Save PDF and Print Preview of Invoices VERY SLOW
From today 06-Aug-2024, It takes ages to save invoice as PDF when you are using invoice custom template. Why is it very slow to save invoice as pDF especiallyw hen it is a custom template. The same tempalte I was using from 1 year was working fine but
Category codes in General Ledger
Creation of category codes in general Ledger
Unable to find records in modules.
Hello Team, Sometimes we run into the problem where items are in the item module but we are unable to locate them using the search bar. In these situations, we may paste the relevant record id into the URL and it will display that specific item or any
Link Purchase Invoice to Customer
Hi When I enter an expense, I have an option to link the expense to a customer but when I create an invoice I don't have that option. Can you please let me know if there is a way around this. Many Thanks Nick
Add Bank Fees on mobile app when multiple payments already exist
Hello, I noticed that if a bill already has a partial payment attached to it, you cannot add bank fees to a new payment. This is only in the mobile app. I have attached a screenshot. I don’t understand why the options change when there is another previous
Does Zoho Books allow for capturing sales without an invoice?
I received commission payments without submitting invoices. Is there a way that Zoho Books (or other product) can support that business model?
Display attachment(s) in client portal and emails
I need to set this via the api but can't find any documentation on it. I have tried "can_send_in_email" but this doesn't seem to work, a clue please guys ? var updateArray= { "customer_id": InvDetails.custID, "invoice_number": InvDetails.InvNumber, "template_id"
ZohoBooks WhatsApp Integration - 160,000% markup?
We have configured the WhatsApp integration on ZohoBooks and utilised 10 credits priced at £16.00. Upon further examination, I found Meta charges $0.015 per conversation, resulting in roughly a 160,000% markup from Zoho. Is this correct, or am I misunderstanding
Feature Request - Populate project name field on invoices when generating from Zoho Projects
I noticed that when I create an invoice from Zoho Projects, the Project field on the invoice is always blank. It would be great if this could be populated with the project name automatically. It would also be great if the subject field could be populated
How to find all docs with assigned template?
Hi, I would like to remove some old templates for Quotes/Estimates but it is not possible as they were used many years ago. So I thought that I'll find the docs and change the templates to the actual ones but it looks there is not possible to find the
Sync Zoho CRM and Zoho Books
Due to many historic reasons we have ended up with Account set up in both CRM and Books but not linked. Looking at doing the Zoho CRM integration so that we can have financial information feeding back to CRM from books. Setting up two way sync....looking
Accounting on the Go Series-46: Effortless Sharing-Send Invoices, Quotes, and Statements from iMessage
Hello all, Hope you're doing well! Welcome back to our series. Today, we're excited to introduce another convenient iOS feature that lets you send estimates, invoices, and statements directly from iMessage. Typically, in Zoho Books, you can share PDFs
Oh no! Woke up to a bunch of {"code":1038,"message":"JSON is not well formed"} error messages in Zoho Books API
Looks like something changed on the backend of Zoho Books' date format, had a bunch of clients that ran into this error : {"code":1038,"message":"JSON is not well formed"}. Looking at the logs, I couldn't see any error in the JSON format, everything was
Issue calculating GST
Hi, I encountered an issue when calculating GST(10%). The amount inc GST is $823.69 So the Total taxable amount should be $748.8091, round to $748.81 And the GST should be $74.88 Instead, Zoho books round the total taxable amount to $748.80, making the
Items for Receivable Account
Hi, Is there a way to associate an item to a receivable account? We want to send invoice to our customers for every loan repayments they made. Let me know what can be the possible work around for this, Thank you!
Report help - "Invalid value passed for sort_column"
Hello, I was working with the Expense Details report attempting to add a column for Reference # and sort by that column. It seems to be stuck now. I'm just getting the error "Invalid value passed for sort_column" and the report will not generate. How
How to set user with admin role not to get weekly summary
In Book we have the super admin and 4 admin. We have set the preferences to send the Weekly Summary Report. However our accountant (also an admin) mention this summary can onl be sent to her and the super admin. How can I make sure that the 3 admins don't get the report ? I thing I could set up a role that has the same permission then admin ? Do you see another way ? Regards
WebHook Button
Quiero crear un botón para reportar Facturas a mi equipo, ejemplo del Caso: Quiero que al presionar el botón en una factura, envío los datos siguientes: Número de Factura, Nombre del Cliente, Fecha de la Factura, y si es posible la URL de la factura esto
Custom button update for delivery date
In our case, I want to update the delivery date by choosing the date when clicking the custom button and also send a delivery confirming message to the customer using WhatsApp i need this invoice area
BANK NAME
Dear Team, I Couldn't find my Bank name in Zoho kindly do the needfull.
