List of Placeholders available for email Templates
Is there a document or help file that shows ALL available Placeholders that can be used in the email templates? We have found that there are additional Placeholders that can be used in templates that are not listed in the Placeholders list. For example
Invoice Item Charge Calculation
My company provides medical billing services to medical practices and normally invoices for a share of the "total collected revenue" from the previous month. Example: Medical practice had gross receipts in a month of $100K. Our agreed upon rate is 5%.
How to create a Bill [Zoho Books] by forwarding an email attachment into Books?
Hi, I am working in setting up a basic Account Payable process. I would like bills to be sent to an email address and automatically create a bill for fulfillment. Is this possible?
Zoho Books email notification.
Hello everyone, I was wondering something and can't seem to find an answer or a way to do it. In Zoho Books when you make an e-mail notification for example for quotes. When you manage the template, you need to select a from address. If you leave it blank
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
Required Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.
How to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to create
Limit of the number of expenses on the free plan
I have a question regarding the expense limit on the free plan, and I would appreciate some clarification to ensure a better understanding. Is the 1000 limit on the number of expenses in the free plan per year? Although the question in your FAQ seems
automation taxe new troubleshooting
i have selected the new automation taxe the error message says 11 659 clients don't have the address correct. It is cause when we create a client, we don't put the province. then the automatic taxe selected is the one just for canada. how to skip to have
Payments has been disabled for your account. Please upgrade your plan to enable this feature.
Hi, Does anyone know why I can't record bill payments after upgrading from Free to Standard plan? It's a basic bookeeping feature, does it require Pro plan? Thank you
bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want
Zoho Payment - ACH
hello, can we also do ACH payment for invoices with your new Zoho payment option? Meaning collecting money from customers by ACH, instead of credit card?
SHOWING ENDING DAILY BALANCE
Is there a way for ZOHO to show ending/running daily balance on the bank/petty cash accounts?
Billing by family in BOOKS
We run a primary school, and up to now each individual student has had their own customer record. This means that for each school term, an individual invoice is produced for every child. With multiple large families, we want to switch to generating a
How to record a chargeback transaction in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
Bank transfers in Zoho Books
When we transfer money from one bank account to another, there is a delay of one day between the withdrawal and the subsequent deposit. So, the withdrawal and deposit happen on different days. Is there way to show these two dates as different dates for
Credit card in zoho books
I am not sure how to record the expenses paid with the credit card. This is my doubt. If I record the expenses selecting CREDIT CARD as a paid trhough I see that the bank balance doesn't move. So I think that at the end of the month when I receive the
What's New in Zoho Books - March 2023
Hello users, We are back with yet another set of features and enhancements designed to streamline your accounting processes. Let's take a quick look at what's new this March: Tax Deducted at Source [Global Edition] TDS (Tax Deducted at Source) is a mechanism
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAIL
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAILS
Bank Transaction dates (not invoice dates)
I do my accounting on a cash basis and ideally, bank transactions would appear with the date that they occur. However, if I match a bank transaction with an expense invoice, then the bank transaction date is updated to the date of the expense. So for
Please ensure that JSONString has less than 100 characters error
HI there. I am getting an error when trying this example: {"code":15,"message":"Please ensure that JSONString has less than 100 characters."} https://books.zoho.com/api/v3/items
?authtoken=******************
&organization_id=************
&JSONString={
"name": "Hard Drive",
"description": "500GB, USB 2.0 interface 1400 rpm, protective hard case.",
"rate": 120.00,
"account_id": "460000000000388",
"tax_id": "460000000027005"
}
Reconciliation: Clients' Payment Dates vs. Funds Transfer Dates
I have an issue when reconciling credit cards (cc) and bank accounts. When recording clients' payments, the payment date is the date obviously used. As a result when I reconcile a cc or bank account, this poses a problem.... e.g. When PayPal or Stripe
Same contact as both customer and vendor (Debit and Credit)
Hello, I believe what I am asking for is what many of your clients have been asking over and over. Below is the request again: A contact in zoho books should be allowed to have both credit and debit entries, should be allowed to have both bills and invoices, should have a single ledger statement. And no, linking of a customer and vendor is not THE option. It will never be. Please get this fixed on priority. Don't say no to this request or put it in your roadmap. Its something which needs to be implemented
Can I give different statuses to Estimates?
