Zoho Books - Your Subscription is cancelled
Dear Zohobooks team, I hope this message finds you well. We are writing to bring to your attention a pressing issue regarding our Books account. While we made the payment on 23-02-24, we were dismayed to discover that our account has been cancelled due
How Change the Position of Logo's in invoice of Zoho Books using Template Customization
We need to change the logo position in invoice of Zoho Books both organization and customer company logo .it's means change the left and right position.for example please refer following Screenshot is attached below...
Is there a way to trigger a Zoho Books workflow when time is imported from Zoho Projects
All of our time comes from Zoho Projects. We are working on automatically creating an invoice usign Deluge/API/Zoho Flow when time is imported into Zoho Books from Zoho Projects. Is there anyway to trigger a workflow when this happens?
How to use to invoice validation to check that no line item date exceeds a specified date
How to use to invoice validation to check that no line item date exceeds a specified date Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms. We will bill through
Late fee custom script in Zoho Books
Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount
latefee = invoice.get("total").toDecimal() * 0.05;
//display the value stored in the latefee variable
info latefee ;
//add late fee and adjustment and store the total amount in the variable 'adjustment'
adjustment = invoice.get("adjustment").toDecimal()+
Late Fees in Zoho Books
How do I apply late fees to invoices in Zoho Books? I used to do this in Zoho Invoice by using a drop-down box to choose the late fee to associate with the terms on my invoice. In Books I cannot find a way to do the same thing. I have successfully migrated
Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees
How to create a journal with Deluge?
Im trying to create a journal with a custom button from a custom module. Some of the info on the code looks like this: LineItem1 = Map(); LineItem1.put("account_id",CuentaCredito); LineItem1.put("amount",ImporteDepreciado2); LineItem1.put("debit_or_credit","credit");
How to write off a non paid invoice in Zoho Books
We have some invoices where clients have not paid - how/where do we go to write off the invoice?
Error: ACH Payments for Multiple Invoices
Hi Everyone, I've spent over a dozen hours trying to figure this out. It seems like both Forte and Authorize.net have this same issue. Whenever you try to pay two invoices with ACH payment in the customer portal, it gives an error as seen in below portal.
using zoho books API for retainer invoice in zapier
hello, I have to create a retainer invoice when a estimate is accepted and i got everything set up but I cant seem to figure out what the good format for the api request is for the line items, I dont see what im doing wrong can someone help me with this
Separate billing and shipping person name
Hi, I am aware that Zoho Books allow to input two different billing and shipping address; however, It seems I could only have one name for this? Is it possible to have the name of person be different for billing and shipping on the invoice? Thank you
Invoice_Id as placeholder
Hi I am trying to create a URL on the invoice with the Invoice Id (not the Invoice Number) but when I use %InvoiceId% or ${invoice.invoice_id} the first doesn't return anything and the second is returned as is i.e. as text. Any suggestions?
Credit Cards Rewards Cash Back
Hello, My credit card gives me 1% cash back. How can I record this income? Also, my credit card allows me to buy products with points. How can I record this payment? Thanks
Recording SEP IRA Contribution in books
I have an LLC that is electing to be taxed an S Corp this year. I am wondering how to records SEP IRA contributions. Are they categorized under an expense or are they considered equity or something else that I am not thinking of. Thank you!
Accounting on the Go Series-28: Effortless Automation- Converting Quotes to Invoices with Ease
Hello Zoho Books Users! At Zoho Books, we take automation seriously, striving to simplify your daily tasks and reduce manual work wherever possible. Today, let’s talk about one such nifty time saving feature: automatic conversion of Quotes to Invoices.
Zoho Books TimeSheet API Date Filter Format
I didn't see this documented anywhere and it took me an hour to figure out. In order to filter the time sheet list using: zohoapis.com/books/v3/projects/timeentries? You must also send the following parameters in this example: filter_by = Date.CustomDate
How to pull in custom fields in a Zoho Books Related List (invoice module)
I have custom fields for Zoho Invoices. How do I reference them into columns within my related list? I tried using their API name but it doesn't seem to work. I'm not sure if it matters but they are date fields.
sort customers and vendors custom fields
Hi, would be nice to add sort customers and vendors custom fields. Thanks :)
Single monthly invoice for subscriptions and Recurring services.
How can I create a single invoice for monthly subscriptions and support contracts using Zoho Billing and Book's Recurring invoices? Customers expect to receive and pay once per month for any services they have with us and also have them consolidated.
