Retainer Invoices ACH Payment Option Missing
I don't understand but when I create a retainer invoice for a customer deposit who pays us through ACH, there is no option to charge the ACH through the retainer invoice. How am I supposed to record this payment? If I charge it through an invoice and
Display Name as Customer Account aka Primary Key?
I'm new to zoho and trying to understand Display Name in the context of importing invoices. Usually, I identify a Customer Account ID as a parent primary key when importing invoices. Zoho appears to omit a customer account number or ID from the customer
Need option to BULK Update Location (Reporting Tags) for Journal Vouchers
Hello Zoho Need option to BULK Update Location (Reporting Tags) for Journal Vouchers Please do the needful here. Thanks
Double close real estate transaction
Hi. How should I book a double-close real estate transaction? I buy a property and immediately sell it with a double close. Lets say I buy it for 40,000 and sell it for 50,000 the same day. I wire the 40,000 to the title company and later the same day
Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App
Hi Zoho Books Users! Welcome to another edition of "Accounting on the Go." Today, let's explore how Zoho Books revolutionizes your e-invoicing experience right from your mobile device. E-invoicing has become a vital aspect of modern business operations,
Sales Tax Payable has an opening balance that is wrong
I imported totals from my previous accounting system on 5/15. Under the Taxes settings I had created a Tax Rate called "IA + Local Option" which is 7%. The sales tax payable from my old system was imported that account which would seem to be correct and
The synchronisation between Books and CRM does not stop and already takes longer than an hour
Hello there, the synchronisation was started at 16:21 (GTM +1) and has not yet been completed. I'm starting to worry about what's going on. I haven't received an error message yet, but the sync has been running for a suspiciously long time. When I check
How to update Contact without Delete
Hi Team, I'm trying to update existing contacts in Zoho without deleting the contact person or address. However, the Zoho documentation states that updating a contact requires removing the contact person from the contact_persons list. When I attempt this
WordPress To Zoho Books Integration
Hi there I'm not sure if this is the correct place to discuss this, but I wanted to find if anyone is interested in a WordPress Plugin that connects your contact page into Zoho Books? What it does in a Nutshell is takes the contact fields from Contact 7 and injects them into a new customer record in Zoho Invoice. but before that it also checks if it's SPAM by testing the phone number, message text and the email address validity and if it passes all those tests then it creates a new record. That's
Change invoice template on mobile app
Hi there, I have different invoices set up for different clients. Is there a way to change the invoice templates within the mobile app? It's a bit annoying having to go on the computer to change the template and send the invoice on there when I'm on the
Payable Details REPORT Should also include Vendor Credir Notes as well
Hello Zoho, Payable Details REPORT Should also include Vendor Credir Notes as well Please fix the same Thanks
Need Report on Attachments in all Zohobooks transactions
Hello Zoho Please enable a report where we can see the status / count of attachments for all Zohobooks transactions Please do the needful here Thanks
Shipping address for credit card payments
Why is there nowhere to enter a shipipng address on a customer payment? I see that you can enter a shipping address on the portal... but that is not associated to a specific payment or invoice. This seems like something that should be standard and also
Partially Invoiced Sales Orders Showing Full Amount In "Sales Order Details" Reports
Hi there, When creating a "sales order details" report to show all outstanding figures to be invoiced the report shows the full amount of partially invoiced sales not just the outstanding amount. This obviously creates inaccurate figures to report on and is time consuming to go through to remove already invoiced amounts. Is there currently an easy fix to rectify this that I don't know or does this need to be introduced to Zoho Books? Renee
Getting customer_custom_fields when getting a creditnote (they are available for invoices)
we are working on a Zoho Books integration. When getting a single invoice via the API under https://www.zohoapis.com/books/v3/invoices/:invoiceId, the response includes custom fields added to the customer under the key "customer_custom_fields". However,
Is it possible to add items to recurring invoices?
I have a couple of clients who pay me recurring invoices every year. However, in some years I do extra services for them. Is it possible to add these extra services to a recurring invoice before it's sent or is there a better way to do this? The reason
Write off Invoices to Provision Account
Hi Zoho Team, Is there an option in Zoho to write off invoices through a provision account instead of direct writing off to bad debts expense in P&L which is against ''Generally Accepted Accounting Principal'' Secondly is there an option to reverse this
Using an API how do I associate an existing project with a recurring invoice?
Using an API how do I associate an existing project with a recurring invoice? Can it be done by adding the project ID to a list item?
Payment stubs
I am testing out zoho books as I search for a good accounting system. I would like to include payment stubs with my invoices. But the invoice system is set up really wastefully leaving a lot of blank space in page one of the invoice, attaching the payment stub at the bottom of page 1 cutting your invoice detail in half, and then ending the rest of your summary on page 2. This looks really unprofessional. Why is it not set up to include the invoice at the end of the invoice details instead of
How to add ZATCA QR Code to Custom template?
