Find developer to create API
Hi, I am looking for a reputable developer who can connect our Zoho Books sales to our Joomla based Event Bookings extension. The developer of the extension is unable to spare the time. Could anyone recommend where I would find a reasonably priced but great developer for this task? Thanks so much in advance
Is it possible to add the batch and the expiration of the article in the description of the article in the invoice?
I am doing a project in which by a country's regulations the description of the article in the invoice must contain the expiration date and the batch of the article, it is possible to associate it in zoho book?
On approval workflow
Hi! I have made a workflow for Bills. I wanted it to get triggered on Bills approval, so I check if status is Open. But today we've notice that 2 approvals didn't triggered the workflow because status was overdue in this case. How can I handle that without triggering the workflow when bill status changes to "overdue"? Thanks in advance. Regards
zoho books Document workflow
Hi, We are looking into documents to optimize our workflow. When we receive an invoice, auto-scan / upload it to zoho books documents, we would like to have a feature where you can assign some sort of workflow for that invoice: with the workflow it must be possible to assign tasks to the invoice e.g. approve the invoice; create a bill match it to a project etc etc Sure, some task are possible but I can't seem to find a general approve function. Is that not yet available / perhaps on a roadmap?
Custom Function
Dear Team, Please help me out with custom function to stop editing certain fields by certain users. Example: My sales user login should not be allowed to edit tax rate and term column in invoice. Regards, Ashfaq Abdullah
Block Customers with big overdue amounts
Hi, Some customers accounts sometimes reach big Receivables amounts. (Current and Overdue) Yet Salespersons in our organisation can still keep doing new transactions with them (Estimates, Invoices). So this amount can grow if the salesperson keeps selling
workflow for discount
hi zoho, I saw you have a workflow can give the discount to a sales order if amount higher than some number, my question is if I want give discount to different products is that possible, like if amount higher than 10000, then product A 30%， Product B 20%. thank you very much.
customer_id vs contact_id
Hi! I have a situation with Customer custom functions and custom buttons: I've made a custom function for a Sales Order. I can get a customer_id from the Sales Order object. With this customer_id I get the contact invoices: customerID = salesorder.get("customer_id"); invoices = zoho.books.getRecords("Invoices",orgID,"customer_id=" + customerID); Everything fine, there is still no problem. But if I make a custom function for Customers, how (the hell) can I get the related invoices? I've tried with
Invoices estimate_id
Dear Zoho Support, I just want to confirm if this is a fact: when I convert a Estimate to Invoice, the new Invoice will store the estimate ID in estimate_id field. Is that right? Is there another case feeding this field? Is there anyway to modify it after
Recurring Expenses/Bills- notifications
If I setup either a recurring expense or bill zoho silently creates it on the specified date, and I want to know when it is created so I can review- modify if needed. I thought there was some message on the dashboard when an expenses/bill was created
Push Notifications For Invoice Creation
Hey all I was hoping for some assistance from the group. What I am trying to accomplish here is to send push notifications to all my employees when an Invoice is created. I was told for weeks that this is possible and in the Zoho CRM manual it even says
ZOHO Books integration
We are using ZOHO Books and CRM in Germany. The integrated payment methods are PayPal and Stripe. Unfortunately it is neither possible to use the activated payment methods provided by Stripe like "SOFORT or Giropay" (except payment by Credit Card), nor is it possible to use PayPal Plus to provide our customers with the possibility to pay by EC/Girocard. These payment methods are the most common ones to pay online or offline in Germany; maybe all over Europe. We have to give our customers the possibility
Draft bills
If we receive a bill before we receive the items they are saved as draft. I can't see that we can create an automated work flow that can notify when a billed purchase order is received ?
api internal error
var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); return = "code":1000,"message":"Internal Error"
Custom fields transfered in following phases
Hi Zoho, a customer of us asked WHY the custom fields we created for them, can't be transfered in following phases. Example: In Estimate we fill these custome fields, then we create the Sales Order and then again the Invoice. B ut those custom fields
Developer Needed
Hello I'd like to find an experienced developer to help with a books API integration into our existing custom software application. We've integrated quickbooks but would like another option for our customers. If any are interested I would love to talk to you! Thx
Internal Error 1000 when trying to create a contact via the API and an Oauth2 connection
Hi, I'm trying to create a new contact using the API and an Oauth2 connection ! The connection is working and I can list my invoice and contact with no problem. But when I try to create a new conntact I get a Internal Error 1000. Any Idea on how to fix that ?
Zoho Books Estimate Status API
Does anyone know if the API gives us access to the status of the estimate when it is clicked. We need this in order to create an email alert when someone views the estimate.
Zoho Books Api
I am quite new to Zoho Books Api. Can anyone help me with a simple PHP CURL code to add a contact in the Zoho Books using Zoho Books API?
Zoho Books API Error Code: 2
I am receiving this error code what does it mean? can you please help ? { "code": 2, "message": "Invalid value passed for time_entry_ids" }
Any plans to add function so Invoices are removed form statement once paid?
