Customer overpayment
Hi, I have read through some of the threads on overpayment but I'm still not sure what I should do in my case. I have a regular client who has accidentally paid his last invoice twice. He is happy for me to retain the additional funds as a credit to him.
Problems.... Always problems with ZOHO!!!!
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within
Is it possible to change the Zoho Books Account Types?
Is it possible to change the Zoho Books Account Types? Account Type Asset Other Asset Other Current Asset Cash Back Fixed Asset Liability Other Curret Liability Credit Card Long Term Liability Other Liability Equity Equity Income Income Other Income Expense Expense Cist Of Goods Sold Other Expenses
Zoho Books Down
Anytime I try to change anything I get the below message: The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.
EMPLOYEE salaries
How do I record employee salaries in the system? thanks.
In-App Notification When an Item is Removed/Reduced from an Invoice
Hi! I want to create an in-app notification for when any item is removed from an invoice after it has been created. However, when I try to do this through Custom Workflow, I do not see an option for "Item" under the Workflow Trigger Options. Is there
Custom view with does not contain, is not, etc
Zoho CRM allows us to filter using "does not contain" "is not equal to" etc etc, but Zoho Books doesn't allow this in custom views. Will it be possible to add this filter feature in?
Where to find the new zohoapis details for API calls?
We recently got an email about an upcoming change of your Zohobooks API URLs, to be done before April. But why on earth have you not published it anywhere? Will it be a simple matter of URL changes only for our OpenCart Zohobooks Integration software?
How to show REIMBUREMENT Claimed as pure agent as per section 33 of CGST Act?
Dear All, My problem is, when i have to debit client account for reimbursements, we have show it as "OUT OF SCOPE" to make it a part of reimbursement in TAXI INVOICES, which is shown correctly in GSTR 1 and 3B. But the problem is, ZOHO still count it
Multiple Payments Through ACH
I want to explore the option of allowing ACH to be paid for multiple invoices. Credit cards take a percentage of our revenue, and this customer wanted to pay multiple invoices via ACH, and we told them they can only do that with a credit card. I'm saying
Currency calculations
Hi, An area of frustration when trying to balance the bank accounts is the currency rate. It's never right to match the actual amount paid (although I will admit it's close). Ideally, when processing expenses that are in a currency different from the bank being paid through, I'd like to be able to enter the actual amount that left bank account. At the moment I have to sit there with a calculator and work the actual rate out for each expense and update the currency rate to match, otherwise, I can't
Disable Zoho Inventory Tracking / Delink Zoho Book & Inventory
We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
Centros de costo
Buena suerte tardes, en la empresa estamos configurando zoho, alguien sabe por donde puedo configurar los centros de costos. Gracias
Price lists - display the discount?
Hi all, Price lists are great, but I want to show my clients the discount we’re providing to them. Say for example, the price list gave a 10% discount, I’d like that 10% shown rather than just a reduction to the rate? If this is not possible, are there
zoho point of sale integration
can i connect zoho point of sale app with an instore POS tools such as scanner, printer, and cash register box?
How do I import invoices into Zoho books for new clients and create a new client at the same time
Hi We use a 3rd party software to create invoices on that's bundled with our website booking engine. We want to be able to import those invoices into Zoho books and create new client data as necessary, updating existing client data as necessary. I can
Apply Vendor Credits On Bill Zoho Books
Hello Team, Several developers are encountering difficulties when applying credits to bills. If you refer to the Zoho Books API documentation, there is a body error, and the data we need to pass is not very clear. In this article, I am providing the correct
Import Sales Invoices - Amend Append Modify
Hello, We are importing sales history. As we learn, we see modifications we wish we made to those imports. Our understanding is that once you use an invoice number, you can no longer import to it. Our volume and Zoho's batch limits makes it difficult
ZOHO BOOKS DEMO
Dear Sir/Madam, I want to see the Demo of Zoho Books. My mobile no 0569103745 Thanks Hariharan
How to record monthly accruals for Air fare, leave salary and gratuity in Zoho books?
I am trying to book accruals for Annual leave salary, gratuity and air fare for the employees in Zoho books. Can you please explain how these are recorded?
