Production Management
Hi, Any third party production module to intergrate with Zoho?
Zoho Books API Error Code: 11016
I am receiving this error code what does it mean?
How to customize statement
Hi, Is there a way to customize the standard Client statement, I would like to see only unpaid invoices, without the opening balance. Not a must, but if we could have an aging, it would be great. Thanks Marie-Andrée
Bar code in Zoho Invoice
How to add Barcoding in Zoho invoice
How Can I manage Multiple Companies in Zoho books
We have a retail business in Bahrain and Saudia Arabia. The Main branch is in Bahrain and the other branch is in Saudia Arabia. How can I manage both the branches(Business). The problem is, sometimes we take some of the inventory from one location(Bahrain) to other(Saudia Arabia). Kindly, explain me how can I manage such business in zohobooks. If you dont have this function, kindly let me know, either you can do some custom work for me or not? PS: Currently i am using trial version of the software,
Trigger workflow in CRM when invoice paid
Hi there...Is it possible, through the integration with Zoho CRM to have this happen: An invoice is automatically created via stage mapping in CRM (already works) A customer pays invoice and invoice gets updated in Zoho Books automatically (already works) Zoho Books send out notification email (already works) Zoho Books initiates a trigger for a workflow in Zoho CRM to do "something" (this is my questions) That "something" could be: create a task in the associated Potential that created the invoice
i have to deduct the bill amount against a invoice made.
Actually i am buying the part from customer and value adding and again invoicing it to the same customer. Customer pays only for the service added. 1. How i have to close the payment for the bill generated for part received from customer and 2. How i have to close the invoice with payment receipt from customer and balance payment against bill raised.
Check Printing Question
I already have my address on my checks. How can I prevent Zoho from printing my address again?
How to get group_id in zoho book by api of item list reply me asap
How to get group_id in zoho book by api of item list reply me asap
Integrations Between 2 Separate Companies
How can I integrate two separate ZOHO companies in ZOHO Books so that when a purchase order is created in one company, an invoice is automatically created in the other company
Is there a way to generate such a report automatically and email?
Is there a way to: Generate a daily report of total billed time and the equivalent value in the respective currency and send it to x,y,z email addresses daily? For example, Hi team, Total hours billed today: 2.5 Total value of billed time: Rs. 5,040
TDS on Vendor Payment
Hi there , i need to deduct TDS on vendor payment. Please help me out with a way out. Thanks Vikrant
SO Creation on Customer Portal
what is the possibility of enabling customer portal, sales order creation. so the customers can create SO as per their requirement.
Automated Inventory/Books integration with Sites
I would like a way to add inventory items from either Inventory, or Books directly on to Sites. Is this possible using Creator?
Reports
what is meant by reporting tag and what is the use of it? how many types of forms are there?
retrieve data from Mollie (third party)
Hi there, I have to make a connection between Zoho Books and Mollie (payment integration). Through Webhooks I was able to make the connection and send contact-data to Mollie. But in order to update the contact-data in Mollie, when I update the contact-data in Zoho Books, Mollie requires his own generated id. How can I save this Mollie-id back into Zoho Books. I have made a custom field mollie_id in Zoho Books. But then what to do? Best regards, Lianne van Oudenallen
Zoho for builders and contractors who need to track budgets vs expenses by the job
Is there a way to enter a budget for a project (not tracking Hours) and track the actual expenses. We build homes and we bill by expense, and categories. Some expenses are billed as a fixed cost, and our actual expenses may be lower or higher. I need to be able to generate a client specific budget report for my Project Managers to track the cost associated with building their homes. See the attached report I am able to generate in Quickbooks, I need something similar to that. Your product is
Updating Invoice custom fields according to certain datetime values
Hi, I have a custom field in Invoice that must be updated with a certain datetime value as soon as the Invoice is created through the Recurring Invoice module. I found that I cannot use the integrated placeholders (%DD.MM.YYYY%) feature for updating the custom field, so I will appreciate your suggestion to do that in another way. In particular, when the Recurring invoice is created my custom field should be updated with the value from RecurringInvoice.next_invoice_date field (which is the date when
API Post Bill create work fine but return 405 error
Good day! I'm developing an application with Embarcadero Delphi, from this application using the component TSslHttpCli package from Overbyte ICS and send a request for creating a new bill. Send in the json string before that checked me in Postman, and successfully created a new bill. When i send this json string using TSslHttpCli the bill also builds successfully, but the server returns an error 405 "Method not allowed". In the web interface, I see that the bill created. Why error is returned?
Customer as vendor
Is there a way now to set up an entity in Zoho Books both as Customer and Vendor? so the debits and credits can write off against each other. thanks.
Error: Invalid valued passed for authtoken on Getrecordsbyid method
I have written a custom function for Sales Order Module. In the custom function, I need to get zcrm_contact_id of the customer. I get the customer id from the sales order and use getrecordsbyid method to get the customer details. My code is below. customerid = salesorder.get("customer_id"); salesorderdate = salesorder.get("date").toDate(); response = zoho.books.getRecordsByID("Contacts","xxxxxxx",customerid); x = response.get("message"); info x; I am getting the Invalid value passed for authtoken.
