Accepted status needs help
We are having the same major issues with invoicing within BOOKS. Please see if programmers can change back or at least add one more option. Here is the problem: We build custom made products and require a deposit on these products. We need to be able to mark an estimate as accepted But, NOT have it convert to an invoice because if we convert to an invoice and the customers terms are due upon receipt then all of our invoices show up as overdue. We do not need two options to convert to an invoice.
Online Payment Form using Stripe
We are using Stripe as our payment gateway. When I send invoices to customers and include option to pay online, they are presented with a form that asks for credit card number and etc plus address. How can I make address optional on online payment form?
Recieving Invoice Payments
Say I invoice customer X $1000.00. I recieve a cheque for them and therefore have a bank deposit for $1000.00. If I tell Zoho Books this deposit was from Customer X it doesn't apply that to their account. When I then apply a payment to the applicable invoices, my sales are posted twice. How do I apply a bank deposit directly to a customers invoice or account credits? Thanks.
Difference between invoice and bank transaction
I am trying to understand the Reporting of Invoices and Deposits. It seems to me the Income is being double counted. When I look at "Account Transactions" I can see all the invoices generated as being income. Which is fine. But when I import bank transactions, I then match the credits to an invoice. Now lets say I generated an invoice for £100 But then I gave a 20% discount on the invoice so it's £80. The actual bank transaction deposit is also £80.00 I would have thought that on the Account Transactions
Abnormal accounting entries in Zoho Books
I have a customer with no open invoices but shows a balance due (debit) of 1,094.33; how could this happen? thanks.
Expenses, Currencies and Formatting
Hello Zoho Team, We've been using Zoho Projects for a while now and we are totally satisfied with it. Lately, we have decided to start using Zoho Books, where we started to face some problems and few questions arise: In the description here, you show the option of selecting the currency for each expense, while this option is not available now. We are paying our expenses in different currencies and it will be very handy to be able to select in which currency we made the payment. I'm not able to see
Profit and loss - carry loss forward
for accounts how can i carry forward a profit or loss from a previous year for my year end accounts?
Delete inactive credit card
How can I delete a credit card that I have made inactive??
Foreign bank accounts
Can I use my Jamaican Scotiabank account in the bank feeds. Charlie.
Zoho Books user permisiions
Is it possible to add a Zoho Books user that can only create estimates and invoices but not see or do anything else in Zoho Books??
Managing retainer client accounts
Hi Some of my clients pay a retainer, a fixed amount per month. We offset this against tasks managed in Zoho Projects. For example, a client pays R350 at the beginning of the month. We do 5 tasks for them, at a total cost of R250. We use Zoho invoice to bill them for this, but they don't actually have to pay, since they are in credit. They are therefore in credit for R100. This credit rolls over to the next month. How can we document and manage this in Zoho books? Thanks Brendon
How do you prevent duplicate sales entries...
The problem I am trying to overcome is when I invoice a client, and they pay through the PayPal link on the invoice it enters that into the system. When my PayPal transactions get downloaded to Zoho books... to be matched... there is not an option to match that transaction as being the payment for the invoice.... so it becomes a duplicate entry that cannot be deleted. Help, I'm new to Zoho and really like it because of the PayPal function. I haven't found a system that works as well as this does
Invoicing in Zoho Books
Is there a way to include all unbilled hours for multiple projects when creating an invoice for a customer? Let's say I have a customer and have 5 projects working for them. Each of these projects has unbilled hours. Is there a way that when creating an invoice for this customer that I can automagically include all of the unbilled hours for each of the 5 projects on a single invoice with one-click? Freshbooks has this ability. I love using zoho and would love to have this function as well. Thanks
Zoho Books: reporting by item
I have asked many times. I need a sales report by item. So when I click on an item, I can see how many times it sold last year, when, and in quantities, to what customers, etc. This report is a must!!!!
Re start from scratch
Hi. I've been playing with Zoho Books for a couple of months and now that I have a good idea how to use it I would like to restart. It would be great if I can keep the customers, accounts, etc., but be able to clean all the transactions, balances, invoices, etc. Is that possible? Thanks.
tax on invoice
When I create an invoice I have to select the tax for each line item (task). Is there a way to indicate that this client is HST Tax and then all the selections are made? When I have 40 tasks its a lot of work to select the taxes -- and then I accidentally send out invoices without taxes.. zz
Bank Reconciliation
Hi I have been using Zoho books I am however experiencing difficulties while doing my bank reconciliations. In a scenario where we have inter bank transfers from a USD bank account to a KES bank account. I am getting a difference in the two transfers while doing my bank reconciliation. I have tried to change the exchange rate so that the two balances reconcile but I am still getting a difference that i can not attribute to any particular account. Kindly advise
Attaching a scanned file to the bill/expense in Books
Any plans in having the feature of attaching a scanned copy of the bill/expense to the record in Books? Would be nice so you dont need to look up the actual paper bill.. Its rather normal in other bookkeepings systems these days.
Credit cards support for "Transaction Type:" Transfers
I make credit card transfers to other accounts. E.g. Transfer to PayPal from Credit Card. This would allow me to reconcile the PayPal transaction as an Expense and the Credit Card transaction as a transfer. Is there a current work around or a solution to this?
Zoho Integration with Lenders Office
Has anyone tried to set up automatic importing from a loan origination / processing solution like Lenders Office into Zoho?
