customize payment page
Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
Incorrect Handling of XLSX data
Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
IMPORT INVOICES CSV
Hi, Impossible to import invoices in Zoho books with a csv file. I have also tried with the template. My topic keeps getting closed but I did not get any answer Is there an issue with this fonctionnality ?
Can't find add role button, is iet st because I have the free subscription
Trying to add my accountant in Zoho Books if I press the add accountant button, I get stuck as it says no such role exists, and won't let me continue, I can't find the add roles button, so I am stuck. Is it because I have the free subscription? Also can't
Payment link showing as malicious
We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
Zoho Books (UK) needs to be able to submit a CT600 CTSA return
As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve
Stock Update After Approver 1 Approval in Multi-Level Approval Flow
Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,
Chart of Accounts
Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,
Invoices not arriving and mail server settings
I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I
Emails bouncing to Hotmail / Outlook.com
Today I have seen multiple emails bouncing all to Hotmail and outlook.com mailboxes, all other emails are being delivered. Is it just me or is this a widespread issue with Zoho Books ? Bounce Reason : uncategorized-bounce
Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?
Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices so
How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API
I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"
Function and workflow to create customer payment and send receipt
I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document). I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked
Banking: Transfer from another account without base currency
Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR
Item cost price - How to accomodate changing cost prices
I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some
Connect to Australian bank
How do I connect to an Australian bank. No Australian bank shows up in my list. I think its because the service provider is Token and not Yodlee. How do I change this?
Default Memo from Custom Field (from Bill) when Paying with Check
Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the
Zoho Books Quote - Client cannot accept quote
We are using the Zoho One plan and some of our clients have reported that they cannot accept the quote when we select their email at the bottom to send the quote to. When trying to accept, the quote prompts a message saying "You are not allowed to accept
Reckon Accounts Hosted to Zoho Finance
Hi Everyone I want to transition from Reckon Accounts Hosted to Zoho Finance, as I have numerous other tasks in Zoho One, and it seems logical to make the move. (Reckon has a QuickBooks back end & is hosted on Assure now, think) I would really like to
Vendor Assignment issue for staff in User Roales
there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will
Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
Terms & Conditions add a rule.
Hi I'd like to format my T&C's to auto format a Deposit amount based on the Total. "Quotation is valid for 7 days from the date of issue. A 75% deposit ( R .00 )is required to confirm the booking. The remaining balance ( R .00)is due upon project completion.
Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses
Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app to
HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price
Custom Function to get custom field of lookup type in Books
Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sample
Shopify integration
I need to integrate Shopify with Zoho Books
Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
PROJECTS - More flexibility with task and pricing
Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can have
Is it possible to change default payable account for a bill?
We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)
how to upload a reviewed price list in zoho to replace the existing price list
Price list upload for my zoho books
Company details and emails
Our company has recently been rebranded and we have new email address - How do I update information for users. I have tried to re invite users with new email but it sends me to organization and there is no where I can change the email or invite with new
Linking Resale Certificates to Customer Locations
Florida Resale Certificates must be on every customer invoice. We have customers with multiple locations and each location has a seperate FL Resale Certificate. The FL Resale Certificate makes the transaction EXEMPT from Sales Tax. Can FL Resale Certificate
Copy Sales Order Reference# to Purchase Order#
Hello, We use our customer's purchase order number as the order number on our purchase order to the supplier. We direct ship everything from our suppliers and the customers then see their PO number on the packing notes (instead of a sequentially-generated one). Therefore, is it possible to use automation to copy the Sales Order Reference# (customer PO) to the respective Purchase Order# (our PO) when converting the Sales Order to a Purchase Order?
Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
Filtert products by multi select custom field
Hello, this is seems like a must addition, why it can not be done now?
Why isn't there an Expense description field / column?
Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?
How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
Cant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
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