Recurring Billing for Professional Services on a T&M basis
When using Recurring Invoices there is no way to handle T&M work for projects in a manner that aligns to how the real world works. Many companies have Recurring billings for project time but the way it's setup in Zoho Books today, you can only bill "to
Restrict discount allowed to particular items
Dear Team, In our item list some of them are not allowed discount since the price already is lesser.Hence we want to restrict the option for discount for the particular item where we faced prob continuously. The teams are continuously changing so multiple
Subscriptions
Hi, I have issue with my subscriptions. asking me to upgrade, which doesn't make any sense. As I have only 17 actives client and been using it for 4 years now - with almost similar activites. But now i can raise more invoice - which kinda annoying as
{"code":57,"message":"You are not authorized to perform this operation"}
In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed token
Verify email for FROM caluse in Deluge script
Hi! I'm trying to use the SendEmail function with Deluge Script in a Custom Function. I want to put a custom email address in the FROM clause. I've read that it has to be verified but I can't find the way in Zoho Books. We are already using the email
Item Search bar in Sales Order and Invoices does not search incomplete names or words
While creating Sales Order or Invoices in Books, we have to put in the exact item name to select from the dropdown. This is a big disadvantage. The search option bar should be just how it is in items module; one can type in any word from the item name
ZOHO BOOKS Portal user not able to see the company logo inside the stimate
Hello Team, Problem Statment:- i have a Customer portal for the zoho books but portal user are not able to see the company logo on their Estimates. Thanks & Regards Piyush Goyal
More Info on Journal Entries when Matching Transaction
Issue: When attempting to match a bank feed to a transaction that was entered as a Manual Journal in Books, there is not enough information given in the dialog box, even when provided on the transaction. Example: The Journal entry has a Contact associated
How to record Security deposits received from the customers ?
Hi We are a rental company that collects a security deposit from our customers and refunds back when they exit. Earlier we were using retainer payments to easily record and refund or use against invoices when needed. But now I need t a professional plan
Running Workflow when record Created or Edited using Custom Function
How can we enable triggering the workflows of we create or update a record ( invoice, estimation, etc.. ) from a custom function, in CRM this is applicable using wfTrigger=true, but in Zoho Books we can't do the same
Tax inclusive discounts
Good morning, I don't understand the way you apply discounts on invoices. I have an item at 6700 yen, I'm giving a discount of 2500 yen. So it should become 4200. But it becomes 4000yen... I understand why we come to that result, you consider the discount
Custom file name on file Download - automated
Guys you need to put the following options in Zoho. 1)File name - I want to customise the file name when the invoice is downloaded. Please start working on the changes and be assured these are really good changes.
How to delete a bill when from the Free plan
Hello - During my introductory trial period of Zoho Books I explored many options, including creating bills. Now that the trial has expired and I opted for the Free plan I no longer have an option to view Bills, but (at least) one of the bills I created
Bank Feeds connected to wrong organizations
Hi, I have two different business accounts at Chase Bank, and want to auto connect the feed for transactions into the organization that each account is for. However, when I di that, Plaid already recognized the business account from one organization,
Bank Feeds - Saying Updated, Actually Not
My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refresh
Export invoice data with Zoho project link
Hello, I was building global service project KPIs and I was wondering if there was a way to get the project linked to each item in invoices as part of the invoice export. Right now I can map individual items to my projects using a text field in which
How to categorize transactions in Zoho Books
We have successfully migrated the data from QB desktop to Zoho Books however, it's very hard to categorize transactions manually as we can't apply any filters there. Anyone knows better way to categorize the transactions using date filters?
Differnt Tax rate in same item
Hi we are in manufacturing of Kurtis and the tax slab for the same is 12% if the value is greater than or equal to 1000 and 5% if the value is less than 1000. So lets say we have a garment worth 1095/- which we are selling at 12% GST in India but sometimes
GST R1 filing from ZOHO
zoho is filing zero return. Please advise for steps to check.
How do i create a credit note from an invoice using the api?
