Item & Description on statements
Good morning everyone, On statements, Details section only show the invoice number & due date but I am wondering is it possible to show the invoice details ( Which is on Invoice's “Item & Description”), if so, please let me know the process. Thanks in
The items API only brings me 200 records
When I bring information from the zoho books API regarding the following instruction: ZohoBooks.settings.READ, it only brings me 200 records and in the system there are more than 200 articles in our organization. I did the same test with the invoices
Converting Estimate to Invoice does not carry over correct shipping address
New problem.... Problem occurs with repeat customer. EXAMPLE: We create an estimate for Jon Doe (Jon Doe is a builder so each project has a different shipping address) EST-01 - shipping address is 123 sample rd When converted to an invoice (123 Sample
Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
#14 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 14th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Books Roadshow (India) Hurray! The Zoho Books Roadshow is
SPF records authentication failed
I have a problem that bothered me for days, where the domain attachment failed to email messages, and I contacted zoho book support and they sent me to try this example.. here below: " v=spf1 include:_spf.google.cominclude:sender.zohobooks.com ~all "
Transparent background on PNG converts to black
Hi, When I upload our logo to projects it converts the transparent background to black. On all the other applications it converts to white which is what we want. The file is a PNG with a transparent background. --Mike
Invoice Template item table
Custom fields are disabled in the invoice template options, setting width % to zero does not hide the column, it merely minimizes to 1 character width ? I'd like to hide custom fields in certain templates. Disabling "Show on all PDF" in item custom fields
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Address Verification for Shipping Address
Is there an option already available to verify the shipping address for a customer? We want to be able to verify and validate an address to confirm the address is accurate. I believe we can create a custom function with a button or connect via api to
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
Invoices
As per KSA law, are we allowed to VOID any invoice? or the only solution we have is to issue CR/DR note to rectify the error or cancel the invoice?
Best way and app to manage/control my costs to compose my sales price
Greetings, I hope find you well and safe! I would like to ask what is the best way to manage/control my items cost (every one as price, freight, insurance, logistic, etc) on purchases in order to compose my sales price and also what is the best app to
Cannot Apply Price List from Zoho Books to individual item line in Zoho CRM
As you might already know, Zoho CRM can be integrated with Zoho Books and this enables users from CRM to create Estimates and Invoices from it. But the integration is sadly far from perfect. For example, if you have a price list in Books that you would
Which document to use to void a retainer invoice
Hi, One of my client sent a retainer invoice to one of his client. However, this client can't honor the debt. From a german accountant point of view, the retainer invoice can't be deleted or void. A document should be produced "voiding" the amount of
Can't disable Zoho Project integration on Zoho Books
Hello, I recently created a Zoho Project portal for my organisation. I'm trying to synchronise Zoho Project with Zoho Books, by using the integration option, but I don't have any button or option to do it (see screenshot). Have any of you already had
How to save all invoices generated in one financial year in one PDF
I wanted to save all my invoices generated in one financial year in PDF format for backup purpose. Basically segregate all bills according to the financial year or even month wise and store it. For example: all invoices generated in FY 2018-19 could be
Flow to email salesperson when sales order is updated
Hi, We have the salesperson field turned on in zoho books. When we create a salesperson in books, it asks for an email. Is there a way to lookup the email address in flow using a function? Thanks, Juan
Token.io doesn't synchronise non-GBP transactions
We've been using Zoho Banking with Token.io synchronisation happily for about eight months. But in early January 2022, we noticed that some transactions didn't show up in some accounts. Later, we established that these are non-GBP (British pounds) transactions
Prom Payment Terms
My industry uses prox payment terms quite frequently. We are currently migrating from Quickbooks and have just realized that Zoho Books does not have the ability to enter prox terms. We're trying to figure out the best way to handle this. In QuickBooks
How to Fetch > 200 Contacts form Zoho Books
Hi everyone, I'm running into an issue getting more than 200 records from the Zoho Books API. We are using this to populate a dropdown with a list of all active customers in a Creator dropdown field. Here is the code below: response = zoho.books.getRecords("Contacts","xxxxxxxx","&status=active&contact_type=customer","zohobooks");
#13 Zoho Books Digest
Hello Readers, We are back with the 13th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Finance Roadshow 2022 (GCC) We're coming to your favourite cities in the Middle East! Join our session
Several estimates for monthly invoice?
Good night, First, thanks for Zoho. There s many details that we are looking for, but it s a good system. I have a neccesitie, I send different estimates along the month to my clients, BUT we only send one invoice monthly, At the end of the month, how can I join all the estimates in ONE, to convert in a unique invoice? Thanks in advance,
In the response of purchase order webhook there are several statuses?
Hi there, I am stuck in the situation of which status to be consider. As in the response from the webhook on the event of editing the status of the purchase order have several statuses which one to be consider. "order_status": "open", "status": "open",
how to change the name instead of info we want shipmydeal
Hi, Please check attached file .. as in the name i am trying to change the from 'info' to 'shipmydeal' ... how should i change ? and this is the code i have written sendmail [ from :zoho.adminuserid to :input.email subject :"Registration" message :"Thank
May I ask why the user requests to increase usability and retain their subscriptions, are not being met?
I am a new and a rather concerned patron - reading through all the posts in Books, it seems many problems with the software have not been addressed, yet others, which are not a priority, are. Akin to serving soup instead of fries. A six sigma/continuous
How to track 2 different quantities for one item?
We work on textile goods. We receive pieces which contain meters of goods and we sell based on per meter. I looked at this query: https://help.zoho.com/portal/community/topic/secondary-units-for-quantity-in-zoho-books but I don't want the pieces to affect
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,
How do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?
Sending notification / alert / email to the team when recording a payment
Hi, When you record a payment from a customer(link to an invoice or retainer invoice), you can send a thank you email. How can I send a notice to one of my team that the payment has been received and recorded ? I can't find a way to send a notification
Display attachment(s) in client portal and emails
I've tried the following, updating all of the "can_send_in_mail" ... invoiceID = invoice.get("invoice_id"); fullInv = zoho.books.getRecordsByID("invoices", organization.get("organization_id"), invoiceID); inv = fullInv.get("invoice"); docs =inv.get("documents");
Please unblock my account
My account has been blocked. The unblock link does not work.
SaaS advanced payment accounting
I have seen this asked multiple times in forums on Zoho and never answered. I have a SaaS company and charge for my services annually in advance. I invoice for the full year ahead of offering service. The system won't let me choose unearned revenue for my account, only a revenue account. Right now the only way I can see how to do this is through manual entries, which will not work well in a high volume environment. I would appreciate some help. Thank you
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Please, advise me the best way to show salary in accordance with requirement of my manager.
I use Zoho Books from 6 of October, so I'm a begginer The problem is that my manager wants me to show salary through Bills or Expenses or Recurring Expenses. He also wants those wage costs (approximate amount) were seen in the report, even if it hasn't been paid. And then, when the wages will be paid to staff, just to adjust the amount (sick-list, vacation bonus etc). Do you have an ideas to do it in the best way? Thanks!
Franchise Billing
Hello, Is there any way to use Zoho books for centralized franchise billing. I am giving my company franchise to someone else in some other city. He can directly send me order referring to the stock at the main HO. I can do the billing to that xyz company
How can I access balance sheet using ZohoBooks rest API?
In the REST API, I am not seeing any reports category. How can I get balance sheet report using the API? Thanks
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=ConsentSpain as mentioned in this docs, but this is
Error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr-2B I was trying to fetch the summary I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regards Sharad Agarwal
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