Before you enable sales tax: The existing recurring profiles must be marked as tax exempted
I'm trying to enable Sales Tax in Zoho Books (I have Zoho One subscription) but I cannot figure out how to mark the existing recurring profiles as tax exempted. See attached screenshot. Please advise, Thanks!
U.S. Federal Tax Setting?
I have zero need for a sales tax function, as my income and billing is solely based on services rendered, but I have seen nothing in the program related to the U.S. federal income tax. How do I: 1) set up a U.S. federal tax of say 22-24%, (whichever may
Payment links via Stripe in UK often fail on Post Code check
Hi, we have just too many online payment links via Stripe failing with postcode check. Stripe warning looks like this: Blocked by postcode checkThe issuer authorised this payment even though it failed the postcode check. Usually, failed postcode checks
Zoho Books Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. Whether it's a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. Direct
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from books.zoho.com/portal to books.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected to
I need to set up an auto-charge payment plan/schedule.
My clients collect deposits from their customers but, they don't collect the full deposit all at once. They collect a down payment, and then the client pays the remaining balance over the course of several months. Once the customer has paid the entire
How to add foreign currency
Call me on 8888874307 in quote and invoice
How to get customfield_id of the Items in ZohoBooks?
I'm working with ZohoBooks API for integrating with an WebApplication, I've tried finding but failed, from where Can I get the customfield_id of items created in my zohobooks account, As i Need to create products with Custom Fields from my Application
How to get deleted entity detail by a last_modified_time for zoho books entity ?
Hello, We need to get the details of deleted entities such as chartofaccounts,contacts,invoice/bills,payments,credit/debit notes,item,taxes,journals etc. By calling the respective entity API based on last_modified_time as query parameter. As of now able
Zoho Books - Billing for the same project with 2 methods
I have some projects that are a Fixed fee project, but after certain amount of hours, I need to invoice hourly for the same project. When I tried to change the billing method to Per-User Hourly Rate, I got an error that there are invoices issued before
How to refund a deposit invoice
As per our conditions we ask for 100% down payement to confirm any order. We issue a deposit invoice and match it with payement received. Sometimes, the order can't be fulfilled due to lack of stock. If I create a credit note and match it with the payement
Icon for stripe on invoice
Is there any way or any plans to update the icon for stripe on the invoices. I have both PayPal and Stripe.com enabled as options, but if you look at how it appears, it is easy for a customer to think that only PayPal is available? See here: https://www.dropbox.com/s/okbfoqcwhym7b50/Screenshot%202015-05-05%2010.10.04.png?dl=0
Ebay, UPS, Newegg, Amazon, Bigcommerce.com, Shopify.com, Volusion Real Time Integration Now Available
We have an integration that may help you. Just a brief description: - You can connect zohobooks to ebay, sears.com, buy.com, bigcommerce, shopify, amazon, 3d Cart, volusion and MANY more. - You will in realtime see tracking information, payment information, stock information, and also be able to do RMA, paypal integration for payments, and just so much more. - Also you can print shipping labels, manage inventory, and manage listings on all the above channels; meaning that when one item runs out
CUSTOMER PAYMENT DISCOUNT AT TIME OF COLLECTION
Hello, In our region customers have a habit of rounding down the cents when paying for the invoices, when we try and go through the options there appears to be no way to close this difference without issuing a credit note to the customer, which to be
Item update VAT on creation
Hi all, I'm looking to auto update the VAT field upon creation of a new item, I've written the following Custom Function, however it doesn't appear to work... Any ideas appreciated! itemID = item.get("item_id"); organizationID = organization.get("organization_id");
Accounts Receivable Opening Balances and VAT
I'm currently in the process of migrating to Zoho Books. I've entered all my customers opening balances in the Accounts Receivable section however I'm not sure how to deal with the VAT for the outstanding invoices. I know I can add an opening balance
How to raise a debit note to vendor for an specific bill
Hi, I want to raise an debit note to one of my vendors in his specific bill, as the rates charges by him was higher than normal. how to create this in zoho book?
GST E-Invoice Custom Function
@1_Hari Prasad Kunchapu @Anand Prakash B Require Custom function codes to generate gst e-invoice and update to IRN and QR to invoices
Einvoice custom function
@Nandhini Require Custom function codes to generate gst e-invoice and update the IRN and QR to invoices @Pheranda Nongpiur
Status Change of Purchase Order via Workflow
Hello i have created a workflow where an approved Purchase Order automatically releases Purchase Order to respective vendor. I need a function to change the status of that PO to be marked as Sent.
