How to add a Deposit Line in an Estimate
I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer
Bank Feeds
Hi Team, Every Day I have to refresh the bank feeds and update the date for the Bank Feeds to work. Why are the Feeds no longer working?
Change Transaction Series creating invoice via API
Hello, Now that we have custom transaction series, is there any way to pick the transaction series that we want when creating an invoice throught the API? I cannot see it in the documentaton
Job Costings module
Hi, We have a HVAC wholesale business and are using Zoho books which we are very happy with. We are opening another company focusing on HVAC Contracting and would like to keep using Zoho books. However, we require a job costings module, currently Zoho
Zoho solution for Manufacturing
Hi, We are a startup manufacturing producing Plastic Pipes. We use around 10 to 12 different raw materials to produce 5 types of products.We are looking for a solution which will maintain our inventory for finished products also link the raw materials
Zoho Books integration with Zoho CRM invoice module
Does the invoice module in Zoho CRM (not zoho invoice) integrate with zoho books? Can I create a invoice in the CRM and have show up in Zoho Books?
Bank Statement Details
Was wondering if anyone has a solution for this with recent bank updates. After updating our Bank of America connection, we are noticing that the "Text" portion is no longer on the Zoho side, where it always used to be. This is only for the Bank, still
How can get Zoho Books field API names
I want to get Zoho Books, Inventory field API names like Zoho CRM. How can get?? See example for CRM URL: https://www.zohoapis.com/crm/v2/settings/fields?module={module_api_name} Method: GET Header: Authorization=Zoho-oauthtoken {oauth_token}
Zoho books estimate export stuck on loading screen
I was testing the export functionality for estimates in zoho books and was able to export into xcel format fine for the first few times, but then suddenly I was getting a dns error that it couldn't find the webpage when exporting, then the error switched
Zoho Products are moving very slowly
Good day, Our Zoho suite of products are moving very slowly. Cliq will not load for most users, mail loads very slowly, books is taking very long to download invoices. Please note this is happening to users not in our office and are working from home
Checking what custom functions were executed
Is there a way to check through deluge code what specific custom functions were executed for a specific invoice? It would be like the comments & history section but in deluge so I would get a receive a JSON message. Is this possible through a record fetch
How to create Sales order attachment in Zoho Books with using Sales Order attachment API?
I will try lots of way to solve this issue but no any work if any one have solution? Try 1 <?php $file_name_with_full_path = 'c:image_path_here'; $request_url = 'https://books.zoho.com/api/v3/salesorders/1111122222233333/attachment'; if (function_exists('curl_file_create'))
Pay opening VAT creditor
I have entered my opening balances. Including an unpaid VAT balance (last quarter’s VAT prior to setup). I am unable to post a bank payment against the VAT account balance. Please can you let me know how to resolve this.
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
The template for the Arabic version is not responsive when viewed in PDF, saved or printed,
Hello, I'm subscribed to the zoho books premium plan. We created an invoice template for the Arabic and English version. The English template is responsive, consistent and coordinated, and there are no problems. The template for the Arabic version is
Vendor Portal / Vendor Invoice upload for direct payment
Hi, i have a question about using the Vendor Portal for direct Vendor Invoice payment. In our case our Vendors ( Trainers ) invoicing us direct for there Traininghours. What i thought i the Vendors( Trainer ) can upload ther Actuly Invoixe in the Portal.
connection not working
Default connection services not working the message is " connectors fetch failed "
Zoho emails not working again
All of our users are no longer receiving zoho emails or notifications. This has happened in the past and we worked with Zoho support to find the users were blocked on Zoho's end. Please check if our users are being blocked. I checked the configuration
Vendor credit
can someone explain to me the transactions that take place after a vendor credit is created? I don't understand why sometimes the purchase account is affected and others the inventory account is affected even tho both items have inventory track enab
How Zoho will help me manage my business
hi.. we are imported chocolates and snacks seller in India. our website is https://www.chocoliz.com/ please explain us which of your product will be helpful to us to manage our business. please contact us as soon as possibe. Thanks & Regards, Chocol
Client expenses - reimbursement - accounting
Hello, I do few expenses on behalf of client which I mark "Billable" and add some "markup". I maintain a separate account as "Billable Expenses" to track these client expenses. With current setup all these expenses appear in invoices and gets credited
Zoho Books - Account Transaction API & Excel Query
I have been trying to export the account transaction from Zoho Books for some time. I was able to get the data based on Postman by following the API Docs by Zoho. My requirement is to import the Account Transaction Report from Zoho Books to Excel using
Not enough permissions to add attachment to Invoice
Hey, I have been trying to automate some attachment processing and hit an unexpected permissions issue. My goal is to automate the upload of some files as attachments of Invoices. My steps were the following: Created a new self-client through the Developer
What does the option "All bills associated with the project" mean/do when adding a project to an invoice?
