May I ask why the user requests to increase usability and retain their subscriptions, are not being met?
I am a new and a rather concerned patron - reading through all the posts in Books, it seems many problems with the software have not been addressed, yet others, which are not a priority, are. Akin to serving soup instead of fries. A six sigma/continuous
How to track 2 different quantities for one item?
We work on textile goods. We receive pieces which contain meters of goods and we sell based on per meter. I looked at this query: https://help.zoho.com/portal/community/topic/secondary-units-for-quantity-in-zoho-books but I don't want the pieces to affect
Zoho Books and eBay Zap for calculating VAT correctly on invoices (UK)
I spent a while battling this and didn't find an obvious answer posted on either the Zapier or Zoho forums so thought I'd share my solution and hopefully save someone else the time. Of course someone might turn around and say there is a much simpler solution,
How do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?
Sending notification / alert / email to the team when recording a payment
Hi, When you record a payment from a customer(link to an invoice or retainer invoice), you can send a thank you email. How can I send a notice to one of my team that the payment has been received and recorded ? I can't find a way to send a notification
Display attachment(s) in client portal and emails
I've tried the following, updating all of the "can_send_in_mail" ... invoiceID = invoice.get("invoice_id"); fullInv = zoho.books.getRecordsByID("invoices", organization.get("organization_id"), invoiceID); inv = fullInv.get("invoice"); docs =inv.get("documents");
Please unblock my account
My account has been blocked. The unblock link does not work.
SaaS advanced payment accounting
I have seen this asked multiple times in forums on Zoho and never answered. I have a SaaS company and charge for my services annually in advance. I invoice for the full year ahead of offering service. The system won't let me choose unearned revenue for my account, only a revenue account. Right now the only way I can see how to do this is through manual entries, which will not work well in a high volume environment. I would appreciate some help. Thank you
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Please, advise me the best way to show salary in accordance with requirement of my manager.
I use Zoho Books from 6 of October, so I'm a begginer The problem is that my manager wants me to show salary through Bills or Expenses or Recurring Expenses. He also wants those wage costs (approximate amount) were seen in the report, even if it hasn't been paid. And then, when the wages will be paid to staff, just to adjust the amount (sick-list, vacation bonus etc). Do you have an ideas to do it in the best way? Thanks!
Franchise Billing
Hello, Is there any way to use Zoho books for centralized franchise billing. I am giving my company franchise to someone else in some other city. He can directly send me order referring to the stock at the main HO. I can do the billing to that xyz company
How can I access balance sheet using ZohoBooks rest API?
In the REST API, I am not seeing any reports category. How can I get balance sheet report using the API? Thanks
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=ConsentSpain as mentioned in this docs, but this is
Error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr-2B I was trying to fetch the summary I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regards Sharad Agarwal
Expense payment mode
Enter expense entry screen has no "Payment mode" ? All expense payments default to the payment mode used in invoice payments, so all expenses entered have no choice but to accept this mode. I've used a custom field for this selection but it should not
sizing your company logo on the email templates
On the default email templates, like sending invoices, my logo appears very small and left justified. I want it larger and centered. How should "%OrgLogo%" be written in the HTML? I really don't know HTML, but am good at copying and pasting.
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
How to void check from a previous period
Hi, my client printed a check a few months ago and now needs to void it, it was lost. Since the previous period is closed, when trying to void the check, there is an error message saying transactions are locked, Which is ok, I don't want to change previous balance sheet result. How can I void a check in a current period?
Invoice notification not displayed correctly outlook clients
Hi All, Small question i like the invoice notification thats standard in zoho books. But its displayed wrong in all versions of outlook ? I tried some diffrent things and settings but nothing helps See attached image. Sincerly Marvin
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..
Project Hours for 2022 Not Showing Up in Books
My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project. I can see the billable hours for the project from 2020 and 2021 in Zoho
Will webhook work on 3rd party API integration in zoho books?
Hi there, I have an Opencart-3 setup, where i have zoho books integration, And in the zoho account i have also integrated the Aftership API for shipment. Now I want to know that i have written a webhook in the zoho books in the Automation section with
MRP for each Item and MRP Column to be added in Invoice
How do we add a column to display MRP for each item in Item Master and an MRP Field in Invoice? Any help is appreciated. Best regards, G Nagaraj
Accounting for use of personal funds during business startup
Hi there, I am after some advice please. When setting up my business I used a personal credit card to pay for some business expenses. I do not want to take the money out of the business yet but I do want to record it somewhere so that I can repay myself
Books Automation - Change a field when a the Sales Order is changed to a status
Hi everyone, In Zoho Books, I need to change a field when the order status is changed. Now, when the user clicks on More --> "Mark as X" (X is a custom status), the Status of the order is changed automatically to X. Then we have a custom field called
sales Revenue integration
How to integrate sales invoice means Ac receviable Dr vat sale Cr revenue serivces--------- Cr or Revenue wastge i want to select this sales invoice
Direct Cost Entry in Purchase Invoice
Hi, I have entered a Purchase Invoice. I need to add direct cost related to this purchase. Freight, THC & Customs Duty. On adding these costs, I will be able to derive the landed cost of each item. How do I enter these direct costs into the purchase
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
Need more details about how item querying works.
I'm implementing a search function with API on my platform. And for some reason it works differently than in Zoho UI. Let's examine querying for Estimates in Zoho system. This is how Zoho search looks like in their UI: https://books.zoho.eu/api/v3/estimates
Invoice customization
Hi , I need to get the invoice customized as per the attached format i m unable customise from given templates pls help regds rakesh 9953662439
ASSIGNE MULTIPLE SALES PERSONS TO ONE CUSTOMER
I've been using "Assigne customers Only" feature and I have a requirement of assigning many sales persons to one customer. As an example we have fans and pumps divisions and saperate sales persons are working on those divisions. We are now quoting to
Purchase order receives via api
Hey guys, The purchase order receives module is hard work for us as we NEVER know the actual quantities we'll receive. If we receive less than the quantity ordered we have to "Cancel" the remainder or adjust the PO quantity & then receive the items.. If we receive more than the quantity ordered we have to amend the PO accordingly & then receive the items. This happens with lots of companies, it's crazy when there is a relatively simple fix, I've mentioned before that we need to have an "auto PO adjust"
Removing sections from templates
Hi, Can someone tell me if it is possible to remove the Notes section and Terms & Conditions section from invoice and credit note templates completely, or supress their display? We don't want them to appear and leaving the fields blank under preferences doesn't stop them from displaying. Thanks Andy
Sales by Item Report
Hi, We are having issues with reconciling the Sales by Item report to the Profit & Loss report. Both the Revenue and Costs accounts show bigger values than the Sales by Item report for the same period and through investigation we confirmed that entries
Books app notification
Hi Zoho books ios app showing notification for no reason, i check the Notification Center inside the app nothing new I just want to know why zoho books will push a notification? I mean is the notification only pushed by the Notification Center inside the app or there is a moudle could do a push notification? (I.e. Invocie if it overdue) Thanks
task Billable defaults get overwritten
Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that be
Invoice Date and Due Date has been changed after update invoice via api
Trying to update invoices via API. I send this json: { "invoice_id": "11111", "invoice_number": "#11111", "reason": "Updated via API", "line_items": [...] } Zoho updates invoice successfully, but Date and Due Date changed. For example i have Date = "2022-05-02"
Is it possible to create invoices for unbilled hours once a month automatically?
Hello, I want to sent out the invoice for unbilled project hours every 1st day of a month, automatically. Any tipps, how to to achieve this in Zoho Books? Thanks in advance
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