Function #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initial
Can someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null but
Feature Request - Zoho Project Invoice Integration with Zoho Books Sales Orders
When a client signs up to my services, sometimes a sales order is raised to itemise the work and hours for the project. I then partially invoice the Sales Order until it is complete. This doesn't really work at the moment in Zoho Projects and I need to
SERIAL NUMBERING
I AM HAVING DIFFERENT ITEMS TO SALE B2B MOSTLY, I WANT DIFFERENT SERIES NUMBERING FOR EACH ITEM WHILE PREPARING SALE INVOICE, CREDIT NOTE & CUSTOMER DEBIT NOTE.
Multiple GSTIN for single contact
As we are aware that one company may have multiple GSTIN for separated state. Is there a way to add multiple GSTIN and place of supply to a single contact for creating invoices. ?
Fetch invoice data from zoho books to zoho creator form
Hi, I have made commission calculator application in zoho creator in which I calculate commission based on amount of zoho invoice for sales persons. I want to fetch invoices from zoho books through deluge task in to zoho creator when user submits date
Convert approved bill back to Draft or Rejected State
Is it possible to convert an approved bill back to draft or rejected state in Zoho books?
Payments made to vendors without invoicing not showing as payments in reports or summaries
I have recently moved to Zoho and have a lot of old data to move in. I tracked my vendor invoices in a different way and do not want to move them into Zoho this first year. However, I do need to track how much money I paid to each vendor. I tried categorizing this as payments to the specific vendor, but its getting recorded as unused credits and thus not showing up in any of the reports or on the summary page. How do I do this? I need these to show up as real payments, but cannot enter in 9 months
Any Possible to change the challan type in Delivery challan ?
Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.
Is are any possible to disassociate Bill from Purchase Order
hello Team, We made incorrect creation of payment made with PO to Bill. So , we need to disassociate bill from PO. Thank in Advance, Thisai Moorthy.
Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we have
Cash Accounting and Sales Reports
Hello, when I run a Sales by Customer report there does not seem to be a way to select cash accounting and my invoices appear in the month they are generated, not in the month I receive the cash. Is there a way to run the report with cash accounting?
How to apply vendor's Unused Credit in EUR to bill in USD?
Hi, Our vendor issues two monthly bills: one in EUR and the second in USD. According to the agreement, we make one total payment in EUR for both bills using the exchange rate stated in the USD bill. As we pay in the current month for the services rendered
Custom Function CF Field Update
I'm new to Zoho and Deluge, so please forgive my naivety. I'm trying to create a customer function which updates two custom fields on an inventory item. The code runs fine, and the info response show the correct value, however the fields in the items
Accounting on the Go Series-45:Streamline Your Workflow-Set Your Preferred Opening Screen in Zoho Books
Hello all, We are back with another feature that takes your convenience to the next level. Typically, when you open an app, it defaults to a standard page, and you have to navigate to the page you actually need. But what if we told you that with Zoho
Bulk add project to expenses
Hello, I just upgraded in order to be able to use the project feature. I have hundreds of expenses already posted that I want to assign to projects in bulk, but that doesn't seem to be an option. Is there a workaround? Thanks! Jennifer
AutoForward Bank Statements
There is a new feature in Books where we can auto-forward bank statements from email to a special Books address. If this for countries outside of the US? I find it confusing because there are no banks or credit card companies in the US that I am aware
How to clear account payable with manual journal
Hi.... i using zoho books for 6 months so I'm having a problem with account payable. I'm using a free version so i can't add bills whenever i owe someone money so i decided to use manual journal. (Eg: i got a product for 500$ i need to pay that money
Convert cash account to bank account
Hi, I set up a couple of cash accounts and now realize that it would have been better if I had set them up as manual bank accounts (in order to view the registers through banking and reconcile the accounts). It doesn't appear that I can convert the account
ongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do call
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