Loans Receivable Payments
Hi, I would like to know if there is a way for us to send receipt to our customers for every loan payments that they have deposited to us. Currently, I record each loan repayments as deposit from other accounts then match with the the corresponding liability
Please add the option to attach document from Workdrive when sending an invoice.
Hello, these seems like such a basic feature. For example many times I send an invoice I will like to attach a PDF with wire transfer payment details instructions but there is no option to do it from Workdrive which seems pretty odd. It would be great
Split of books
Hi Team, Can we have option to split the books and if not is any other workaround? Regards Neha
ONLINE PAYMENT LINK RELATED
Hi, Could anyone guide us, one of our customers asking payment link against the invoice generated by us. We have generated the payment link but the customer told unable to make payment via credit card mode
Combining multiple estimates with one sales order
One of my customer made a single purchase order combining multiple estimates, now how do I create a single sales order linking all the accepted estimates?
How to fetch invoices,payments based on the created_time using the API
Hi, I would like to fetch the invoices and payments based on created_time. However, in the API documentation, only a filter for last_modified_date is available. Could you please help me with this Thanks, Krishna
GST Summary Issue
The main issue that I am facing is regarding the format in which the GSTR1 data is exported from Zoho Books, in tally the previous software I used the data comes out in a way the values of a single invoice number all come in a single line that is the
Additional Discount Column in Estimates, SO and Invoices
Hi, We pass 2 type of discounts in the invoice. Trade Discount and Project Discount. We would like to track these discounts separately. Right now Zoho Books has the option to have discount column in each item line or another one at the bottom, before
Removing "Sent Using Zoho Books" in Email Subject?
Hi Zoho Books, I am currently running a trial, and had just tried to make a payment. It worked, but I can't help to notice that emails generated and sent by Zoho Books (Such as Payment Notification and Thank You) have been appended "Sent Using Zoho Books" in the subject line. Can I remove this with a paid version? Thanks in advance.
Need to edit the "Exchange Rate" on reconciled transaction
We have two bank accounts under different currencies. We are constantly transferring funds from one currency to another. Then, at month-end when we reconcile the two accounts we might find that exchange rates in Zoho Books does not match up with what
Partial customer Refund via customer Credit Card used to pay invoice
How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlow
Project not available in sales orders
Hi, Could you tell me why projects are not available in Sales Orders? As a work around I start by using estimates, but the project do not follow in the Sales orders, wich is a problem to follow all invoices on a project. If I use estimates, I cannot partially
items listing in purchase bill is not showing while makinh sales invoice zoho books
items listing in purchase bill / items saved in zoho is not showing (as drop down ) while makinh sales invoice zoho books
Related to ZOHO books
Which are the banks listed in ZOHO books for online transactions ? and Is it possible to fetch account balance of the added account of the company ? In master accounts, vendor account tree is directly fetched or not ?
Is there a way to populate delivery challan date in single invoice with multiple challans?
we keep delivering items to customer through out the month with delivery challans, at month end create single invoice for multiple challans, multiple chalan invoice is possible in zoho but in print out it is not clear for each line that this line belong
End of fiscal year
Hi, A the end of my fiscal year (Y1-Month#12) I have 6 clients who paid a 100% retainer invoice to confirm their order. The goods were delivered the next month on Y2-Month#1 of the following fiscal year, and invoiced accordingly. Some vendors have been
I need help in writing deluge script for creating Invoices for all customers with the same item type in Zoho books.
Please help. I have at least 400 customers with same item type.
Any plans to allow user access restrictions in Zoho Books?
I was curious if there were any plans to offer user access control in Zoho Books? I realize you can set an account as Admin or Staff with the latter having a few less rights then the former, but we need to restrict access further. For example, only allow a specific user access to invoicing or Account Payable. Thanks, Chris H.
Paper Size for Payment Receipts, orders update
Night, We work with Books 99% from a phone it would be helpful if we had 3" or 4" paper format for payment receipts and order updates. Also, the ability to attach a payment image to the payment from the mobile app. Thanks Rudy
Transfer of assets form my personal account to my s corp business
I have recently opened my s corp but have a bunch of assets that i want to transfer from myself to the company. 1)How do i go about doing that? 2) Also since i have just started i wont be able to pay myself back for the transfer of assets. How would i
ZOHO BOOK, CAN I SEND INVOICES TO ALL CUSTOMER AT WITH ON CLICK ?
I'm hosting membership site and would like to send a builk invoice to all customers at a particular time.
How to mark "Unearned Income / Unuesd Credits" as general income after importing sales
Hello! Can anyone help me with this? I am having an issue correcting a list of imported sales information. I imported a set of sales information from before using Zoho and all of the sales from my customers are listed as unearned / unused credits. Is
How do I assign more than one project to a client?
