How to process a returned order
I have an Invoice in Zoho Books for which the customer has returned all items and agreed to pay a restocking fee. How do I process this return in Zoho Books and how do I generate an invoice for the restocking fee? Thanks, -Tom
How to change the amount filed format to Swiss Standard
We are trying to customize a template for Swiss Standard QR-Invoices in Zoho Books. The current currency format is not compatible with the Swiss standard, which requires the currency to be formatted as '15‘000.00'. There are only 3 currency formats available
Zoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYY
Include customer portal link in invoice emails
Some customers haven't accepted the customer portal invite so I would like to promote/push the customer portal feature more by including the customer portal link in each invoice email. Is this possible?
Create Journal API Issue
Request value : { "journal_date": "2019-12-20", "reference_number": "", "notes": "Loan repayment", "journal_type": "both", "currency_id": "460000000000097", "exchange_rate":"" , "line_items": [ { "account_id": "", "line_id": "", "amount": 5000, "debit_or_credit":
API create new invoice response "Invalid value passed for contact_name"
I am getting the message when I post a new invoice "Invalid value passed for contact_name" Below is the json I am using for zoho books api invoice with post. {"customer_id": 606193000000060000,"reference_number": "Testing","invoice_number": "ATHTESTING","date": "2017-07-08","payment_terms": "15","due_date": "2017-07-20","discount": "210","line_items": [{"item_id": "606193000000058465"},{"item_id": "606193000000058465"},{"item_id": "606193000000058465"}]} This is a few more than minimum. The problem
Regular E-way bills cannot be generated by Zoho books for e-invoicing customers
We are over 10 cr turnover and enrolled under e-invoicing. We are facing challenge that whenever we are creating e-way bill via Zoho Books for customers having same bill-to and ship-to address (which is 99% of cases), e-way bill is generated with "Transaction
Distance in eInvoice
Dear Sir, Can you please do pincode to pincode distance automation for eInvoice requirement...? Thank you.
Ship package via deluge
Help required with the deluge script on marking packages as "shipped" please. I've tried many options with the latest as... params = {"shipment_date":"2023-08-03","carrier":"As sales order"}; response = zoho.inventory.updateRecord("packages", "########","################",
Add required shipping fields to customer shipping address including: [Contact], [Contact Email Address], [Approval To Leave], [isResidential], [DeliveryRequirements]
For many courier companies (FedEx, Toll etc) it's a requirement to include a Contact Name, along with a Contact Email address when shipping goods to a shipping address. There is often a requirement to identify if the consignment is being shipped as "Available
Adding an expense doesn't allow Asset Stock account types
Using the Purchases > Expenses function, I want to record the purchase of inventory. These inventory purchases are materials represented in a Stock account type (asset account) until they are incorporated into a job that is sold, when they will be transferred
Change Taxes on Bill
We often get bills that have tax differences from what Zoho calculates - or has two tax rates? How do we adjust the tax in a bill to match it? We can't make it an expense because we have N30 terms. If we just post direct to Sales Tax Payable account,
Purchase order convert to invoice
Given that there is an option to order goods for a client, it would be good if we could convert that purchase order into an invoice that would be issued to the same client.
Could you implement crypto support of BTC and ETH at least?
I see great potential of Zoho Books and Finance suite for decentralized communities and DAOs. The only issue is stops fast development is unavailability of cryptocurrencies. Could you add this request to the roadmap? Huge amount of startups are finishing development of their products and all of them have Enterprise cloud infrastructure for orchestrating processes solution. Few interesting Blockchain Platforms to explore: gilded.finance request.network/en/ beta.giveth.io gitcoin.co/
You don't have the permission to access Zoho Books Organization. Please contact your Administrator.
As we are trying to purchase Zoho Book again from the Zoho Inventory organization while accessing the zoho books from Zoho inventory-Integration-Accountant it gives the prompt -"You don't have the permission to access Zoho Books Organization. Please contact
One cash deposit split between several customer invoices
Hi, I deposited cash into my communal fees bank account. This was an amount of cash collected from several different customers. How can I allocate the funds to each customer/invoice? The cash deposited was €2200, which must be allocated against three
Units of measurement
Zoho guys - after trying this feature out on 50+ items it's made a complete mess of the quantities in stock, available for sale, commited stock etc. I'm so glad that I only tested it on these few, we have literally many thousands of items. Please simplify
Weekly time sheet, cannot use/save entries
Hi there With the recent timesheet changes I just noticed I have no means to save a weekly timesheet anymore. There used to be an update button. If I try to change views with entries I get this: If you leave, your unsaved changes will be discarded.
