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,
Formatting CSV files for import
Hi Folks, I've run into complications with importing a statement from my bank into Zoho Books. My bank exports their statement using parenthesis for debit transactions. Here's an example of what their CSV format looks like: "Account","Amount","Balance","Date","Description","Type"
Apply vendor advance to multiple bills
How do we apply a vendor advance to multiple vendor bills? Example, we pay vendor bulk amount such as retainer, they send us 20-30 bills per month, all drawing from one of the vendor advance payments, or multiple vendor advance payments.
How to add GST Number for Future billing from Zoho
Dear Sir, I have just received my GST number. I want to submit it to zoho for future billing. How can I do it?
[WEBINAR] Banking module mastery: Effortless bank reconciliation with Zoho Books
Hi all! We're excited to kickstart the Zoho Books monthly webinars! Join us to explore the Banking module within Zoho Books and discover its capabilities. Efficiently manage your business finances with seamless banking integrations, enabling you to match
Accounting on the Go Series-24: Simplify Billing-Easily Issue Bill of Supply in Zoho Books mobile app
Hello all! We'd like to talk about a fundamental document for GST Registered Businesses in India: the Bill of Supply. Designed as an alternative to a Tax Invoice, the Bill of Supply is particularly important for Composition Vendors and businesses dealing
Makind fields Mandatory in the Customer details and in Vendor details---
Team, After the implementation of E-Invoicing in India, Certain fields have been made mandatory in the Customer Details and also in the Vendor Details. Can those fields be made mandatory? Like Street. NO, the Phone number must be between 3 to 12 characters,
Why is Inventory Valuation summary Report not matching with actual stock value?
Thanks for your support. For example we had the stock value on 1st of the month as ₹100000. On the 5th of the same month we had some other value as ₹95000 even if haven't made any sale or purchase transaction in the meantime. This shows that the Inventory
Banking
We should be able to do remit multiple payments across various parties via one transaction Example vendors A, B , C so i should be able to pay A - 100, B - 20, C - 50 vide one single bank transaction i.e i only generate one otp for these transactions
com.zoho.dre.exception.DREException
Hi, I am getting the following error: Exception : com.zoho.dre.exception.DREException: An error occurred. Check the service and connection details of wixbooks connection and try again. where "wixbooks" is my connection name. I am using a server-application
Problems using "create link" links when setting up invoices / reminders etc.
Hi there I've experienced this issue each time I have tried to use the "create link" feature in any type of email template I have set up. It seems like a glitch, and I don't know how to resolve it. This is how the email reminder template looks after I
Invoice Related List - Credit Notes
Hi ZOHO Community! As far as we can see there isn't a way of referencing a Credit Note against an Invoice that is native to Books. You can see it in the Comments & History section and also in the SO byway of the canceled items but not in the body of the
Bulk Update Restrictions in Zoho Books
When we try to update 200 records in invoice error will shows "You've selected 200 invoices but you can update only 25 invoices at a time." But we needs to update 200 records at that time is are any possible to increase the count of records in Zoho Books.
Convert Sales order to Invoice via API
Hello Zoho, How does one convert existing sales order (created via API) into an Invoice (using API) as well? Thank you
Credit Period
Hi There, anyone able to set credit periods in addition to limits in books?? ex, if we have a recurring customer with routine transactions and customer hasn't paid a particular overdue invoice, the systems should provide an option to block invoicing or
Estimate Template
Any idea who to add a one time and a monthly recurring fields to the table? Basically I want to show customers a onetime amount cost of implementation and a monthly recurring for Support and Maintenance. The other option would be 2 tables, one for the
Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
Reporting tags not created on invoice/customer payments for prepaid invoices
I have a discrepancy on my balance sheet for a bank account when running with vs. without reporting tags. I traced this to invoice/customer payments where the invoice was paid in advance of the invoice date (prepaid invoices). Zoho automatically books
Accured Expenses
Hi, how should I handle the update of expense/bill for the following scenario in Zoho Books (and express it on accrual)? 1. I record an expense on 1st Jun, for my usage for the previous month May. (accrue expense where invoice date != usage date) 2. I record an expense on 5th Jun for my email subscription for my (accrue expense where invoice date = usage date) 3. I invoiced a customer for $120 in January, for the calendar year. (revenue accrue) 4. I purchased an annual subscription of $120 for a
Zoho CRM to Books Integration (Payment Terms)
Has anyone figured out a way to get payment terms to successfully integrate from Zoho CRM to Zoho Books via the built in integration?
How do I update my billing/payment details?
This needs to be added. They want to get paid don't they? I've changed other details for my profile, but I can't find this one.
Zoho books canadfa
Bonjour, J’ai tenté d’ajouter le module Zoho Books sans succès, en ajoutant une région géographique une fenêtre indique que le fuseau horaire est invalide. J’ai corrigé les paramètres du compte à l’heure de l’Amérique du nord (GMT 05 :00 heure normale
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