Custom Fields in Zoho Books, not showing up on the invoices
Hi I have added custom fields through the "Organisation" settings, and it was working fine. Then I added two custom fields through the "Custom Fields" settings, which are working perfectly fine. but now the "Organisation" custom fields are not showing up in my new or old invoices. I have tried to remove the "Custom Field" settings again, but that does not change anything. I have also tried different invoice templates, but with the same result. How do I make the "Organisation" custom fields show up
Banking & Expenses: Start fresh?
I want to start fresh with my banking and expenses, but i am not able to delete either accounts or individual entries. is there a way to delete what has imported and start over? since the import did not go well :(
Automated Netting
Hello On our telecom market transactions are done with netting. Our customers are also our vendors and we always do netting based on invoices and pay/getting paid by the rest of amount. If we send them $10.000 invoice and if they send us $9.000 invoice on same period, vendor pays us $1000 after netting. Manual doing netting is a tedious task for each week as we have hundreds of invoices is there a way on Zoho to do this netting automatically ? Thanks in advance.
Recurring Invoice - Setup via Authorize.net
Hello, We are using Zoho Books and have just started setting up and migrating our billing, invoices etc. We charge clients a monthly hosting fee that is automatically charged to our clients credit card via Authorize.net While we have all of these clients setup via Zoho books to automatically receive an invoice - can the following be done: 1. The email is automatically sent out monthly, with no need for us to manually send out the emails (by default it's saving a draft not automatically sending
Using my own Auth.net account with Zoho Books
I am trying to set up the Zoho Books to intergrate with my credit card processing company. I have the API for Authorize.net with my old account and I want to use it here. Can I just use my own Auth.net account to do all of my credit card processing rather than setting up a new account through here?
Invoice by quarter hour intervals
Hello, Is there somewhere that I can set my invoicing or my timesheets to charge by the quarter hour? For example: If I spent 01:10 on a project, I charge for 01:15. I round up to the closest quarter hour. My other billing program that I'm leaving gives me the option to round up by quarter, or half hour increments. Thanks Ian
Show refunds on a invoice
Hi There I would like to know if your customer has paid for something in full and then they want a refund for half of the items, can we show this in Zoho the refund (if only some of the items were refunded?) Thank you Mele Williams
Printing Expenses
Dear Zoho Books Support I want to print expenses. This is to give employees a printout of the wage slip, which they require. Is there any way to do this? Thank you in advance.
Zoho Books in French
Dear team, Following a post where I was submitting some issues in Spanish translation, please be aware I discussed with French accountant regarding the product. When you go to Reports > Accountant (Rapports > Comptable), you have the following: Grand
Can I freeze data as on audited date?
Is it possible to freeze data as on a cut-off date, like the date upto which audit has been completed, so that we don't accidentally change the data prior to that date? I could not find any such option, but it is important, as without this, the risk of accidental changes to old data is high. Thanks. Pradyumn Sharma
Importing Credit Notes from Creator - Partially Working
Hi, I'm trying to import Credit Notes from Zoho Creator using a csv file. I was testing the feature, so I imported only two records so that Zoho books can produce two credit notes. However, when I import into Zoho books, only one credit note is generated with two line items. I want to import two credit notes (ie. one record from Zoho Creator = one credit note in Zoho Books). Please assist. Regards, Siya
Improving reports
Hi, We have been trialling ZohoBooks for a little while, and when it came to doing our quarterly (UK) tax return we were not confident with the reports enough to use them and resorted to our excel database. Is there any way we can have VAT added as a column on the expense details and Bill Details reports? The summaries look nice, but sometimes you just need a straightforward list of everything inputted. Also, it would be good to be able to apply more filters on the 'bills/expense details reports',
Books API v3 List expenses not containing exchange_rate
Hello, Thank you very much for adding exchange rate field to invoices list. We have discovered that also "list expenses" doesn't contain a field for exchange_rate. We are implementing Zoho Books api to generate charts for sales and net income total, but the results are really not accurate, if the expenses are in different currencies. While there is the possibility of picking out exchange rates from individual expenses, this would add a considerable amount of waiting time for the end user. If it is
Assistance Needed with Credit Notes
Hi All We switched our accounts to Zoho Books at the start of this year and things are going well however we are unable to enter credit notes we receive into the system. Can anyone advise how to do this? Owen
User Roles
It is still a mystery to me how the Zoho developers couldn't still give us a solution to the User Roles dilemma that most users seem to be suffering from. The oldest request I believe dates back to 3 years ago and here I am the latest customer to request
Invoice with multiple lines
Hi, I'm working on a project where I'll have vendors across the country that will collect orders and payments for me. They will pay me the total payment less commission that we agree upon. I will grant them access on Zoho Creator - Customer portal where
Credit Note
We received a credit notes from a supplier. How can I do to register if the amount is € - 99,99??
Vendor Credit Note
How can I give myself a credit from a vendor and use to pay open invoices???
Credit with Vendor
I paid a vendor an amount according to a bill from them, then I canceled the order then the vendor told me that the amount will be available for me in future orders How can I show this amount so that in future when they bill me I can use the available credits I have
Recurring Billing
We are getting ready to go with your CRM and possibly the books or invoicing... What we need is for a program to automatically bill our clients and charge their card. ALL of our clients get billed the same time each month.. We have been doing this with
Down Payment
Hello, Is there currently a way to handle down payments on ZOHO? I explain my problem : I only want to create 1 estimate and 1 invoice for each sales ; I want my customers to pay a down payment of 40% when they receive the invoice and the rest when the work is done ; I cannot find a way to have at the bottom of my invoice : The total amount (tax included) ; The total amount of the down payment (40%) ; The total amount of what they will have to pay at the end. Currently I can only display the total
Zoho Books - Bills; No way to download as pdf?
