List item-names twice in a customized layout in Zoho Books.
Hello, I have question/problem: With the placeholder %ItemName% I list my articles in my offer table. On another subpage, I would like to list my article-names again. If I use the placeholder %ItemName% again, it would like to continue the previous list
OpenURL to open the invoice->send email page
Hello, I'd like to use a custom button to run a custom function to run openURL, to open the invoice->send email page. I'd then like to preselect the "from" email address (from one of many i.e. it should be the logged in users address!!), add a bcc address
ACH Payment Do Not Mark Invoice Paid
I recently switched to Zoho from QB and I like the simplicity and the price. But after I setup ACH via Authorize.net I noticed that my customer pay for the invoice, I receive the notification from Authorize.net that the invoice was PAID, Zoho detects
New Purchase rate compared to initial purchase rate
Hi, Lets take my scenario as below :- I purchased a perfume ABC on 1 August 2021 at a price of 10 USD and entered it in my item list. 10 days later, I purchased the same item from the supplier at the price of 12 USD. Suppose I sell the product at the
Customer search function by first name only?
Is there a way to get Zoho Books to search by customer last name? Due to the nature of our business we have many, many individual clients, and it is both inefficient and frustrating to have to enter a common USA name like "John" to search for "John Brown"
Single invoice for multiple branches
How do i make a single invoice for multiple shipping address? Suppose, I have a client whose business branches are spread over the country, being service provider to that company we have been asked to provide a single invoice to the head office (one of
Email attachments do not work
So after a few phone conversations it has been confirmed by Zoho that even though it looks like there is an attachment option with email templates, in reality these do not work. We create an email template, attach a file, make a workflow and the email
reconciliation of bills
So we have our bank feed. but we do not reconcile every day. Now sometimes i like to pay a bill to a supplier and i was recording this on the app as a payment which seemed logical. The problem is then that if i reconcile the account the bill is not there
Estimate Page Margins and format
Hello, I have an issue with the estimates. I have rather long description of item which I need to mention on each estimate as our products are custom industrial products and not standard commercial products. Now the issue is, if I view the estimate in
How to show income
I am a freelance writer and I get payments from clients. In Zoho books I added a payment I received from Banking > My Bank Account > Add Transaction > Money In > Payment from Customer. After that, when I checked the income report no income was still
Credit note related to a pre-implementation dated invoice
I have a customer returning goods for a pre-implementation dated invoice, thus the invoice does not exist in Zoho. Previously, I have entered Opening Balances for Customers and Inventory. A Credit Note in Zoho books cannot be issued without selecting
Adding a consecutive article number in the article list in the user-defined layout
Hello, since we are developing our custom layout (in HTML) for estimates, we need the item list with consecutive numbering before the item description. So starting with 1, then 2 etc. Is there a hidden% variable% that I could use? Thanks.
Issues faced with Zoho books API
My application needs to send a payment link to the customer via SMS. Capture the payment and the send a payment received notification back to the customer via SMS. I have gone through the Zoho books API and I observed: 1) No API to generate payment link
Error "This user does not exist" When importing Customer .csv files on Zoho
I keep getting this error, when trying to import my customer details "This user does not exist" "None of the rows can be imported" WIth all the records being skipped and none available for import. Please Help. Thanks
Generate payment link and sms invoice using Zoho Books APi
My application needs to send a payment link to the customer via SMS. One the payment is done capture it, create a paid invoice and again send it via SMS to the customer. But I observed 1) There is no API to generate a payment link 2) Invoice cannot be
Custom Function to Create/Release Invoice from Recurring Invoice (Off-Schedule)
Let's say we have a recurring invoice that recurs every month, on the 1st of the month. There are times where we want to trigger an off-schedule invoice to be created from the recurring invoice (middle of the month). We can do this manually by going to
Is there a way to import timesheets into Zoho books?
I was previously using a different timesheet application, and I don't want to manually enter all my past time to get Zoho books all caught up. Can't I import an excel spreadsheet of my old timesheets?
