Show current inventory in the item list table for a composite item
Hello. We have many products that are composite items. Quickly determining inventory levels of individual items that make up a composite item would be beneficial. IDEA: Add columns"current inventory" and "available inventory" to the item table of the
Issue embedding image Zoho Books email signature
I am trying to embed my company logo to my email signature using the image url tool on the settings but I keep getting the following error: Enter a valid public image URL I am using a public link from either WorkDrive or OneDrive and I still get the same
Non-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
Settling Credit Card Payments
Hello All, Been using Zoho books recently. The banks have been configured to add credit cards as a liability account in the chart of accounts. we have incurred payments and have recorded these expenses as paid thru credit card However when it comes to
Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
Can't Figure out Books and level 2 payment data
Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that email
Invoice template with sales tax totals
Hi everyone, I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
Updating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Worst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions
Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that
Stripe gateway stuck in corrupted state — manual backend reset required
Hello, I need help with a Stripe integration issue in Zoho Books that requires a manual backend reset. Organization: TRAVEL WITH EVA LLC Data Center: IN (as shown in the Help Center banner) PROBLEM: The Stripe gateway record is in a permanently broken
E-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for Kenya
Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
Add line item numbers to sales order/invoice creation page
It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building
Why is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?
Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.
Ability to turn off "Would you like this amount to be reflected in the Payment field?" message
Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.
Error al enviar factura VeriFactu a AEAT con retención del 19% en factura de alquiler
Hola, Estoy intentando enviar una factura a la AEAT desde Zoho Books mediante VeriFactu y recibo el siguiente error: El envío de la transacción a la AEAT ha fallado debido a las razones siguientes: El campo ImporteTotal tiene un valor incorrecto para
Feature Request: Stripe Terminal Integration
I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would
How to add receipts
How to add receipts
Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we have
Item Attribute Separate Pricing
I would like item pricing to be based on attributes/variants rather than only the item name. Example: Item Name: SS Ball Valve Attributes: 1/2" → Price ₹100 3/4" → Price ₹120 1" → Price ₹150 When creating a sales or purchase transaction, selecting the
Editing Draft Fixed assets
I have a few Fixed Assets still currently in Draft Status that I need to edit. I need to edit the Fixed Asset Type, the Fixed Asset Account, the Accumulated Depreciation account and the Depreciation account. Once I have done it and attempt to "Save as
Stripe charges on zoho books report
good day everyone. we have been using stripe before getting into zoho books. we imported our bank statement for bank reconciliation. Now my question is, how will be the treatment for the stripe fees?
Check printing alignments always changes
Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time we
Share Transactions with Secure Public Links
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
Get item's custom field data for a custom button/function
Hi, I’m working on a custom button for the Invoice details page in Zoho Books. I need to calculate a Tourism Levy only on some items. I already created an Item custom checkbox field: cf_tourism_levy In Zoho UI, the field is there and I can see it on the
Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?
Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration
Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
Assign default Location + warehouse to Customer / Vendor
Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
Accounts Payable and receivable
I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?
Multi-Book Accounting Support in Zoho Books
Currently, businesses that operate multiple entities, regions, or divisions need to maintain separate Zoho Books instances or resort to manual consolidation processes. This creates significant operational friction and increases the risk of errors. PROBLEM:
Automated Multi-Subsidiary Consolidation Engine in Zoho Books
For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and
Unable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
How to add packing & forwarding charge in purchase order & quotation???
Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
How to book GST paid in zoho books
hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.
Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to: Map records at both project and task levels Sync these transactions back to Zoho Projects under
Add Multiple Modules in Automation
Right now I am trying to automate sending customer statements in WhatsApp, if they have overdue invoices, since customer has multiple invoices overdue I don't want to send repetitive message for those. Right now in automation you can only select 1 module,
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