How To register a late fee when receive invoice payment overdue? ZOHO BOOKS
Hi, example… Invoice value= $ 100,00 Due date = 10/03/2012 (dd/mm/yyyy) Receive date = 15/03/2012 Amount Receive = $ 110,00 .Principal value = $ 100,00 .Late fee……… = $ 10,00 Regards, Alessandro Lucca
Contact Sync Issue When Using Zoho Books Api
Updated #2: We have also tried to use the create contact & create contact person calls individually. However, we see the same results. Both records look good in zoho books, but when the sync is run only the contact record is moved from books to crm. The Contact Person record is not sync'd as a contact in zoho crm. :-( ------------------------------ Update: You may want to investigate how the create date and last update times are being handled in the sync. When using the API, we notice both the
Bank Account not available to use in manual journal transactions
Dear Zoho Books A client of mine wishes to be able to use the bank account in the manual journal, but the bank account does not appear there. Specifically, they want to record transactions involving to and from their petty cash account. They keep petty cash on hand to pay for certain items, and they need to show how they reimburse that account. Any ideas?
Workflow rule to email vendor when bill is created or edited
Hi, My client is creating bills via the API, there is a workflow rule setup to email the vendor/contact as well as the admin user. The email goes to the admin user fine, but the vendor does not receive it. Why would this be happening? Thanks, Damien Cregan Hire an Expert
chart account need change to add ( Leger )
hi every body i want to explain something about chart account the zoho books is very good and strong program but about chart account not enough to give us clear accounting information better to be as next : 1- assets 1-1 fixed assets 1-1-1 car assets 1-1-1-1 Toyota corolla black 1-1-1-2 Chevrolet lancer yellow we want to be there is main group ( fixed assets ) and sub group ( cars fixed asset ) and ledger ( the car model ) same in salaries we want to make ledger for every employee there is very
Calculating Tax on purchases that include Tax in the total
I have decided to not use Books at the present time. One of the biggest reasons is that I am buying and selling items for which the sales tax is inclusive in the price, but I do not have a way to calculate what the tax was from the total price in ZOHO Books. I don't understand why this is not a feature and I don't think that it would require a lot of work to implement. Many businesses buy items at a price with the sales tax included in the total price. My buyers are making a simple sale with
Sharing Contacts/Vendors between Organizations using API
Hi, I'm trying to create a bill using the API, my contacts/vendors are linked to CRM so they can only be linked with 1 "organization_id". If I try to create a bill for a contact/vendor in a different Organization I get response "The server has not found anything matching the URI given"... How can I share contacts/vendors between Organizations? Thanks, Damien Cregan Hire an Expert
Thank you note with matched payments
Hello, i would like to know if its possible to send a "thanks you for your payment" when i match the payment trough the baking section. Must of my customer pays with check and when the transaction reflect in the banking section i match the deposit with the invoice but customers are complaining that they never get a confirmation that they have paid. is there any way that when i match a invoice with a deposit to automatic send a "thank you" to the email that is in that contact info? Thanks.
report for Zbook - average number of days that customers start to pay
Hi, do you add this report, it's very important. I think in english it's the Days Sales Outstanding thanks you
When matching uncategorized deposits from bank, ability to match remainder to account
Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period. Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking). Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for. It would be nice to be able to take any remainder from the match process, and
Project start and end dates in Zoho Books
How are other users tracking project start & end dates in Zoho Books? The Sales Order dates are based on date of sale though end dates are the same (deliverable). This is causing confusion for end users when applying their time and in most cases to the wrong client project when there are multiple phases. Thanks!
Setting Fiscal Year starting from the middle of the month
Hello, My problem is that I am trying to use this system in Nepal which has a different calendar and the start end date of the fiscal year falls in the middle of the english calendar. Is there a way to set the fiscal year accordingly? Thanks
What happens with an auto-charge when a credit exists on the customer account?
If I have a customer with a recurring invoice that is set up to auto-charge, how do I make sure that the charge takes into account whether or not the customer has a credit balance? If I have issued a credit to the account, I don't want to charge the customer for the invoice amount, but for the net amount of the newly created invoice and the credit. Does the auto-charge take this into consideration? Thanks! Lundie
Auto collect payments for invoices from customer cards
Is there any feature in zoho books for automating payments for invoices.
Delete Bank Accounts - Start from Scratch
We have had a Zoho Representative wipe out our entire account so we could start completely over. But somehow the old contacts and old bank transactions have shown up in the new account before we even started to customize anything. I looked in the forum to see if there was any info on how to delete accounts or transactions - and tried to use the suggestions but they don't seem to be relevant because when I go to the accountant tab as it says, 'hovering over accounts' doesn't give me an option to
I'm interested in adding in ZOHO Books or Invoice on "Items" an PDF file....
I'm interested in adding in ZOHO Books or Invoice on "Items" an PDF file what will be also with invoicing automatically added in the email confirmation. Is there somebody who can help me with that. Thanks Sidney
Different Currency for Sales / Purchase Prices
We have a business, like many I would assume, where we buy in USD and sell in EUR. It would be a great help when creating items you could select a different currency for sales / purchase prices. the automatic currency exchange when you post a purchase order is a pain.
Funny little number 1 on my invoices.
All my invoices have a number one under the quantity amount. No matter what the quantity it's there's a "1".
I need to allow staff to create expense or bill and then Approved by other
How can I let staff create and expense or bill and then it gets approved by other staff. I need a way that staff record a bill or expense but it should not be processed by them, it should be processed by someone else. I dont want the staff to see other bills or be able to record payment, only create a bill or expense Hope there is a way for it.
