Zoho Books: Please ensure that the "description" has less than 100 characters.

Zoho Books: Please ensure that the "description" has less than 100 characters.

I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. 

Error: Please ensure that the "description" has less than 100 characters.

  1. // Replace with your actual organization ID and connection name
  2.     org_id = "7004318259";
  3.     connection_name = "zohobooks";

  5.     // Fetch the quote details using the provided quote_id
  6.     quote_response = zoho.books.getRecordsByID("Estimates", org_id, quote_id, connection_name);
  7.     estimate = quote_response.get("estimate");

  9.     if (estimate.isEmpty())
  10.     {
  11.         info "Quote not found for ID: " + quote_id;
  12.         return;
  13.     }

  15.     // Extract key details from the quote
  16.     customer_id = estimate.get("customer_id");
  17.     zcrm_potential_id = estimate.get("zcrm_potential_id");
  18.     if(zcrm_potential_id != "" && zcrm_potential_id != null)
  19.     {
  20.         deals = zoho.crm.getRecordById("Deals",zcrm_potential_id);
  21.         What_type_of_job_is_this = deals.get("What_type_of_job_is_this");
  22.     }
  23.     estimate_id = estimate.get("estimate_id");
  24.     estimate_number = estimate.get("estimate_number");
  25.     currency_id = estimate.get("currency_id");
  26.     line_items = estimate.get("line_items");

  28.     // Initialize lists to hold Supply and Installation items
  29.     if(What_type_of_job_is_this == "Mixed Scope (Supply + Install)")
  30.     {
  31.         supply_items = List();
  32.         installation_items = List();

  34.         // Filter line items based on Item Category
  35.         for each  item in line_items
  36.         {
  37.             // Access the custom field "Item Category"
  38.             custom_fields = item.get("item_custom_fields");
  39.             item_category = "";
  40.             for each  cf in custom_fields
  41.             {
  42.                 if(cf.get("label") == "Item Category")
  43.                 {
  44.                     item_category = cf.get("value");
  45.                     break;
  46.                 }
  47.             }

  49.             // Create an item map for invoice creation, including tax
  50.             item_map = Map();
  51.             item_map.put("item_id",item.get("item_id"));
  52.             item_map.put("quantity",item.get("quantity"));
  53.             item_map.put("rate",item.get("rate"));
  54.             item_map.put("tax_id",item.get("tax_id"));
  55.             // Include tax ID (e.g., GST)
  56.             description = item.get("description");
  57.             if(description.length() > 100)
  58.             {
  59.                 description = description.subString(0,100); // Truncate to 100 characters
  60.             }
  61.             item_map.put("description",description);
  62.             // Optional: from quote, limited to 100 characters
  63.             item_map.put("unit",item.get("unit"));
  64.             // Optional: from quote

  66.             if(item_category.equalsIgnoreCase("Supply"))
  67.             {
  68.                 supply_items.add(item_map);
  69.             }
  70.             else if(item_category.equalsIgnoreCase("Installation"))
  71.             {
  72.                 installation_items.add(item_map);
  73.             }
  74.         }

  76.         // Prepare common invoice details
  77.         current_date = today;
  78.         current_date = current_date.toString("yyyy-MM-dd");
  79.         // Format for API
  80.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

  82.         // API URL for Zoho Books Invoices endpoint
  83.         base_url = "https://www.zohoapis.com.au/books/v3/invoices?organization_id=" + org_id;

  85.         // Create Supply Invoice if there are Supply items
  86.         if(!supply_items.isEmpty())
  87.         {
  88.             supply_invoice_map = Map();
  89.             supply_invoice_map.put("customer_id",customer_id);
  90.             supply_invoice_map.put("currency_id",currency_id);
  91.             supply_invoice_map.put("date",current_date);
  92.             supply_invoice_map.put("due_date",due_date);
  93.             supply_invoice_map.put("line_items",supply_items);
  94.             supply_invoice_map.put("reference_number","SUP-" + estimate_number);
  95.             supply_invoice_map.put("notes",estimate.get("notes"));
  96.             supply_invoice_map.put("terms",estimate.get("terms"));
  97.             supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  98.             // Link to estimate
  99.             supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  100.             // CRM deal link
  101.             supply_invoice_map.put("ignore_auto_number_generation",false);
  102.             // Auto-generate invoice number
  103.             supply_invoice_map.put("is_inclusive_tax",false);
  104.             // Match your sample
  105.             supply_invoice_map.put("discount",0);
  106.             // From quote
  107.             supply_invoice_map.put("shipping_charge",0);
  108.             // From quote
  109.             supply_invoice_map.put("adjustment",0);
  110.             // From quote

  112.             // Convert map to JSON string for API
  113.             parameters_data = supply_invoice_map.toString();

  115.             // Invoke URL to create Supply Invoice
  116.             response = invokeurl
  117.             [
  118.                 url :base_url
  119.                 type :POST
  120.                 parameters:parameters_data
  121.                 connection:"zohobooks"
  122.             ];
  123.             info response;
  124.         }

  126.         // Create Installation Invoice if there are Installation items
  127.         if(!installation_items.isEmpty())
  128.         {
  129.             installation_invoice_map = Map();
  130.             installation_invoice_map.put("customer_id",customer_id);
  131.             installation_invoice_map.put("currency_id",currency_id);
  132.             installation_invoice_map.put("date",current_date);
  133.             installation_invoice_map.put("due_date",due_date);
  134.             installation_invoice_map.put("line_items",installation_items);
  135.             installation_invoice_map.put("reference_number","INST-" + estimate_number);
  136.             installation_invoice_map.put("notes",estimate.get("notes"));
  137.             installation_invoice_map.put("terms",estimate.get("terms"));
  138.             installation_invoice_map.put("invoiced_estimate_id",estimate_id);
  139.             // Link to estimate
  140.             installation_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  141.             // CRM deal link
  142.             installation_invoice_map.put("ignore_auto_number_generation",false);
  143.             // Auto-generate invoice number
  144.             installation_invoice_map.put("is_inclusive_tax",false);
  145.             // Match your sample
  146.             installation_invoice_map.put("discount",0);
  147.             // From quote
  148.             installation_invoice_map.put("shipping_charge",0);
  149.             // From quote
  150.             installation_invoice_map.put("adjustment",0);
  151.             // From quote

