Can't use openurl in Zoho Books
We've tried to open a page using openurl in custom functions. It is not available now. It is nice feature to have openurl in Zoho Books custom functions. Crafted with ❤️ Zoho Gurus | Zoho Books Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs
Adding multiple shipping and billing addresses for contacts programmatically.
Hi there! I want to add more than one address (for both shipping and billing) for each customer but I'm not able to do so, the only available thing is to add the default address and I searched this API documentation https://www.zoho.com/inventory/api/v1/#Contacts_Create_a_Contact
Trigger Custom Functions before automated sending of Recurring Invoices
Hello, we want to automate the accounting in our business. Therefore we want to use Recurring Invoices that should be created and send automatically. In addition there is a need to show the accounting period for the specific invoice, which is calculated by a custom function. This function works fine as long as we don't let zoho books send those invoices automatically. If we try to, the e-mail will be send without triggering the custom function, even though it's terminated to be executed when the
"HSN cannot be empty" while creating invoice using API
While Trying to create an Invoice using API in Zoho Books I am facing this error in the response. HSN is an custome field added in items i have included this into my json string but still facing issues. { "customer_id":"519558000001375768", "invoice_number":
Create Sales orders via api
Hoping someone can help with a "Limit Exceeded: URLFetch URL Length" error message ? Creating a sales order via the api using Javascript which has only one line item works perfectly fine but adding any more line items to the array creates this error ?
Invoice is not updating by using postman according to API documnetation
Hi Friends, I am trying to update an invoice by using postman, but every time it is giving me "400 bad request" with the following error : { "code": 4, "message": "Invalid value passed for JSONString" } Please help me out, I am middle of my project. It is very urgent. I am sending the required field to as it is mentioned in API document. The following things, I am sending to update. Http Method Type: PUT URL: https://books.zoho.com/api/v3/invoices?organization_id=66X78X4X1 Headers : Content-Type
Workflow Advice: Most payments from PayPal
Hello ZB Community: I've been using Zoho Books after migrating from Quickbooks for about a year. I enjoy the visual experience and the power of the tool, but I'm always questioning if I'm doing the right thing to make use of Zoho Books. Since I'm largely a one-man shop, speed of "doing the books" is very important to me. Currently, my workflow looks like this: 1. Website Orders generate PayPal payments 2. Create a Customer Payment from the "Banks" view of Zoho Books for the PayPal transaction feed
Zoho Books Estimate Auto Approval
I have a small sales team and only a few products and I don't really need to approve every single estimate.How can I automatically mark estimates as approved? Custom Function, Webhook? Thank you
Get shipping address, billing address from address_id
Hi Team, I am new to zoho and need some inputs. Please share some pointers as how to get the billing & shipping address details from a zoho sales order. The sales order contains billing_address_id and shipping_address_id, so need to fetch the details and populate billing and shipping address in the custom function in zoho flow so that I can create order in shipstation as soon as a sales order is created in zoho. I have looked the zoho books API but I could not find the API to fetch address details.
How to create multiple item lines with zohobooks API
Im trying to create an invoice and I have multiple item lines but I couldnt find where to do that in the documentation 'line_items' => [
[
'item_id' => '7131',
'description' => something
'rate'
Vendor invoice send by mail
Hi, Is there a way (with creating a button maybe) to send the bill I created to a vendor by email, the way we can do it with a customer's invoice? Marie-Andrée
DISPLAY INVOICE TOTAL IN MULTIPLE CURRENCY.
Hello Zoho Team In order to comply with local tax regulation we do need to display total amount of invoice in double currency for every invoice ( USD as base currency , KHR as local currency with a fixed monthly exchange rate defined by local tax authority)
Automate import from files (from FTP server)
Hi everyone, My contacts are not created in Zoho CRM but in another application (MainApp). Everyday, my MainApp is exporting a CSV file we have to import in Zoho CRM thanks to the Module > Import Contacts function. All the columns are already mapped because
Zoho creator integration with Zoho Books help: API call to mark invoice as void ?
I am trying to update status of an invoice on Zoho Books as void via Zoho Creator: I am trying to reproduce the following API call: $ curl https://books.zoho.eu/api/v3/invoices/:invoice_id/status/sent?organization_id=10234695 -H "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" -H "Content-Type: application/json;charset=UTF-8" I have tried different permutation but in vain, so far this what I have got: String Test.zohovoidinvoice() { url = "https//books.zoho.com/api/v3/invoices/167517000002816431/status/void?organization_id=XXXXXXXX";
Invalid value passed for file_name
Hi i am getting this error in sales order saving an old so Invalid value passed for file_name please help
Zoho Books
InternalOAuthError: Failed to fetch user profile at /home/nextbrain/devBackend/ZohoBooks/node_modules/passport-zoho-crm/lib/strategy.js:124:19 at passBackControl (/home/nextbrain/devBackend/ZohoBooks/node_modules/oauth/lib/oauth2.js:132:9)
Projects id/name gets created as reporting tag in Z books
Hi, Can you please create a custom function which is going to create a value in reporting tag of projects whenever there is a new project added in the z projects module. this helps in accounting the project expenses and bills which can help in getting project wise P and L , gross margin etc. this can give a lot of milage to sales of Z books. Looking forward
sorting with zoho.books.getRecords
I would like to know if zoho.books.getRecords() allows sorting like zoho.crm.getRecords() or zoho.invoice.getRecords() does.
Customer credit limit
Hello, Can I add credit limit to my customers? Is this feature available on Zoho Books or any other linked apps?