How to identify automatic and manual journal entries
I am confused by unintended automatic journal entries and want to know exactly what is happening in connection with other modules, such as inventory, invoice, etc. I have two questions: How an I check all the entries including those generated automatically?
Get more records from Zoho Books
Hello There, I have 200 above records in Zoho Books.I want to get those records and push to Creator .we need sample syntax for this.
I cant add a contact with gst_no getting error {"code":8,"message":"Invalid Element gst_no"}
am trying to add a contact into zoho books but when i add the key "gst_no" into the post data am getting error {"code":8,"message":"Invalid Element gst_no"} ,but if i remove the key contact will be added, am adding my postdata for reference to see if
Expenses
Hi, I sell jewelry online and I'm new to business and accounting. So please use simple words as I'm still learning the terms. My main product is earrings. To sell the earrings, depending upon each order, I'd need one or more earring cards, cardboard boxes,
Make an Invoice out of an Recurring-Invoice via the API?
Hello, i need to activate the Books intergrated Function to make an Invoice out of an Recurring-Invoice via the API. I have several Recurring-Invoices in Books and i am building a function, that read Zoho Desk Tickets and they Timeentrys to generate Books Item in Invoices, but if i only have an Recurring-Invoice i must generate the Invoice of it. Here is the Button in Books on an Recurring-Invoice, upper right corner, the button in the Middle (Create Invoice) :D Thanks for every help.
withholding tax automation
hello, we do withold tax and currently do it manually on the payment's page. is there away to automate the computation?
How to exclude amount completely from reports?
Hi there, I have been paid from a part-time job but this has inadvertently gone into my business bank account. As the part-time job is for an employer, I already pay tax via PAYE in the UK and do not want that amount to be counted into my business income
Basic Feature Issue - Import of Statement DO NOT works as intended.
Hello Team, Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Date format. I tried to contact CS via phone and email, but still unresolved. Let me try to explain- I have
need to add vat number and problem issuing purchase order
need to add vat number and problem issuing purchase order
TO GET A PHONE ASSIST FOR SOME DOUBTS REGARDING ZOHO BOOKS AND ZOHO INVENTORY.
Hi, am running an wholesale and retail business in Qatar and Dubai. our key products are mobiles,tab,accessories,gaming accessories etc.now am using an offline software to manage the inventory and accounts.i would like to change in to zoho platform. regarding
Parent-child Account / sub-account
Hello everyone, Is it only on selected accounts that you can make it a parent account and assign a sub account? In my case, I want to create a USD parent account as I have multiple USD bank accounts and I want to make these accounts as sub-accounts. I
zoho books branch
Hi team The branch feature in books premium is not having an option to add users who are restricted to particular branch only. So when we can expect those updates ?
Idea for Function Series - create a related list that shows the dates of when an invoice changed statuses
I would like to add an Zoho Books - Invoice related list that has two columns: Date and Status. The related list would show each time the status of the invoice changed. For example: On 3/1 I create the invoice and save it in "Draft". On 3/2 I send it
Check format is off
Hello! While it has been a couple of weeks since I have printed a check, I usually print a couple a month. Not a big load, except for today. I have an unusual amount of checks today (7) and when printing the formatting is all of a sudden off. This has
Function #44: Notify admin users when expense accounts exceed the safe limit
Hello everyone, and welcome back to our series! Are you finding yourself consistently overspending in certain areas? Do you need a system to keep track of your expenses and receive alerts when specific accounts go over their limit? Today, we bring you
Wrong TDS Deduction showing in report.
I have deducted 5% TDS under 194H but its showing 10% TDS under 194H, screenshot attached for the reference.
Creating vendor contact via API
We are trying to create vendor contact via API, it is showing error "to enable vendor portal for organisation". Can you please help on this, as we are just trying to add contact as vendor, for which why it is required to get vendor portal for organi
How to apply payment to payables created in manual journal?
While migrating to zohobooks, I created manual journal reflecting payable to vendor. Next action was payment done via Bill payment. Total balance is zero now, but payment is unapplied (show Unused amount).
Can I create the Validation Rule using Custom Function in Zoho Books
Hello There, we need to restrict the submission of sales orders in confirm status.when the SO is Confirm Status.by using Validation rule in the SO. rules depends upon SO status.but how we restrict the submit action regarding another field values that
Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit
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