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
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
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
Zoho Books - Sub total for estimates ? Any way, even non clean or conventional ?
Hello, I've read a lot of topics about the lack of Sub totals in the Estimates of Zoho Books. Sorry for opening a new one, but didn't know if one was more "official". Has anyone ever found a solution to do this ? Even not very "clean" ? I guess you can
Bulk Editing Multiple Invoices with Overwriting at time of upload
Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only
Average Costing / Weighted Average Costing
Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
Asign price list/price book through the api to a contact
I want to assign a price list through the api to a contact. How do i do that as i can't find it in the api documentation
How to Bulk update item categories
I try to bulk update my items sub and main category. For that I exported all items as xlsx file and updated the cells with the existing names. While importing the edited xlsx file the error-message "Illegal value specified for a Dropdown field: A-1A"
How to handle customer that only buy once
In Zoho Books, every few months there will be a case where we will sell 1 thing to a new customer and never again after that. Because these one-time sells are worth only a few euros, the effort of creating the customer in books takes more time than the
Stripe payments via Books invoice link missing email - affects fraud detection
Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more
Forex Bank Refund Entry
Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
Will Stripe integration also work if I take payments using a stripe card reader?
Before I commit to Zoho (from QBO), I need to know this very important question. I do have two questions though: 1. If customer John Doe has an invoice in Zoho which he pays electronically using the Stripe integration, I realize Zoho will place the
Tracking a Franchise Setup Fee in Zoho Books
I have just paid an amount of money to a Franchise Company in the UK (Im in the UK too). It is the initial fee and the agreement runs for 5 years and then 3 months on a rolling basis. This is how Im approaching recording the transaction and need to know
Designation/Department/Report
Hello. I have two questions. 1. there are some vendors that I can't save Designation or Department? 2. yesterday I was able to generate a report that included Designation and Department but today they are not showing up in report?
Default invoice/quote actions?
I was wondering is it possible to change the default action found here? I would like it to be save and sumbit as if you have the right to aprrouve you could save and send (I know a promp is shown) this way would make sure to avoid errors. Can't find any
Delivery note template
We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
Invalid parameter value passed otp_id
Dear Sir/Madam, While making a payment to the vender, following error occurs "Invalid parameter value passed otp_id" please solve, screen shot is attached for your reference. Regards,
UPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice
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
Handling Duplicate Invoices with Identical Reference Numbers in Zoho
I've recently encountered an unexpected behavior within Zoho that allows the creation of multiple invoices with identical reference numbers and order numbers. This situation is quite surprising, as it could potentially lead to significant confusion in
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
Payroll and BAS ( Australian tax report format )
Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Law Firm Using Trust Accounts and Transaction Fees
I am working with a law firm who may potentially subscribe to Zoho One. The main concern is the use of Zoho Books and processing retainer fees from clients. The EXACT amount of the retainer needs to be deposited into a trust account. For example. If someone
Unable to pay bill from Prepaid Expense account
Our transport vendor requires us to use their prepaid system. We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed. These bills must obviously be settled by from our prepaid account. I am unable to record
RFQ MODEL
A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
Download Zoho Migration Tool Link
Please send me download link for zoho migration tool thanks
Zoho Book Customized Layout development
I want to learn how to develop customised layouts for invoices can you please guide how i can learn
Adding Business Bank Account
Hi! I'm trying to add my business bank account to Zoho Books for the banking feeds, but can only see an option to manually add my account details, which doesn't;t seem to do anything. There's nowhere on the screen as per the instruction videos where I
ETIMS Integration with KRA
There seems to be an issue with e-tims integration with Zoho Books for the etims early access. Any one else facing this problem.
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