I have been able to create a credit note using the API and have the Invoice# field filled in, however I am still able to create an extra credit note for the same item from the original invoice. I want to be able to create a credit note on an invoice that
packing Slip customization
why Zoho ignoring it is customers and showing deaf ears on issue of creating vivid packing list over the years . that mean you are not interested on customer requirement. instead of simple wizard to create packing and check box to click which items
ZOHO BOOKS Estimation is not open by the Link
Hello All, I am sending an Estimation Using Sending API Link to the customer but they are not able to open the estimation by the link which we have inside the mail, i am also sharing the sample code and also snapshot, please check and revert on this asap.
Bank syncing is taking longer time
Manual refresh transaction of Bank syncing is taking longer time almost 30 minutes to update the transactions. But I have used the manual refreshment in other invoicing app where I use to get latest transactions in few seconds of manual refresh. Why there
Adding discount on line items via API
I've been trying to create invoices via API from my system. For some reason the item level discount column isn't getting created, following is the payload: { "payment_terms": 0, "is_discount_before_tax": true, "discount_type": "entity_level", "customer_id":
Larger Sales Volume Users
Greetings all, I have used Books and CRM for several years, but I was running a fairly small operation. I now work with a larger organization with 100+ employees. Are there any users out there of a similar size using Books? There is some concern from
How to auto update purchase price and sales price?
Hi I need a custom function to update the purchase price of an item whenever a bill with an updated price is received (price different from the system price) and also the sales prices as 1.35 times the new purchase price.I found one but it does not updatte
GCC VAT
Dear Sir, We are Bahrain using Zoho Books, In Purchase of local we enter VAT 10% it is ok but, Some Items We buy from Saudi, Dubai... We have to enter GCC VAT but it is not working in Bills entering. Please can you guide for this. How to enter GCC VAT
Pulling shipping address to writer by specifying estimate no or any other customer tag
Is it possible to pull get the customer shipping address to writer by simply giving some nick name associated with customer details or estimate number?
Zoho books API key
Hi, I am building a silent integration between Zoho books and an external WMS system and I need to be able to pull and push data to/out of Zoho. This is a background process that has no UI and runs in the background, I can prime it with some settings
Zoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introduced
CRM and Books sync duplication
Hello, I am having an issue with CRM and Books synchronization. I am writing it here because I tried to reach you over the online chat, but I always got no helpful solution, so I thought to make a topic here to follow up here correctly. When the sync
Locked Accounts
Hello, Several accounts on the chart of accounts have a locked symbol next to them. Can those accounts be unlocked so they can be managed like any other acccounts, or deleted if they are not in use? Thanks, Olivier
Rounding to nearest 100 or 1000
Is there any way to round price to nearest 100 or 1000 automatically in pricelists or invoice? The current rounding option is only to nearest 1, only eliminating the decimals. Because in my currency the lowest you can pay by cash is 100 and sometimes
Recurring Retainer Invoice
We are a service company that has a maintenance program for clients that invoices them in monthly amounts equal to their estimated actual annual maintenance costs. At the end of the year we "settle up" with an additional billing or issue credit depending
Editing a sales Order / Invoices with Deluge Script
Hello, In Books, I have Sales Order (draft) that I need to update. Depending of some parameters, I need to update the description of each line items. I wrote a simple deluge script for test purposes first. I can read the sales order and all line items
Bulk Update Of Item Pricing In Estimates
I have recently been told by one of your support people that it's not possible to bulk update pricing in estimates after updating Item pricing. How can this be so? Please advise as to whether this is the case and if so whether this ability is scheduled
How to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?
Vendor Credits - Restocking Fee COGS or Expense?
Hello, I returned a few items and the vendor/supplier credited me less a 10% restocking fee. The refund was credited to my bank account, minus the restocking fee. What is generally the most accepted way for accounting for this 10% stocking fee through
Charitable Donations
I'm a web developer and offer my services to a number of charitable organizations and have always used them as a tax write-off. I'm moving my bookkeeping over to Zoho Books, but I'm not seeing how to note something like labor as a charitable donation.
Generate report on Tax Deducted
Is there an option to see the total amount of tax that has been withheld by a customer for the entire year? TDS Summary report does not show anything although all the payments have been recorded with details added to Tax Deducted as Advance Tax.
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