A Question from my accountant
1. When posting opening journal which includes a balance for accounts receivable, where does the accounts receivable figure go, as when we double click on the account on the balance sheet to see accounts transactions it isn’t appearing, although we can see it in the journal. 2. Same question with accounts payable Regards Joe
Refunded Expense on Credit Card Statement Not Working
On our most recent American Express statement we had several refunds of charges. The charges were previously posted as expenses from the downloaded American Express statement. When we try to "Add & Match" the reversed statement charge, the transaction type is listed as Refund/Credit (which is correct), but when we attempt to save it, we get this error message: This action is not supported for this particular transaction How do we handle these statement refund credits?
Can't import quickbooks chart of accounts
I have followed all instructions on importing my chart of accounts from quickbooks. But when i select my file and hit Next, it just reverts back to No File Selected next to the Choose File button. Tried multiple browsers and encountered an error each time. I will not be able to use Zoho if I can't import my data and will be forced to use qb online. This is a definite bug and I would appreciate it if someone could just tell me how to work around it. Thanks
Books invoices available in Italian language?
Hello, I was wondering if invoices in Zoho Books can come out also in Italian language. I mean also when printed or sent by mail. How do I do it to have them in Italian language? thank you, kind regards, Lars
Vat-Number-field for b2b-customers automatically updated from crm to books?
Hello, I have read about the possibility to update automatically contact-information from crm to books which is fantastic! I am working in a b2b, so my invoices need to show the vat-number of the company I am selling to. I thought I could get this Vat-Number automatically using the 'web-to-lead' form to get it into crm. Now do I understand it correctly, that this field would not be considered when updating contact-info from crm to books? So I would need to add it myself in books, right? thank you,
Which default currency should I choose
First of all, I am considering to convert from Invoice to Books. Are there any feature I will miss in Books that I have in Invoice? Second. I have a hard time choosing which currency to use as default. All (95%) of all my sales are in NOK. All (80%) of
Date appearance after first payment
Hello, Our invoices are sent at irregularly dated intervals. Rather, we send invoices based on completion of work. For instance, when finish 50% of the work the first invoice is sent, and another invoice is sent 43 days later when 100% of the work is complete. The next project, the second invoice could be sent 35 days later - a time we couldn't predict when the first invoice is sent. The issue is, the date does not change for the second invoice - it remains the same date as invoice 1. So, recurring
Taxes
In my country (Chile) there is a tax applied to individuals giving bills (no VAT). This tax is 10% over total amount and in some occasions is retained by the vendor and in other occasions is retained by the customer, in both cases must be paid before day 12 of the next month, now the question is, if there is anyway to account this tax, this is, to choose when an expense or bills is registered regarding if the tax will be paid or not for my company. Thanks!
Advance Tax Collection
Hi, I am running into a problem that probably you might be able to help me out here. The issue is when customer pay us against our invoice they deduct 1% advance and submitted to FBR (Faderal Board of Revenue) just like IRS in America. Once we get paid from the customer then we have to pay the remaining tax amount to FBR minus 1% that the customer collected from us in advance. Now I have setup my Zoho books to deduct the 1% advanced tax from the total invoice but my Tax payable does not minus
Removing Long Term Liability
Hi, I created a new long term liability and applied a balance in the opening balances. Then realised the account was not going to work as needed and I needed an 'other liability'. So I removed the opening balance and saved changes, so I could 'delete' the account, however I am still unable to delete the account, and the view transactions is still showing up a transaction of Credit "$0". This may be why it will not give me the delete option? I did not enter '0' in the opening balance, I just cleared
Receipt Notes
Dear Support, i would like to know if there is any way to create Receipt Notes after i add the payment from the customer to be send by email like the invoice.
Bug: Custom fields imported in "import contacts" csv file doesn't transfer correctly
I have imported a csv file based on the sample contacts csv file, with a custom field filled in, the transfer of the custom field only shows the value, and not the field name for that value. In addition, the value record shows up on the field name spot in the contact info editing window. For example, I had a customer field called "Billing Email" in the CSV file I imported into "import contacts". Let's say for contact A the Billing Email was "contactA@gmail.com". When it properly imported, the contact
contacts importing
I am importing from outlook 2010 csv I can import but when the mapped fields display there is no fields for email, website, or email 2 Why is this? I see it under the contacts section and every contact does need an email but it will not import.
Where is my Bank ?
I am pretty sure I do not want to use Books at this point. I just want to say that I am surprised by the limited number of banks that you can link to in Books. I have an account with one of the largest banks in the country, but there is no linked access to my account.
payment reminders email
hi, can i sent a copy of payment reminders to customer, cc myself and also another email address (staff)?
THE WALL: Zoho Books and Creator.
I am not a user of Zoho books at the present time. One of the reasons why I am not using Zoho Books is that there is no way to link Books to Creator. I have built simple applications in Creator which I would like to link to certain financial transaction but there seems to be no way to do it. I feel like you intentionally keep Creator from being integrated with your other applications. Maybe I don't know about some useful widget that would solve the problem.
Trouble saved reconcile
How do I get back to a saved reconcile
Cannot attached documents to Books
When emailing estimate to clients and attaching additional documents to that email, does not work. Please help. Thanks, Ana
Task List
Can I get a list of all my tasks, including time, on a project? I have about 20 tasks, each with a specific number of hours - which equals 200 total project hours. However, I want to see a listing of the tasks that make up this 200 hours. Such as: Task 1 - 20 hours, Task 2 - 10 hours, etc. I want to see this before allocating time to it. Thanks, Tom
We need ZOHO to speed up on implementing the deposit option
We work with a lot of customers that require us to send them an invoice for deposit. At the moment we have to create a new invoice separate from the original which messes up the accounting. We need to have the option to invoice for whatever percentage required of an invoice. Please see if this can be sped up as it is creating an accounting mess and this should be a standard option with accounting software. Thanks.
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