Hide specific estimates in the client portal.
How can I hide some estimates from a client so that I cannot see them on him portal?
Zoho Books API Limit is Ridiculous!!!
I was planning to write to a prestashop module, but after spending weeks of effort in writing the integration I realized the API Limit is complete nonsense. For a website with thousands of products and customers, pushing those one by one to zoho with
How do I record a refund for a customer?
I've tried this loads of ways, but it wont let me enter a minus. I still want to keep the original invoice for the customer, just need to log her refund. Thank you
How do I create a list of Sales Orders containing the Delivery address?
I need to have a list of sales orders (these sales orders are Zoho Books sales orders, not Zoho CRM sales orders) that includes the delivery address. I've tried customising the list on the Sales Order page both from within CRM and also within Books, but
Image Catalog of Billed Items
Hi We are trying to create an image catalog of all the billed tems in an invoice. Can anyone help us in achieving this goal. We have attached a sample file on how the catalog should look like as well.
How i can ZOHO for a society or a HUF ?
Dear Team, How can i use zoho for a society or a HUF or a family accounting?
Workflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885
Deleting Deprecated Bank Account
Hello, Would you help me resolve this issue? I want to delete an old bank account that was mistakenly integrated via plaid. Now that I want to delete the integrations, I'm trying to locate the I've disabled bank feeds, but cannot locate the integration
Tracking Payments from Customers AND 3rd Parties
We make physical upgrades to large apartment buildings: things like LED lighting, high efficiency boilers, solar PV systems, etc. Any given Deal consists of multiple Products, as described above. Each Product has an associated Price. So far, this is all
undo action
I recently edited my opening balance accidently. now i need to undo that action. can anyone help please
invoice page set up
Hi I have a query about the invoice page setup I am using retail invoice templates I want to set one page only when I enter more items coming 2 pages I need 1 page only how can I do if you have a any setting
Total de factura en letras
Hola He detectado un error en la cantidad en letras del total de una factura de venta, por lo que consulto si hay una forma de corregir este? Como verán después del punto decimal hay .75 centavos, sin embargo ZohoBooks en su importe en letras lee... "coma
Adding An extra column in invoice
Hi, How do I add a new column in the invoice template for the Part Number of the item I'm selling. I can't seem to find a setting for this.
Opening Balances
Hello All, I have tried to import the opening balance of accounts receivable and it is a credit balance. Zoho shows import complete but the balance is not showing on my balance sheet for 2022 and opening balances window. Why? Second, the opening balances
Zoho Invoices Custom Function - Automate the calculation of some fields
So I am using zoho invoices to manage our company's invoices. Recently we needed to add 4 custom fields which are : 1- Number of payments the customer needs to make [ field label is : No of Payments ] 2- Frequency of payments, that is, how frequently
How to record on Zoho books
Hello everyone. Just new here in Zoho. I just wanted to ask how to record in Zoho books the following: 1. Cash given to the office cash custodian by the owner from his own pocket 2. Now the cash received and use mainly for small small Payment from the
Refresh token error
Hello, I've been trying to generate the refresh token but all the time it gaves me : { "error": "invalid_client_secret" } steps i followed to generate Refresh token are : 1/ I created self client app 2/ I send this link as a POST request using postman:
Bulk Update Customer Display Name
How can I Bulk Update the Customer Display Name from “salutation firstName lastName” to “lastName, firstName”? Is there another way to change Display Names, such as with an export/import?
List of Customers who have purchased an Item
How can I get a list of all the customers who have purchased a particular item that shows both the customer name and the quantity that they purchased?
Can I automate and send Invoice PDF when payment is received
My Process is as follows: We create EST. We convert to SO We then convert to INV when customer approves purchase. We send INV for payment We are needing an automation that emails the INVOICE PDF to our HP Printer automatically. My initial thought was
Record cash in hand
How to record cash in hand of ₹100000 in zoho books at the beginning of accounting year. And this amount is not from sale. It is injecting funds in business.
