Charging a customer for materials.
Hi. Most of my invoices are for labour only, today I had to get some lawn fertiliser and need to add it to an invoice. I went into Expenses and used Cost of goods sold, put in the amount I paid. In notes put what it was and then selected the customers name, then saved it. Opened this months invoice and clicked to added the fertiliser, the cost price showed up so I changed it to the retail price. I am not sure if this is the right way to do it because it comes up on the invoice as Cost of goods sold.
Feature Request - Supplier / Vendor Credit Notes
It as absolutely vital to be able to follow the same procedures across all types of accounting packages and standard accounting practices. You already have credit note facilities for invoices issued, but you do not provide credit note facilities for vendors which means you have to do manual posts or add negative values to an invoice which makes things complicated, confusing and very frustrating as you are having to work around the system, rather than follow a normal procedure in a typical accounts
Credit Note not product
I have a query, I have a credit note from my supplier, but this credit is not associated with a specific product, it is just a discount for marketing support or some other campaign, how could I handle this or what account should I create for this type of operations Also when I have processed an invoice and after it is issued I want to apply a discount to the client for any reason that is not associated with a product, such as how can I register a credit note without affecting my inventory of products
Zoho books cannot print invoices from Chrome
Zoho books cannot print invoices from Chrome. When trying to print an invoice the window defaults to a PDF blank sheet with a PRINT button and a CANCEL button in the upper right hand corner. The center of the page has a PDF image 1536148000000918001 and an open button that saves the document to the hard drive. PRINT button doesn't work, but the CANCEL button does. Everything works fine on other browsers. Mac OS 10.15.3
How to filter invoices by multiple contact IDs in Zoho Books API?
Hi, What would be the query syntax for filtering invoices by multiple contact IDs? I have tried following to no avail: /invoices?contact_id=xxxxxx,xxxxx -> Error: Invalid value /invoices?contact_id=xxxxxx&contact_id=xxxxxx -> Error: should not appear
Labels for multiple credit cards in customer record
I am using books for selling good, services, and even subscriptions. A customer may have more than one credit card present in their customer record. I would like a way to identify the purpose of one card vs another. Use cases: 1 card is present only for
Recording affiliate income properly
Hi, I've just signed up for Zoho Books and I just want to be sure I'm recording my affiliate income properly. I couldn't find much information on the subject. So here's my situation: I get paid by several affiliates that I work with, mostly directly to
Notes
I dont know if anyone else has had issue with the notes system but i think it should be better formated. I used my notes to store my clients credentials and so now when I type it in it get put all on one line eg., clientid:0002 clientcst:1234 clientcode:741258 clientaccess:9631258 clientlink:wwww.clientlink.com that looks like a mess, i wish i was able to work wrap and create line spaces so it out be easier to read (like so): clientid:0002 clientcst:1234 clientcode:741258 clientaccess:9631258
Custom Invoice Template renders correctly on-screen but incorrectly renders in PDF
Hello. I customized my layout in Zoho Books. The following is an example of how it appears: And this is how the invoice appears when rendered as a PDF: A table is being used for the address, and phone numbers. Also, I originally posted this in the Commerce
Help with CRM - Books integration Use Case
Hi, we have been using Zoho CRM for a few years now and would like to start using Zoho Books, but I have not been able to find a way to make it work for our use cases. Background 1. We need to invoice from at least 3 different companies 2. All potentials
Execute Workflow Rule after Precise Time
Hi, I'd like to execute a Workflow Rule based on a specific sub-status for a Sales Order. I know how to create it, but I want it to execute precisely 72 hours after it was created. What would I put in: Date of Execution Execution Time Execution Cycle
Quote to Estimate
I am using CRM and Books. My sales people create quotes in CRM because the should not be in Books. Is there a way to convert the Quote (CRM) to an Estimate (Books)? This would make it very easy for me to manage my financials
what happened to defining taxes by item?
