Issue While Uploading an attachment to zoho invoice
Hi, I am trying to Upload an attachment to the invoice, but i am getting internal server error, code 1000. can anyone guide how to fix it
Announcing WePay integration with Zoho Books!
WePay, an online payment processor, is now integrated with Zoho Books. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Sales Return for Invoice
Hi, We had a sale and an invoice was created. A partial payment was also made. The invoice was created for a service contract. We are terminating the contract so we need to reimburse the amount that we received. For this, we need to make a sales return. Do you have that option on Zoho? If yes, please guide me. If no, do you have any other options? Appreciate your response at the earliest. Thanks!
I need to edit an invoice which has the wrong Tax categorie.
Hi, I'm looking a way to change the "Tax section" of several invoices. During the import from another accounting system, it created a different Tax category on a few invoices. It uses the TVA 0% instead of the TVA 20%. When i click on edit, it doesn't allow me to change it. Hope someone can help me. Kind regards, Sidney
Zoho Books Api - Invoice update with one field
I would like to know it is possible to update an invoice custom field with the API. https://www.zoho.com/books/api/v3/invoices/#update-an-invoice The request attributes list all the fields in the invoice. But I want to update one field only. Let me know.
How do I change the font in an email sent from the contact panel in Zoho Books?
I send clients email notes and like the ability to send them right from the contact entry. Unfortunately, I can't find a way to change the default font from Times to Arial. I would like all my emails to match, and have changed the templates for invoices, estimates, etc., I just can't figure out how to change this type of email. Suggestions? Thanks.
Zoho Books Invoice update api throws 404 error.
I am trying to update an with API. It is showing error 404 Not Found. Url is "https://books.zoho.com/api/v3/invoices/test". Any help?
Zoho Books Integrado con Base CRM
Buen día Me gustaría ver la manera de integrar mi CRM con su sistema el CRM que utilizo es Base CRM https://getbase.com/ Gracias
How to email a report concerning previous month ?
Hi, I want to send a report concerning data collected last month. As all the concerned data are not available at the end of that month, the report should be sent on the 15th of next month. For example : - data concerns may 2016 - data collection ends on june 8th 2016 - report concerning the period form may 1st to may 31th 2016 should be sent on june 15th 2016. I tried to to this by confuguring an auto-emailed report on june 15th, but the span of monthly report goes from may 15th to june 15th. How
Sinc two Organizations Books/CRm
Hi I have two organizations that share contacts and products to sell, I need to sinc the 2 Books accounts to 1 CRM account. Is this possible some way? Thanks
How do you match a transaction where a bill and an invoice have been netted and a check is issued?
We issued an employee reimbursement in the same month as an employee purchased an item from us. Rather than having the employee cut us a check and then writing a check back for the full reimbursement, I netted the two amounts -- thereby reducing the reimbursed check by the balance owed the company. But now I cannot match the transactions. It seems like a simple thing, but I cannot figure out how to handle this situation in the software. Thank you!!!!!
Opening Balance
How can i add the opening balance for the bank or Safebox
What to do with uncleared transactions after reconciling my accounts?
Hi there! I'd love to hear some opinions on what I should do with those uncleared transactions after the reconciliation. Such lingering transactions are often duplicates of a transaction that cleared. Some are just transactions manually created that never took place. I have already reconciled my accounts so I can't delete those transactions now, so I'm wondering if I should undo my reconciliations so I can delete those duplicates (uncleared transactions) or is it better to leave them there? Will
changed fiscal year now asking me to setup
I changed the fiscal year in my ZOHO Books and now when I log in it is showing me the setup screen we get when we log into it for the very first time. What's going on? Is the whole thing deleted or something?
Consulting firm needs: How do I create recurring invoices from a project? Track resource costs for project profitability?
We're trying to move away from using Zoho Projects for time tracking as our consultants find it difficult, and instead use timesheets directly within Zoho Books. As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice
Items - Sales Items & Purchase Items
I am having difficulties with the items section. We purchase items from manufacturers and then sell for a markup. The manufacturer item name is different from our item/product name. When we create a sale item, we also assign the purchase item so we can keep track of our markup for that item. The problem is that the item has the same name. When we create purchase orders, we need the manufacturer item name to show up in the purchase order. And when we create estimates and invoices, we need our item
How to process a refund?
I have created a credit note, but I can't attach it to an invoice.
How to add sub accounts in zoho books
How to add sub accounts in zoho books?
Matching Batch Deposits
Hello, We use the Authorize.Net integration, but noticed we can only match deposits to uncategorized transactions. We sometimes issue refunds through Authorize.Net and are not able to match those withdrawals to batch deposits. It would make it much more convenient, we have uncategorized transactions piling up because we cannot match the refunds.
ZOHO Integration with VCS Payment Method
Please can you integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use the pay this invoice online now with the online payment options. We cant use Braintree 2Checkout and Paypal Doesnt support ZAR. The other processors that support ZAR convert the funds to USD then back to ZAR when they pay us then we loose alot with the Forex conversion.
Portal error 500
Hello, I have a client who want to pay on the zoho book portal, bit it not working. The client have a error 500. Why?
