Is it possible to match credit note with specific invoice in zoho books?
Is it possible to match credit note with specific invoice in zoho books? I want the number of the invoice to be shown on the credit note template.
CREDIT NOTES NOT APPLYING TO PROJECTS
Hello, I am having issues with credit notes not applying back to projects. If I apply a credit note to an invoice that was sent to a customer it does not show in the category under that particular project. I have applied the credit and it just shows the
Import error
Hi, How to resolve these errors . I have exported from same report and now i was making import - then i am getting error Regards, Sidhant A.
Add Macro of "Bank Charges" in the Payment Thank you email templates
Hello There, It will be good to add one Macro which is of "Bank Charges" field that we have in Payment receipts, in the email templates for "Payment Thank You" emails.
Zoho books: Invoice template contact name
Hi, Am trying to set up an invoice template, which has an address to a particular employee of a company - on request of client. I'm getting a bug when using %Salutation% %FirstName% and %LastName% above the customer's address, on some invoices the values refer to the default contact person and on others the field is left as its name, ie. %LastName% Am I doing something wrong here? Or is there an easier way of doing this? Many thanks for looking into this, Phil
Minimum margin on item
@ZohoCares @ZohoInventory I have to put restrictions on the sale rate, Minimum margin should be x% on purchase cost, less than that should not be billed , is this possible?
Custom Button to auto populate a custom field in Sales Invoice
Hello, I want help with a deluge for executing a Custom Button in Invoices named 'Status of Invoice', where I would have 4 options to choose from after selecting the Custom Button: a) Del CHallan b) Dispatched c) Delivered d) Undelivered. The logic of
PAYMENT TO SUPPLIER
Dear All, We have switched on from sage to zoho. I am facing one issue that the payment is in current year and the related invoice in 2021. How we can set off with invoice in current year.
Zoho Book - Poor reliability
To Whom it May Concern: Why do we have constant problems every 2-3 weeks with Zoho Books. The problems primarily are: - Bank feeds inaccurate. - Amount in Zoho Books inaccurate - Categorizing deposits and withdrawls are not reflecting properly (a transaction
Zoho Bank feeds down
Our bank feeds from 22nd of August till now have been frozen. We are a Australian company with australian banking. Any ideas anyone?
Amount in Zohobooks and amount in bank
Is it just me or does everyone experience very delayed and even inaccurate amounts in Amount in Zohobooks and Amount in the bank? my amounts have not changed in 7 days, even refreshing feeds, and its difficult to run a business with stale financial information.
Shares + cash tracking
how do you make an investment account in Zoho books that can track both stock shares and cash?
Item custom view: reporting tags
I am unable to add reporting tags in the Item custom views, the criteria only allows for fields that are customized in items. Do we need to update all items associated with reporting tags to the customized fields to get the view in Items we frequent?
Search in the hole name of the item
Hi When you are adding an item to a estimate, you start to type the product name but its mandatory to type the original name in the same order, it was better if you can type any word of the item name. If you have a item named: "Pack of 12 matcha tea bags"
Payroll
Why is your payroll books restricted to USA and India only and not GCC, do you guys think that in UAE we do not use payroll or salaries that we can account for. How is it that you say it’s based in demand, how can a company use Zoho accounts and not need
Item Custom View: Copy favorite
Requesting the ability to duplicate/copy a (favorite) custom view vs. new customized view & having to reset fields and filters. In most cases it is a share change or a slightly modified view of the Items to see. Thanks!
