Zoho Books Communauté



    • Announcements

    • Zoho Finance Workshop 2025 is Happening Now! 🎉

      Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Client Portal is now available in Zoho Books

      Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books.  Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it.  You can get notifications of the activities in the portal.  Click here to know more. How can I enable the portal? 1. Switch to new interface.   2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name

    • Zoho Books | Product Updates | January 2025

      Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.

    • Function #8: Add additional charges to invoices

      Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

    • Most Discussed Topics

    • Error when trying to categorize bank transactions

      I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select

    • Zoho Books | Product Updates | January 2025

      Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.

    • Mass Change Start Date in Recurring Invoice

      Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be

    • Excluded transactions in Banking

      Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same

    • Issue: Sales Order Not Closing After Converting to Invoice

      I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status