Use Tax
I can't seem to figure out how to get use tax to work. I have one new item in my credit card bank feed of $870. How do I show I owe tax payable of $59.81 (which would be due next year) so the total is $929.81? Setting up a bill and make two payments gives me a negative in the tax payable which messes up the sales tax collected which is positive. Trying to just do an expense on it with tax exclusive doesn't work as the amount doesn't match up with the bank feed and it refuses to accept it. What am
Zoho Books ranked as a category leader by GetApp
Hello, We are glad to announce that Zoho Books has been rated as a Category Leader in accounting by GetApp, a business software review website. GetApp used five data points to rank apps based on a combination of its own unique data, as well as data collected from third-party sources. The five data points used are: User reviews– based on the number and rating of reviews on GetApp. Integrations– based on the number of integrations with other apps listed on GetApp. Mobile Platforms– based on
Bank reconciliation
I had not used BOOKS for a while but when I went in to categories my accounts the bank feeds had dropped out. When I re activated the bank account feeds, some bank feed transactions are now going into the wrong bank accounts in BOOKS but not all. Its like the is a bug in the BOOKS system causing them to cross over into the wrong statement. Please advise.
How do I record NSF cheques?
Hello, I'm using Zoho Books for a membership group. Quarterly dues are $390. Frustratingly our members occasionally write an NSF cheque. So I've previously recorded the income (Sales Without Invoice) as $390 and now want record –$390 to show the returned cheque. But the system doesn't accept negative entries like Quicken does. So, I created an expense account called NSF Membership Dues and recorded it there. I don't like this solution. Is there a better one? Thanks, Richard
Bug? - Invoice indicates paid but not paypemt via Paypal not completed
I have found that a customer can initiate a payment through Paypal which doesn't complete successfully due to lack of funds. Zoho shows as payment successful in Invoices but nothing comes across to the bank account.
3 payment dates for 1 invoice
hello, in Spain it is very common for customers to pay an invoice in several installments . For example, a € 900 bill could be paid by a customer as follows : 300 € to 30 days, 300€ to 60 days and 300 at 90 days . How this case is solved in ZOHO BOOKS ? a greeting
Create one invoice for multiple projects for the same client in Zoho Books.
Hello Zoho Books users, Many of you would want to create one invoice for multiple projects recorded in Zoho Books for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Books.
Attachments for Payments
It would be really great if you can enable attachments on bills payments. We would like to attach copies of checks and vendor signed payment receipts to the Payments we make in Books. Just like we do for expenses which is great. Thank you
I would like to post in CRM forum, I am a China user.
see if this will work. thanks,
Documents in Portal Customers
Would need in the portal customers could upload documents, contracts etc .. it can be done somehow ? Another option would be that from the customers web space my client could get into your space BOOKS without a password , it is that possible? ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- Necesitaria que en el portal clientes pudiera subir documentos, contratos etc.. es posible
Link Bill to Project
Dear Sir/Madam I have been using Zoho for a while and its been great. I have open credit accounts with some of my suppliers and I have run into some issues using Zoho. Before when I bought something I used to recorded as and expenses and had the option to link that to a project. However now that I have credit accounts with the suppliers I can't recorded as an expense and need to record it as a Bill but don't have any options to link it to the project. Without this option it makes Zoho for me impossible
Dudas de integración de documentos entre Aplicaciones Zoho
Tenemos Zoho CRM, Zoho Book,Zoho Mail , Zoho Proyect y Zoho Dock. ¿ Como puedo tener toda la información y documentación de un cliente y que todo el mundo pueda verla desde cualquiera de estas aplicaciones de forma ordenada ?. No todo el mundo tiene el CRM, unos book otros Proyect, etc. El único que comparte todo el mundo es Proyect y Zoho Dock, pero necesito tener muchos documentos en un cliente y que todo el mundo pueda acceder a ellos con un solo click desde sus aplicaciones entrando en un
Timesheet Reactivate User
Hi Can you please let me know how I can reactivate an employee to use the time sheets again. Many Thanks Nick
Purchase Order Email From field through API
I have 2 questions: 1) How do I specify the "from" email in Email Purchase Order API? 2) What does this error message "The email address for this customer was not found in the customer's details. Hence the mail could not be sent." mean? I get this error when I leave the json input blank in the Email PO API. My contact is a vendor contact type and the record also has contact persons with email information. Thanks, Thanh
Customer name not appearing on invoice
Hi, I can't get the customer name to appear on the invoice. (I issued two invoices today, and the PDF that was generated/emailed did not include the customer name.) I'm pretty sure I've done everything correctly with my template; but I can't identify an option in the template that would remove the customer name; is there something of that nature that I may have ticked by mistake? Alex
BANK ACCOUNT AS CASH CREDIT ACCOUNT
Hi I am using a CC account for banking pupurpose.It is basically a liability . I am trying to enter the opening balance in Debit side, yet the actual balance at the month end is not been recorded Pls help with a solution
Purchase Order API delivery date field is not setting
Hi, I am currently using your Purchase Order API to automate creating PO in Zoho Books and I am not able to send the delivery date value successfully. Scenario: Populate PO request due_date field per PO API (due_date | string | [yyyy-mm-dd] |Delivery date of purchase order.) as "2016-05-06". I see this value is the request string to send over; however, when I open the PO, it does not have delivery date populated. What am I missing here ? Thanks, T
Purchase Order Delivery Address lookup API
I'm creating PO through the PO API. There is a delivery_org_address_id field that I can provide the address Id; however, how do I do a look up for delivery org address id?
Attachment to Bill Payments
Can you please enable attachments to Bill Payments
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