Need report on TDS receivable Account with break down of TDS Sections
Hello Zoho Please allow us an option to download TDS Section level deductions made for Client Invoices in Accounts Receivables Please do the needful here. Thanks
Which is the snippet code for this workflow?
Hi, we want to create the following workflow: 1. When a quotation is created and the status changes to "ACCEPTED", then... 2. ....auto create a Sales Order with satus "CONFIRMED", or "NOT CONFIRMED" it doesnt matter 3. Then, after the Sales Order is created
ACH For Retainer Invoices
I have ACH setup through Stripe and Plaid, working fine for regular invoices, however Zoho Books is not providing the option to my customers to pay retainer invoices via ACH. I am also not able to charge the customer with a setup bank account account
Accepting ACH payments against Retainers with Forte
Hi, My customers cant pay for their retainer invoices with ACH. This is a big problem for us. Is there any way you can escalate this development? It is a major issue for us.
Zoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns (see images below). These are just using system defined fields but the ability
Searching Zoho Books
How do I search Zoho books, and filter by type? I've categorised everything but can't find a way to filter by type? Thanks
What is an "Active Customer" in Zoho Books?
What criteria is used to determine if a customer is active or inactive, and does it automatically change over time if a customer stops buying from us?
Creating a Chatbott in Zoho Convaraft
Hi Everyone !! I have some questions regarding my business plan .Actually I have a created a Zoho Convakraft Chat Bot Now just want to know . 1. As per understanding their is a certain to transfer data from bot to CRM But I want to send unlimited data
Recurring Reainer Invoice
We are a service company that invoices our clients in 12 equal monthly payments for the expected amount of services rendered. We would generate invoices to post against the retainer, then "settle up" at year end with refund, credit, supplemental invoice, etc. I like the new Retainer module, but how to I bill a recurring retainer amount equally over the 12 months? Or can I use recurring invoices applied to the Retainer module somehow? Thanks.
Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related
Retainer Invoices ACH Payment Option Missing
I don't understand but when I create a retainer invoice for a customer deposit who pays us through ACH, there is no option to charge the ACH through the retainer invoice. How am I supposed to record this payment? If I charge it through an invoice and
Display Name as Customer Account aka Primary Key?
I'm new to zoho and trying to understand Display Name in the context of importing invoices. Usually, I identify a Customer Account ID as a parent primary key when importing invoices. Zoho appears to omit a customer account number or ID from the customer
Need option to BULK Update Location (Reporting Tags) for Journal Vouchers
Hello Zoho Need option to BULK Update Location (Reporting Tags) for Journal Vouchers Please do the needful here. Thanks
Double close real estate transaction
Hi. How should I book a double-close real estate transaction? I buy a property and immediately sell it with a double close. Lets say I buy it for 40,000 and sell it for 50,000 the same day. I wire the 40,000 to the title company and later the same day
Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App
Hi Zoho Books Users! Welcome to another edition of "Accounting on the Go." Today, let's explore how Zoho Books revolutionizes your e-invoicing experience right from your mobile device. E-invoicing has become a vital aspect of modern business operations,
Sales Tax Payable has an opening balance that is wrong
I imported totals from my previous accounting system on 5/15. Under the Taxes settings I had created a Tax Rate called "IA + Local Option" which is 7%. The sales tax payable from my old system was imported that account which would seem to be correct and
The synchronisation between Books and CRM does not stop and already takes longer than an hour
Hello there, the synchronisation was started at 16:21 (GTM +1) and has not yet been completed. I'm starting to worry about what's going on. I haven't received an error message yet, but the sync has been running for a suspiciously long time. When I check
How to update Contact without Delete
Hi Team, I'm trying to update existing contacts in Zoho without deleting the contact person or address. However, the Zoho documentation states that updating a contact requires removing the contact person from the contact_persons list. When I attempt this
WordPress To Zoho Books Integration
Hi there I'm not sure if this is the correct place to discuss this, but I wanted to find if anyone is interested in a WordPress Plugin that connects your contact page into Zoho Books? What it does in a Nutshell is takes the contact fields from Contact 7 and injects them into a new customer record in Zoho Invoice. but before that it also checks if it's SPAM by testing the phone number, message text and the email address validity and if it passes all those tests then it creates a new record. That's
Change invoice template on mobile app
Hi there, I have different invoices set up for different clients. Is there a way to change the invoice templates within the mobile app? It's a bit annoying having to go on the computer to change the template and send the invoice on there when I'm on the
Payable Details REPORT Should also include Vendor Credir Notes as well
Hello Zoho, Payable Details REPORT Should also include Vendor Credir Notes as well Please fix the same Thanks
Need Report on Attachments in all Zohobooks transactions
Hello Zoho Please enable a report where we can see the status / count of attachments for all Zohobooks transactions Please do the needful here Thanks
Shipping address for credit card payments
Why is there nowhere to enter a shipipng address on a customer payment? I see that you can enter a shipping address on the portal... but that is not associated to a specific payment or invoice. This seems like something that should be standard and also
Partially Invoiced Sales Orders Showing Full Amount In "Sales Order Details" Reports
Hi there, When creating a "sales order details" report to show all outstanding figures to be invoiced the report shows the full amount of partially invoiced sales not just the outstanding amount. This obviously creates inaccurate figures to report on and is time consuming to go through to remove already invoiced amounts. Is there currently an easy fix to rectify this that I don't know or does this need to be introduced to Zoho Books? Renee
Getting customer_custom_fields when getting a creditnote (they are available for invoices)
we are working on a Zoho Books integration. When getting a single invoice via the API under https://www.zohoapis.com/books/v3/invoices/:invoiceId, the response includes custom fields added to the customer under the key "customer_custom_fields". However,
Is it possible to add items to recurring invoices?
