Zoho Books
Zoho Books: Customer Record Attachment Limit Cannot Currently Be Increased
Zoho Support has confirmed that the default limit of 10 file attachments on a Customer record in Zoho Books cannot currently be increased. Note on sourcing: This is based on direct confirmation from Zoho Support rather than published documentation, ...
System Mails Report in Zoho Books
Beyond tracking whether a customer opened a specific invoice or quote, you can also pull a master list of every outbound email your Zoho Books account has ever sent, using the System Mails report. Accessing the Report Go to Reports in the left ...
Is There a Way to Check What Emails Have Been Sent from Zoho Books and Their Status?
Email remains the standard way of communicating with customers, but it can be a hassle to know whether they've actually seen what you've sent. Email Insights in Zoho Books tracks when a customer opens an invoice, retainer invoice, or quote email sent ...
Zoho Books Custom Fields and Custom Modules API: Two Undocumented Behaviours
If you're building a Custom Module with custom fields in Zoho Books via the public API, for example a vendor or item alias table for e-invoice matching, there are two undocumented behaviours worth knowing before you hit them yourself, since both ...
Enhancements to Zoho Books Integration With Zoho CRM
Announced February 2024 Introduction of Integration Users Sales personnel traditionally oversee tasks only up to the estimates stage in the sales process. This means CRM users primarily engaged in the Estimates module, without involvement in ...
Where Do I Print the Customer Statement Report in Zoho Books?
The Customer Statement report gives a customer a clear summary of their transaction history with you over a chosen period, including invoices, payments, and their current outstanding balance. Generating a Customer Statement Go to Reports, then ...
Can I Reset or Delete My Organisation from Zoho Books?
There's no single-click option to reset your Zoho Books organisation back to a blank state. You can either delete individual transactions manually, module by module, or delete the organisation entirely and start fresh with a new one. Before Deleting: ...
Is There a Limit to the Number of Price Lists You Can Create in Zoho Books?
Yes, there is a limit to how many price lists you can create in Zoho Books, though it's worth knowing that Price Lists availability itself depends on your specific plan before worrying about the exact count. Availability by Plan Note: Price Lists are ...
Problems Reconciling Foreign Currency Invoices to Your Default Currency
Small mismatches when reconciling a foreign currency invoice against your bank statement in Zoho Books are usually caused by rounding, not by the underlying transaction being wrong. This remains a genuinely common issue, and Zoho supports up to 6 ...
Is It Possible to Integrate / Synchronise Email in Zoho Books?
Yes, Zoho Books integrates with email, letting the correspondence between you and a customer appear directly within that customer's record in Zoho Books, rather than living separately in your inbox. Supported Email Providers Zoho Books integrates ...