Is there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?
How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreates
PO receive
If we receive a bill before PO items are received we leave it as "Draft" until the goods are received. It would be great to have the option to "open" the bill upon receive as a feature. I have tried via automation but cannot get the required PO status,
Getting Error -4016
Hello I am trying to create and invoice in zohobooks via api I am getting Error code - 4016 Message - please select an item Code "item_id"= "1156676000001650000","product_type"= "SERVICES","hsn_or_sac"= "998315","name"= "HOSTING", "description"= "500GB,
how 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 work
Bill 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/bill
Custom functions on timer
It would be great to have an additional hour, day, week, month & year timer for running custom functions instead of executing on a particular creation / edit of a document.
Updating custom field on Bill upon selection of PO
Hi, I have a custom field on Purchase order as well as on Bills called "Type of Order". This field is a dropdown type. While creating a bill, I would like to have this field on Bill be auto populated from the corresponding PO's custom field. For example,
Trial Balance via REST API
I can't see to find anything on the forums or in the rest documentation. Apologies if I missed it. Is there a way to pull a trial balance via the REST API? Is there an endpoint that provides this or two possibly - one for the Income Statement and another
How to make one online payment for multiple invoices?
Our clients asked if they could make the online payment for multiple invoices in one go? Even though I use Customer Statment to send all invoices in one file, but our clients still need to pay the invoices separately. Please advice, thanks.
How do I get Price Lists via API?
How do I get Price Lists via API? I've scanned this https://www.zoho.com/books/api/v3/ I know how to get Items.
Create invoice from 2 salesorders with custom function
Hello, We want to make a custom function that, when a customer has 2 or more sales orders, create only one invoice instead of 2 (we have a workflow to create invoices automatically from sales orders that have been sent). I have been investigating the
Create Invoice API returns {"code":4,"message":"Invalid value passed for JSONString"}?
https://books.zoho.com/api/v3/invoices? Why do I get a {"code":4,"message":"Invalid value passed for JSONString"}? { "customer_id": "1305319000000146080", "contact_persons": ["1305319000000146082"], "invoice_number": "INV-00005", "reference_number": "123459898",
Zoho Books sharing estimate link from deluge script
Hi Team, I want to grab the estimate share/acceptance link via a script, e.g the one that emails out to the customer. Where is this variable/API stored. Example: https://zohosecurepay.com/books/<mycompany>/secure?CEstimateID=2-c11068f4d4dd484f80137
Zoho Bool API to fetch Settings
Hi Team, Is settings data exposed via Zoho Books API? Regards Satheesh J.
Invalid value passed for Email Address
Trying to use "+" in the email address while creating a contact with contact person in the create contacts API, I am getting { code: 2, message: 'Invalid value passed for Email Address' } example - email: test+test@test.com https://www.zoho.com/books/api/v3/#Contacts_Create_a_Contact
Custom items export
Hi, Has anyone had issues with custom exporting in ZOHO books? I need export specific items, but both the current view export and export all doesn't work for me. Anyone got a solution?
API call for Phone number in Create contact
Hi There doesn't seem to be an API call to enter the Phone & Mobile numbers when creating a Contact. Phone number is available under Billing Address, but I need the ones that go with the main Contact details (not Contact persons) along with Email, Website,
Filter Invoices By Multiple Criteria
Hello, Can you get a list of invoice using the API using the filter_by parameter and multiple criteria, such as Status.Unpaid and Status.Viewed? I tried "filter_by=Status.Unpaid,Status.Viewed" and the system responded with an error about value being
Update Custom field on Estimate when accepted
We would like to perform a field update on Estimates when the estimate is either marked accepted or Declined. We initially looked in workflow rules but these do not seem to be triggered based on a document status change. Would this be something we would
Invoice billing_address and shipping_address are empty when using custom button
I have created a custom button in books for invoices, and there is the parameter invoice as map. However, the billing and shipping adresses are empty when executing: info invoice.get("billing_address"); info invoice.get("shipping_address"); Output: {"zip":"","country":"","address":"","city":"","phone":"","attention":"","street2":"","state":"","fax":""}
How to remove remove duplicate contact persons
Is there a way to de-duplicate contact persons within books? Or any way to bulk manage the contact persons who have invalid data via API? Using the CRM / Books integration and running into lots of issues with duplicate contacts and bad contact info. I've
getting internal server error while creating new bank transaction using postman
