How to refund a deposit invoice
As per our conditions we ask for 100% down payement to confirm any order. We issue a deposit invoice and match it with payement received. Sometimes, the order can't be fulfilled due to lack of stock. If I create a credit note and match it with the payement
Icon for stripe on invoice
Is there any way or any plans to update the icon for stripe on the invoices. I have both PayPal and Stripe.com enabled as options, but if you look at how it appears, it is easy for a customer to think that only PayPal is available? See here: https://www.dropbox.com/s/okbfoqcwhym7b50/Screenshot%202015-05-05%2010.10.04.png?dl=0
Ebay, UPS, Newegg, Amazon, Bigcommerce.com, Shopify.com, Volusion Real Time Integration Now Available
We have an integration that may help you. Just a brief description: - You can connect zohobooks to ebay, sears.com, buy.com, bigcommerce, shopify, amazon, 3d Cart, volusion and MANY more. - You will in realtime see tracking information, payment information, stock information, and also be able to do RMA, paypal integration for payments, and just so much more. - Also you can print shipping labels, manage inventory, and manage listings on all the above channels; meaning that when one item runs out
CUSTOMER PAYMENT DISCOUNT AT TIME OF COLLECTION
Hello, In our region customers have a habit of rounding down the cents when paying for the invoices, when we try and go through the options there appears to be no way to close this difference without issuing a credit note to the customer, which to be
Item update VAT on creation
Hi all, I'm looking to auto update the VAT field upon creation of a new item, I've written the following Custom Function, however it doesn't appear to work... Any ideas appreciated! itemID = item.get("item_id"); organizationID = organization.get("organization_id");
Accounts Receivable Opening Balances and VAT
I'm currently in the process of migrating to Zoho Books. I've entered all my customers opening balances in the Accounts Receivable section however I'm not sure how to deal with the VAT for the outstanding invoices. I know I can add an opening balance
How to raise a debit note to vendor for an specific bill
Hi, I want to raise an debit note to one of my vendors in his specific bill, as the rates charges by him was higher than normal. how to create this in zoho book?
GST E-Invoice Custom Function
@1_Hari Prasad Kunchapu @Anand Prakash B Require Custom function codes to generate gst e-invoice and update to IRN and QR to invoices
Einvoice custom function
@Nandhini Require Custom function codes to generate gst e-invoice and update the IRN and QR to invoices @Pheranda Nongpiur
Status Change of Purchase Order via Workflow
Hello i have created a workflow where an approved Purchase Order automatically releases Purchase Order to respective vendor. I need a function to change the status of that PO to be marked as Sent.
How to Pay Vendors from Zoho Books with Deal/Potential Tracking
BACKGROUND I use Zoho One with CRM - Books - Expense integration. I have several contractors(Vendors) that provide services for my Deals/Potentials. The cost of the services are accrued for approximately one month, and then the Vendor invoices me for payment. I can add these accrued services as Expenses from Zoho CRM and associate them with the Clients - Deals/Potentials. I can also add these accrued services as Expenses in Zoho Books and associate it with a Client and Potential/Deal. Once
Adjustments between two accounts
Hello, I have a car rental business. One of my clients has to pay 15,000 as overdue rent. And he submitted a bill of 5,000, which occurred by changing spare parts by himself. How to record this expense by showing it as deducted from overdue? Can you help
Bulk Print Invoice API from Zoho Creator
Hi Guys, I'm trying to Bulk Print Invoice API from Zoho Creator. But PDF Print is not working on zoho Books. I will share you the code. Can you guys tell me where I'm doing wrong. response = invokeurl [ url :"https://www.zohoapis.in/books/v3/invoices/print?organization_id=12345678910&invoice_ids=735245789521020102"
Invoice: Multiple Payment "PLAN TERMS", on Different Amounts & Dates
(Reference Source: Reference: https://help.zoho.com/portal/en/community/topic/creating-an-invoice-to-be-paid-in-two-installments) This Topic is higly requested for a very long time and it is really necessary. - Multiple Payment "PLAN" ---------------------
It is impossible to Unconfigure a Configured Tax Returns, Needs to be fixed! (Do not enable ADVANCED TAX AUTOMATION)
Hey everyone, I'm reaching out here because I'm in desperate need of assistance with Zoho's tax configuration, and I'm hoping someone in this community might have encountered similar issues or can offer guidance. Here's my problem: I've been running into
Accounting on the Go Series-36: Effortless Client Collaboration-Enabling Customer Portals in Zoho Books Mobile App
Hi everyone, How are you all doing? We've been running this series for quite some time now, and I hope it has helped you use your Zoho Books mobile app more efficiently. This Thursday, we're highlighting another great feature: enabling customer portals
Input pricelist's price directly from newly created item
Currently I have 4 pricelists with unit pricing scheme. If I create new item, I have to set the desired price in each price list in price list menu. Once i set the price (or any value) only then i can change the price directly via item menu in associated
Is there a way to invoice based on time spent without a project
I have a line item called support which is invoiced on the time spent in actually supporting customer. I know we can track time as part of a project but is it also possible to invoice a customer based on this without a designated project assigned.
