Get invoices that have a status of "pending_approval" or "draft" Deluge or API
I'm trying to use Deluge "getRecords" with Zoho Books to return a list of invoices that have a status of "Draft" or "Pending Approval". Alternatively, I can use Zoho Books API if better. How can I use multiple "or" search paramters on this request? For
Prepaid Expenses (Long Term)
Hi, I have some prepaid subscriptions that stretches out for 4-5 years. I would like to create these as assets, then at the start of each FY, create an expense that pays out from the account. Since I was unable to put money into the default Prepaid Expenses,
Lack of Duplicate SKU Warning Feature in Zoho Books
Immediate Attention Required Dear Zoho Team, I hope this message finds you well. I am writing to express my concern regarding a critical feature that is missing in Zoho Books, specifically the absence of a duplicate SKU warning during the invoicing process.
Migrate Customer data from Sage Accounting into Zoho
Good day, I am moving over from Sage accounting and would like to know if there is a way to import customer transasctions (ie invoices,credit notes, adjustments payment received) so that if I generate a customer statement out of Zoho the last years transactions
Customization of Zoho Books Dashboard for Tour Operator Services
Dear Zoho Books Support Team, Good afternoon! I hope this message finds you well. My name is [Your Name], and I represent Nexa Tourism & Travel, a tour operator company based in Dubai, UAE. We specialize in offering a range of services including holiday
Format Books item text via API creation
Im creating estimates with the API, is it possible to format the text of the items in the Quote?
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?
Partial Delivery note and partial Invoice from Bulk invoice
Hi, Is there any way I can make a partials delivery note and partials invoice for that delivered item from a master invoice created?
Wrong retail price of items - zoho books
When i add an item to an invoice, the retail price is doubling for some reason. please see screenshot and assist? as you can see in the box, the retail price of the Printer is is R3495 but once its added to the invoice (above in image) the price is now
Searching for Items
when creating a bill or invoice, when i click on a line item and start typing, the search is really bad. it only finds the items if i type it exactly how the item is named. it doesnt let me do partial searches where i just type a part of the item name.
Random invoice no.
I know this may sound crazy for some, but it's there a way to have Zoho Books generate a random invoice no. Thanks Rudy
Custom field on Invoice
Hi all, We are a service company, and when we bill, we have a line item called "IT Services." We enter the service date, start, and end time in the description. Is there a way I can create custom fields and show them as part of the line item? Thanks
Required Fields in Avalara
How can I make the Avalara Tax Code a required field ? Alternatively, How can I add a workflow when the Tax Code is being save as blank ?
AP & AR
Its very difficult to adjust the debtors and creditors account for any adjustment, because it will set only by cash and bank, my question is if client done any payment behalf of our company, after that we are paying to him. then how we will book the purchase
Zoho Books UAE - how and what will be the entry in Zoho books for each line items.
Zoho Books UAE Please let us know how and what will be the entry in Zoho books for each line items. Director is investing - equity in company. Director Giving Loan to Company. Director Getting salary every month being a employee. Director has expenses
create a daily workflow that updates a custom date field to today's date
Is there any way to create a daily workflow that changes a date field in all invoices that have not been sent nor marked as void? We have an "invoice sent date" field that would help our users if it kept up to date.
Function #59: Copy text from customer-level custom field to Terms & Conditions in quotes
Hello everyone, greetings of the day! Today's focus is on addressing scenarios where each customer requires unique terms and conditions. For example, when dealing with international customers, it may be necessary to present the terms and conditions in
Deprecation of Google Drive and Google Sheets connections in Zoho Finance Applications
Dear customers, We want to inform you about important updates to the Google Drive and Google Sheets connections in the Zoho Finance apps. Google has notified us about sensitive scopes within these two connections. As a precautionary measure, we have decided
Automated bill discounts
Although discounts are available on bills, it can be a bit of a chore filling this in on every bill. For those that use this feature a lot, a custom function to automate it is attached below .... ⦁ A custom field is required in contacts for the discount amount, as a percentage. ⦁ Enter the name you choose for this custom field here in the code below. ⦁ You also need to get or set up a discount account if chart of accounts & get the id for it. ⦁ Enter this id here in the code below. ⦁ Enter your organization
Option to make Tags as mandatory for Purchases & Sales
Option to make Tags as mandatory for Purchases & Sales
Using Address Other Than Default When Creating Estimate Through API
Hello, I am making a Creator app that passes information into Books and creates an estimate. Everything is working except this one thing: No matter what value I pass for my shipping address, the organization's default shipping address is placed on the
Banking feed delay
There is a long delay between money coming into my bank and the time it takes ZoHo to fetch that feed. Support informed me that there is a 3 day delay to prevent duplication (although it seems to take longer). This delay is infuriating for me. often we are waiting 3-5 days for a bank transfer then a further 3 days just to match the payment to an invoice. So we are often matching payment a working week late. I have found myself reverting to manual methods as ZoHo is painfully slow at tracking this.
