Can someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null butInvalid Value Passed for Phone
Each time we try to signup for Books w/our acct, we receive the following error: "Invalid Value Passed for Phone" Thanks in advice for your help, Craig We have a phone # input into our acct info, so not sure why this is happening? Additionally, when tryingZoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port dCustom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit carderror
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to followhow can i create a refresh_token for Client-based Applications
Good day, i tried to get a refresh_token for Client-based Applications but i,m getting an error that sys invalid client_id but i just copied it but it doesn't workBill of Issue/Invoice
I run a subscription based business. I have multiple subscribers who make payments on different dates in a month and I raise a Bill of Issue/Invoice at month end. I have customised the customer tab to have all information I require for raising invoice/billChange Added_user
Hi, is it possible to change the Added_user value in existing records?
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Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check onUpdate or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
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Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
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