Refund CreditsLet’s say you have created a credit note for a customer. Now, your customer might request for a refund of the credit note, so you decide to pay them offline. In such a case, you would have to refund the credit note....
The Customer Portal in Zoho Books is a dedicated space for your customers to view and manage all their transactions. It provides them more control over actions such as accepting quotes or paying invoices, from one place.Once you set up the customer portal, you’ll be able to:...
Hello users! We are excited to announce a series of upcoming Zoho User Group meetups and would love for you to join us! This is a great opportunity for you to connect with other users, share experiences, and learn more about how to make the most of our
For a company of our size, ~$10M revenue, ~1,500 customers in a B2B scenario, Zoho Books has worked really well. We are able to segregate roles and responsibilities between our accounting & customer service departments. We provide light manufacturing, so our accounting practices are less compl...
New Zoho Books customer using the free trial and trying to figure out how to append the customer number to the invoice number. For example, my customer number is: ACME My current invoice number is: 24-XXX I would like my invoice number to be: ACME-24-XXXX Zoho Books - Branches - Can...
Make the best use of your business data in terms of cost, accurate decisions, customer experience, and maximizing profits by hiring Zoho programmers to customize your AI-powered Zoho Analytics solutions withcustom KPIs and dashboards. Marketing Automation Software ...
W3S Cloud Technology, recognized as a Zoho Premium Partner, is committed to facilitating the seamless integration of the Zoho Platform for companies. We focus on empowering your business to fully utilize customer information, aiming to amplify sales figures and foster stronger customer relationships. ...
Google Forms + Zoho Books Integrations Try it Now When New Customer in Zoho Books, Get Current Time for a Specific Timezone in WorldTimeAPIZoho Books + WorldTimeAPI Integrations Try it Now When New Form Submission in Elementor, Create Contact in Zoho BooksElementor + Zoho Books Integrations ...
You can choose to give the customer either a refund or invoice credits. Zoho Inventory supports more complicated returns, too, such as when canceling one or more items within a multi-item shipment or for returns on orders generated through an online marketplace or dropshipped. Vendor Management...
if you do not map Refund amount field in feed then plugin will refund whole credit note. Send Order Currency from WooCommerce to Zoho Books, Invoices and Inventory Map “Currency_id” field in Contact feed. Sync WordPress Users to Zoho. ...