Detect the first sales order of a client
Hi, We would like to detect when a Sales Order is created, if it is the first made to that client. Any clue how to achieve this?
Display Dual Currency on Customer Invoice
Singapore Tax Authority requires our Customers Invoices to clearly stated the GST tax amount on the invoice. For SGD invoice is no problem. But for USD invoice, we hope the Zoho software can be modified to show the invoice amount and GST amount in Singapore
Zoho Connections - Google Sheets
Here's a great snippet obtained from the one & only Bharath Kumar, who has helped me enormously with my task of moving my external code internally to deluge. A million thanks to you Bharath. If you need to post stuff to Google sheets, set up the new Zoho
Is there a way to delete an invoice using API
We can manually delete an invoice if needed. Is there any way to delete an invoice via API?
3-tier tax rates (hi-rate on some items and low-rate on different items and no-rate on certain service items)
My state requires the collection of sales tax at the standard rate (6.25%) on general merchandise while requiring the collection of a reduced rate (1%) on certain food items sold to retail consumers. The standard sale tax options in Zoho appear to only allow an item to be universally classified as either taxable or non-taxable with no ability to assign items to a specific tax tier or tax group/ classification. Is there a way to expand Zoho's tax-calculation flexibility by creating a custom field
Using "greater than" comparator in API V3
Hello, I'm trying to get all invoices created after a given date. Currently, if I provide the date value in the query of api/v3/invoices (https://www.zoho.com/books/api/v3/#Invoices_List_invoices), I get all invoices created on that date, because the default value of the comparator is "equal", as stated in the api response : How can I set the comparator value to something like "greater than" ?
Workflow rule not executing
Hello! We have the following custom function run every time a sales order is executed or edited to calculate the gross profit. However, we get the error "Custom Function calculategrossprofit failed to execute for the workflow calculateGP". I've created
Deluge
Working on this dreadful script ;-/ .... str = "Hello Zoho world !"; info str; ;-) Trying to convert an open bill to draft via a custom button for bills: response = zoho.books.updateRecord("bills","########",bill.get("bill_id"),{"status":"draft"}); return response; (Says "Success") ???? Not working - please help - I've tried {"is_draft": true} also. & one other little question - accessing custom fields with deluge - the api name given for access does not work - do we have to iterate through them
How to know the profitability of an estimate
Hello, the purchase prices of the items being filled in, how to know the profitability of an estimate ? (Without having to consult the details of items and then calculate the margins) Thanks
Zoho Books Customer Portal API
We have successfully created a customers synchronization between the OpenCart ecommerce software and Zoho Books, with the aid of the RESTful Zoho Books API. As a next step, is there a way to create a 'Login with Zoho', similar to 'Login with Google' or 'Login with Facebook' for our ecommerce site? I asked Zoho Books support, they were useless. They said there is no Customer Portal API, but that one of their Partners could help. However, no further leads or details. It's strange that Zoho can't implement
{"code":4,"message":"Invalid value passed for bulk_update"} while creating invoice
I am trying to create invoice on submitting a form built in PHP and below is my code : curl_setopt($ch, CURLOPT_URL, "https://books.zoho.in/api/v3/invoices?organization_id=60005986825"); // curl_setopt($ch, CURLOPT_POST, 1); // curl_setopt($ch, CURLOPT_POSTFIELDS,
Zoho Flow - email attachment to payment (or API)
Is there a way to reference an attachment to a payment? Ideally, I would like to include it as an attachment to an email sent via Zoho Flow. Or download it via an API. Right now I have to generate a link in Zoho WorkDrive and then add that to a custom
API Endpoint For Adding Orders
Please provide a streamlined endpoint that can be used to quickly add orders to zoho books. For any eCommerce company that wants to quickly automate all revenue account this is a critical need. Right now in the API it's possible to add revenue items,
Update estimate template depending of a customer field
HI, We have a customee fields named Business Unit. Depending from the value, the template to be used for an estimate should be selected and no the default one. We notice our sales often forgot to change the template. I thought of a workflow, which would trigger a deluge script. But I can't find a way to update that template when the record is created. Any clue ? Regards
How to create a button in Invoice view in Zoho Books that force the invoices to be sorted by customer name
Hi all, I'm new in Zoho envoroiment and I'm praticing day by day with Zoho Books. I would like to create a custom buttom in the Invoices module that automatically sort the invoices by customer name, from A to Z. I know it can be done by clicking on the dedicated colum, but I would like to make this operation more user friendly? Can anyone help me?
zoho.books.getRecordsByID not working
Hello, I am creating a function inside Zoho Books and this simple line is not working right now. It says "Client does not exist" and, of course, the client DOES exist What am I doing wrong? This is the line response = zoho.books.getRecordsByID("contacts", "2006xxxx", "81921xxxxx");
How add a tag to many operations ?
