How to add "cost", "processing fees", and "shipping charges" to a report
I would like a report similar to the Payments Received report, except listing the total cost for each invoice and the processing fees for each invoice. I honestly can't find one single prebuilt report that lists any costs. In my case, products are being
Is there a way to populate multiple Delievery challah in Single invoice?
Hi, We are basically into IT services and give complete solution. Many times it happens that we send material on multiple delivery challans and raise a single invoice from all challans. We are using delivery challan and invoice only for our customer billing.
Sales without Invoice
I run an online business where 100% of my sales are without invoices. Why can't I see these transactions under either Sales or Payments Received? What is the simplest way to view my Sales without Invoices (which is all of my sales)?
Editing of fields in Bigin to map to imported data
I would like to upload our product range ( Training course) It has specific data fields. Can one edit the available fields in Bigin to map the data to. The data fields available under products in Bigin do not map to our required data fields
Allowing people to access my schedule
Hi, I am new to Zoho. I signed up so that when someone wants to get on my schedule I can provide them a link to access and view my availability. Just not sure how to do this. thanks Tod Henby
Is it possible to use api oauth with grant type password?
Is it possible to use api oauth with grant type password? send POST https://accounts.zoho.eu/oauth/v2/token { "error": "invalid_client" } I can't get a token.
Rounding on invoice line items affects the total
Hello, I've encountered an issue where the total amount of some invoices do not match a predetermined amount due to rounding for each line item. For example, in my screenshot below, suppose I want to bill for 1 hour at $72.25 per hour. But if it's split
bank feed and confidential data exposure control via user/roles
Hi, We have two bank accounts, with two different purposes. Account A to conduct daily operations Account B to transfer salaries and tax deducted at source to do with salaries only. There are no other operations on this account. Monies are transferred from Account A to Account B on a regular basis with Account B functioning as a holding account too. Constraint: Confidential data such as salaries are not exposed to people working in the accounts department. We are a small organization and from
Zoho Books
We have recurring invoice in the zoho books, is it possible to send a reminder for renewals to customers
how to know the total of goods sold
When I create an article, it is proposed to inform the purchase cost, for example, I have a ream of paper that I buy 7€ and that I resell 11€, this is what I indicate in the article's file. So I suppose that if I enter this in the item's file, it means
Items order on invoice
Hey all. I'm trying to sort items by category on our invoices, so that all the items belonging to a certaing type, are all grouped in the invoice in order to have a better understanding of it. For example, if I run a candy shop, I want all my chocolate
Sync with CRM
I'm currently testing out both the CRM and books programs using the free levels of each. Being on a free plan is it still possible to set the system to when a new customer is created either in books or CRM, that information is sync'd over to the other
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. Traffic Rider Mod APK I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
Importing Paid invoices from Wave
I'm trying to import all my invoices from Wave into Zoho Books. I've downloaded the sample template from Zoho and matched it up to my export from Wave. Column marked Invoice Status says "Paid", and it's mapped to the Invoice status field in the import
New: Track Vendor Credits in Zoho Books
We are happy to announce that you can now record credits you receive from your vendors or suppliers as a Vendor Credit Note in Zoho Books. While running a business, it's common to return damaged goods or pay excess amount in advance to vendors. The Credit Note which your vendors issue, needs to be tracked so you can use them for your future purchases . How does Vendor Credit Note work ? You can create Vendor Credit Note from Bills to keep track of returned goods or services. You
#12 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 12th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics in Saudi Arabia Join our regional partners, industry & solution
CASH PAYMENTS MADE OR RECEIVED
While recording Offline Cash payments or Receipts, if mode of payment is CASH, please make the default account for transaction (deposit to / payment from) as Cash on Hand / Petty Cash account. Every time it selects a bank account by default which is not
Zoho Books - projects without time tracking
Hi I am new to Zoho Books, we are a construction company and we execute projects for customers. Each project has customer invoices and all bills, expenses are categorised to the project. We need to keep track of project viability, see profit levels etc.
