Function #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoicesRecording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allowsReport inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, theSoftware Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.PRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.Zoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned pleaseZoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to positionImport Invoice error
Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reasonExport Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesAn error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.
Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. ThanAmazon Integration
Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.The payment entered is more than the total amount due for this invoice. Please check and retry.
Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account butHow to send certain invoices for Approval based on condition?
To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance dueFunction 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingWHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA
Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a wayBug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make anyWebhook 'when estimate is refused' is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I createdExpense vs Bill
What's the difference between an expense and a bill? When should I use them? Eg. I charge a client for a service. I charge them 1 lakh for the job. However, I also have to pay 3 guys @ 25000 for getting it done. So I've spent Rs. 75000 for getting thisBooks does not allow 19% tax rate for invoice - Please help!
Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get theChange Invoice Prices for an Effective Date
Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specificCan I Integrate ADP Payroll with Zoho Books?
Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?Problem importing TSV file: File contains empty string as column header(s).
I tried importing a TSV file into Books, and got this message: "File contains empty string as column header(s). Please check the content and try again." I've looked at the file I'm trying to import, and the columns all have labels in the first row. Help?Selecting Multiple Transactions
Is there a way to select multiple transactions when in a bank account and batch categorize them?Portal orders
Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?How to create Sepa Direct Debit XML file: solution and code
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a SepaZoho Books - uploading company logo squashed
I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and pngCredit Card Terminal for Zoho Books
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank YouMissing Modules such as RFQ, Purchase request and Store room
Hi, I wonder why zoho doesn't add Purchase requests module e.g. ( a lower level staff wants to request for provision of something) which can be approved or rejected by his/her manager. In case of approval, same request can be converted into RFQ. SecondlyCUSTOMER RUNNING BALANCE WHILE PRINTING RETAIL INVOICE IN ZOHO BOOKS
This is basic problem in zoho books where at the time of printing retail invoice, we can't add customer running balance. Kindly provide this feature as every other accounting software has customer credit balance option at the time of invoice printinPay milage expense with undepositied cash
Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileageLanguage Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync2025 Just Got More Exciting for Developers!
Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellowCleanest way to change billing method after an invoice has been created?
Hello, I've added a task with a different rate/hour to a project but cannot change the billing method. I get the following error method: An invoice has been created for this project. Hence, the billing method for the project cannot be changed. Do I havePayoneer for Zoho
I have set up a gateway to my Zoho Books i.e. Payoneer for Zoho and connected it successfully with my Payoneer account. Then I created an invoice and sent it foward. But when my customer tries to make a payment, the error screen appears So what can IAbility to use Rules to automatically "Exclude" transactions from Credit Card/Bank Statements
Currently there is only the option to Categorize transactions based on rules, this request is to add "Exclude" to the rules so they could be automatically ignored based on the criteria.Bank Feeds Breaking Constantly
Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while andJustworks
We are in the process of moving from QB Online to Zoho Books. Our PEO service Justworks.com had an integrations with Quickbooks but, not Zoho Books which means we will have to manually enter payroll. Anyway to integrate?Change my Region of registration to Kenya and not USA
help change registration region to KenyaNext Page
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Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeFunction #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent overClient Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal nameZoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
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Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I selectZoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.Mass Change Start Date in Recurring Invoice
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can beExcluded transactions in Banking
Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the sameIssue: Sales Order Not Closing After Converting to Invoice
I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status
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