Hi, I would like add a tag to some operation from a date to another (from 01/01/2020 to 06/30/2020 for example). Is there a way to do that easily (perhaps with a custom function) ? Thanks
Get contact_id from zoho books to custom field Workflow Rules
Hi There I want to update the field " zoho books ID" I create at accounts models how I can get the record from Zoho books to Zoho CRM through workflow rule and actions functions or webhook any idea ?
create a work flow for the sale order approve
hi.zoho I want to know is that possible to set a work flow like this. if the total discount value is higher than 30% of the sales order amount. then need me approve for this sales order. thanks you very much
Calculate End Date of Hire Period
Hi support, I have a business where furniture is hired to customers. I have set up custom fields for "Hire from" and "Hire to" dates, which I manually enter. I would like to have the end date calculated by adding a field for "Hire Period" We hire by weeks,
ESTIMATE and IVOICE NUMBERS
How can I keep the same auto-generated number for the estimate to the invoice ? I mean when the estimate is being converted to an invoice i would like to assign the same number of the estimate to the created invoice thanks
Live Calculation and Live Update of custom field in Invoice Page (If OCTFIS TECHNO can do it, why can't Zoho do it?)
Dear, i saw a video from OCTFIS TECHNO, regarding Live calculation and Live Update for custom field in invoice page. If OCTFIS TECHNO can do it, why can't Zoho do it? Thanks & Regards Shamnad Jafer 9446005528
How to get authtoken for Books function to get List of PO ?
Hello, I'm trying a small test function in Books Automation for module Purchase Order to get the list of billed PO. This test should run standalone for now. Later I plan to attach the function to a button or link for admin to run it. Surprisingly, it requires at least one known PO to get the list of the others. Arguments are mandatory, I don't need them. void test_getpostatus( map purchaseorder , map organization , map user ) { organizationID = <hidden>; poSearch = {"status":"billed"}; poList = zoho.books.getRecords("Purchaseorders",organizationID,
Is there a way to automatically copy comments from Zoho Books to Zoho Analytics?
Hi, Is there a way to sync the comments associated with a customer record with Zoho analytics? I have integrated Books with Analytics and I cannot see a way to pull the notes/comments across for reporting. We have multiple versions of books for different companies in our group and I use analytics to consolidate financial information across all companies. For each company i have created "debtors" dashboards listing customer information such as amount overdue, last payment date, customer contact
Issues regarding Zoho Books updateRecords and Workflow Rules
1) I'm having trouble using zoho.books.updateRecords( ), it returns null as a response every time. I believe that I'm either messing up the record id or the key-value map, I'm using the customer id as record id and I'm doing the update for the "Customers" module. I'm trying to update a field called "amount" for a particular customer, I have his customer-id 2) Customers Module in Zoho Books has some custom fields with default values set, the customer module is in sync with the Zoho CRM's contacts
Error - Null value occurred while operation division
invoiceID = invoice.get("invoice_id"); invoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); customerID = invoice.get("customer_id"); invDetails = zoho.books.getRecordsByID("invoices",organizationID,invoiceID).get("invoice"); lineitems = invDetails.get("line_items").toList(); iList = List(); info 'hello'; for each find in lineitems { imap = Map(); itemtotal = find.get("rate").toDecimal(); <collection>.get(<expression>); item_custom_fields = find.get("item_custom_fields").toList();
Share the code of the invoice "Minorista - Estándar"
Hello, Can you share the HTML code for the template of the invoice intended to POS, the name in spanish is "Minorista- Estandar" or someone from the community can share me a code. Regards
How to authenticate noninteractively to APIs
I have two use cases for APIs that I don't understand how to authenticate. 1) I want to make myself a desktop timer app. I don't want to have to run a server to redirect to. I also don't want to have to open the Self Client page every time. I just want
Facing error as Invalid Data while recording Payments for vendors