I have enabled e-invoicing and I am able to see ZATCA QR Code on "Standard E-Invoice Template". I am creating a custom template for invoices but I don't see any option or placeholder to include ZATCA QR on my custom invoice template. Can you tell me which
Using API "Email multiple estimates" does not create a public link for signing estimates
Hello, I have a workflow associating zoho and integromat (make). I need to create three estimates to send to my clients. -First estimate is sent through the create estimate in integromat. There is an option to directly send the estimate. -Second and third
QR ZATCA
In Invoice QR ZATCA not showing
Recording interest payments to my bank account
I have a company savings account. How do I record the interest payment from my bank in Books so when I reconcile my account the numbers match up?
How to pass Journal Entry for this scenario
I have to record transactions for new business.. There are 4 partners in an organization and money has been deposited in personal account of a partner by 1 the partners who has agreed to introduce Capital in business . (Money is introduced by 1 partner
Enhance Zoho Secure Pay with Amount and Confirmation
For some of our larger invoices, we allow partial payments to be made. The Zoho secure online payment defaults to assuming the client will pay the entire amount. We have a lot of clients who don't notice that, enter in their credit card info, hit submit
How to assign an invoice PDF template to a customer?
Is this possible? I don't want to forget to change templates before sending out invoices to clients that require a different PDF template. Anyone else out there who thinks this would be a useful feature? Thanks
On User Input like action of Creator/Deluge in Zoho Books
Hi, Do we have any facility available now to update a field by means of adding/multiplying two exisitng fields and populate in the 3rd field in UI? Example: If I have fields size, qty and defaultVal, I want to populate size*qty to defaultVal field upon
Calculate a field on client side using user input
I have 2 custom fields in invoice called Height and Width. I want to calculate Area based on user input on client side. How is this possible?
Migration activity
Has anybody moved from Zoho US data center to india data center,. we are doing this to get hold of banking transaction feature which is currently available with US data center. Since we have not done this kind of activity earlier, we are bit worried and
Can Zoho bill for percentages of various items on a quote?
I am evaluating alternatives to Quickbooks desktop. I'm an architect, and typically for a project I will create an "estimate" as QB calls it (or a quote) with a set fee for each phase of a project. There might be 3 to 5 phases. Each month, I bill the
One organization two different mailing addresses for Invoices
Is this possible? I need this because I own two houses in the same city and I need some checks to be mailed to one address and others to the other address. Might sound strange but in order to keep this post short I will not explain here why I need this.
Adding Branch to Transaction Rules
Wanted to check if it is possible to add "branch" to transaction rules.
Statement of Account - Customers & Vendors
Current statement of account doesn't show only the unpaid invoices. When there are lot of invoices raised for the customers who are having credit period of more than 120 days, the outstanding list shows huge and the statement of account shows the entire
Inaccurate vendor expense allocation across accounts in report "Expenses by Vendor"
When I run the "Expenses by Vendor" report, this is a partial result: Drilling into this expense, I see the following detail: However, this $5245 is NOT all for Certification Fees. It was actually split across three accounts when the banking transaction
Undoing reconciliation of a bank account
I am new and forgot to put in the correct date for reconciling one of my bank accounts. How do I delete the reconciliation?
Zoho Books - Price list for manually entered price in Estimate
Hello, When we create an estimate, we use items. We then put a price on this item to be sold. We don't necessarely use a fixed pricing given by the item itself. We'd like to use price lists (%) and apply them to an item in an estimate. It works but the
Anyone else having an issue with PayPal payments?
Hi, all! I've been having issues with PayPal invoices for about the past two weeks now. I suspect it's limited to PayPal Business payments, though I'm not 100% sure. But about one out of every three clients has reported getting a 505 server error OR the
cannot edit invoice that under "open" or "close" status
Why can't we edit the invoice that under "open" or "close" status? But previously we can do it. Do you fix a new rules but haven't inform us because i see the settings side had added some things already... PLEASE... REALLY URGENT.
Edit Zoho Subscription Invoice
Hi I have create invoice from zoho subscription. so can i Edit those invoices from Zoho books. It will give option for edit but when i hit save button it will throw validation like this, Invoice from Zoho Subscriptions cannot be edited. Is there any
CRM and Books integration? Lacking?
The CRM and BOOKS really seems to be lacking in regards to integration. Am i missing something here? Can someone enlighten me please? In my view, CRM is intended to allow me to follow the entire lead, quotation, sales, follow-up workflow. BOOKS (aside from the other accounting features) allows me to follow the quote, invoicing and payment process. I use BOOKS to create hundreds of quotes, convert to invoices and follow payments. I use CRM to follow my communications with customers. Last quote sent,
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