Why it is not supported the Update credit notes in Zoho Books with custom function?
i Need update data of the credit Notes with a custom funcion, but when i Execute the function, i reciver a error: Invalid value for parameter - module. The allowed values are: contacts, invoices, customerpayments, items, estimates, recurringinvoices, expenses, purchaseorders, salesorders, journals, projects, bills. And when i reed the document of Deluge Task (updateRecord), I find that the module Credit Notes is not supported, but it is supported in other task. And my Question is... WHY?
How To add image to item with API
I am trying to add image to the item. i have enabled the image from preference. i am getting the following response when i try to add image with API {"code":33003,"message":"Looks like the image is not attached. Please try again"} my code: $apiUrl = config('services.zohobooks.api_url');
how to auto create a project when a sales order is created.
i want to do this, when i create a Sales order, it should create a project with same name as PO and has budget of same amount as Sales order. can this be done automatically ?
How can I obtain the information of the invoice associated to a debit note, by means of a personalized function in zoho books
Dear I need to obtain the information of the invoice associated to a debit note from a parsonalized function, since when creating a new debit note I must send the information to an API, by means of XML, in which the data of the debit note should go and the reference to the invoice to which it will make changes, but when reviewing the debit in argument "Invoice", of the personalized function, it does not make any reference to the associated invoice, not even the folio or any data with which it can
Generating access token and refresh token.
I am unable to generate refresh token using the following data I am using offline access type as per the documentations but still unable to get refresh token. Authorization URL :: https://accounts.zoho.in/oauth/v2/auth?response_type=code&client_id=1000.DUCAO1EBE5DK48197WYXES8UA3****&access_type=offline&scope=ZohoBooks.fullaccess.all&redirect_uri=https://storehippo.com/oauth&state=zoho
Update Custom Field Values for Invoice
Hi Viewers, In Zoho Books, Invoice Module I created the Contact Name and Email Fields. After creating the Invoice I need to update the fields automatically. I tried lots to update these Custom Fields, But I can't update. So is there any possible to update
Custom Function or Workflow Process to Charge Card on File
I would like to send a recurring invoice on the 15th of the month and then automatically charge the customer's card on file on the last day of the month. I see in Workflow where recurring invoices can automatically be created. sent and charge the card on file. I do not want the card on file to be charged immediately however. I do not see where a delay in charging the card on file can be set so I was thinking maybe a custom function could be created to handle this. After looking through the available
Invalid value passed for JSONString
Hello, I am developing a React web app that connects to my Zoho Books backend. I can receive information into the app just fine, however, when I make a POST request, I am battling with sending the data required. It is all in JavaScript and I use the Axios.js
Is it possible to attach a file to an invoice in zoho books, with a personalized function?
good day please if someone has the answer or can you help me or if you have any suggestions on how to do it, I will thank you very much
Getting Internal Error while call Api to get organizations
Hi, I am trying to call ZOHO BOOKS API using Postman to get organizations but I am getting Internal Error. i.e: { "code": 1000, "message": "Internal Error" } Can anyone help me out to find the issue? Thanks in advance!
Adding calculated Field to invoice
Hello I want to show the Item rate, Discount amount, ITEM RATE AFTER DISCOUNT, Tax, then total on the invoice.? How can i show "ITEM RATE AFTER DISCOUNT"? can i create a calucated field in zoho books?
Credits
We can clone most things in Books but not credits ? Please give us this option :-)
Settlement discounts
Hey Zoho guys, A lot of your users, I'm pretty sure, get settlement discounts for early payment or whatever reason and there is no feature to automate this! It would be nice if you kind people at Zoho could provide us with a "custom button" to accomplish this using deluge ? I have done it for myself using JavaScript but it would be really great to be able to do this within Zoho ;-) I've set up a custom field in contacts to enter the item_id of the discount used.... Here's the code I wrote, which
Reporting tag creation using API
Is there any create api for reporting tag. I need to create reporting tag from my application to zoho books.
Linking invoices to bills / bills to invoices
Is there any way to do this ? Is it possible through the api ? I've given it some thought but can't seem come up with anything ! I was thinking of using notes to place a HREF in, but no joy ;-( I think that if you guys provided a HREF choice in custom
Set Invoice status to sent via Deluge
Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test
Deluge help
Trying my hand at Deluge again & struggling with it, JavaScript syntax would be much easier ;-/ I'm having a problem getting a custom field value, can you point me in the right direction please guys ... lineItems = salesorder.get("line_items").toList(); for each lineItem in lineItems { name = lineItem.get("name"); if(name.contains(string)) {amount = lineItem.get(custom_field_name.value);} } info amount;
Auto Vendor Credits
For anyone familiar with JavaScript, you may find this handy if you get settlement discounts from your suppliers. You have to : set up items with the discount amount, get the id of this item, set up a a contact custom field called "Settlements", Enter
Api for sales orders
Missing a variable for the packing status ?
Bill from Invoice
Hey Deluge experts, a little challenge if I may ask of you ..... When we invoice a certain item it is also billed at the same time ! On invoice creation, I'd like to iterate through line items, on encountering a certain sku, store a few lines of data
Zoho Books Webhook Request Format
I have created a webhook and workflow for Expense, Invoice, and Payment modules on create/edit events. Settings for each are as follows : Include HTTP Headers - Content-Type = application/json Append All Parameters I can view what I assume is the request sent to the registered url in the Workflow Logs, but when the endpoint is hit, I have an invalid model state. When using the json object from workflow logs to test locally, everything works as expected. Does anyone know what might be causing this?
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