Delivery Address on purchase order - how to choose?
The delivery address on my Purchase Orders is continuously defaulting to a customer address (that I drop shipped to once). How do I get my address to be the default that shows?
Changing HEADING of a Report
I go to run my Profit and Loss report. At the top of the report it says, PROFIT AND LOSS. Is there a way to change this? For my purpose I don't want it to say profit and loss. I need to edit that.
Why is the default TAX or Drop Down choice [blank] in Zoho Books ?
I noticed every time I categorise an expense I must manually select my tax from a drop down list. If ZOHO was created in a tax free haven that would make sense. I have missed to charge GST on invoices and missed out on claims on purchases. Why is the default tax choice [blank] It would be better if a user could select a preference of what the drop down list displays. Or just set it to the default TAX most of us need to account for.
Unable to get contacts from account, ZohoCRM
I have created admin CRM account and able to get AUTHTOKEN using Zoho Book API as follows: # #Tue Sep 29 07:36:43 PDT 2015 AUTHTOKEN=b11c78429e9f0334f5e831c6781xxxxx RESULT=TRUE but when I try to access Contact from this account I got following response using API GET request " https://books.zoho.com/api/v3/contacts?authtoken=b11c78429e9f0334f5e831c6781xxxxx" I got following response { "code": 6024, "message": "This user belongs to multiple organizations, hence the parameter organization_id
Feature needed in timesheets
When an Invoice is created, the item sold is assigned a category. We use these categories to evaluate revenue amounts by category. It would be helpful if tasks in the Timesheet Projects could be categorized also. Currently, all of the revenue received through projects tracked in the Timesheet area of Books appears in the uncategorized line item in reports so we can not tell what kind of project/revenue has been created.
Update a Custom Field using API Call.
Hi Zoho, Is there a way to update a custom field on a recurring invoice using an api call? The documentation is pretty limited on updating invoices. thanks Emrhys Rooof.com
Peachtree migration to Zoho Books
Is it possible to migrate data from Peachtree to Zoho Books?
Purchase order in Iphone App
It would be nice if the mobile app had full functionality of the regular zoho books. In particular the ability to generate POs within the mobile app.
Terms and Conditions from Books to CRM
Good Day All! I hope this message finds you all doing very well. I am working on transitioning our company over to the Zoho Suite of products. We love what we see so far, however there are a couple of things that we need a little assistance on. We are looking to see how I can take the Payment terms from Zoho Books and map it to show up in CRM. Is that even possible, if so can you please point me in the direction on how to make this work. We send out our quotes from CRM and it would be nice to have
sales by customer report
When looking at the sales by customer report, I noticed invoices show sales with tax as a larger amount than the sales column. The difference is actually shipping charges. There is no sales tax in this instance. How can we correct this report?
Snail Mail API call
Hi Zoho, Currently, I am having to manually send snail mail through the website, and I would like to automate this task with an API call. I wasn't able to find any information regarding this issue in your API documentation. Is this possible to do with your current API? Thanks in advance. Emrhys W Rooof.com
Sale by client
Hi in reports/sales by client, shows the net sale (without taxes) and the total sale (with taxes), but in the total sale the system discount any tax retention (negative tax) applied to the invoice. I think this is an accountant mistake the total sale must be composed of all positive taxes and not taking in account the negative taxes (tax retentions). To really have the right figures should be 3 columns… sale without tax, sale with tax (total sale with positive tax) sales with retentions applied (negative
Multiple email address
Hi, I would like to send invoices to multiple email addresses. I've tried adding multiple addresses to the billing Zoho CRM contact as well as the contact in Zoho books, & to the recurring invoice but no luck. any suggestions?
Sales Orders
Hi, many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...
Mileage/Expenses UK Version
I do not appear to have options to set mileage expenses options in Preferences > Purchases > Expenses in the UK variant of ZBooks? The mobile app has a setting but when I try to edit/save it says it is unsupported in this version. The browser app has no settings for this for me... Any news on UK mileage tracking?
no display notes and descriptions in ledger reports
how to display notes or descriptions in ledger reports ?
Emailing Estimates
Hello, i'm trying to use the zoho books API to email an estimate and an invoice without filling in the InputJSONString. for the invoice, it seems to be working fine but when it comes to the estimate i keep getting "invalid value passed for subject"/ "invalid value passed for body". what may be the problem? please contact me on ngandu@circuit business.com
Two Companies or Two Business Lines
I need to have two different companies or two different business lines segregated with their own P/L but they share the same bank accounts? How can I do that? I created a new organization but I can share the same bank account Another option I did is I duplicated every expense account to make it separate for each business line but this is not helpful in reporting Appreciate receiving a feedback on the subject
Attach Customer Statement by default.
Hi Zoho, I would like to send out a customer statement with every invoice and I'm wondering if there is a way to set that as a default option. I'm migrating over from freshbooks to Zohobooks and I have a bunch of old statements I would like to bulk send out and having the customer statement would be really handy. Thanks Emrhys Rooof.com
Sincronización de módulos
Hola, necesito ayuda Estoy usando modulo CRM, INVOCEy BOOKS. Tengo dos organizaciones y las cree en books pero no puedo crear la segunda en INVOCE, me dice que ya existe y es la mía que están en BOOKS Y debo facturar a algunos por una organizacion a otros por la segunda y llevar el control en BOOKS e INVOCE Que estaré haciendo mal? Mario
Contacts Screen Column Headings
How do I select additional data columns to be shown on the contacts screen. For example, I'd like the column "Mobile" to be shown on there?
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