Help With Timesheet Hours
Hi! I want to send timesheet hours of respective projects to my customers on daily basis via SMS. Can you please guide me how do to so?
Connect Zoho Books with Jigoshop ecommerce platform
Hi, My site uses Jigoshop for its ecommerce processing. This works well, however the financial and customer database side is poor. I currently use Excel Spreadsheets for all my accounting work. I would like to use Zoho in the future for this. I want my ecommerce sales to push all data to Zoho books (customer info, purchase info). Is this possible? If so, how? Warmly Todd Chaplin www.southerncrossflutes.com
PLS ADD: (OUT OF SCOOPE) IN GST TAX COLOUM
Dear Zoho Team Kindly Add OUT OF SCOOPE in My Organizer-650942931 Pls. Enable As Soon As Possible Best Regards Bakulchandra S Kothari JOY ENTERPRISE 9426328095
Zoho Books integration with Zoho Creator - Issue with contact person ("contact_persons" - create invoice)
Hello, I was wondering if somebody could help: I have managed to create invoices on Zoho Books using zoho.books.createRecord() Deluge task, except for the API field "contact_persons" which generate the following error: Return Value: {code=1002, message=Contact Person does not exist.} This does not make sense since I have passed the contact person ID as map value (which I have fetched from zoho books) It's annoying as it's so far the only field that is causing trouble & I would need to send the invoice
How to add manually tax_percentage and item_total?
i am doing this :- $url = " https://books.zoho.com/api/v3/invoices"; $headers = array( "Authorization:" . $zoho_token, "Content-Type: application/x-www-form-urlencoded", ); $data = array( "customer_id" => "901407000000064001", "is_inclusive_tax"=> false,
Workflows Based on Estimate Templates
We would like a way to trigger workflows based on Estimate Templates. For example: We have one Estimate Template that we use as a quote for products, and another that we use as a service ticket for labor performed. We need to set different workflows based on these two completely different Estimate Templates.
Workflows for User Permissions
We should be able to create workflows that can override permissions settings for users. For example: When an Estimate is marked as "Sent" a user can no longer edit it. When an Estimate is marked as "Accepted" a user can no longer delete it. Etc., etc.
Automatically create an invoice when certain criteria are met
I have a custom check box on the expense module, where if its true, I'd like a workflow to automatically create an invoice that is half the amount. Is it possible to do this with custom functions? If yes, how?
Test
test
Create an own invoice number
Hello, is it possible to work with my own invoice number? Right now the numer is pre set with " INV ...000..." How can I change it? Thanks in advance J
Changing the invoice number @ zoho books
Bonjour, I´d like to use our specific invoice number but can´t find the button/ field to change it. Can someone guid me? Thanks in advance! Jochen
Differnt invoice template for same organisation
Hi, I offer services to two different ndustries under different brand names. While the company is same the invoice carries different division names. Also the SAC code is different. How do I create two differnt templates with different format. GST number and address will remain same for both divisions , however format and logo would be different. Bharti
Prorata / Proportional billing and invoicing
Hi, We want to create fixed billing cicles and therefore, needs to create proportional billing as below. Billing Cicle 1: From 1st of month to 31st of month, due on 10th of month If we activate a customer on this billing cicle on the 20th of July, for a service that costs USD 80, the first invoice would look like this: 1)- August billing cicle from Aug 1st to Aug 31st - USD 80 2)- July billing cicle from July 20th to July 30th - USD 26.67 3)- Total invoice USD 106.67 From September on, the due date
ZOHO ACCOUNT DATA CONVERT INTO TALLY FORMAT.
Dear sir Is it possible to convert zoho account data into tally format. Please Reply & explain with demo. Thanks, Supriya
HOW CAN I RECORD GST RETURN & STOCK OF 2 STORES.
Dear Sir, I would like to know that is it possible through zoho book to record GST return of month to month or year to year as like Tally. Also can we maintain 2 store details & stock of material in store. Looking forward to your kindly reply.
Is there a possibility of Searching the customer by Unique ID or Key in the invoice?
Hi, I would like to know if there is another look up other than customer name to identify and select the desired customer? I am looking for both a look up option and desired info with the customer name The same is required when we have multiple clients with same name and very much essential in retail sales
Adding Notes Column at Banking TRANSACTIONS
Hello, Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column at Banking Transactions
Custom Function While Making Invoice
Hello, while making invoice "Quantity" Field Should be Updated by Multiplication of 2 "Custom Fields". (One "Custom Fields" is in PreSet Value, and One "Custom Field" Value in Entered Manually. (This is a Workaround i thought as Unit conversion is not possible) is it possible? Please Help Best Regards, Atul Jain
Restricting Estimates
I am looking for a way to enable specified user roles to: Have the ability to create estimates But not have the ability to change pricing (or better yet, have a defined range of allowed change) Not be able to create new items When i have tried to change the permissions, it does not work right for me. The role still ends up being able to override the price with any value...
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