Templates
Is there any way to format the variable %SO_ShipmentDate% ?? I've been trying to get "E, dd MMM yyyy" : ie - Friday, 06 May 2022
Create Time Based Workflow or Supervise to Send an Alert Email Every "X" Hours or Days
I need to create a time based supervise or workflow that will send an email to a customer for an approval: Criteria: Status = IS = Waiting for custom to approve shipping cost Hours or Days I would like to have this Alert sent every 24 hours until it is
Banking feeds - are we still set to have them back in 10 days time? (31st Oct)
HI, I just want to check we're due to get our critical bank feeds functionality back in 10 days time as still published here - https://www.zoho.com/uk/books/open-banking-status/ Please can you confirm, it's an unbeliveable inconvienience to be stripped
Zero Bank Balance in Zoho Book
Hi, My name is Daniel. I'm Just trying to use Zoho Book but notice that Zoho Book doesn't show me amount in the bank only amount in Zoho Books that is shown. How do I solve zero amount in bank balance issue in Zoho Book cause it seems Zoho Book can
Help with gift cards
I recently purchased some airline gift cards for use in business travel. They were 10% off, so I paid $450 and received a gift card for $500. When I purchase the actual airline ticket, I would like to allocate the amount I paid from the gift card to
User-based Footer
Is it possible to have different footers for list members based on a field? I am a multi-unit organization & would love to include local social media handles & addresses depending on which location the member belongs to.
How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issue
Expense Detail on Invoices
When adding Billable Expenses from a project to an invoice, why do we not get the option to select the format and details to display as we do when adding billable time? For example, through trial and error I have found that the Expense "Description"
Add project name in ZOHO Books invoice
I really like the custom template feature you offer in ZOHO Books. One question: How do I add the name of the project just under the word "Invoice" at the top of invoices. I have tried adding %ItemName% to the table that has Invoice Date and Invoice #, but it comes out blank. Yet it works for the email subject line. Please tell me what placeholder to use in this situation. Thank you very much.
Error al enviar correo
Me es imposible enviar correos ; no me abre la opcion Como puedo solucionar?
TDS ON RENT ENTRY
I want to know how can i do Rent TDS Entry
Project Fulfillment Report for Multiple Sales Orders
We are in the construction industry and projects can span years. A project starts with a single sales order, and that likewise will be fulfilled in phases over months or year. During the project many changes orders will occur and those will be created
50% Upfront Payment Terms
In books does the invoicing allow for a standard 50% upfront, balance on delivery option? If so where do I set this up? Also does the system allow for variations of this option?
debit note
Hi There, How do i create Debit Note for Purchase return bills? Have purchased materials from vendors and the materials are not good or faulty so have to send it back to him. How am i able to do it without raising Debit Note for purchased materials.
How to add "cost", "processing fees", and "shipping charges" to a report
I would like a report similar to the Payments Received report, except listing the total cost for each invoice and the processing fees for each invoice. I honestly can't find one single prebuilt report that lists any costs. In my case, products are being
Is there a way to populate multiple Delievery challah in Single invoice?
Hi, We are basically into IT services and give complete solution. Many times it happens that we send material on multiple delivery challans and raise a single invoice from all challans. We are using delivery challan and invoice only for our customer billing.
Sales without Invoice
I run an online business where 100% of my sales are without invoices. Why can't I see these transactions under either Sales or Payments Received? What is the simplest way to view my Sales without Invoices (which is all of my sales)?
Editing of fields in Bigin to map to imported data
I would like to upload our product range ( Training course) It has specific data fields. Can one edit the available fields in Bigin to map the data to. The data fields available under products in Bigin do not map to our required data fields
Allowing people to access my schedule
Hi, I am new to Zoho. I signed up so that when someone wants to get on my schedule I can provide them a link to access and view my availability. Just not sure how to do this. thanks Tod Henby
Is it possible to use api oauth with grant type password?
Is it possible to use api oauth with grant type password? send POST https://accounts.zoho.eu/oauth/v2/token { "error": "invalid_client" } I can't get a token.