I have a couple of clients who pay me recurring invoices every year. However, in some years I do extra services for them. Is it possible to add these extra services to a recurring invoice before it's sent or is there a better way to do this? The reason
Write off Invoices to Provision Account
Hi Zoho Team, Is there an option in Zoho to write off invoices through a provision account instead of direct writing off to bad debts expense in P&L which is against ''Generally Accepted Accounting Principal'' Secondly is there an option to reverse this
Using an API how do I associate an existing project with a recurring invoice?
Using an API how do I associate an existing project with a recurring invoice? Can it be done by adding the project ID to a list item?
Payment stubs
I am testing out zoho books as I search for a good accounting system. I would like to include payment stubs with my invoices. But the invoice system is set up really wastefully leaving a lot of blank space in page one of the invoice, attaching the payment stub at the bottom of page 1 cutting your invoice detail in half, and then ending the rest of your summary on page 2. This looks really unprofessional. Why is it not set up to include the invoice at the end of the invoice details instead of
How to add ZATCA QR Code to Custom template?
I have enabled e-invoicing and I am able to see ZATCA QR Code on "Standard E-Invoice Template". I am creating a custom template for invoices but I don't see any option or placeholder to include ZATCA QR on my custom invoice template. Can you tell me which
Using API "Email multiple estimates" does not create a public link for signing estimates
Hello, I have a workflow associating zoho and integromat (make). I need to create three estimates to send to my clients. -First estimate is sent through the create estimate in integromat. There is an option to directly send the estimate. -Second and third
QR ZATCA
In Invoice QR ZATCA not showing
Recording interest payments to my bank account
I have a company savings account. How do I record the interest payment from my bank in Books so when I reconcile my account the numbers match up?
How to pass Journal Entry for this scenario
I have to record transactions for new business.. There are 4 partners in an organization and money has been deposited in personal account of a partner by 1 the partners who has agreed to introduce Capital in business . (Money is introduced by 1 partner
Enhance Zoho Secure Pay with Amount and Confirmation
For some of our larger invoices, we allow partial payments to be made. The Zoho secure online payment defaults to assuming the client will pay the entire amount. We have a lot of clients who don't notice that, enter in their credit card info, hit submit
How to assign an invoice PDF template to a customer?
Is this possible? I don't want to forget to change templates before sending out invoices to clients that require a different PDF template. Anyone else out there who thinks this would be a useful feature? Thanks
On User Input like action of Creator/Deluge in Zoho Books
Hi, Do we have any facility available now to update a field by means of adding/multiplying two exisitng fields and populate in the 3rd field in UI? Example: If I have fields size, qty and defaultVal, I want to populate size*qty to defaultVal field upon
Calculate a field on client side using user input
I have 2 custom fields in invoice called Height and Width. I want to calculate Area based on user input on client side. How is this possible?
Migration activity
Has anybody moved from Zoho US data center to india data center,. we are doing this to get hold of banking transaction feature which is currently available with US data center. Since we have not done this kind of activity earlier, we are bit worried and
Can Zoho bill for percentages of various items on a quote?
I am evaluating alternatives to Quickbooks desktop. I'm an architect, and typically for a project I will create an "estimate" as QB calls it (or a quote) with a set fee for each phase of a project. There might be 3 to 5 phases. Each month, I bill the
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