Landed Cost Allocation / Custom Duty manual data entry
My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming
New Categorization from Feed
I've noticed the new addition to the UI, where recognized transactions are called out for potential categorization. That is a nice addition. This could be made even better, though. Right now, when one presses the blue Categorize checkmark, all it does
Difficulties in enabling E invoicing
While trying e-invoicing, i am failing at "push to IRP" stage. It is seeking "Bill From Address" update. While updating the Addresss in Zoho Books/Zoho Inventory - it is asking to update in Locations at Zoho People. While in Zoho People(locations) there
Expense Credit from Vendor
Hello! I have a transaction in Zoho Books I categorised as an Expense, as it was a one off purchase from a store. The item was not required, the store issued me with a store credit. I feel like I see a way to issue a vendor credit against a Bill, but
Zoho Books Useful Features And Updates 2023
We all have those moments at work with software where you find a very useful feature that can save us a lot of time and effort. So we gathered some of the features in Zoho Books you may not know about and some new updates in Zoho Books! https://www.
Problem with custom domain login
For anyone that has an issues with this as I've had for 4 days, there is a relatively easy way to solve it without waiting an eternity for Zoho help or trying everything like clearing the cache, using different browsers etc. etc. , the likely problem
Help with Payment Processors
Those who've come over from QuickBooks will know that one of the benefits of that platform was the very large user community that could help with more than just technical questions. One of the things we get asked a lot is for help choosing a payment processor.
Enable E-Invoice in ZOHO BOOKS
Tips of the Day -> How to Enable E - Invoice Option in Zoho books? First Enter the GST Details in Zoho Books then you can able to Enable the option of E-invoice Go to the setting -> Gst --> enter GST Details. then Setting -->> Preference --> E - Invoice
Hot Keys
Hi i want to know whether do you have short cut key facility?
tip: open all reports in new tab as ZohoBooks does not provide a way to access last used custom reports
When looking at reports, esp reports with custom dates, be sure to open the reports in a new tab. If you don't open the report in a new tab then you'll have to reset your custom search patterns over and over again. TIP: OPEN ALL REPORTS IN A NEW TAB and
Flat Zoho Books invoice view in Zoho Analytics with "Skonto" and "Storno" detection (cash discount/cancellation)
if you are trying to compile and analyze Zoho Finance invoice data in Zoho Analtics, we at CEYOND are sure this SQL query snippet can help you. It will collate the invoices, payments, credit notes and sales. It is important that the tables from Zoho Finance
Bulk Invoice payments from 1 or more different customers
Like others out there we receive remittances for many invoices from head office covering lots of different sub companies/branches. (Customers in Zoho) As Zoho does not (yet) allow sub customers, entering these remittances can be painful. Whether you have 10, 100 or more payments to process for the same, or different customers then you may be interested in how I handle this procedure in a few clicks & it only takes seconds to achieve instead of many hours doing it manually. Notes are made for non
Zoho Books and eBay Zap for calculating VAT correctly on invoices (UK)
I spent a while battling this and didn't find an obvious answer posted on either the Zapier or Zoho forums so thought I'd share my solution and hopefully save someone else the time. Of course someone might turn around and say there is a much simpler solution,
Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested. Just go to "Preferences" | Sales orders | Custom Buttons, click "New" If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & change
Shopify transaction (payout) fee to Zoho books
Hi, I'm pretty sure that many of us suffering when we need to enter manually Shopify's transaction (payout, merchant) fee. I came up with not too elegant (I'm not a coder) but a very efficient flow to automate the creation of a bill after every Shopify
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
Script to list Vendor Credits in Vendor Payments, enjoy!
We realized that Zoho lacks the ability to select Vendor Credits and Bills when making Payments. The credits need to be applied to the bills prior to creating a payment but then the payment has no reference to which credits were used, therefore the Vendor
Tips: Using Zoho Books retainer payments for Law Firms trust accounting
Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid, create a email trigger wth a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operatingl account for invoice payment.
Tips: Using Zoho Books for Law Firms - applying Retainer payments (as trust funds) to Invoice to be paid
Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid (paid invoice attached) , create a email trigger with a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operating
Any Tips and Tricks for Zoho Books?
Wondering if anyone has and care to share a list of tips of tricks they've come up with in Zoho Books? Earl Rudolfo
Create one invoice for multiple projects for the same client in Zoho Books.
Hello Zoho Books users, Many of you would want to create one invoice for multiple projects recorded in Zoho Books for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Books.
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

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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