Zoho Books partners with ICICI Bank
Hello everyone! Hope you’re doing great! We have a major update for you. We’ve partnered with ICICI Bank (one of the largest banks in India) to bring accounting and banking together on one platform and introduce the first of its kind integration: Contextual Banking. It is the ability to perform bank-related transactions contextually within the accounting software. Once you set up this integration in Zoho Books, it will help you: Get paid faster by giving your customers multiple payment options
Previous Prices to show up while creating an invoice
Let me start with an example: Let's say, we have an item "A" invoiced to a customer "X", at the system price "P". Next time, the same customer bought the item "A" again from us at a reduced price "R". The third time this customer buys the same item, the
Zoho Books Support
Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.
Prepaid Expenses (Long term)
Hi I have some prepaid subscription plans that runs for 4-5 years. I would like to put them in the Prepaid expenses account. However, there is no option to create an expense that puts the expense in the prepaid expenses account. I want to be able to create
Transactions not flowing into Books from Credit Card Bank
We've been having an issue with Books in that the credit card transactions have not been flowing into Books..and the few that do, go to the wrong credit card. I've been "working" with Zoho support for 3 months (!) and it's still not resolved. Has anyone
Save PDF and Print Preview of Invoices VERY SLOW
From today 06-Aug-2024, It takes ages to save invoice as PDF when you are using invoice custom template. Why is it very slow to save invoice as pDF especiallyw hen it is a custom template. The same tempalte I was using from 1 year was working fine but
Category codes in General Ledger
Creation of category codes in general Ledger
Unable to find records in modules.
Hello Team, Sometimes we run into the problem where items are in the item module but we are unable to locate them using the search bar. In these situations, we may paste the relevant record id into the URL and it will display that specific item or any
Link Purchase Invoice to Customer
Hi When I enter an expense, I have an option to link the expense to a customer but when I create an invoice I don't have that option. Can you please let me know if there is a way around this. Many Thanks Nick
Add Bank Fees on mobile app when multiple payments already exist
Hello, I noticed that if a bill already has a partial payment attached to it, you cannot add bank fees to a new payment. This is only in the mobile app. I have attached a screenshot. I don’t understand why the options change when there is another previous
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?
Display attachment(s) in client portal and emails
I need to set this via the api but can't find any documentation on it. I have tried "can_send_in_email" but this doesn't seem to work, a clue please guys ? var updateArray= { "customer_id": InvDetails.custID, "invoice_number": InvDetails.InvNumber, "template_id"
ZohoBooks WhatsApp Integration - 160,000% markup?
We have configured the WhatsApp integration on ZohoBooks and utilised 10 credits priced at £16.00. Upon further examination, I found Meta charges $0.015 per conversation, resulting in roughly a 160,000% markup from Zoho. Is this correct, or am I misunderstanding
Feature Request - Populate project name field on invoices when generating from Zoho Projects
I noticed that when I create an invoice from Zoho Projects, the Project field on the invoice is always blank. It would be great if this could be populated with the project name automatically. It would also be great if the subject field could be populated
How to find all docs with assigned template?
Hi, I would like to remove some old templates for Quotes/Estimates but it is not possible as they were used many years ago. So I thought that I'll find the docs and change the templates to the actual ones but it looks there is not possible to find the
Sync Zoho CRM and Zoho Books
Due to many historic reasons we have ended up with Account set up in both CRM and Books but not linked. Looking at doing the Zoho CRM integration so that we can have financial information feeding back to CRM from books. Setting up two way sync....looking
Accounting on the Go Series-46: Effortless Sharing-Send Invoices, Quotes, and Statements from iMessage
Hello all, Hope you're doing well! Welcome back to our series. Today, we're excited to introduce another convenient iOS feature that lets you send estimates, invoices, and statements directly from iMessage. Typically, in Zoho Books, you can share PDFs
Oh no! Woke up to a bunch of {"code":1038,"message":"JSON is not well formed"} error messages in Zoho Books API
Looks like something changed on the backend of Zoho Books' date format, had a bunch of clients that ran into this error : {"code":1038,"message":"JSON is not well formed"}. Looking at the logs, I couldn't see any error in the JSON format, everything was
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