Hi, I was wondering whether there is no way at all for me to be able to download a specific Bill as pdf. Otherwise, is there an option to convert a bill into invoice so that I can dowload it as pdf? (I know I can convert an invoice to a bill, but cannot
How to create a money out credit note
How can I record a credit note from a vendor to us?
How do you create a credit note for a vendor
Hello, How do you load credit notes given to you by a supplier. For example I have a situation where I have receive 2 invoices from a supplier and then been issued with a credit note to reduce the total amount owed. How do I load a credit note for an invoice or part of an invoice from a supplier. I have loaded the invoices from the vendor as bills and am trying to process the payments. Dion
Zoho Books and Products from Zoho CRM???
Hi, Is there a way to sync or import your products from Zoho CRM to Books to create invoices with?? Thanks, Ben
Import Paypal Transaction & Information Into ZohoBooks
I would like to import transaction data from paypal and have it import to zohobooks including date, amount, items on invoice, contact information, and payment information (paid or not paid). Anyone able to do this?
How to print a Bill?
I really need to be able to PDF or print copies of Bills. What is the process or workaround for this? Is this feature coming? thanks Noga
Webinar - Introducing Inventory in Zoho Books
A lot of businesses deal with products which are shipped in and out regularly. Just accounting will not satisfy a business person who looks at a seamless management of their stock with their business transactions. That's exactly the place where Inventory comes into play. How awesome would it be if your accounting software automatically manages your stock based on your transactions? Won't you love those amazing reports generated for your inventory giving you the perfect insights on every item and
Could GET /invoices list result contain exchange_rate field?
Hi, I am implementing Integration to zoho books using API v3. I would like to generate charts for net incomes and expenses etc. using data coming from zoho. Since invoices can be of different currencies, I would really love if list result would contain not only currency type but exchange rate as well. One can get the exchange rate if I do a request for a specific invoice, but this would mean extra requests, which is not good for you (extra load on servers) and for us, extra waiting time. Is there
Article number and more fields for warehouse
Hello, I have seen that in the item management there isn't a field for the article number. Do you think to improve this in the next future? It is really important for every company. Over this, do you think to improve some more fields in the item, like weight, position in the warehouse, product category, ecc?
CRM products integration
Hello, do you have any plan to improve the same fields of "Products" in CRM? It is more complete than ITEMS in Books. Over this an integration is really necessary and so the calculation of the commission for the salesman.
Organizations list empty
I'm trying to get the organization_id from the following url: https://books.zoho.com/api/v3/organizations?authtoken=9f8cc6948b1d7a13940ade7b5dd157d4 The response is an empty array: {"code":0,"message":"success","organizations":[]} What am I missing? I have created the organization and filled out all information.
save and reconcile button not saving what was checked and unchecked
When we reconcile an account, when we find a mistake, we click "save and reconcile later", go elsewhere to correct a mistaken entry, come back and all our "checked" and "unchecked" boxes are not saved.... we have to start all over. Are we doing something wrong? Any way this can be fixed?
Inventory
Hi, I am trying to undestand how to add the related cost in to an item and add the invoice in books.
Matching Deposits That Come In A Different Amount
Hi. I have a issue; My customers pay online via Authorize.net. When they pay it goes to my process as 1500.00 (<== Ex) and then the processor removes their fee and then deposits the remaining balance into my checkings account. However when I go to "match" my transactions; zohobooks will not let me match that transaction up with the $1450.00 that has just been deposited. So how can I match this payment up without it being the same exact amount; and without creating an additional payment for my customer.
Unable to use my account
Hi, Today, when I log in to my Zoho Books account, it gives me the message "This user is not associated with organization_id: xxxxxxxx". I am shown as logged in, but unable to use any option in the system. Even "Contact Support" option within my login gives the same message. Please help. Thanks. Pradyumn Sharma
Webinar - Introducing Auto Charge feature in Zoho Books
Hi Everyone, We've introduced Auto Charge feature in Zoho Books. What is it all about it? This feature lets you automatically charge your customer's credit card for recurring invoice payments. In case of failed payments, Zoho Books reattempts to process it after a few days (set by you). To help you understand it better, we'll be conducting a demo on the Auto charge feature in Zoho Books on the 3rd of September. Join us for the free webinar and learn how to: 1. Set up recurring invoices 2. Set up
Spanish translation for Zoho Books
Dear team, Thank you very much for having translated in some languages Zoho Books. This will be a great asset for us, specially in French and in Spanish. Could I already point out to you some modifications to do: Contable => Contador (this is the word used in most Spanish-speaking countries) Gráfico de cuentas => Catalogo de cuentas (this translation was not at all accounting related) Diario nuevo => Nuevo diario As I continue using Zoho Books, I will let you know about my other findings. Many thanks
Need to get a api for orders
Hi. I need to get a api built for bigcommerce to zohobooks. Can you suggest someone? Thanks
eBay Orderh
Hi. I need a solution to import my orders into Zohobooks from ebay or bigcommerce; I use linnworks as the order software however my ebay and linnworks will connect to bigcommerce. Anybody know anything that would work good? I also need tracking information to update on the invoice when being marked as paid in zohobooks
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