Rounding on invoice line items affects the total
Hello, I've encountered an issue where the total amount of some invoices do not match a predetermined amount due to rounding for each line item. For example, in my screenshot below, suppose I want to bill for 1 hour at $72.25 per hour. But if it's split
bank feed and confidential data exposure control via user/roles
Hi, We have two bank accounts, with two different purposes. Account A to conduct daily operations Account B to transfer salaries and tax deducted at source to do with salaries only. There are no other operations on this account. Monies are transferred from Account A to Account B on a regular basis with Account B functioning as a holding account too. Constraint: Confidential data such as salaries are not exposed to people working in the accounts department. We are a small organization and from
Zoho Books
We have recurring invoice in the zoho books, is it possible to send a reminder for renewals to customers
how to know the total of goods sold
When I create an article, it is proposed to inform the purchase cost, for example, I have a ream of paper that I buy 7€ and that I resell 11€, this is what I indicate in the article's file. So I suppose that if I enter this in the item's file, it means
Items order on invoice
Hey all. I'm trying to sort items by category on our invoices, so that all the items belonging to a certaing type, are all grouped in the invoice in order to have a better understanding of it. For example, if I run a candy shop, I want all my chocolate
Sync with CRM
I'm currently testing out both the CRM and books programs using the free levels of each. Being on a free plan is it still possible to set the system to when a new customer is created either in books or CRM, that information is sync'd over to the other
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. Traffic Rider Mod APK I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
Importing Paid invoices from Wave
I'm trying to import all my invoices from Wave into Zoho Books. I've downloaded the sample template from Zoho and matched it up to my export from Wave. Column marked Invoice Status says "Paid", and it's mapped to the Invoice status field in the import
New: Track Vendor Credits in Zoho Books
We are happy to announce that you can now record credits you receive from your vendors or suppliers as a Vendor Credit Note in Zoho Books. While running a business, it's common to return damaged goods or pay excess amount in advance to vendors. The Credit Note which your vendors issue, needs to be tracked so you can use them for your future purchases . How does Vendor Credit Note work ? You can create Vendor Credit Note from Bills to keep track of returned goods or services. You
#12 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 12th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics in Saudi Arabia Join our regional partners, industry & solution
CASH PAYMENTS MADE OR RECEIVED
While recording Offline Cash payments or Receipts, if mode of payment is CASH, please make the default account for transaction (deposit to / payment from) as Cash on Hand / Petty Cash account. Every time it selects a bank account by default which is not
Zoho Books - projects without time tracking
Hi I am new to Zoho Books, we are a construction company and we execute projects for customers. Each project has customer invoices and all bills, expenses are categorised to the project. We need to keep track of project viability, see profit levels etc.
What is the difference between "CONTACT" contact_id and "INVOICE" customer_id
When I'm creating the Invoice it is asking the "customer_id" and I created the contact person, get the "contact_id". I try to pass this contact_id to create invoice but it is throwing the error { "code": 57, "message": "You are not authorized to perform this operation"
custom button bug
Hello, I am using a custom button to validate a field with my api, but I have noticed that sometimes the button does not work, you have to make several attempts until it returns. Sometimes it doesn't return anything and just refreshes the page I will
How to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, there
Multiple line item lists in custom HTML templates
I need to have multiple lists with line items in my Estimate PDF file. Something that would look like this: I need this to display different information at the bottom of my Estimate (Bigger product image, some custom fields etc.). Mainly I need to attach
How to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API request
Reporting Change?
I see there were some changes made to Books reporting. Specifically, there's a little expand / collapse button (plus / minus) near each parent account on the P&L. That's a good addition. However, it seems that I've lost the ability to have accounts shown
Artikelkopfzeile in der mobilen Version
Unsere Angebote beinhalten immer Artikelkopfzeilen, sterben in der mobilen Version nicht dargestellt bzw. werden. Deshalb kann man mit der mobilen Version nur Angebote ohne Artikelkopfzeile anlegen. Wann wird es die Artikelkopfzeile in der mobilen Version
How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
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