  153.             // Convert map to JSON string for API
  154.             parameters_data = installation_invoice_map.toString();

  156.             // Invoke URL to create Installation Invoice
  157.             response = invokeurl
  158.             [
  159.                 url :base_url
  160.                 type :POST
  161.                 parameters:parameters_data
  162.                 connection:"zohobooks"
  163.             ];
  164.             info response;
  165.         }
  166.     }
  167.     else
  168.     {
  169.         supply_items = List();

  171.         // Create an item map for invoice creation, including tax
  172.         for each  item in line_items
  173.         {
  174.             // Create an item map for invoice creation, including tax
  175.             item_map = Map();
  176.             item_map.put("item_id",item.get("item_id"));
  177.             item_map.put("quantity",item.get("quantity"));
  178.             item_map.put("rate",item.get("rate"));
  179.             item_map.put("tax_id",item.get("tax_id"));
  180.             // Include tax ID (e.g., GST)
  181.             description = item.get("description");
  182.             if(description.length() > 100)
  183.             {
  184.                 description = description.subString(0,100); // Truncate to 100 characters
  185.             }
  186.             item_map.put("description",description);
  187.             // Optional: from quote, limited to 100 characters
  188.             item_map.put("unit",item.get("unit"));
  189.             supply_items.add(item_map);
  190.         }

  192.         // Prepare common invoice details
  193.         current_date = today;
  194.         current_date = current_date.toString("yyyy-MM-dd");
  195.         // Format for API
  196.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

  198.         // API URL for Zoho Books Invoices endpoint
  199.         base_url = "https://www.zohoapis.com.au/books/v3/invoices?organization_id=" + org_id;

  201.         // Create Supply Invoice if there are Supply items
  202.         supply_invoice_map = Map();
  203.         supply_invoice_map.put("customer_id",customer_id);
  204.         supply_invoice_map.put("currency_id",currency_id);
  205.         supply_invoice_map.put("date",current_date);
  206.         supply_invoice_map.put("due_date",due_date);
  207.         supply_invoice_map.put("line_items",supply_items);
  208.         supply_invoice_map.put("reference_number",estimate_number);
  209.         supply_invoice_map.put("notes",estimate.get("notes"));
  210.         supply_invoice_map.put("terms",estimate.get("terms"));
  211.         supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  212.         // Link to estimate
  213.         supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  214.         // CRM deal link
  215.         supply_invoice_map.put("ignore_auto_number_generation",false);
  216.         // Auto-generate invoice number
  217.         supply_invoice_map.put("is_inclusive_tax",false);
  218.         // Match your sample
  219.         supply_invoice_map.put("discount",0);
  220.         // From quote
  221.         supply_invoice_map.put("shipping_charge",0);
  222.         // From quote
  223.         supply_invoice_map.put("adjustment",0);
  224.         // From quote

  226.         // Convert map to JSON string for API
  227.         parameters_data = supply_invoice_map.toString();

  229.         // Invoke URL to create Supply Invoice
  230.         response = invokeurl
  231.         [
  232.             url :base_url
  233.             type :POST
  234.             parameters:parameters_data
  235.             connection:"zohobooks"
  236.         ];
  237.         info response;
  238.     }

    • Recent Topics

    • VAT rates - exempt and out of scope

      Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

    • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

      Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

    • Work Order Creation Issue

      Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

    • Accessing shared mailboxes through Trident (Windows)

      Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

    • URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

      Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —

    • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

      Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

    • Zoho pdf suit

      Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

    • Zoho Not Working

      Today Zoho not wokring

    • Dynamically autofill fields with URL parameters

      I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

    • User Automation: User based workflow rules & webhooks

      User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

    • Integrate Projects for Desk KB article release tasks

      Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

    • Issue in Annual Leave

      We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

    • Use the searchBy parameter to find user by email address

      I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

    • Zoho CRM Community Digest - September 2025 | Part 2

      Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

    • Zoho Vault API: Create new Secrets

      Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",

    • CRM and Finance Tab - Add Invoice "Subject " Column

      When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick

    • Collections Management: #4 Before, During & After Payment Processing

      "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems

    • Account name not populating when importing contacts

      When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

    • Suggestion to improve zoho writer

      I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

    • webhook basic authentication

      II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555

    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

    • Issue with Hour Calculation in Zoho People Attendance Module

      I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

    • Push Notification for New Bookings in Zoho Bookings App

      when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

    • Automation in Zoho Sprints

      Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add

    • Export Purchase orders as Excel

      Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

    • Draft & Schedule Emails Directly in Bigin

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • Send email template "permission denied to access the api"

      Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

    • Zia’s AI Assist now helps you write clearer notes — in seconds

      After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now

    • Shortcut to fill a range of cells

      Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

    • Object required error

      Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

    • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

      I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account

    • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

      I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • New Series Announcement - Ecommerce Marketing Tips

      Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce

    • Marketing Tip #7: Add a blog to your online store

      A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common

    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

    • Allow Regular Users to Directly Transfer Ownership of Files & Folders

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders

    • Triggering rules on lead conversion

      There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

    • Next Page