In Canada, we have taxes that are defined based on the type of product we are selling, and our business does very little business outside of our province. We are required to collect federal taxes on some products, provincial on others, and both on many. Items can be either PST or GST exempt, and are much more rarely exempt from both. I don't see any way to associate a tax category with a product/item rather than with a customer. We only provide services local to us, so defining taxes based on the
Can you invoice expenses using the date of the expense?
Hello, I just recently bought Zoho Books because it has great reviews and is a great price. I am currently trying to create an invoice from my list of expenses. I have found that this feature is very limited, by default, as it will only display a few
zoho books
ZOHO Booksで会計を始めました。学校会計です。 学費の支払いがあると、仕訳帳では、通常未収金から銀行へ処理されるのですが、 未収金から預り金に処理されてしまう場合があります。 支払額が請求書より少なかったり、多かったりする場合に多いようです。 金額が違っても未収金から銀行への処理にしたいのですが、 どう処理したらよいでしょうか？
Can billing address be saved from the payment step?
When my customers pay their invoice and enter their credit card along with the billing address, why wouldn't that address be saved in Books automatically? Below is a screenshot after the latest succesful transaction. How is that address supposed to be entered? If by the customer, then at which point?
What is the maximum number of Organizations I can have in one Zoho Books account?
Hi, What is the maximum number of Organizations I can have in one Zoho Books account? I know I have to pay a separate subscription for each. Thank you!
How to add due date in purchase orders
Hi, I am trying to add payment terms in purchase orders but I am unable to see the option in template edit mode. please help me with this as it is mandatory to add payment terms in PO.
Jayanth P R is a ROCK STAR in Customer Support for Zoho Books!
Jayanth P R is a ROCK STAR in Customer Support for Zoho Books! He was extremely patient with me, and that couldn't have been easy. He answered every question with solutions that a beginner requires. I had so many questions and issues due to my lack of knowledge with Books. He's an amazing Customer Service Representative! Warm regards, Cheryl
Bill Payment
Hi, When will you have the functionality to enter bank details of vendors and pay bills directly from Zoho books. At the moment I have to enter a bill and then log into my bank account and make the payment for both bills and expenses with is time consuming and annoying.
how to apply store rebate cards for purchases
There's probably a simple way to do this and I'm missing it. I purchase items at a store that offers mail-in rebates, essentially it's a "store credit" certificate, almost like "free money". I purchased items totalling $16.99 with a rebate certificate valued at $17.95, leaving a balance of $0.14. What's the best way to record this?
Opening Balance Shows $0 when Reconciling
Hi there - I'm new to Zoho Books and am in the process of doing my first reconciliation. I have set it up to reconcile a month of transactions within a Bank Account and have double checked each individual transaction is correct. Everything adds up, but Zoho Books is telling me that there is a difference in amounts -- and it's exactly the amount of the Opening Balance. Looking closer, I notice the reconciliation page is listing the Opening Balance for this Bank Account as $0 which is not what I have
Zoho Books - remove recipient email address on an Invoice
When creating an invoice in Zoho Books, a recipient email address continues to show up even though that user has been deactivated and removed from my customer's account. The email address/user name is no longer active anywhere in Zoho (Projects, CRM,
Migration from QuickBooks to Zoho books
Has anyone done the migration from QuickBooks to Zoho Books? What is the level of effort/complexity involved? I am using pro version of Quickbooks that provides classes (allows me to see profit & loss by business lines). What are the key things that we should keep in mind when migrating? Also, is there any recommended partners, who can help with this migration?
Automate Adding Customers from a Form.
Hello, Regarding Zoho Books > Sales > Customers > Add New Customer Form. Is there a current way to automate the data entry option of this form by allowing external forms to populate this screen? Example: I would like to create a form either zoho forms, third party form or web form to collect all the information required for a new customer. I then want that form to automatically populate the informaiton as a new customer in Zoho books > Customers field. (To save my self data entry retyping all the
API ZOHO BOOK
Hi good day. I am having problems with the api when I want to create an item in Zoho Book, please help. I get as an answer I send the code development I need help, I'm in trouble
Problem calling Writer from Books to merge and download
Hi, I'm building a function in Books which calls Writer to merge data into a document. I found zoho.writer.mergeAndDownload(<document_id>, <output_format>, <values_map>, <connection>) which is recognized in Books custom function editor. https://www.zoho.com/deluge/help/writer/merge-and-download.html
You have crossed the maximum number of contact persons that can be added.