What is the difference between "CONTACT" contact_id and "INVOICE" customer_id
When I'm creating the Invoice it is asking the "customer_id" and I created the contact person, get the "contact_id". I try to pass this contact_id to create invoice but it is throwing the error { "code": 57, "message": "You are not authorized to perform this operation"
custom button bug
Hello, I am using a custom button to validate a field with my api, but I have noticed that sometimes the button does not work, you have to make several attempts until it returns. Sometimes it doesn't return anything and just refreshes the page I will
How to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, there
Multiple line item lists in custom HTML templates
I need to have multiple lists with line items in my Estimate PDF file. Something that would look like this: I need this to display different information at the bottom of my Estimate (Bigger product image, some custom fields etc.). Mainly I need to attach
How to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API request
Reporting Change?
I see there were some changes made to Books reporting. Specifically, there's a little expand / collapse button (plus / minus) near each parent account on the P&L. That's a good addition. However, it seems that I've lost the ability to have accounts shown
Artikelkopfzeile in der mobilen Version
Unsere Angebote beinhalten immer Artikelkopfzeilen, sterben in der mobilen Version nicht dargestellt bzw. werden. Deshalb kann man mit der mobilen Version nur Angebote ohne Artikelkopfzeile anlegen. Wann wird es die Artikelkopfzeile in der mobilen Version
How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
Custom Function - Wait for code to finish before loading
We are currently using a custom function which, in part, pulls information from a Contact Record and adds it to a custom field in a Sales Order after formatting it. The custom function is triggered by a workflow rule when a sales order is created or edited.
Zoho Books Data backup with attachement
Hi first of all thanks for your help, I'm a daily user of zoho books since its lunch, and i'm trying to find a way to download my Data with their attachement (paiements & invoices attachements). is there a way to do that ? 'cause the CSV backup isn't
Posting sales and purchase order to project
Hi, I have a client that build and sell large equipment (0.5M$ value). Each equipment is set up as a project. There is time and material related to it. He would like to track all costs to the project but also all purchase orders outstanding related to
Insane Estimate Non-Edit features need to be REMOVED!
This is insane! Which product team of Zoho books added the feature for estimates to non-editable after a transaction conversion? In certain industries as the user below my thread correctly points out, we need constant edits to BOTH the invoices and estimates
How to enter Opening Balance for Canada GST/QST receivables
Similar to this question https://help.zoho.com/portal/en/community/topic/opening-balance-tax-payable However, I would need to set this up for receivables. We have setup the GST and QST accounts, and are reading to enter our opening balance which our accountant
How to book/resolve small Tax differences in Zoho Books?
Hi everyone, Today I was filing the quarterly taxes (VAT Declaration) in The Netherlands. I'm a very small business owner, so I'm sorry if this is a real beginner question. I want to reset the Balance Sheet Tax row to €0, because I've met the Tax obligations...
Show message when sales order meets condition
Hello, Is there a way to show, in deskto pand mobile, a message when a sales order meets some condition? We thought we could do it with validation rules but these ones are made to block the sales order creation when the criteria is met so it does not
What's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by Zoho
CRM/Books Sync History for Products - pull/push error count reset?
Hi all, when syncing products in CRM with Books and vice versa we see in the sync history the "Pull" and "Push" error counts. when opening the pull or push errors, we see a list of products with some kind of error cause - that's ok. we fixed such errors
Zoho Books integration with Zoho Project should not require Primary (external) Client to sync
The current integration workflow between Zoho Projects and Zoho Books requires every Zoho Project to have a Primary Client before it will sync to Zoho Books. I am at a loss as to why this workflow was created this way. We have many projects in Zoho Project that are all internal - none of them have an external Primary Client user. We still want to track Profitability for these projects in Zoho Books and want to sync them to attach bills, invoices, etc. However, because we don't have a Primary
Third Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?
%SO_Reference% suddenly appears on packing slip
All, out of a sudden, the %SO_Reference% field from the sales order is printed in the header of a packing slip. Where there recent changes or where is it coming from? How can we disable this field from being printed on the packing slip?
Zoho Books Bills not showing as an expense option
I am quite new to zoho books and looking at the tutorials there should be an option to add an expense like a bill but I have no options showing under the expense tab to do that? Is this because it's still on the free version or am I just doing something
Total Receivables and Total Payables on the Dashboard should include credits
Hello, When you create credit notes for customers or receive vendor credits from your vendors, these amounts are not taken into account in the information displayed in the "Total Receivables" and "Total Payables" widgets on the Dashboard. This is preventing
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