Paid invoice
When I record a payment from a customer then go and send them the invoice, it still says pay now. That should be automatically removed from the email or at least the option to remove.
Auto Charge Recurring Invoices on their due date vs issue date
Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?
Issues with Unrealized Gain or Loss report
My base currency is EUR. I have a USD-denominated account and some EUR accounts. When I run the Unrealized Gain or Loss report, it shows me gain or loss not only for the USD-denominated account, but also for the EUR-denominated account. It's the base currency, so how can there be a gain or loss? Is that a bug, or am I missing something?
Create Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }
const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {
Request to Add Loyalty Program Feature to Zoho Books Standard Plan
Hello Zoho Team and Community, I’m a small retailer, and I've been using Zoho Books to manage my billing and accounting. As a retailer, customer loyalty is essential to my business. Offering a loyalty program where customers earn points for their purchases
Ability to add multiple Stripe accounts for payments?
We have two streams of revenue under our business. Is is possible to add two stripe accounts (it’s under our main business in stripe). And assign that to the each of our customers ? We want the the credit card statement or descriptor to reflex what
Zoho books auto deletion happened because of inactivity - any options to get it restored?
It was a shocker to see a mail with the subject like "your organization ---- has been deleted". We were in free plan for couple of years because of no business and Covid 19 pandemic. Even mail servers were down due to some issues. But after restoring
Cash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia are not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our
UAE TRN - I have a TRN But not registered for VAT Can't display my TRN on Invoice
I am registered for Corporate Tax. But I am below the 375'000 threshold so not registered for VAT. I cant display my TRN unless I turn on "is your business registered for VAT" Can anybody advise please
Reverse Charge EC Purchase of purchase invoices Germany SKR04
We are currently considering switching our financial accounting to Zoho Books. We still have a problem with the purchase invoices for services and goods from other EU countries. We have set up the supplier with “EU - VAT registered”. In the invoice, we
ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION
HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT
Adaptación de zoho books a la nueva regulación de facturación electrónica
La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.
Zoho Books / Zoho Inventory ??? WHY ????
I noticed in the Zoho Books What's New page: ------ 18 January 2021 New Line Item Fields You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.
Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.
How can a customer modify their invoice amount to include a 3% processing fee?
I understand that Zoho is not prioritizing automatically a fixed credit card processing fee, but is there functionality that I can use now to allow my customer to calculate this fee for themselves and "overpay" my invoice to account for the credit card
How to delete a bank transaction
I keep looking and looking and cannot figure out how to delete an erroneous bank transaction, which is throwing off my balance...how do you do this? I don't see a delete button anywhere and there's no obvious way to select it (like a box next to it).
Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integration
Migration Wizard not available - trouble importing opening balances from Wave
Hi there, I have signed up for Zoho book from Wave and initially imported some data (customers, chart of accounts) using the Migration Wizard. Now I am at the beginning of the new financial year and wanting to import more data such as opening balances.
GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments
Not able to add custom fields data in zoho books contacts with deluge script
Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));
Zoho books reporting API
How to get the Zoho books reports using API. I need to get various zoho books reports.
How to refund for multiple Credit Notes to a Customer.
I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks
Deluge Script with Google Drive Connection
Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrl
Reporting Tags as a column on custom reports
Hi support team, Is there any option to view the reporting tags added to the transactions as a column in the cutom reports? At the moment, we are able to see only the default columns when we try to create a custom report, but will be great to have information
Tax inclusive and exclusive for Sales invoices
Hello, where can I set my tax to be inclusive or exclusive for invoices in Zoho Books? There used to be a button for me to do that right above the products table. Can someone help me please? Thank you!
Invoice attachment download problem.
Hello, I am using following zoho books documentation to get an invoice attachment using API. https://www.zoho.com/books/api/v3/invoices/#get-an-invoice-attachment Using above documentation method only latest attachment of invoice getting downloaded. There
Select a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the right
Books needs progress invoice template
All of the data fields seem to be available in Zoho Books but there is no progress invoice template that would show original project amount, actual amount billed, percentage of project billed, percentage actual expenses have gone over estimated amount,
Advanced Search, how to export the result of the search?
I like the functionalities of the Advanced Search. However, how can I export the result of the search to xls or csv? I tried; searched up invoices in a spesific date range, then I clicked on the icon in the to right corner, and selected "export invoices".
export only search results to spreadsheet
Really would be SUPER NICE if, after search, users would be able to export _ONLY the search results_!
Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Recording Credit Card Fees when Recording Payment for Bills
It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if
Zoho books integration with google sheet
I want to integrate the zoho books with google sheet,when I create a new invoice record in zoho books the record should automatically add in the google sheet please give me solution of this. Thanks.
Sales by state
Hi, I need to pull a report showing our sales per US states. I have looked everywhere that I can think of in the system, but can't seem to find a way to do this. I've also searched on here for an answer, but have only come across a question about this
Page Searching
It would be great if the page forwarding that is at the bottom of each section of a customer screen, ie the invoices, payments received, sales orders, etc. could have the page forward or backwards arrows to be at the top of the list as well as at the
Creating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projects
Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
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