Hi Any plans to add function so Invoices are removed form statement once paid? The statement that is currently available shows invoices that are paid and lists on the payments which invoices they pay which is very confusing and very confusing for our customers when we send them a statement of account.
Zoho Books Workflow Rule Triggers need a Dropdown
When creating a workflow rule and filtering triggers on fields, we really need a dropdown menu. We are currently having to manually type each option.
I am stuck with this error => Invalid value passed for JSONString
public function ZohoGetPayments(){ $url = 'https://books.zoho.com/api/v3/customerpayments'; $data = array( "authtoken" => 'xxxxxxxxxxxxxxxxxxxxx', "organization_id" => '669341062', "scope" => 'ZohoBooks/booksapi' ); $curl = curl_init($url); curl_setopt_array($curl,
[API] Problem when creating a Sale Order | code 36004 > The sale
order number still exists
Hi, Few weeks ago I created a system that permits to translate other platforms Orders to Zoho Books Sale Order. Everything was find and the steps done to do this was this one: Get or Create Contact Get or Create the order with the recently created contact. All was perfect and I could create the orders. But few days now I have this error message when I try to create the order: code 36004 > The sale order number still exists. Ok, so I go back to the doc to check if there is something new and I try
cant post an invoice from nodeJS
following the example from documentation https://www.zoho.com/books/api/v3/#Invoices_Create_an_invoice it says I have to use this api https://books.zoho.com/api/v3/invoices?organization_id=10234695 of course with my org id in the header of my POST http request it tells me to send "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" with a token I have created for zoho books then the next header "Content-Type: application/x-www-form-urlencoded;charset=UTF-8" and then the data has the "requiered
Invalid value passed for Billing State
When I am creating a new customer, after filling all necessary details I am getting this error message "Invalid value passed for Billing State" . I am not able to figure out what is causing this.
Invalid data provided error when exporting customer payments through API
SInce the last few days some of our customer payments are failing with "Invalid Data provided" which I havent seen before. Some of these payments go through on retry but some havent. I am supplying all the mandatory fields and that has been verified by
Button for Retainer Invoice while looking at an Invoice?
Is there some way to create a button which will show while looking at a particular invoice which will open a new Retainer Invoice window? It would smooth out the workflow greatly.
Commission how to book
We have a Property Managing company Each client have its own account under his name where a rental income is booked in the statement as owner payment We get a 10% commission on that rental income I have done that as an expense and everything works fine when we do the Invoice to the client The commission is an income for us But the Commission becomes an expense also in our company= s operational expenses. That is not right! How should I register the Rental commission so that it is an costs in
Using Zohobooks api
Hello I was trying to integrate woocomerence with zohobook so search online for various options after research i found only 2 option 1 cloud connectors and 2 zaiper so i tried with zapier there are 3 issues when we adding contact there is no option to select the gst field by defaul it selects business_gst secondly while adding invoice it adds by defualt service no option to select good also not able to add hsn code So i decided to do it via webhooks of zapier but facing manny issues for using api
How to create purchase order from API
I've asked the following question on SO with no response yet - just wondering if this is the right place to ask? https://stackoverflow.com/questions/51079139/create-purchase-order-in-zoho-books-via-api-in-ruby-on-rails
our own website form to zohobooks contacts
Hi we want to create new zohobooks contacts from our own webform or update the zohobooks contact if it already exists. Our form collects: first name , email address (which we use as the zohobooks contact_name as well) ,phone number , and a text message
how to set item_type to sales_and_purchases and inventory also
We would like to add item which is for sales, purchase and for which we want to track inventory also, but there is no option through api to set all these three. Options available are Optional Type of the item. Allowed values: sales, purchases, sales_and_purchases
Zoho Books Workflows taking forever to get triggered
For some reason, Zoho Books workflows are taking many minutes to get triggered (execute). I noticed this today. Yesterday it was working fine.
Help with embedded Zoho Desk form in my C# .NET application
Hello, I'm trying to add an embedded Zoho Desk code in my .NET application, but I'm having problems. I'm trying to add the embedded code to a bootstrap modal, but the modal does not open when the code is present, only when there is no embedded code from Zoho. What could be wrong?
Update Task 'Due Date' field based on a formula
We have a Workflow rule that creates a Task when a field of the module is edited. The Due Date of this task is set to a date field value of the module. If the value is in the past, we want it to be set in the future. How can we achieve this automatically? As far as I can tell, Task Due Date are only Date fields and we can't add a formula to it. Ex:If Due Date is 12/16/2000, make it 12/16/2018
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Query - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,
Items per_page variables
If we get an individual item we get variables relating to Committed stocks but not when getting items by page, will these eventually be passed here or am I better off sticking with getting the open sales orders & processing them this way as making 4000+
Approve transaction from API ?
Is there a way to approve invoices or estimates from API like "/invoices/:invoice_id/status/draft"? "/invoices/:invoice_id/status/sent" approve but flag invoice like sent too, and it's misleading for the sales person. Can you add the end-point if it's missing, it will help better in our workflow. Thx
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