Sales orders showing as overdue based on Delivery status not shipped status
Hello. As a new user coming from a different ERP platform I was very confused to see many of my sales orders were showing as 'overdue' (past the expected ship date) even though they had shipped on time. I reached out to support and have been informed
Accounting of Receivables and Receipts from Educational Institution
Hi All, I want to account the receivables and receipts from college in Zoho Books where the student details such as receipts, admission details are maintained in separate software and the details from that software is accounted in Zoho Books. I want to
Creating Receipts and Payments statement
Hi All, I want to prepare the receipts and payments account for bank accounts entered in Zoho. Please let me know if there is any process to do the same. I want to generate the report through Zoho itself.
Opening Balance of Purchase and Sales Accounts.
I have recently Migrated to Zoho Books from Tally ERP on 1st April 2023. How Should I record my previous year Profit/Loss A/c? Under which underhead does it come in Zoho Books?
Add a Tax ID and Company ID field to Customer Record in Zoho Books
We use the Australian version of ZohoOne & Books. Currently their is a field for the company tax ID, which in Australia is the ABN. This field is validated to 11 numeric digits as per the rules in Australia. When exporting to foreign customers, this field
Custom invoice A4 split
Is there a way to get the original invoice printed on the top and the duplicate on the bottom of an A4 sheet divided in half? I am forced to use pre-printed invoices with this format. I attach a sample.
API ZohoBooks expenses upload receipt PDF
Hi, I have by now tried a whole bunch of different ways to upload a pdf file as a receipt for an expense but until now I am failing miserably. My code in Python is currently: ------ headers = { "Authorization" : "Zoho-oauthtoken {token}"
Change Reconciliation Period
I'm doing catchup from the beginning of the year entering transactions month by month and then reconciling. I did January and reconciled. I went to do February and realized I did not change the default reconciliation period for January. As I did that
Formatting Zoho Books/Subscriptions Documents
Is there any way to center Column headers in sales orders/invoices? Its a minor issue but we cannot seem to find a setting to change it. Thanks, Brian P
Unpaid Expense
Hello, I have just started to use Zoho Books. And I have trouble understanding how to register unpaid expenses. eg.: I received invoice on 31/01/2014 (dis expense belongs tu January), but I have to pay it on 15/02/2014. How would this be classified Expense or Bill or anything else. and how I should reflet/register this in Zoho Books, You kind help will be very much appriciated,
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
Landed Cost Allocation / Custom Duty manual data entry
My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming
Formatting date for Books Recurring Invoice
Hello, I am writing a function to create a Recurring Invoice from CRM, but am getting an error when trying to set up the Start Date. In the function, I'm getting a particular date field from the opp > find the next month > get the first day of that month;
Retroactively apply bills to PO
Hello, We have some bills that have been created and paid within Zoho, but were not linked to the POs they were associated with (during a transition time). We now want to be able to accurately calculate profit per order, but can't because these expenses
BOOKS CANNOT ACCES DUE TO CUSTOM DOMAIN ACTIVATED
I cannot access my zoho books due to custom domain enabled anyone have solution for this ? i had sent multiple mails to support team to solve this ..
Units of measurement
I'd like to make all of the existing units of measurements, (which there are many) inactive but there is no option available to acheive this, can you please provide this functionality Zoho guys? I want to start over with this feature but having the existing
CIS in customized templates
Please tell me how I can add the total CIS deduction amount in the customized template ? %WithholdingTaxTotal% shows nothing, is this the wrong placeholder ?
Problem in adding bank account
I am using Zoho from last 6 months. Right now I need to add my 2nd bank account through banking module. But when I try to add new bank account the drop down option from Yodlee and Token is not showing. I saw YouTube tutorials also but the option they
Access to be given to the user for a Custom Report/General Report
Hi All, I want to give access to only to a specific general/custom report for a user. Is it possible to do the same. If yes, please let me know the process to do the same
Assigning Advance Payment Received and Paid to a Particular Project
Dear Team , We are into Construction Business wherein we pay in advance to our vendors and we receive advance payments from our customers. Can you please help me to account these advance payments to vendors and from customers >> project wise. regards
Can I fill the customer name field by entering the Customer's Mobile number in Invoice?
Hi, Is it possible to find and fill the customer name by entering their mobile number in Customer name field while creating invoice in Zoho Books/Invoice? Sometimes there might be repeated custumer but with duplicate names. In that case we have to search
estimate and invoices item line tooo large
Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam
Next Page