Invoice customiztion using HTML
Before now, I was able to create custom template using HTML, but now if i click to edit a template, it brings out a selection table for me to select. Please how can i access the HTML editor for template customization.
Increased PayPal Fees After Upgrade in Zoho Books - Anyone Else?
Hello, I recently upgraded the PayPal connection in Zoho Books and noticed a change in the transaction fees. Previously, I was charged a flat rate of 50 cents per transaction, but now it seems I'm being charged PayPal's standard fee for each transaction.
Zoho Books API pull data into Excel
I looked at the Zoho Books API and I see that I can get it to return invoice details based on the invoice ID: https://books.zoho.com/api/v3/invoices/ [invoice id here] ?authtoken=[authorization token here]&organization_id=[organization id here] When I
Zoho Books/Invoice - add an option to hide section of the table that includes items from projects
We always add manual line items to our invoices. We "zero" out the items added automatically from Projects in order to hide them from the invoice. It would be nice to have a check box on the invoice template to hide the section entirely.
Zoho Books/Invoice: Invoice Table Idea - Show zero value line items for but hide zero value line items "Created From Projects"
Zoho Books/invoice gives you the option to show or hide line items that have a zero value. It would be helpful to show zero value line items that are manually added while hiding zero value line items "Created From Projects". Use Case: In the service industry
Automobile Expense and Fuel/Mileage Expense for same car and employee
I have used the Record Mileage feature in Purchases > Expenses > + New. I have entered two separate journeys by the same employee in the same vehicle. Both journeys are inputted using odometer readings. When I look at my expenses, one of the journeys
Revaluation of foreign currencies at future dates
Am I right in saying that Zoho doesn;t have the functionality to revalue foreign currencies in the base currency at future balance sheet dates? So as an example (FX rates not accurate just for an example): My base currency is £ but I have several bank
Payment Gateways in Africa (Nigeria, Ghana etc)
Hi Zoho, There is currently no way for businesses in countries like Nigeria, Ghana, and a lot of other African countries to accept payments on your platform. The biggest platforms used in these countries are not integrated into Zoho Books, and they are
Zoho Books - Tally Integration
Firstly we are totally in love with Zoho Books & hold no intentions to move out from Zoho ecosystem. However, this is where the problem resides (as well). Our CA firm is a sizeable entity & they operate over Tally. Thus we need a way to extract and share our information with our CA team at a periodic frequency. Kindly suggest how can we quickly extract the information in a Tally readable format (or something close to achieve this objective). Currently, we have a Zoho subscription & Tally license
Accounting on the Go Series-17: Strategic Pricing for Success: Exploring Price Lists in Zoho Books
Hi users, We are all excited for the new year and what it brings for the Zoho Books family. So, in this edition of our "Accounting On-the-Go" series, we thought to show you a handy feature available in the Zoho Books mobile app – creating price lists.
Historical reconciliation on free Zoho Books version
Good day, I am currently using the free version of Zoho Books. I need to reconcile my account going back to April 2023 but the field to change the date is greyed out. It seems I can only do reconciliations going forward. Why can I not do a "historical"
Invited Users. Do they need to have thier OWN account?
My accountant is commenting that the 'invitation' asks him to set up a Zoho account. Although I understand this would be useful, surely he doesn't need to pay as he's been invited into MY organisation. Some clarity would be good here please. EC1
Accounting challenge with Invoice and payments happening outside Zoho Books
We use Zoho Books for accounting. Our challenge is that while Zoho is used for accounting, we use Djubo an online hotel reservations app for integrating bookings from various online platforms like Airbnb, booking.com and our own booking engine. The reservations
Accounting challenge with invoice and payments happening outside Zoho Books
I run a small homestay. We use Zoho Books for accounting. Our challenge is that while Zoho is used for accounting, we use Djubo an online hotel reservations app for integrating bookings from various online platforms like Airbnb, booking.com and our own
Recording of online sale payment through a payment gateway into my bank account.
Hi, I would like to record and reconcile the following transactions. 1. Sale is made online. 2. Payment is made online through one of the following gateways: Instamojo, Razorpay or Stripe. 3. The payment gateway keeps its commission (plus tax) and transfers
Broken Bank feeds
How come when i try to look at the broken bank feeds topic i was following I get the following: Insufficient Privileges. The same thing happens when i search any other topics on this subject. Anyone else experiencing the same?
Multi currency support for expenses
I have been trying over and over again to create an expense in a foreign currency, but it doesn't seem to work. I have corrected the currency for the vendor, but when I go to create an expense, it doesn't let me change the currency from my base currency
matching vendor payment from bank statement
when I match payment to vendors from bank statement ( imported via XLS file ), this message appears : AutoNumberGenerationGroup passed does not associated with selected Branch can you help me pls?
Vendor statement
I need to generate statements for my vendors but could not find it??? I can generate statements for my customers for sure.
What is full syntax for Delulge add attachment to an invoice?
