ZB Invoice Data

Zoho Books invoices · header & line item level

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Customer Name

Type

Invoice Number

Opportunity ID

Transaction Date

Payment Due Date

Product Name

Invoice Line Item

Status

Currency

Zoho Org

Exceptions only

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Source: BI Hub › Q2C › Zoho › Exception Reporting.xlsx (sheet ZB), synced on open and every 15 min while this tab is visible. Amount is in invoice currency (USD and EUR totals are kept separate). Amount (in USD) = USD amount as-is; EUR converted via the business-currency amount at the org's own USD rate. bcy_total = amount in the org's business currency (AED, or USD for orgs whose USD rate is 1.00). #N/A = Opportunity ID missing. Exceptions: no line Opp number + has project → "No opportunity Number in Project"; no line Opp + no project → "No opportunity on lineitem"; line Opp present but no header Opp → "No opportunity in header".