What does the option "All bills associated with the project" mean/do when adding a project to an invoice? I wasn't able to find any documentation on this option.
Handle group of companies in Zoho Books
I would like to learn how we can handle a group of companies in Zoho Books. For example, we may have a case where we invoice a company but the client decides to pay from another company belonging to the same group and vice versa. Is this possible?
API for Books Report and Zoho Deluge Lines of Execution limit
Hi , I have two questions 1. We need to pull the data from Reports created in Zoho Books using API similar to Zoho Analytics? I dont find anything in the API documentation, can you please share a link if it is available or any other suggestions without
Is it possible to match credit note with specific invoice in zoho books?
Is it possible to match credit note with specific invoice in zoho books? I want the number of the invoice to be shown on the credit note template.
CREDIT NOTES NOT APPLYING TO PROJECTS
Hello, I am having issues with credit notes not applying back to projects. If I apply a credit note to an invoice that was sent to a customer it does not show in the category under that particular project. I have applied the credit and it just shows the
Import error
Hi, How to resolve these errors . I have exported from same report and now i was making import - then i am getting error Regards, Sidhant A.
Add Macro of "Bank Charges" in the Payment Thank you email templates
Hello There, It will be good to add one Macro which is of "Bank Charges" field that we have in Payment receipts, in the email templates for "Payment Thank You" emails.
Zoho books: Invoice template contact name
Hi, Am trying to set up an invoice template, which has an address to a particular employee of a company - on request of client. I'm getting a bug when using %Salutation% %FirstName% and %LastName% above the customer's address, on some invoices the values refer to the default contact person and on others the field is left as its name, ie. %LastName% Am I doing something wrong here? Or is there an easier way of doing this? Many thanks for looking into this, Phil
Minimum margin on item
@ZohoCares @ZohoInventory I have to put restrictions on the sale rate, Minimum margin should be x% on purchase cost, less than that should not be billed , is this possible?
Custom Button to auto populate a custom field in Sales Invoice
Hello, I want help with a deluge for executing a Custom Button in Invoices named 'Status of Invoice', where I would have 4 options to choose from after selecting the Custom Button: a) Del CHallan b) Dispatched c) Delivered d) Undelivered. The logic of
PAYMENT TO SUPPLIER
Dear All, We have switched on from sage to zoho. I am facing one issue that the payment is in current year and the related invoice in 2021. How we can set off with invoice in current year.
Zoho Book - Poor reliability
To Whom it May Concern: Why do we have constant problems every 2-3 weeks with Zoho Books. The problems primarily are: - Bank feeds inaccurate. - Amount in Zoho Books inaccurate - Categorizing deposits and withdrawls are not reflecting properly (a transaction
Zoho Bank feeds down
Our bank feeds from 22nd of August till now have been frozen. We are a Australian company with australian banking. Any ideas anyone?
Amount in Zohobooks and amount in bank
Is it just me or does everyone experience very delayed and even inaccurate amounts in Amount in Zohobooks and Amount in the bank? my amounts have not changed in 7 days, even refreshing feeds, and its difficult to run a business with stale financial information.
Shares + cash tracking
how do you make an investment account in Zoho books that can track both stock shares and cash?
Item custom view: reporting tags
I am unable to add reporting tags in the Item custom views, the criteria only allows for fields that are customized in items. Do we need to update all items associated with reporting tags to the customized fields to get the view in Items we frequent?
Search in the hole name of the item
Hi When you are adding an item to a estimate, you start to type the product name but its mandatory to type the original name in the same order, it was better if you can type any word of the item name. If you have a item named: "Pack of 12 matcha tea bags"
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