getting internal server error while creating new bank transaction using postman { "code": 1000, "message": "Internal Error" 500Internal Server Error
Get Invoices Items using Deluge or API
I need to get item list when a new invoice is created. i need this because it is mandatory to integrate to government tax service. I created a task that execute each time a new invoice is created, but I cant get item list from new invoice. I try using
Como puedo integrar zoho books con sistema de facturación Min de Hacienda Costa Rica
Buenas noches para todos! Les agradeceria si me pueden ayudar o guiar para integrar ZOHO BOOKS con el sistema de facturación del Ministerio de Hacienda, para poder generar facturas electronicas en Costa Rica. El avance que tengo es que debo obtener una "KEY" o "TOKEN" para poder conectarlo, pero les agradeceria que me guiaran para saber si existe algun plugin de Zoho Books para poderlo conectar, he escuchado de algunas personas que lo han logrado con exito en Costa Rica, pero no he podido dar con
Recording payments using APIs
I operate in Japan and we cannot use online payments with the banks here, also there are bank transaction fees, with VAT (consumer tax) deducted, on both the paying and payments received, and these vary. So you can well imagine the time taken to manually
Custom function for Zoho Books processes
We need a function wherein if any changes are made to the Invoices, Payments, or Credit notes, respectively of a particular customer, a trigger is given to get the total Invoice/payment/credit note amount. Trigger on: 1. Invoice add or edit 2. Payment
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Zoho Books, Related Lists and Custom Fields in Estimates
I'm using Zoho books and creating Estimates and Invoices. Customers have vehicles that we service. Is it possible to have a related list of vehicles that can be selected when creating the Estimate? Here's what I've done so far: 1. Created a Form in
Invoice Sent via API not including Stripe Payment Link
When we send an invoice from the CRM or Books manually, there is a checkbox towards the bottom under the "Payment Gateway" section of the invoice, with a checkbox for Stripe. Our sales process is to present the customer with an estimate, when they accept
Email alerts for items
Hello, I'd like to ask you is it possible for me to receive a notification when a specific item is ordered by a client. It is important for our company to check carefully some of our items, before we ship them, so it will be nice if you have such a function.
Update Custom Fields in Estimate returns {"code":4,"message":"Invalid value passed for JSONString"}
What am i missing here? This is a custom function inside "automation" tab of Zoho Books, all i am trying to do is update some custom fields that are blank so they have the correct value from the customers profile in CRM if the sales person forgot to enter
Fields not positing "is_linked_with_zohocrm" & "zcrm_product_id"
I'm trying to make an instant sync between books and crm via a deluge script. Issue is that I'm unable to read or write to these fields, I know that I have the correct api field name. Are these fields only available to read if the sync writes them? Posting
Zoho Books/Inventory download docs in Excels formats
I wonder if anyone achieved a way to download PO/SO/Bill/Estimate or Invoice in Excel Template via just click of a button? Is it even possible via Creator or Zoho Sheets or Airtable? We are currently looking into the solution but so far non of the developers
Missing documentation for "related lists"
This question is related to both Zoho Books and Zoho Inventory. Under settings you can add something called "related lists" to a resource, like items. When I do this I get some sample code of how this is supposed to be implemented: /* This is a sample
Calculate miles for delivery
Hi everybody, We are in need, after migrating from QuickBooks, to find the way to calculate the miles we drive for deliveries to different customers. Every customer has a fixed distance (no multi-location customers, right now). We thought about creating
Get a value from custom field in inventory into an email of Zoho Books
Hello, When I create an invoice (Zoho Books) there is an automated email sent to my customer based on a specific date. This email shall contain a field content which is set up as a custom field in the product itself. How can I get the value from that
Custom Function Error "code":2,"message":"Invalid value passed for page_width"
Hi, I am getting this error when I execute a custom function in zoho books. I can't seem to find any information on the error message so not sure how to solve. Anyone have an idea what this error could be - "code":2,"message":"Invalid value passed for
Set "quantity" on Estimate creation at certain value when Customer custom field value is met
Hi, I am trying to automatically populate the "quantity" field on an Estimate based on a Custom Field of the Customer. Quantity field being on the Item Table of the Estimate. Custom Field: "Contract Client" [Values is Yes / No] I've written the following
Custom calculation for estimates
Hi there, is there a way to achieve the following calculation in my estimates? D = A x B x C A = is a custom field B = system field for amount C = single price D = total price Thanks, Enrico
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