On Creation on invoice , how can i set up and email will be send out in Zoho Books ??
On Creation on invoice , how can i set up and email will be send out in Zoho Books ?? Thanks and Regards, Sidhant A.
May i know what is the difference between Zoho Books and Zoho Invoice , in Short may be ??
May i know what is the difference between Zoho Books and Zoho Invoice , in Short may be ?? Let me know. Thanks and Regards, Sidhant A.
Zoho Invoice Template/Online Payment
Please how can I edit an invoice on Zoho Book? Secondly, is there any way we can utilize online payment in Nigeria?
Closing out FY - Cash basis
I have our business set up as a cash-basis accounting, and I want to close out the Fiscal year, by transferring the loss to the member's equity accounts. However, my "retained profit" account is at $0. How do I create a journal entry to assign the los
Customer credit balance
How do i add customers with a credit opening balance
invalid_code issue in generating token in Zoho Books
I'm trying to generate the token for a new client that I have created from the Zoho api console. I'm using the exact same authorization_code as received from the zoho auth api. But when I'm trying to generate the token, I'm getting the error, "Invalid_code".
Domestic Reverse Charge in Zoho Books (UK edition)
Dear customers, With HMRC implementing Domestic Reverse Charge (DRC) on construction services from 1 March 2021, Zoho Books now lets you track DRC on sales and purchase transactions. Although DRC on construction services is being implemented now, the
SEPA - Withdraw money via Zoho Book from our customers and track transactions.
Hi, i would like to use Zoho Book for my company because we already use Zoho CRM and I have the following problem: - My bank is not showing up in the bank selection field - apparently it is not possible to Withdraw money via SEPA Is this right and are
Zoho Books A/R summary report custom view
I'm looking for a bit of help in Zoho Books. If you look at the A/R reporting, it can show multiple aging intervals that can be setup in however many day intervals you deem useful. I'm also looking to have this report show us what will be coming in
Division wise PNL
Need to create create and branches in zoho
Creating Estimate: Difficulty in finding products compared to Zoho CRM
Hi, I'm a zCRM user who is testing the waters to migrate to Zoho Books. We currently use Quickbooks for invoicing and zCRM for our Estimates and Sales Orders. When doing an estimate in zCRM I can search for either - Product Code (using partial string
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. I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
Is it possible to create new custom module in the Books , If yes ... How ??
Hi, Is it possible to create new custom module in the Books , If yes ... How ??
Zoho CRM Accounts not syncing with Zoho Books
In Zoho Books, I have set the integration to sync with Zoho CRM Accounts. Unfortunately my CRM Accounts are not syncing. Has anyone else had this problem.
France: QUADRATUS file format for monthly export.
We need to export invoice and credit note info on a monthly basis from Zoho Books to our French accountant. In France it seam like a standard format for export/import of financial data is the format called "Quadratus". Do anyone know anything regarding
Automatic Contacts when Account is created?
We currently get most of our accounts created through Zoho books when we are entering in new sales orders. For marketing, emails can only be generated from Contacts or Leads from what I can find. Is there a way we can create a contact anytime a new account is created so that Zoho Campaigns can pull those emails in?
Zoho Books API get more than 200 invoices
Hello! When I run the Zoho Books API GET to get the invoices, I only get the 200 more recent ones, and I was wondering what's the way to get older ones. I tried to do it the Desk API way like this: curl -s -X GET https://books.zoho.com/api/v3/invoices?limit=99&from=200
Default Credit Limit
Make a Default credit limit for new customers that are created. So it doesnt default to blank and then create a report that can show customer average and max purchases for year and limit set report. So the limits can be reviewed yearly to adjest the parameters accordingly.
Add custom button into main menu bar
Hi, Please, could you consider an option to allow to add custom button into the main action bar ? Thanks
zoho books search taxes
Hello, I am trying to create draft invoices in books for quotes that are ready to be billed from zoho crm. The main challenge i am having is taxes. They are based on location and each quote has the tax name i need to charge, but i cannot get the search
Item wise discount
quantity wise Rate and Discount for selected item. If quantity is 100 the rate will be 20₹ If quantity is 200 the rate will be 15₹ How can i set this in backend same in the case of discount Quantity 100 dis will be 5% Quantity 200 dis will be 7% For
Total Quantity on Invoice
When I enable Total Quantity in Invoice Template, it also includes services into count. If I dispatch goods for example 20 Qty and I also charge for Insurance charges. Zoho considers the same as 21 Qty instead of 20 Qty. It shouldn't consider services
Discount
How to set party wise bill discount For eg we have selected customer to give discount on evey invoice every time , Like Customer A -5% dis on every invoice Customer B - 7% How can i implement this, Because every time it is very difficult to remember
Payment Received through Bank transfer
Dear Zoho team, Hi I'm a new user from Hong Kong and have issue with updating the 'Payment Received' section. To explain the issue let assume there is an invoice issued to a customer for USD600. When payment for an invoice through bank transfer the
Bank aba File to upload to Australian Online Banking
Can Zoho Books create an aba file to be uploaded to our Australian bank's online platform so we can transfer payments online to suppliers?
How can i upgrade my subscription
I do not have option to upgrade , how can i upgrade
You have to apply Zero Rate tax to an export transaction
Does anybody knows how to provide a Zero Rate tax in Zoho API? Source
SEARCH ITEM USING "CONTANS" FUNCTIONALITY IN ZOHO BOOKS WHILE CREATING AN INVOICE
Use case- let's say the Item name is- "A ( B ) A - Beauty & Care:Antioxidant Booster" I want to create an Invoice and I will choose an Item by typing "anti" and the above item should appear. Right now, search does not show anything while creating an invoice.
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
#9 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the 9th edition of Zoho Books Digest. Here's what we have in store for our community this month. Upcoming Event Title: KSA E-invoicing Seminar Description: Zoho Books is coming to Saudi Arabia!
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
Print & Template of Goods Receive
There is no Template to print Goods Received. If you can't make or of it will take time for you guys to develop the same. Request to make us enable design our own Template through HTML Editor. Out businesses faces problems due to your system.
Expense Templates
There are no Template to print Expenses. This is really basic thing for any kind of Accounting software. If you cant make the same request you to enable some editor such as HTML editor. So we can make by myself. Please don't advice to take direct print,
COMMISSION ON SALES
Hello how do i record a sales commission deducting TDS @0.5% to an individual.
Zoho cretor + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
How to Close Labor PO
How does one force close a labor PO with un-billed items? Example: I have issued a PO for 120 hours worth of work to a contractor. They complete the job and bill us for 118 hours. The PO is still open in our system, and I can't find a way to close it
Workflow automatin after Email is sent
Hi When an email template is sent (or an email is sent) from Sales order, can i automatically register a field in the sales order to indicate date email was sent (or status of sales order Email has been sent YES/NO and recipient email or name field also
shipping note
Hello, I would like to know how to create a delivery bill. Namely, I made an offer to a customer, which he accepted. Now we have started with partial deliveries. For this I would like to send him a delivery bill, which he can sign. How do I do that with
Expenses VAT Import
We use external receipt system for expenses and recently started recording the VAT - I cant find any way to import the VAT on expenses import - is this a missing feature? Some have no VAT on and some different rates so we cant just add VAT on all on
Bill Function
Hi I don't seem to have Bill function under purchases, only the Expenses option. How can I record a Bill from a vendor that will be paid in 30 days ? Thank you in advance
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