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: Zoho Books export on SharePoint (BIHub), synced on open and every 15 min while this tab is visible. Amounts are in invoice currency — USD and EUR are totalled separately, never mixed. #N/A = Opportunity ID missing. Exceptions come from the source's Comment column.