How to Pay Vendors from Zoho Books with Deal/Potential Tracking
BACKGROUND I use Zoho One with CRM - Books - Expense integration. I have several contractors(Vendors) that provide services for my Deals/Potentials. The cost of the services are accrued for approximately one month, and then the Vendor invoices me for payment. I can add these accrued services as Expenses from Zoho CRM and associate them with the Clients - Deals/Potentials. I can also add these accrued services as Expenses in Zoho Books and associate it with a Client and Potential/Deal. Once
Adjustments between two accounts
Hello, I have a car rental business. One of my clients has to pay 15,000 as overdue rent. And he submitted a bill of 5,000, which occurred by changing spare parts by himself. How to record this expense by showing it as deducted from overdue? Can you help
Bulk Print Invoice API from Zoho Creator
Hi Guys, I'm trying to Bulk Print Invoice API from Zoho Creator. But PDF Print is not working on zoho Books. I will share you the code. Can you guys tell me where I'm doing wrong. response = invokeurl [ url :"https://www.zohoapis.in/books/v3/invoices/print?organization_id=12345678910&invoice_ids=735245789521020102"
Invoice: Multiple Payment "PLAN TERMS", on Different Amounts & Dates
(Reference Source: Reference: https://help.zoho.com/portal/en/community/topic/creating-an-invoice-to-be-paid-in-two-installments) This Topic is higly requested for a very long time and it is really necessary. - Multiple Payment "PLAN" ---------------------
It is impossible to Unconfigure a Configured Tax Returns, Needs to be fixed! (Do not enable ADVANCED TAX AUTOMATION)
Hey everyone, I'm reaching out here because I'm in desperate need of assistance with Zoho's tax configuration, and I'm hoping someone in this community might have encountered similar issues or can offer guidance. Here's my problem: I've been running into
Accounting on the Go Series-36: Effortless Client Collaboration-Enabling Customer Portals in Zoho Books Mobile App
Hi everyone, How are you all doing? We've been running this series for quite some time now, and I hope it has helped you use your Zoho Books mobile app more efficiently. This Thursday, we're highlighting another great feature: enabling customer portals
Input pricelist's price directly from newly created item
Currently I have 4 pricelists with unit pricing scheme. If I create new item, I have to set the desired price in each price list in price list menu. Once i set the price (or any value) only then i can change the price directly via item menu in associated
Is there a way to invoice based on time spent without a project
I have a line item called support which is invoiced on the time spent in actually supporting customer. I know we can track time as part of a project but is it also possible to invoice a customer based on this without a designated project assigned.
How to Display More Information for Each Item in "Add Items in Bulk" Window?
I want to use the "Add Items in Bulk" option when creating or editing invoices. However, I would like to display more information for each item in this window, such as the order number, and additional custom fields that I have set up. Despite customizing
Please stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this from
Branches - set default for Customers and Vendors
Hello, Is it, or will it be, possible to set a default branch for each customer and vendor? At the moment invoices which are autocreated (eg Square invoices from the payment integration) will be assigned to the default branch, which in this case is not
Consolidation of same items in the Salesorder.
Hi; I am a Lighting vendor and i give my quotations for Lights on a room wise basis. I have created a extra column for the rooms. In the quotation, the same light fixtures would be given in different rooms. When i convert the quote to sales order, i want
How to track class in Zoho!
Does Zoho track class accounts like quickbooks does? I have several buildings within one account that I need to track the expenses on each building and not sure how to do it. If so how do I do it?
Let's have SAP Business One integration of Zohobooks
Let's have SAP Business One integration of Zohobooks
Need to disable Mandatory option and allow the duplicate values in Zoho Books
Hello All, We have the same VAT name for different VAT rates. while giving same VAT name for different VAT rates the alert will shows, is are any possible to disable the mandatory and allow duplicate values in VAT settings.For your identification i attached
Enable Bank accounts with the same currency to be a sub-account
Hello everyone, good day. I hope the mods can give improvement to make a bank account become a sub-account of a main account with the same currency. For cases wherein you have multiple banks of different currencies, you just want to group them on a parent
How to remove space or indention when exporting report to excel?
As the title say, how do you make Zoho books exported report remove the indent or space? I want to run LEFT formula or any other formula but these spaces are a pain. Appreciate your assistance. Thank you.
Limit Customer Portal by Bill To's?
Dear Zoho- I have customers that have multiple "Bill To's" But the parent company wants to prevent the incorrect Bill To paying open balances because it is a nightmare for their accounting. How can I limit what each bill to account sees in the portal
Where does Zoho Books get the automated conversion rates in Multi-Currency? Is it comparable to Bloomberg, XE, Oanda etc.?
Curious if the rates are as near as other sources like BBG or XE or Oanda.
Use the UP and DOWN arrow keys when encoding and jumping rows
I am entering amount in multiple cell rows and noticed that I cannot use the UP and DOWN arrow keys to go on to the next row cell below or above to encode. Is there no function within Zoho?
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