Collecting Customer's Card Information
From what I was told by customer support, Zoho Books does not allow you to collect payment without disrupting the sales process. There is no way to collect it via API, there is no way to import it via merchant. You can either email the customer to enter
POST invoice vs. CRM ID
Hi, we're using Zoho CRM synched with Zoho Books. Now I want to do a simple POST call to create an invoice. First i tried to use the account id from zoho crm as the customer_id in the POST call, but it works only for a few customers. For the others I
bug api ?
Hi When I use the API to do any of the following request I keep getting 'The request could not be authenticated as the authentication value you entered is invalid. Enter a valid authentication value and try again.' Mark an estimate as accepted Mark an
No inventory items' images shown at PO or SO
Hello, after successfully creating the inventory items, then we try to create a Purchase Order or Sales Order, the problem is that the items we select for the new intended SO or PO, won't show their particular images when selecting "PDF view" at the top
Customer Portal - Custom Tab - Images flicker continuously
I have a custom tab in the Customer Portal of Books. It's a simple web page with a couple of images. When the pages loads in the Customer Portal the images flicker continuously. Like it's loading those images over and over but very fast.
Function 33#: Associate invoice templates automatically based on customer address
When a business deals with customers across various countries, there may arise a need to have different templates applied which caters to the customer's country specific billing requirements. While we do allow users to associate the required templates
Matching Customer Payment and Bank feed recorded in different currencies
I have raised an invoice in USD and received payment through wire transfer to my bank account in INR. When i am trying to match imported bank statements (which is in INR), the customer payment entry (which is recorded in USD) against the invoice is not appearing in the transaction matching box. Even when i run a search on Customer name or dates or transaction type, it results into nothing.
Backup of Books
I am after a backup of my book data. 1. for Tax purposes 2. For if anything goes wrong, I can roll back to my last backup. 2a. Like you have in Zoho Creator, you can backup and download your entire database. Are you going to be able to do it in Zoho Books? As currently there is no simple method for backing up zoho books data, other than exporting excel/csv sheets which is not entirely a backup solution. If this is in your plans for the future, can you please let me know a rough time line of when
Changing ESTIMATES to QUOTES
I am sure many users noticed the blinking alert next to ESTIMATES. Zoho is trying to lure users to change their estimates to QUOTES. While I understand, there was some demand from users to use QUOTES instead of ESTIMATES, some industries and businesses
How to record expenses, on behalf of client for a particular invoice number?
We are Business services provider, We usually give invoice along with government fees and our service charges. Once customer made payment we start the services, and made several payment to different department on behalf of customer. Current Zoho Books
UAE Bank feeds
Has anybody added a bank feed for Abu Dhabi Commercial Bank (ADCB) Pro Cash account? ADCB does appear in the list of feeds. Or does ZoHo have an agreement in place with ADCB?
Accounting on the Go Series-42: Zoho Books Android App-Advanced Search Feature
Hello everyone! Welcome back to our series where we explore the features of Zoho Books. Today, we're listing the "Advanced Search" option in the Zoho Books Android app. This feature is designed to help you filter data based on specific criteria, making
Export Zoho Books Invoice - PDF API
How to Download Zoho Books PDF Files Using Zoho Books API -------------------------------------------------------------------------------------- Hello everyone! If you are looking for a way to download Zoho Books PDF files using the Zoho Books API, you've
Count Zoho Books Record API - Zoho Books
Count Zoho Books Record API - Zoho Books ----------------------------------------------------------------- Hello Developers, There are many APIs that are not mentioned in the Zoho Books documentation, such as the API to get the total records of a module
Getting Attachments details of PO in Zoho Books from Zoho Analytics
Hello Team, Based on the Attachments, we must get the PO's details. that is, whether or not attachments are available in the Zoho Books Concern PO. Is there a method to obtain the information from Zoho Analytics.
Woocommerce Zoho Books Integration
A nice wordpress plugin to integrate woocommerce with zohobooks is available now. Here is the plugin link : https://codecanyon.net/item/woocommerce-zoho-books-integration/21946647 Woocommerce Zoho Books integration plugin will integrate your woocommerce store with Zoho Books accounting software . No Monthly Charge! One time payment! Life time access! Unlimited Transactions!! It also works with TAX & Shipping Main Features : When an order is placed or order status is completed or order status is processing
Loans Receivable Payments
Hi, I would like to know if there is a way for us to send receipt to our customers for every loan payments that they have deposited to us. Currently, I record each loan repayments as deposit from other accounts then match with the the corresponding liability
Please add the option to attach document from Workdrive when sending an invoice.
