching up on paperwork. What i would like to do and i am sure is possible is to send invoices, estimates and reminders but to delay them being sent. I do a similar thing in the mail
UK Barclays bank not getting feeds again
Since 26/07/24 balances are updated but no new transactions coming through ! I've tried deactivating & reactivating, also configuring excluded by "No thanks, I'll do it myself" - still no joy !
Gross Profit
Please can I have a way to easily see Gross Profit on sales. Please! I have a sales team who are targeted on gross profit and they have no visibility of this at all on they're invoices. We are currently having to go between Sage and Zoho as they process
How to send an invoice by email with API ?
Hello, I'm trying to send an invoice by email with the API but I always get this error : { "code": 57, "message": "You are not authorized to perform this operation" } This is my request : https://www.zohoapis.com/books/v3/invoices/{invoiceId}/email?organization_id={organizationId}
Bank Feeds option not showing - Zoho Books Australia
Hi there, I've added my Westpac bank account to Zoho Books, however there is no option to be able to connect the bank feed for the account? Help! Thank you :)
Need to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.
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