Best practice of refreshing JWT tokens from mobile and web simultaneously
We are building a customer application. For that, we are using accounting software (ZOHO). Items will be fetched from the accounting software and bills will be generated directly on accounting software using API. API is using JWT for authentication. To
Unable to Download PDF in Customer Statement and while sending invoice to Customer
Unable to Download PDF in Customer Statement and while sending invoice to Customer
ZOHO BUDGET - Account Level budget for Specific Reporting Tag
I have reviewed the ZOHO cloud accounting software and I feel that the dashboard and other options are amazing. I am actually not satisfied with ZOHO budgeting. It only allows you to to do budgeting limited to fiscal period only. If you are aware that
Recording Payroll in Chart of Accounts and Journals/Transactions - Australia
How are Australians managing payroll accounting in Books? Currently using 3rd Party STP (Payroller) and wanting to ensure accounting for payroll in Books is best practice. 1. Wages/Salary as an Expense Account? With the actual amount coming out of Banking
When Customer Pays Invoice Online, Can We Require Custom Fields to Be Filled Out?
Currently, our customers can view and pay their invoice online. If they chose to pay the invoice online, they are have to put in their credit card and their billing address. We would like to add 2 additional free text questions that would be required
#6 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the sixth edition of the Zoho Books Digest. Here's what we are presenting to our community members this month: Feature Spotlight This month, we are highlighting the 'Branches' feature in Zoho
adding DKIM for sending email
Hi, I've waited for an hour for DKIM to be available, but everytime I try to validate it says DKIM not found. Can anyone help? Thank you, Nico
What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong search
Sales Order Line Items to Map() then list()
I'm attempting to get the line items of a sales order dumped into a Map() and then the map of each line put into a list(). Or honestly a simpler option if possible this is just what I've come up with based on some of the working Deluge code that I've
Bill Currency
Hello! I have tried to search for an answer for my issue. I apologise if it has been answered already. I am entering a bill in Zoho Books. The vendor is in the US and the bill is in USD. I created the Vendor and set the currency to USD. I am entering
Sales Orders Custom Status not appearing in Zoho Books Android App
Hello, In Books we can create custom status for sales orders, invoices... etc, but in the mobile app these status dont appear, instead it is appearing the "original status". Are there any plans to include this in the mobile app?
How to add interest income in sub accounts
Hello, I see I can create sub account under interest income account. I like to create 2 accounts like *saving interest* And *FD interest* While I record interest income it do not allow me to sub account and add directly to system created Interest income
Edition of the Account Plan (from Type of Account)
How can I set up predefined accounts for supplier transactions? Example? I bought 100 liters of water from a supplier called Water+. According to my local chart of accounts (Angola legislation, based on Portugal). This transaction should be done as follows:
Different Tax Payable Accounts
HI, Any idea on where do can we maintain the different tax accounts. For Eg Service Tax payable should get accrued in ACC1, VAT should get accrued to ACC2. BR Yashdeep
Impresion Boucher en Banco
Buenos dias .. Alguien sabe como puedo imprimir el boucher de un cheque grabado en banca en tamaño grande ya que actualmente tengo que estar manipulando en ajuste de impresora.. Debe haber alguna forma o si en configuracion se estable esta situacion
You cannot apply credits from manual journals as of now.
You cannot apply credits from manual journals as of now. how can this message removed and we can use the Manual Journals credit for outstanding invoices. ??
How to record dividend income earned from Stocks/Shares
Hello, I have been searching a lot about how to track dividend income earned from shares. I recently received L&T dividend directly to my bank account. How should I record this? General income? Adding to the same topic, I invest in stocks through Zerodha.
How can I add Amazon sales orders, FBA fees and Ads cost in Zoho books without integration
Hi, I'm using Zoho books to record my Amazon sales without integration as the integration is not available in my district. I'm adding all the sales on Amazon as invoices in Zoho books, but as you know Amazon has FBA fees and commission for each sale order
UI/UX for Reconciliation
I would suggest adding a button to allow the printing of a reconciliation report from the main reconciliations screen in Books. There's plenty of room in the interface, and it would be helpful. Right now, when a reconciliation is completed, the user is
Zoho Books Can be used as POS
Hello Can Zoho books be used as an alternative to a standalone POS solution? Is someone doing this, and if yes, are they able to manage it?
How to add discount and Freight charges in PO ?
HI ZOHO Books Team, Please, guide me how can I add discount and Freight charges in Total section -Purchase Order. Looking forward to hear from you. Regards, Pankaj Elchatwaar
How do I delete already reimbursed expense in Zoho Books?
Hi, We are cleaning up Zoho Books for new migration of data. The issue is there are already reimbursed expenses that we are unable to delete and this is blocking us from deleting all test projects, test clients. When we try to delete expenses, we keep
Payment due date
need to update delivery date for every sales invoice as due date is 45 days from date of GRN at customer. Can this be done ? Update of delivery at customer needs to be updated as a part of the workflow once every invoice is issued.
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