Hosted Payment Pages - how to update the address in zoho billing
I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?
CRM Email Template Align Left Instead of Center
Is there a way to make a basic template align to the left instead of center? I know I'm likely forced to the 600px wide with the basic templates but I would REALLY like to set the email to the left instead of center. The basic templates make all the emails
Client Script - "Click' Button on Purchase Order - Specify "To Contact" or "To Supplier"
The send email button is unique on the purchase order in that is has an additional submenu to send email "To Contact" or "To Supplier" It appears that the "click" event in Client script doesn't work correctly, probably because the button click didn't
Conditional display of fields in Zoho Books Custom modules based on another field
We're currently working with a Custom Module in Zoho Books and have a question about improving data entry efficiency and user experience. Our module includes a "Client Type" dropdown field, which determines the type of information to be collected. Each
Background Image for page in Zoho Creator
Is it possible to use an image as the background in a page in Zoho Creator? I see it is possible to use an image as the background within a panel, but about about the page itself?
Backup flow, see change log / history
Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flows
JOB Sheet can not send PDF as service rapports and more info needed other topic
Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk
Does Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?
Not receiving emails
I'm able to send emails, but I can't receive any. Please help
Capturing knowledge across many channels
We actively use Cliq for client discussions, product management etc. Often there are great answers to questions or key announcements. We have no way to tag or capture them along the way. Pinning only gets us so far. For example, imagine a product channel
Multi-Department Approval for a Single Bill in Zoho Books
Hello everyone, Hope you're all doing well. I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books: Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects or
Composite items are not seen in zoho commerce
Composite items are not seen in zoho commerce. Are you scheduled to fix this error?
Zoho Books for Service Enterproses
I would like to know how to use Zoho Books for services such as car rental, travel agency, and hotel services. I notice that Zoho Books is good for goods, but for services, it's very difficult to track the profit or loss on each invoice. I need to capture
Email Relay in Zoho Books
I have set up the email relay in Zoho books and the SMTP test was successful. However, I can't figure out how to sent the POs and invoices via the relay so the copy of the message shows in google workspace sent mail. Any guidance is appreciated
Accounts Payable
hi there i am using the free version to trial the software. I am working on the acrual basis. When i received a vendor invoice, it gets keyed into the systems as an unpaid invoice as the payment to from the vendor is 14 days. the unpaid invoice does
Approval Processes "Record Modification"
I didn't find any information about the "Record Modification" item in Zoho articles and Tutorials. I see that this item didn't exist a year ago. Help understand how it works, I tested it and didn't see any difference between "all fields" and "no fie
How do i add another purchase information heading?
i would like to add another section right here to enter an amount which then link directly to the cost of goods sold account
Help with Zoho CRM API Integration in C# WinForms (Token Generation Issue)
Hi everyone, I need your help with integrating the Zoho CRM API into a C# desktop application. My goal is to build a WinForms app in Visual Studio that does the following: Fetch the full list of client projects (module: Deals) and display them in a searchable
Can we share the URL of My zoho Sheets on other websites?
Hello everyone? I have sheets on Zoho and I want to share them on other websites like daraz, homeshopping, gepco duplicate bills, etc. I don't have much knowledge about online sharing question forums? I am a student and have a short survey about online
in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance
Zoho Books integration with Google workspace
How do I integrate Zoho books with Google Workspace? The steps outlined on the Zoho help sections do not correspond to the actual user interface in Google Workspace. Zoho books is installed on admin level for all users, all users can access it from the
Payment Terms Changing Upon Invoicing
Hello! Our standard payment terms for 95% of our customers are Net 30, and all of our customers that these terms apply to have that setting n their customer profile. However, over the last week or so, when an invoice is generated the majority of these
How do I get a refund for email seats?
Hi, I've been using Zoho for awhile and have been paying for 2 seats. Recently, I created another 9 seats, but I also found out that Zoho does not support cold emails, so these 9 seats created for this purpose became useless. It's within 24 hours that
we need to add a Customer Number field to the PDF document templates
Hello everyone. We are currently using Zoho Inventory for our small business operations and have found it to be a valuable tool. However, we’ve encountered a specific requirement: we need to add a Customer Number field to the PDF document templates (such
Joining Two Reports
Hello Guys, I have three modules: - Orders - Custom module - Clients - Contacts - Basic Pay I am using the order module to store the revenue share amount for each order which will be paid a sales rep The Orders are child or clients so I am pulling a report
Recording a payment in foreign currency not allowed
Hi, my base currency is CHF. I made an invoice in EUR, which have been paid with an extra amount (which are the fees I guess). When I record that payment from the invoice page, I can select the EUR bank account. But the amount received is above the invoice
Order Wise Expense Tracking and Reporting Possible?
Hi, We are a manufacturing firm and take up several orders at the same time. Each order will be associated with a single sales order and then once completed to a single invoice. When recording expenses, is it possible to associate each expense with a
Can you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how
Zoho One Home Dashboard - My Tasks (Projects) & My Overdue Work Items (Projects) have no data.
The title basically covers the situation. I've set up the dashboard cards, and for a while, they were showing data. Now, they are both blank. Is anyone else experiencing this, or has anyone else experienced this, and if so, is there a fix?
Zakya - Release in North America?
At Zoholics it was pitched like Zakya was already released in North America. However, when looking for it I couldnt find it. There isnt an integrated app available in Zoho. I figured maybe it was being released at Zoholics. Now over a month later, its
Custom Field Mapping in Outlook
I have 10 custom fields in Zoho is there a way to create and map them to the outlook contact?
CERTIFICADO DIGITAL - BRASIL
Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?
Zoho Duplicate Reference Numbers
I have 2 accounts through zoho. On one account if I enter a bill with the same number as a previous bill I get a warning message saying that there is already a bill with this number. However on the other account I do not get this message. How do I turn
integration between Zoho Site and Zoho Learn
integration between Zoho Site and Zoho Learn so that when a user registers on the Zoho Site, their account is automatically created in Zoho Learn!! the use case i have pro plan in zoho site and zoho learn and i have puted the zoho learn domain in zoho
See contrat information from an account under the ticket
Hi there, How can I program something to display created and selected contract on the ticket itself so my agents see it and can support correctly according to the contract and SLA ? Thank you :)
Any Impact of Amazon Listings API on E-commerce Integration?
Amazon sent the following message about changes to their APIs. Our only Amazon app / integration is Zoho Inventory's eCommerce for Amazon US, so the message below in bold gives us concerns about if Amazon's warning is referencing Zoho's Amazon US integration.
Working with Products that are non-tangible
How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM
ePOD Devices
Has anyone tried and tested and devices that deliver ePOD (electronic proof of delivery)? We would like our drivers to use an ePOD device to get the customer signature The app should then be capable of updating the sales order to show delivery.
Remind/Recall Document API
When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to include
Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less
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