Apart from Draft, Sent, Invoiced, I would like to have a status Accepted and Declined for Estimates. Is this possible? Thank you
Cost price with inventory
Let's say I already have a item that is in inventory and paid 100$, I buy 1 more from my supplier at 50$. Is there anything in the inventory that reconize that one was paid 100$? Because the way I see it if I change my cost/selling price it doesn't take
Accounting on the Go Series-31: Streamlining e-Way Bills: On-the-Go Efficiency with Zoho Books
Hello all, Welcome back to our series. This Thursday, we would like to showcase the creation of e-Way bills directly from your mobile device in the Indian edition of Zoho Books. In the realm of GST, e-way bills are crucial electronic documents required
Accessing/ Creating Global Variable from Widget in Zoho Books
Hello! I am trying to create an extension for Zoho Books. I have a widget in which the user needs to search through all the custom fields and select a specific one (so i can map it to a field in other third party app). All good till now...after this I
Customer wise Sales Report with Discount details
Hello, I want to run the report of sales where I can get a discount column in the same report. I would need to have the following column in that report. Customer Name - Invoice Number - Invoice amount with Discount - Invoice amount without discount -
opening balance
hi over the years my bank balance and the running balance do not match is any way I can change the balances too match
Edit the name or label of account group
Hello, Is there a way to edit the account group name in report? For example "Operating Income"? Thank you.
updating balances
Hey Everyone, I did a deposit from my CC processor using the method stated here. how come the amounts aren't updating. There seem to be a "running total", that is accurate, but the amount listed "on Zoho" isn't correct
NO OPTION OF SPLIT BANK Charges in TRANSFER TO ANOTHER ACCOUNT.
Problem 1 Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT.. Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07. Where i Create 3.07 as expense or Bank Charges. There is not option there for create
Getting the list of partially received PO
Our purchase team needs to know which PO has *not* been fullfilled yet (the goal is to follow up our vendors). We can filter Partially Received PO, but we like to have a more details report, displaying also which item has not been received. How can I build such a report in Books ?
Payment reminders in different languages
We are a company in country with multiple languages. For the invoices, estimates, ... there are no problems, because you can make different templates in different languages and associate the correct templates to to correct language from your customer.
Need help in Invoice API to get line_item details
Dear community, Appreciate if you guys could give a little help, have been struggling.. I am building a dashboard with Power BI to analyse data from Invoice. If I were to export the invoice into an excel file, I can view details such as item name and description. However, if I were to directly link the Power BI to Invoice API database, I am unable to retrieve any data of line_items such as item id, item name, description etc. May I know if I'm getting the data from the correct source?
One Sale Order to Many Purchase Orders
Hi ! We are exploring Zoho Inventory (+ CRM Plus) and cannot find the following feature We are selling packages to our customers, these packages usually contains : - Software we buy from Supplier A - Hosting we buy from Supplier B - Configuration that in done at our place by a technician When we sell this package to customer (in one Sale Order), we would like to create the corresponding Purchase Orders (one purchase order for each of the product, to the corresponding supplier) Does Zoho CRM + Inventory
Script error
Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently to
Is it possible to filter reports by bank account
this yearI had a to merge my personal and business profiles when I went to the standard plan and have a question. I keep my personal and business funds in completely separate bank accounts. When I run report say profit and loss report, it runs a report
Email message (default)
Hello, When I send a client a receipt the email message they receive automatically says "Dear [customer], Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!" I need to change this text to something
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