WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA
Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way
Managing two books in Zoho Books
is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.
Best way to handle a credit card download fiasco
Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was used
Quoting Subscriptions with one Time costs
Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscription
Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?
Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices so
Cant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
End-to-end services hours
We are trying to determine the best method of quoting service hours on quotes but only present the sum amount to a customer, without losing the tracking of quantity of hours for invoicing purposes. Does anyone have a good method they have determined?
Multi-Department Approval for a Single Bill in Zoho Books
Hello everyone, Hope you're all doing well. I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books: Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects or
Help with Quote template for peer review
We are wanting to do peer review of quotes/proposals, however the quote templates dont have product cost, profit margins, etc. It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have not
Zoho books bulk update for invoices
Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low
Is it possible to create a quote for a prospect WITHOUT an associated Account?
Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any
How to hide tax Rate in the Sales invoice print-out
Hello everyone, Can I get an enlightment for my issue that relate to the tax rate in the Sales invoice print-out?
How to void partially paid bill?
Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory
Rounding off rate in quote
Hi team, Please help me to rounding of rate amount in quote
discount on total amount
i want to add discount on total value of my purchase order instead of applying line by line.my customer will not accept the discount on line by line.
Stock reservation in zoho for upcoming delivery
Hi, Is there any option available in zoho for reserve item for a upcoming delivery. So that we can avoid the item should duplicated on another order. Means needs to deduct the item from zoho before making invoice.
Cleanest way to change billing method after an invoice has been created?
Hello, I've added a task with a different rate/hour to a project but cannot change the billing method. I get the following error method: An invoice has been created for this project. Hence, the billing method for the project cannot be changed. Do I have
Quickbooks conversion and Internet sales
Hello, we are considering converting from Quickbooks enterprise to Zoho Books and using MonotorZ for our mrp needs. Today we import Internet sales under a single customer with multiple ship to addresses. We want to maintain the detail in CRM for marketing
Bulk Delete Customer Contacts.
Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.
Remove Address from credit card payment
I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.
Tracking a Franchise Setup Fee in Zoho Books
I have just paid an amount of money to a Franchise Company in the UK (Im in the UK too). It is the initial fee and the agreement runs for 5 years and then 3 months on a rolling basis. This is how Im approaching recording the transaction and need to know
Automated bill discounts
Although discounts are available on bills, it can be a bit of a chore filling this in on every bill. For those that use this feature a lot, a custom function to automate it is attached below .... ⦁ A custom field is required in contacts for the discount amount, as a percentage. ⦁ Enter the name you choose for this custom field here in the code below. ⦁ You also need to get or set up a discount account if chart of accounts & get the id for it. ⦁ Enter this id here in the code below. ⦁ Enter your organization
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
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
Feature Enhancement Request for Vendor Management and Purchase Product Codes
Zoho Books Development Team, I hope this message finds you well. I am writing to request an enhancement in Zoho Books that would greatly benefit our inventory and purchasing management process. Our company manages an extensive product line with over 2000
Invoice Item Charge Calculation
My company provides medical billing services to medical practices and normally invoices for a share of the "total collected revenue" from the previous month. Example: Medical practice had gross receipts in a month of $100K. Our agreed upon rate is 5%.
Add Image in zoho books Item API
Hello Team, Please find below the code for uploading images to Zoho Books items using the API. Kindly review it. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); GetItemDetails = invokeurl [ url :"https://www.zohoapis.com/books/v3/items/2755065000008594950?organization_id="
Price lists - display the discount?
Hi all, Price lists are great, but I want to show my clients the discount we’re providing to them. Say for example, the price list gave a 10% discount, I’d like that 10% shown rather than just a reduction to the rate? If this is not possible, are there
Shipping address for credit card payments
Why is there nowhere to enter a shipipng address on a customer payment? I see that you can enter a shipping address on the portal... but that is not associated to a specific payment or invoice. This seems like something that should be standard and also
How to set up reverse charge VAT (for The Netherlands)
Hi! I'm trying to set up a VAT reverse charge mechanism for the tax declaration in The Netherlands. I would like the following: suppose we receive a purchase invoice amounting to € 1.000 under the reverse charge VAT condition. I would like Zoho to make
reporting question
It must be possible. I would like a monthly Sales vs costs report. Just the two headline numbers nothing else. I am stumped how to get it out of the system
Item Categories in Zoho Books
I realize this feature is available in Inventory, but we do not keep track of inventory. Basically, we have 2 product offerings, residential and commercial. Right now we can only run sales reports for all items. What is the best way to keep track of sales
Associating Imported Invoices to Sales Orders
I am trying to import invoices and associate them with open sales orders. I have followed the instructions and imported the invoices successfully. When I look at the invoices, they show the SO number that they are associated with. When I click on the
If you use Zoho Books for partnerships, how do you organize partner accounts?
There are a couple of ways I can think of doing this. Method 1. Create an account per partner, and have sub accounts for each category. Expense Partner 1 Computer Hosting Travel Food ... Partner 2 Computer Hosting Travel Food ... Method 2: Under each
Books
Good day, Has someone set up Zoho Books for a law firm / legal practice? I am looking for some advice to set it up to comply with all the legal requirements
Invite Contact / Vendor By Zoho API - Zoho Books
Please see the sample code vendorID = vendor.get("contact_id"); companyName = vendor.get("company_name"); organizationID = organization.get("organization_id"); contactlist = List(); mp = Map(); //contact_person_id will be save in Zoho Books record JSON.
Charity Donations / Round Ups on invoices
We have created an ongoing partnership with a charity and one option I would like to explore is giving clients the option of adding a donation or rounding up their invoice when making a payment. Is there a way to automate this in Zoho Books as an op
How to set a commission for our agents while making an invoice
Hello, One of our clients want to add the commission (15%) from the total invoice as a payment to their agents. e.g.: agents requests services from the company, the company then makes an invoice with a total amount, as the agent is agreed a commission
Change user in Banking where account number is added
after merging ICICI Bank and Zoho in particular user other users unable to sent payment via Zoho...how to transfer the banking payment option across users
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Tips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can help
Capture Bank Charges for Invoice Payments
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" sub-tab under the "Money-In" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add
Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Books users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Books will capture this refund and update it automatically. For example: If John Smith your customer, pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Books account, you'll see that the $10 refunded to John will be updated