How to Display More Information for Each Item in "Add Items in Bulk" Window?
I want to use the "Add Items in Bulk" option when creating or editing invoices. However, I would like to display more information for each item in this window, such as the order number, and additional custom fields that I have set up. Despite customizing
Please stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this from
Branches - set default for Customers and Vendors
Hello, Is it, or will it be, possible to set a default branch for each customer and vendor? At the moment invoices which are autocreated (eg Square invoices from the payment integration) will be assigned to the default branch, which in this case is not
Consolidation of same items in the Salesorder.
Hi; I am a Lighting vendor and i give my quotations for Lights on a room wise basis. I have created a extra column for the rooms. In the quotation, the same light fixtures would be given in different rooms. When i convert the quote to sales order, i want
How to track class in Zoho!
Does Zoho track class accounts like quickbooks does? I have several buildings within one account that I need to track the expenses on each building and not sure how to do it. If so how do I do it?
Let's have SAP Business One integration of Zohobooks
Let's have SAP Business One integration of Zohobooks
Need to disable Mandatory option and allow the duplicate values in Zoho Books
Hello All, We have the same VAT name for different VAT rates. while giving same VAT name for different VAT rates the alert will shows, is are any possible to disable the mandatory and allow duplicate values in VAT settings.For your identification i attached
Enable Bank accounts with the same currency to be a sub-account
Hello everyone, good day. I hope the mods can give improvement to make a bank account become a sub-account of a main account with the same currency. For cases wherein you have multiple banks of different currencies, you just want to group them on a parent
How to remove space or indention when exporting report to excel?
As the title say, how do you make Zoho books exported report remove the indent or space? I want to run LEFT formula or any other formula but these spaces are a pain. Appreciate your assistance. Thank you.
Limit Customer Portal by Bill To's?
Dear Zoho- I have customers that have multiple "Bill To's" But the parent company wants to prevent the incorrect Bill To paying open balances because it is a nightmare for their accounting. How can I limit what each bill to account sees in the portal
Where does Zoho Books get the automated conversion rates in Multi-Currency? Is it comparable to Bloomberg, XE, Oanda etc.?
Curious if the rates are as near as other sources like BBG or XE or Oanda.
Use the UP and DOWN arrow keys when encoding and jumping rows
I am entering amount in multiple cell rows and noticed that I cannot use the UP and DOWN arrow keys to go on to the next row cell below or above to encode. Is there no function within Zoho?
how to do split invoice with muilti curency
I am trying to create a sales order with muilti currency
Invalid Value Passed for Phone
Each time we try to signup for Books w/our acct, we receive the following error: "Invalid Value Passed for Phone" Thanks in advice for your help, Craig We have a phone # input into our acct info, so not sure why this is happening? Additionally, when trying
Invalid_client when using zohobooks API
API reference: OAuth | Zoho Books | API Documentation I want to do invoice automation using Zoho APIs and for that, I needed an authentication token. I followed the steps mentioned in the above documentation. 1) Create a client to get the client id and
Invoices and quotations do not get organized by date in the right way. The filter takes into account the date but no the hour of creation. It seems like a big bug for me!
Title
Function #29: Auto-populate Expiry date on Quotes
Greetings everyone! A quote (Formerly known as an estimate) is a document sent to customers containing a detailed overview of items and their prices for potential purchase. The quoted prices usually have a specific validity period, after which the proposal
Books Inventory best to manage highly customizable produkt ?
Hello, I'm digging into a shop who uses Books and inventory to manage their products. Their specifics is that they have "basic" product, and allow their customer to add or removes options. One example: Basic product: T-shirt, colour red Options: - change
Accounting on the Go Series-35: Leveraging CallerID to Display Customer and Vendor Names in Zoho Books mobile app
Hello users, Welcome back to our "Accounting On-the-Go" series. Today, we'll see how Zoho Books makes managing calls a breeze. We all appreciate a bit of peace and quiet, right? Yet, a barrage of incoming calls can disrupt that peace. It's easy to miss
Generate a payment link to post on my website
Does anyone know how to generate a payment link that I can add to a registration form on my website so that customers can click and pay a deposit before they are added as a customer in Zoho? or must I first add them and then invoice them? Thanks for any
Bill of Supply - Header not accepted
There is good provision in Invoice to add Headers to categories invoice items however the same is not available in Bill of Supply. When I try to add it in Bill of supply, it vanishes as soon as I save it. Kindly look into.
Can I filter a specific account when in the reports?
Hello everyone, Good day. Is there a way to filter specific account or accounts (not account type) when running Balance Sheet or P&L or the Ledger? Thank you.
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