Journal entry need to charge against project
We have several expenses that go to a project and then are distributed a few months later to other projects. This is a typical process for us on a quarterly basis. Usually, we make a journal entry to 'move' the amounts from one fund to another but in Zoho Books we are not able to move amounts from project to project--the field is not available. ?
SPF record not found. Contact your domain provider. Not able to authenticate email in Godaddy from zoho books
Hello team, The authentication is keeping fail because SPF record not found. while DKIM record configured. Attached are some screenshot for reference Please advise ASAP
Changing Base Currency to USD (we are based in the UAE)
Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.
Function #45: Automatically convert billable expense to invoice
Hello everyone, and welcome back to our series! Zoho Books allows you to easily charge your customers for expenses that you have incurred on their behalf. You can achieve this by marking the relevant expense as billable and then manually converting it
Is there anyway to restrict the "Bill up to" date to a specific date when creating or editing a new invoice?
Is there anyway to restrict the "Bill up to" date to a specific date when creating or editing a new invoice? Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms.
Zoho Books minimal Inventory Opening Stock accounting
When an Opening Stock quantity and rate are set in Zoho Books minimal Inventory, are these values recorded as an expense and thus reduce operating profit? Also, would these values be added as a current asset and thus show on the statutory balance sh
How to invoice 1 sale to 2 different parties.
Dear Sir/Madam How do I build a billing system that makes it possible to invoice 1 sale to 2 different parties in zoho Books. Both parties pay part of the cost. It is intended that both parties see the full amount invoiced. The invoice must state how
Zoho Books - Your Subscription is cancelled
Dear Zohobooks team, I hope this message finds you well. We are writing to bring to your attention a pressing issue regarding our Books account. While we made the payment on 23-02-24, we were dismayed to discover that our account has been cancelled due
How Change the Position of Logo's in invoice of Zoho Books using Template Customization
We need to change the logo position in invoice of Zoho Books both organization and customer company logo .it's means change the left and right position.for example please refer following Screenshot is attached below...
Is there a way to trigger a Zoho Books workflow when time is imported from Zoho Projects
All of our time comes from Zoho Projects. We are working on automatically creating an invoice usign Deluge/API/Zoho Flow when time is imported into Zoho Books from Zoho Projects. Is there anyway to trigger a workflow when this happens?
How to use to invoice validation to check that no line item date exceeds a specified date
How to use to invoice validation to check that no line item date exceeds a specified date Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms. We will bill through
Late fee custom script in Zoho Books
Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount
latefee = invoice.get("total").toDecimal() * 0.05;
//display the value stored in the latefee variable
info latefee ;
//add late fee and adjustment and store the total amount in the variable 'adjustment'
adjustment = invoice.get("adjustment").toDecimal()+
Late Fees in Zoho Books
How do I apply late fees to invoices in Zoho Books? I used to do this in Zoho Invoice by using a drop-down box to choose the late fee to associate with the terms on my invoice. In Books I cannot find a way to do the same thing. I have successfully migrated
Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees
How to create a journal with Deluge?
Im trying to create a journal with a custom button from a custom module. Some of the info on the code looks like this: LineItem1 = Map(); LineItem1.put("account_id",CuentaCredito); LineItem1.put("amount",ImporteDepreciado2); LineItem1.put("debit_or_credit","credit");
How to write off a non paid invoice in Zoho Books
We have some invoices where clients have not paid - how/where do we go to write off the invoice?
Error: ACH Payments for Multiple Invoices
Hi Everyone, I've spent over a dozen hours trying to figure this out. It seems like both Forte and Authorize.net have this same issue. Whenever you try to pay two invoices with ACH payment in the customer portal, it gives an error as seen in below portal.
using zoho books API for retainer invoice in zapier
hello, I have to create a retainer invoice when a estimate is accepted and i got everything set up but I cant seem to figure out what the good format for the api request is for the line items, I dont see what im doing wrong can someone help me with this
Separate billing and shipping person name
Hi, I am aware that Zoho Books allow to input two different billing and shipping address; however, It seems I could only have one name for this? Is it possible to have the name of person be different for billing and shipping on the invoice? Thank you
Invoice_Id as placeholder
Hi I am trying to create a URL on the invoice with the Invoice Id (not the Invoice Number) but when I use %InvoiceId% or ${invoice.invoice_id} the first doesn't return anything and the second is returned as is i.e. as text. Any suggestions?
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