Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that
zoho Books and Inventory working together (crossposting)
Hi, forgive me, this is a crossposting from Zoho One Forum. I wanted to put it here, but obviously did not, sorry about that. I am using Zoho One, and as part of this, books and inventory (and some other things, not relevant at the moment). I was very
For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?
We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
Does the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
Zoho Books Create Invoice API
I am creating zoho invoices via the API. Now that zoho has released sub-accounts, i'd like to create invoices and link them to sub-accounts within "sales" account. For example; my chart of accounts looks like this; Sales ->Website Sales ->Campaign Sales ->Offline Sales However, when I try to pass these accounts to the API, I receive an error that only Bank accounts can be passed with the create invoice.
Tropicalize Books
Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
How to prevent users from switching price lists in an order?
Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.
Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either
Paying a credit card
When you move money from your operating account to the credit card account to pay the balance does you select "Pay Credit Card" or "Transfer". Doers it matter? Also I seem to be doing transfers and sometimes I get a list of possible matches and I select
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
Proforma Invoice
Is there an option to create proforma and advance invoices in professional
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
UK MTD -- do we really need to map accounts every time we finalise a quarterly report?
Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.
Bank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement
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.
VAT and Taxes option not available
Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
Syncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
Client requests I submit invoices using bill.com
The title states it all. I have a reoccurring invoice setup for this client who has been manually paying by credit card. We are both experiencing merchant costs/fees. The use of bill.com's direct deposit is not far removed from Zoho's, only the client
Can't Remove Payment Gateway
I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.
Zoho Books Product Road Map
I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.
Zoho Books bill pay option not available with zoho one
Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system
Changing Base Currency to USD (we are based in the UAE)
Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.
Please Enter Valid Amount
Where to enter amount while importing file in journal.?
How to create a custom motorbike rental contract based from the customer list and print it.
I would like to enter the customers information and then print out the contract with there name and information needed. how can I do this. I have the Zoho Books only. I'm just starting. Thanks
LAST YEARS TRANSACTIONS
How do I obtain a statement for transactions from last year - 2025
Missing Company Name on Estimate
Hi there, I noticed that On some of my estimates (either new or old) the Company name disappeared and not shown neither on Zoho Book Client page nor on the estimate. Please note that on the PDF generated months ago, the estimate contains the company name.
Recurring Invoices not generating – "Next Invoice Date" has passed despite "Active" status
Hi everyone, We are currently experiencing an issue in Zoho Books where our recurring invoice profiles are not generating invoices/drafts as scheduled. The Problem: As shown in the attached screenshot, the "Next Invoice Date" (Nächstes Rechnungsdatum)
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
UK payroll entries
Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but
Financial manger
why is transaction locking for zoho I Can't closing period
API usage
My application has bad implementation and code that is resulting in very high API usage. This is my first time experiencing something like this. Does anyone know how I can troubleshoot and fix this?
Disabled page
Hello, When I try to to run Inventory Valuation Summary and FIFO Cost Lot Tracking reports, I get This page is disabled error. I tried everything in settings, cant find the settings to enable. Help me.
Simple Totals on all pages?
Hi there. I'm surprised this isn't implemented yet (since most other software has this by default). Can you display a simple total at the bottom of all invoice lists? ie: I click in SALES tab, select INVOICES and on that page please show us a simple total? Yes, I realize I can go the long way around and generate reports and select my date options and select the type of invoices etc...but honestly that shouldn't be necessary when just viewing a list of unpaid invoices and how much total is outstanding.
Using API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can find
T&C acceptance gate before estimate Accept, with audit trail
We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they
Contract to payment flow
Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should
Adding options in the salutation drop down list (Books)
Hello, I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit
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