Hi I am trying to record vendor payments via API I followed everything with respect to documentation but still facing this response as { "code": 6, "message": "Invalid data provided" } My input JSON string is { "vendor_id": "2062398000000164580", "bills":
{'code': 4, 'message': 'Invalid value passed for JSONString'}
Even after url encoding getting following error url = 'https://books.zoho.in/api/v3/contacts?organization_id=60004015215' payload = {'JSONString=': {"contact_name": data['contact_name'], "billing_address": data['address'], "shipping_address": data['address'],
Zoho Books API
I am trying to query the following api request. https://www.zoho.com/books/api/v3/#Chart-Of-Accounts_List_chart_of_accounts Of the optional parameters, I would like to include as per the API documentation, is the showbalances parameter. When I run the following query : https://books.zoho.com/api/v3/chartofaccounts?organization_id=xxxx , it returns successfully. When I run the following query : https://books.zoho.com/api/v3/chartofaccounts?organization_id=xxxx&showbalance=true, it returns the following
ERROR ETIMEDOUT
Hello, I'm trying to connect to Zoho Books API but it's failing everytime. It was working just fine just 2 hours ago. But when I tried again an hour ago, it doesn't connect. I have to use the API urgently for last month's invoicing, so I have to find
Custom Function to create Project and Task from Estimate
I would like to automate creation of a Project from an Estimate or Invoice, and also create a task. I'm assuming I would use deluge scripting language to accomplish this. Before I dig in to writing a function, is it possible to accomplish my objective? If so, is this the best place to get assistance with writing the function if I need it?
How to filter invoices by multiple contact IDs in Zoho Books API?
Hi, What would be the query syntax for filtering invoices by multiple contact IDs? I have tried following to no avail: /invoices?contact_id=xxxxxx,xxxxx -> Error: Invalid value /invoices?contact_id=xxxxxx&contact_id=xxxxxx -> Error: should not appear
Execute Workflow Rule after Precise Time
Hi, I'd like to execute a Workflow Rule based on a specific sub-status for a Sales Order. I know how to create it, but I want it to execute precisely 72 hours after it was created. What would I put in: Date of Execution Execution Time Execution Cycle
Automate Adding Customers from a Form.
Hello, Regarding Zoho Books > Sales > Customers > Add New Customer Form. Is there a current way to automate the data entry option of this form by allowing external forms to populate this screen? Example: I would like to create a form either zoho forms, third party form or web form to collect all the information required for a new customer. I then want that form to automatically populate the informaiton as a new customer in Zoho books > Customers field. (To save my self data entry retyping all the
Problem calling Writer from Books to merge and download
Hi, I'm building a function in Books which calls Writer to merge data into a document. I found zoho.writer.mergeAndDownload(<document_id>, <output_format>, <values_map>, <connection>) which is recognized in Books custom function editor. https://www.zoho.com/deluge/help/writer/merge-and-download.html
Unique ID for Each Line Item (Revenue Head)
Hi Everyone, Does zoho allow us to create a custom field which can be assigned an auto generated number with mandatory option to each line item (Revenue Account) while Booking an invoice ?? The idea is we are offering almost 100 of different types of services & in invoice usually there is 4 to 6 different revenue heads for different services. If we can assign a unique id to each revenue head while booking the cost. The later on while booking the cost, which we normally do by importing bills which
Custom Estimate/Invoice
I'm looking at switching from Quickbooks and one of my deciding factors will be if I can make my own Estimate and Invoice templates by mapping Zoho fields. I haven't been able to find that option so I though I'd stop by here and ask if it's possible.
Zoho Books API Limit is Low
Hi Team, I have a custom function that searches for all payments of customers and computes the average days to pay and maps that information to our CRM. That function uses anywhere from 50 to 80 API calls in a single instance. I believe you have a 5,000 API call limit and I think that it is very low compared to CRM. Is it possible to increase our API calls to 10,000? Also, the API report only shows API usage for today. It doesn't show API usage history. Is there any chance to see our API usage history?
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