France Edition Migration
Migration FAQs
- Can tax exemptions be applied for a particular product or item?
- How do Zoho Books APIs work after migrating to the France edition?
- Can B2C invoices be issued using a generic customer?
- Will recurring invoices be automatically pushed?
- Does the France edition require EU servers?
- Will the France edition have all Global edition features?
Integrations and Payments
- Will other Zoho Finance apps continue to work after migration?
- Can Zoho Commerce customers be created as individuals instead of business contacts?
General
Templates and PDF Locking
- Does Zoho Books capture the invoice PDF when a transaction is marked as Open?
- Are custom templates still usable after migration?
- How do custom templates work for international customers?
- Does the compliant default template include all the required French regulatory sections?
Editing Invoices and Custom Fields
- What invoice details remain editable after an invoice is Open or Sent?
- How do I record an advance or excess payment from a customer?
- Can I add notes or comments to an Open invoice?
- Can delivery notes be created for draft invoices?
- Do I still need to email invoices after marking them as Open?
Deposits and Unavailable Billing Flows
- How do I record a deposit or advance invoice in the France edition?
- How can I manage progress invoicing in the France edition?
- How does migration affect matching supplier purchase orders to approved bills?
- What happens to Retainer Invoices after migration?
Imports and Numbering
- How does importing invoices in Open status work?
- How are old invoice numbers handled during import?
- How does bulk opening invoices work?
- How should multiple draft invoices be handled when drafts no longer have numbers?
Transaction Series and Migration Timing
- How do multiple transaction series work after migration?
- What is the date limit to migrate to the France edition?
- What happens after migrating to the France edition?
- How does invoicing work before the France edition migration deadline?
SIRET, SIREN, and CRM Sync
- When should customer and supplier SIRET details be updated?
- How are entities without SIRET handled?
- How are SIRET and SIREN fields handled in Zoho CRM integration?
- What should I consider for Zoho CRM and Zoho Books synchronisation?
- Does Company ID data migrate automatically to the new SIRET field?
- How should multiple agencies with different SIRET values be handled?
- Can CRM deal fields be edited on an Open invoice?
Yes