Here is yet another example of unfinished documentation: Invoices | Zoho Invoice | API Documentation How is the "attachment" parameter specified? Is it a resource id? Is it a fully-qualified url, such as a permalink or external share link? https://
Gocardless submitted payment request have no reference
Hi, I'm using the Gocardless integration but submitted payment requests do not contain a reference. Is it possible to customise this? Including the invoice reference would be ideal. Even a fixed text string would be better than no reference at all. Regards,
Billable Expenses for Project cause Incorrect reporting of Income and Expense in Profit and Loss report
The "billable expense" function breaks the Profit and Loss reporting for project expenses that should be reported as both income and expenses. The example: A matching grant reimburses a percent of specific expenses for a project, but it is not considered
Accounting on the Go Series-16: Seamless Customer Communication: Sending Statements on the Fly with Zoho Books Mobile App
Hello users, In our ongoing "Accounting On-the-Go" series, we would like to introduce yet another handy feature in the Zoho Books mobile app – sending customer statements directly from their profiles. Let's dive into a real-time scenario. You're meeting
gstr 2b not seen
i file my gst from zoho books... before i file gstrs3b i am able to see the gstr2(inward supplies).. but after i file the gst returns gstr 3b the gstr2b gets disabled...and i am not able to reconcile in case any previous months bills are inwarded la
Getting error in Zoho Books Workflow Rule: Error due to - 'UnAuthenticated Connection: zohobookstocreator'
Hi, I have written a custom function to insert records from Zoho Books Invoice to Zoho Creator whenever an invoice is created. The custom function is working fine when I try to execute manually. I could see the record created in Zoho Creator as well without
Inventory Search Feature
Hi. I was wondering about the inventory search feature inside zoho books. For an example when I go to create a quote; you HAVE TO enter in the item identical to the way its placed into inventory. The problem about this; is we roughly carry several thousand items. I love the way zohocrm can search it tho. Any quick way of fixing this? I would like to search a keyword in books when add items and it show all items with that keywork regardless of the location of the keyword in the item description.
Inheriting fields from master data to transaction / subsequent transaction
Hey Community, We have certain fields in the customer master data that we used to inherit when creating a subsequent transaction (e.g. Estimate, Sales Order etc.) Two examples: 1. Payment terms (Standard field in Customer, Custom field in Estimate) 2.
Associating Imported Invoices to Sales Orders
I am trying to import invoices and associate them with open sales orders. I have followed the instructions and imported the invoices successfully. When I look at the invoices, they show the SO number that they are associated with. When I click on the
Create a specific field with sequential number (+1) - Need help with formula
Hello everyone, I need support please! I would like to create a specific field in Books. This missing field should consist of the following parameters: 1. symtax: "PR-" 2. customer number (cf_kdnr) 3. consecutive 3-digit number I would like to achieve
customized view by date
I want to see the custom view (list) of customers in zoho book who have not yet done renewal and whose renewal is due in the next 30 days. ("renewal_date" added in custom field)
How to record Amzon Purchase bills in Zoho Books
Dear All, Our business have purchase (not amazon sales) from amazon monthly 200+ items in every month we need to create the bill manually, is there any automation for this type of activities.
Invoice/Payment reference in Separate column in Customer statement
Hi Team, Is it possible to have separate Invoice/Payment reference no. in customer statement, because in the current statement these details are showing as payment is adjsuted against these invoice & we don't want this to be mentioned in the statement,
Mashreq Feed not updated
Hello, I recently subscribed to Zoho Books through MashreqNeoBiz. I set up the automatic transactions feed fetch but for some reason, it does not seem to update and I have a message advising the last update is from August 30th 2023. I have tried almost
Inquiry on Inventory Transfer Process in Zoho Books
Hi, I hope this message finds you well. I am currently exploring the features of Zoho Books for our inventory management, and I have a specific question regarding the transfer of inventory between different branches. Our goal is to establish a more efficient
How to delete a customer's information to comply with CCPA
We use Zoho CRM integrated into Zoho Books (included in our Zoho One subscription). Customers are onboarded through a sales process in CRM, and we use the Zoho-provided app link to move the accounts and contacts into Zoho books when an Estimate is created
Enable inventory tracking in zoho books
I am trying to enable inventory tracking in zoho books. I have watched every video I can find including ones put out by zoho and they all say the same thing...Settings -> Preferences -> Items and click the check box to enable. however when I got to settings->Preferences->Items
Some ideas for imporvements in Zoho Books
I've just started using Zoho Books (transitioning from QuickBooks) and it's a very nice platform. In using it there are a few things that I have found that would be useful to me. 1. In Customer -> Transactions tab - it would be nice to have a standard
Barcode scanning Invoice preparation
We have our products barcoded and when scanned they add an item to the zoho invoice we have opened. However the zoho books we open when preparing an invoice is our full zoho books access. We would like to have staff open an invoice and scan items for
When someone pays online they need to fill in there name
Hi, Since a few months when my customers pay online they need to fill in there name before they can continue here people make sometimes mistakes and then the online payment process dont Finnish and they think they have paid. i use zoho books in combination
Limit in number of Purchases - Uploading last 4 years Data - Plan queries
Hi, I am new to Zoho books. We are a small firm trying to start using a software to track our expenses and income. So, I am trying to add all the expenses and income from June 2019 into Zoho books. I have a total of 7000 expenses from June 2019 till date
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