Global
This is the issue with Zoho. All you hear is false promises and apologies. What ai don’t understand is why segregate USA, India and GCC when the basic accounting methods and procedures are same globally. It’s like asking a chartered accountant to study
What is incorrect about this syntax to set salesorder status to "pending_approval"
order_data = map(); order_data.put("salesorder",{"status":"pending_approval"}); sales_order_data = zoho.books.updateRecord("salesorders",books_organization_ID,sales_order_id, order_data);
ZOHO Finance created invoice does not have ACH/Apple Pay and looks different
Hello. New Zoho user here. I have a question about creating invoices in ZOHO Books (or whatever the preferred place is ZOHO Books, CRM, Invoice). We want to send invoices to customers from ZOHO CRM. We want them to make the payment using a Pay Now button
Zoho Books account
I am an accountant and created a Zoho Books account to explore capabilities for a small business client. Question: Is there a way to transfer this account to my client so they can invite me as their accountant? My desire is to avoid duplicate work if
Products stocked and sold for commission
Hi! I am unsure how to tackle this in Inventory, I buy items at $x and sell them to my customers at $x I then next month receive a commission on what I have bought - it varies so it's not a definite % or $ How can I track them in Inventory - I in effect
Bank Feed Not Working at All
Our bank feed with PNC Bank was working last week, but has NOT worked at all this week. I have sent daily requests to Zoho Support. I have not received any updates on what changed or a target date to resolve. Fixing major issues like bank feeds needs
Zoho Books Reports: Committed Stock Details Report - Pretty Useless unless you can export and / or group by item
In Books / Inventory we have the Committed Stock Details report but it's pretty useless. Problems - Everything is grouped by Sales Order so one item would be spread across multiple orders. No way to see that unless you scroll through the list. - Can't
Error: "Please ensure that the shipping_address has less than 100 characters"
I want to populate the Shipping Address of an invoice with these values: address_map = Map(); address_map.put("attention", trim(address_list_value.get(0))); address_map.put("street", trim(address_list_value.get(1))); address_map.put("street2", trim(address_list_value.get(2)));
Salary recorded in payroll but not paid actually
We have run the payroll and recorded payments for all employees. But we have actually not paid salary to couple of employees as we will pay them later. So how to show those pending salary in payable or outstanding in zoho books.
Zoho Books: Product Updates - July 2022
Hey Customers, The primary focus of Zoho Books has been to release new features and enhancements that'll help improve your accounting experience. This time around, in addition to releasing new features, we've also worked with Yodlee, our banking feeds
Filter invoices by user in invoice view
All users need access to all of our invoices. Is there a way to create a view based on the user so that it filters the invoices that they are the sales person on?
Zoho Books shows the name of the custom field and the value on an invoice. How do we only show the value?
When adding a custom field to the header it shows both the value in the field and the name of the field. How do we set it to only display the value? For example Our invoice includes a custom field: ${invoice.cf_date_sent} On the invoice it shows up as
Please add a feature to turn off the "reference number" field on Sales orders / Estimates
We need to display both Sales Order # and Reference (or PO) # on our invoices. But unfurtunately we can't carry forward both the Sales Order # and Sales Order Reference # to our Invoices. To get around this, I've created a custom field in Sales Orders
Estimate Line Items in Retainer Invoice
Is there a way to have the Line Items from the estimate imported/showing in the retainer when it's created automatically? It's tedious to have to enter each line item manually after the retainer is created.
Send Reminders to email addressed based on custom field
We have a custom field in Customers that has an internal email address of who should be notified when an account is past due beyond 30 days. Is there a way to use the Reminder function in Books (or possibly in Zoho Flow) to have the reminder email be
Deluge and Books with line items
Hi. I am trying to code a solution that looks at invoice line item in a workflow and if they contain certain products updates CRM module. I have been slowly trying to learn deluge but am stuck. I have managed to grab the invoice data and can pullout various
ZCRM from invoice in books
I am trying to create a function that writes to the crm after an invoice is created in Books. It is important to link it to the correct contact id. I am trying to find the CRM contact id from with books. I thought it would be ZCM_contact_id but it returns
Item tax mapped field
Hello, First I uploaded a paid invoice manually Then I exported it in order to see the ZOHO provided values in the rows Then I adjusted my .csv file But when I upload, I am still getting this message under Item Tax: Value in the field does not match
Books API - is there a way to remove an Item from an Item Group?
Hi, we created a few Item Groups (IG) for lists of items which we want to keep together. It turned up to be the wrong solution - the items need to be in different categories - and we ended up using a different approach, creating a custom field and getting
Having a sales tax rate by item
In Zoho books I don't see an option to assign a sales tax rate at the item level automatically. When you invoice a customer with items at different sales tax rates, the only one that shows up is the default rate. Why can't the default rate be set at the
Snail Mail Credits
How can I buy snail mail credits in zoho books? thanks, aj
Adding an additional Discount field in Invoice
Hi, I have the discount field enabled on our invoice, but at times we offer an additional discount on the discounted amount if the customer meets certain criteria. How can I add an additional discount field in my invoice? Please help.
What is the criteria to get a test organisation ?
Hi, What is the process / criteria to get a test organisation in Zoho Books ? There is very little documentation and clarity about when does Zoho enable this feature. We are integrating our application with Zoho Books and wanted to create 2 organisations
how to sign up for partner program
i tried calling the toll free number but for more than 20 mins no response is there any specific timezone for sales enquiries over phone call ?
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