Hello, these seems like such a basic feature. For example many times I send an invoice I will like to attach a PDF with wire transfer payment details instructions but there is no option to do it from Workdrive which seems pretty odd. It would be great
Split of books
Hi Team, Can we have option to split the books and if not is any other workaround? Regards Neha
ONLINE PAYMENT LINK RELATED
Hi, Could anyone guide us, one of our customers asking payment link against the invoice generated by us. We have generated the payment link but the customer told unable to make payment via credit card mode
Combining multiple estimates with one sales order
One of my customer made a single purchase order combining multiple estimates, now how do I create a single sales order linking all the accepted estimates?
How to fetch invoices,payments based on the created_time using the API
Hi, I would like to fetch the invoices and payments based on created_time. However, in the API documentation, only a filter for last_modified_date is available. Could you please help me with this Thanks, Krishna
GST Summary Issue
The main issue that I am facing is regarding the format in which the GSTR1 data is exported from Zoho Books, in tally the previous software I used the data comes out in a way the values of a single invoice number all come in a single line that is the
Additional Discount Column in Estimates, SO and Invoices
Hi, We pass 2 type of discounts in the invoice. Trade Discount and Project Discount. We would like to track these discounts separately. Right now Zoho Books has the option to have discount column in each item line or another one at the bottom, before
Removing "Sent Using Zoho Books" in Email Subject?
Hi Zoho Books, I am currently running a trial, and had just tried to make a payment. It worked, but I can't help to notice that emails generated and sent by Zoho Books (Such as Payment Notification and Thank You) have been appended "Sent Using Zoho Books" in the subject line. Can I remove this with a paid version? Thanks in advance.
Need to edit the "Exchange Rate" on reconciled transaction
We have two bank accounts under different currencies. We are constantly transferring funds from one currency to another. Then, at month-end when we reconcile the two accounts we might find that exchange rates in Zoho Books does not match up with what
Partial customer Refund via customer Credit Card used to pay invoice
How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlow
Project not available in sales orders
Hi, Could you tell me why projects are not available in Sales Orders? As a work around I start by using estimates, but the project do not follow in the Sales orders, wich is a problem to follow all invoices on a project. If I use estimates, I cannot partially
items listing in purchase bill is not showing while makinh sales invoice zoho books
items listing in purchase bill / items saved in zoho is not showing (as drop down ) while makinh sales invoice zoho books
Related to ZOHO books
Which are the banks listed in ZOHO books for online transactions ? and Is it possible to fetch account balance of the added account of the company ? In master accounts, vendor account tree is directly fetched or not ?
Is there a way to populate delivery challan date in single invoice with multiple challans?
we keep delivering items to customer through out the month with delivery challans, at month end create single invoice for multiple challans, multiple chalan invoice is possible in zoho but in print out it is not clear for each line that this line belong
End of fiscal year
Hi, A the end of my fiscal year (Y1-Month#12) I have 6 clients who paid a 100% retainer invoice to confirm their order. The goods were delivered the next month on Y2-Month#1 of the following fiscal year, and invoiced accordingly. Some vendors have been
I need help in writing deluge script for creating Invoices for all customers with the same item type in Zoho books.
Please help. I have at least 400 customers with same item type.
Any plans to allow user access restrictions in Zoho Books?
I was curious if there were any plans to offer user access control in Zoho Books? I realize you can set an account as Admin or Staff with the latter having a few less rights then the former, but we need to restrict access further. For example, only allow a specific user access to invoicing or Account Payable. Thanks, Chris H.
Paper Size for Payment Receipts, orders update
Night, We work with Books 99% from a phone it would be helpful if we had 3" or 4" paper format for payment receipts and order updates. Also, the ability to attach a payment image to the payment from the mobile app. Thanks Rudy
Transfer of assets form my personal account to my s corp business
I have recently opened my s corp but have a bunch of assets that i want to transfer from myself to the company. 1)How do i go about doing that? 2) Also since i have just started i wont be able to pay myself back for the transfer of assets. How would i
ZOHO BOOK, CAN I SEND INVOICES TO ALL CUSTOMER AT WITH ON CLICK ?
I'm hosting membership site and would like to send a builk invoice to all customers at a particular time.
How to mark "Unearned Income / Unuesd Credits" as general income after importing sales
Hello! Can anyone help me with this? I am having an issue correcting a list of imported sales information. I imported a set of sales information from before using Zoho and all of the sales from my customers are listed as unearned / unused credits. Is
How do I assign more than one project to a client?
Pretty simple scenario: I have a return client with a new project. How do I assign a new project to that existing client?
Zoho Booksでの一括メール送信方法
Zoho Booksの一括メール送信について質問です。 顧客ごとに複数のご担当者がいる場合、複数のメールアドレス宛に請求書を送付したいです。 しかし、Zoho Booksでは都度、請求書ごとにメールのやり取り＞すべて選択をクリックしなければ宛先を追加できません。 顧客が数百社ある場合、毎月顧客ごとにこの操作を行うことは非効率となってしまいます。 対処法などもしあれば、ご教示ください。
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