Pretty simple scenario: I have a return client with a new project. How do I assign a new project to that existing client?
Zoho Booksでの一括メール送信方法
Zoho Booksの一括メール送信について質問です。 顧客ごとに複数のご担当者がいる場合、複数のメールアドレス宛に請求書を送付したいです。 しかし、Zoho Booksでは都度、請求書ごとにメールのやり取り＞すべて選択をクリックしなければ宛先を追加できません。 顧客が数百社ある場合、毎月顧客ごとにこの操作を行うことは非効率となってしまいます。 対処法などもしあれば、ご教示ください。
Tax Payment - How to CREDIT, rather than DEBIT?
Hi all, In Ireland, I pay 2 rates of Tax: 13.5% (Service) / 23% (Product). I have just migrated from Wave. It seems that the easiest way to record the bi-monthly tax Payment is Bank Account - Expense - Tax Payments - (Choose Tax Rate). However, there
Pdf saves with 2 pages and one is blank
When i save my sales receipt in pdf it saves 2 pages. One with content and page number 2 is blank. how can i remove this page number 2
Update status of Sales order created with ignore_auto_number_generation=true via API not working
Hi, when I try update status of sales order which was created with ignore_auto_number_generation=true https://www.zohoapis.com/books/v3/salesorders/{custom_order_id}/status/confirmed?organization_id=xxxxxx I always get "code":1002,"message":"Sales Order
Does anyone use Zoho Books in a situation where they have to claim gift aid from HMRC?
We are a Scout Group who have started using Zoho books. We can run our subs through Gift Aid. At the moment, we use OSM for our payments which prepares a Gift Aid report for us at the end of the year. We were hoping to move to Zoho to raise subs payment
Invoicing 1 client with multiple currency transaction?
Hello everyone, Does Zoho Books support "1 Client Profile : Multi Currency" feature? We have clients where we need to invoice them in multiple currencies. If, for example, I have 1 client who has 10 currency transactions, I don't want to create 10 profiles
how to record bill which belong to one month but it dated in other month
dear all , we receive telephone bill which is belong to April month dated in 1st of may .. is it enough to record it as dated or there is something else i have to do ? could you explain to me in details ? thanks in advance
Creating Invoice as Draft under the wrong Transaction Number Series
Hi All, We have quotes customized to "Allow customers to accept or decline the quotes via the public link" and Zoho creates Invoice as Draft. However, (for sake of simplicity) - if I have 2 Transaction number series SERIES NAME INVOICES QUOTES SERIES
How to generate a customer ledger with adjustment amount?
Hello! Basically i have two queries- 1. I have a customer who paid for the products that he purchased from my business. The customer who purchased a number of products from my business made payments with adjustments due to marketing expenses that the
Is it possible to generate cash basis reports
I'm trying to generate a Sales by Customer report. I keep getting report results that are based on accrual accounting (when the invoice was generated not when payment was received). Customize Report does not appear to allow you to change the basis. How
Zoho Booksの請求書のカスタマイズ方法
Zoho Booksで請求書を発行しています。 請求書は月毎の発行であるため、明細に取引日という列を追加したいです。 設定画面で項目の追加が出来ないようでしたが、列の追加はできるのでしょうか。 よろしくお願いいたします。
Tax Payment / Tax Return (VAT) - Cannot see option
Hi all, I have just migrated from Wave and took the 1-year free option offered for migrating (I am mentioning this as this may have something to do with it) I have 2 VAT (Tax... we're in Ireland so call it Value Added Tax) Rates which migrated across
How to disable the "Scan Accessibility Issues"-Button
Since this morning, a button has appeared in the center of Zoho Books. Is it possible to disable this feature for all users?
Accounting on the Go Series-41: Zoho Books mobile app revamp
Welcome back, users! A few of you may have noticed some exciting changes to our UI. This revamp has been long-awaited, and we’re thrilled to announce the updated Zoho Books mobile app for both iOS and Android. Android enhancements The Android UI revamp
Zoho Projects Books Integration Limits
Hi, I have a company that I have about 7-8 projects that I need to sync to books. The setup on all projects looks the same with a client company set, but I don't seem to be able to get more than 5 to sync. Is this a limit or is there something weird that
Zoho Point of Sale
Hello, Does Zoho have plans for an integrated Zoho POS application on the roadmap. Not a creator app, but an actual integrated app like Books and Inventory? I seem to remember hearing about this?
Owners withdrawal
I am handling business & if I withdraw Rs 10,000/- from business for personal use than how can I record this transaction on zoho books?
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