Uh oh. CRM / Books Sync reports:"You have crossed the maximum number of contact persons that can be added." I need my CRM Accounts and Contacts to be available in Books. I'd like to just set and forget the sync, but apparently I have too many contacts
Item enhancements
Option to allow duplicate item names. Option for auto fill of SKU with auto increment. Unit calculations against prices. Discount rates for quantities.
Zoho Books MUST be able to search transactions by Payee!!!
Thanks to Zoho's LACK of ability to search by Payee, I missed fraudulent charges. This is a VERY VERY basic feature. Why can't a user search transactions by payee? Thanks!
scope for categories in zoho books api
I 've managed to get categories from zoho books (inventory enabled) with this GET Method https://books.zoho.com/api/v3/categories?organization_id={} I use the full access scope and everything works fine. But what is the specific scope for this request? ZohoBooks.categories.READ does not work.
Bulk Update Feature Missing
Hi, There is no Bulk update option in my books under accountant head or anywhere else ? How can i activate this feature ??
Unique ID for Each Line Item (Revenue Head)
Hi Everyone, Does zoho allow us to create a custom field which can be assigned an auto generated number with mandatory option to each line item (Revenue Account) while Booking an invoice ?? The idea is we are offering almost 100 of different types of services & in invoice usually there is 4 to 6 different revenue heads for different services. If we can assign a unique id to each revenue head while booking the cost. The later on while booking the cost, which we normally do by importing bills which
Add New Tag While Categorizing Imported Transaction
It would be great to add new tags whiile categorzing imported transactions. It would also be great if there were more bulk options than "exclude" while categorizing imported transactions.
Custom Estimate/Invoice
I'm looking at switching from Quickbooks and one of my deciding factors will be if I can make my own Estimate and Invoice templates by mapping Zoho fields. I haven't been able to find that option so I though I'd stop by here and ask if it's possible.
Business expenses on personal card
The business owner (single-member LLC) lost their business credit card and is putting business expenses on their personal credit card until the replacement business card arrives. The personal credit card is not linked with Zoho Books. How do we account
Payment Terms in Books
Hello all, since few days we have realized that the payment terms on our SO´s and PO´s are not accurate anymore. While we create invoices the systems doesn´t use the payment terms from the master file data (Vendor / Customer), instead it takes the default
Zoho Books in 2019: The Year That Was
Hello everyone, It has been a busy year here for all of us here at Zoho Books. We've launched new editions, rolled out our new logo, released 250+ features and enhancements to the product, and we're still working on more for the coming year. Our Android and iOS apps have also had multiple enhancements to ensure that we've got you covered while you're on the go! As we bid adieu to 2019, we would like to reflect on everything our team has done this year. We've compiled a bunch of our key updates in
Sales order placeholder displays only english format despite german settings
Hi, When using the %SO_Adjustment% placeholder in a Sales Order custom layout. the figure is displayed in english format, were other placeholders are displayed using the country format (here german) In this example : subtotal, total, shipping charges are displaying the german number format (comma for decimal). But Adjustment is displaying a period and 3 decimal. See screenshot. Please correct or tell my which placeholder is to be used to have the correct display. Thanks
Zoho Books API Limit is Low
Hi Team, I have a custom function that searches for all payments of customers and computes the average days to pay and maps that information to our CRM. That function uses anywhere from 50 to 80 API calls in a single instance. I believe you have a 5,000 API call limit and I think that it is very low compared to CRM. Is it possible to increase our API calls to 10,000? Also, the API report only shows API usage for today. It doesn't show API usage history. Is there any chance to see our API usage history?
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