Order in Invoice Line Items
We have written a script where we are adding some items in the invoice if custom function is initiated. Fo example: Items Qty A 3 B 2 Will look like Items Qty(Desired Format) A 3 X 3 Y 3 B 2 X 2 Y 2 But while running the script the invoice is uptated
Zoho Books in Restuarants
Please I would love a suggestion on how customers would be recorded on Zoho Books since a restaurant might not have the same customer coming in every week or day. When creating an invoice, which category or name should be included to track the sales of
How to
Dear Sir /mam, In Inventory summary report -"available for sale " entry comes from "stock on hand" qty- "committed Stock" qty. committed stock data entry is coming from sale order till date . -I just want to remove all sale order entry till date now (for
Cannot Update Credentials of Zoho crm in Zoho books
Greetings, We've made an integration between zoho crm and zoho books.. By mistake.. I've generated a new ZSC Key in zoho crm The problem is I cannot update the credentials in zoho books.. I only have (Disable integration) option.. How can I update
How to trigger a workflow when a comment will be add on zoho books portal
How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush Goyal
Bulk Updating my Items, Help Plz
lets say I have 100 Products uploaded in my Item list now I want to bulk update those item, one field I want to bulk update, lets say Item Name and another field is SKU, I want to change the item names and SKU in Bulk when I try to update through csv
Generate grant token programatically (HTTP REST)
We are trying to build an integration with Zoho Books. I am able to make it all work manually, but now trying to wrap it all up to an automated process and I am stuck at being able to retrieve the grant token. To documentation states to redirect to the URL, but our process will have ZERO human intervention. I need to be able to make an automated HTTP request to the URL and extract the "code". Does anyone know of a way to do this? Why did Zoho do things so backwards and non-standard with this? Why
Trying to create a Bill from creator (Deluge) in Zoho Books.
Can anyone give me an example of Deluge code to create a Bill in zoho books from a deluge script. Thanks.
Void Invoice doesn't change status of Sales Order
When we void any invoice, the respective sales order status remains unchanged. The items status show as 'invoiced' and the sales order status also shows as 'closed'. It doesn't even come up in views like Shipped & Invoice Pending. Basically zoho considers
Mileage Tracking for Zoho Books
Hi there, Has anyone come up with a solution for simply keeping a log of miles (or kilometers) driven or flown for tax purposes? I would be happy just to keep the record alone, if a calculation is not possible.
Automated notifications on Shipment to Customer
Need an option in zoho inventory or books for sending automated notifications to customer about the shipped order.
Transferring information in custom fields, from Estimate all the way to Invoice?
I have several custom fields for the same information that is necessary for Estimates, Sales Orders, Purchase Orders, Packages, Shipments, and Invoices. However, they never remain filled out when I go from one to the other. For example: I have a Sales
Bills - Make "Include Open POs" Option Available for Bills from POs / Item Receives
When a new Bill is made from either the main sidebar menu (Purchases | Bills) or from a Vendor page (New Transaction | Purchases | Bills), the following option is available at the end of the line item breakdown of the Bill: When clicked, this opens up
ZOHO Books Timesheet and rounding time/hours
I read an old thread in the Zoho Invoice forums about rounding to nearest 15 or 30 minutes for Timesheet entries. Is this possible in Books?? I'd think it would be since isn't Invoice just a stripped down version of Books? So my question: Is it possible
About Get Grant Token Code
Hi there, Why do I use the link like 'https://accounts.zoho.com/oauth/v2/auth?scope=ZohoBooks.invoices.CREATE&client_id=1000.0SRSZSY37WMZ69405H3TMYI2239V&state=testing&response_type=code&redirect_uri=http://www.zoho.com/books&access_type=offline' to going
Enable E-Invoice in ZOHO BOOKS
Tips of the Day -> How to Enable E - Invoice Option in Zoho books? First Enter the GST Details in Zoho Books then you can able to Enable the option of E-invoice Go to the setting -> Gst --> enter GST Details. then Setting -->> Preference --> E - Invoice
Adding GST Details
Hi, I have just shifted to ZOHO and find it difficult to add GST details as I'm unable to find the option where to add tax rate or where to create an invoice, kindly help us regarding this.
reports having details of customer sales order vale , item , invoiced , payments received , balance (invoiced) , balance (sales order value-payments received)
hello I am currently in the free version of Zoho Books , looking to implement Zoho . I am in the business of construction and sales of residential apartments and villas the normal sales process involves creating item (villa number with other details of
Automatic VAT for home country for Sales Orders
Dear Support, Is it possible to automatically add UK VAT element to the transport charge in a Sales Order? At present you have to manually select the VAT, which is easy to forget. Could Zoho add local VAT by default? It could then be deselected if the
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