Custom function - to fetch loginuser ID -
Use case : I want to auto convert an 'accepted' Estimate with two conditions into 'Invoice' and send it automatically to the buyer. The function is given below and working fine. But if some user generates an estimate' with the two conditions, it is executing
Function #16: Copy attachments automatically from billable bill to invoice
In Zoho Books, it is possible to generate an invoice directly from a bill when the items are marked as "Billable." This feature lets you charge your customers for any applicable costs or operational expenses. If the billable bill has important attachments,
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Querying Stock Levels
I want to be able to populate a variable with the current stock level. I was expecting to be able to use stocklevel=item.get("actual_available_for_sale_stock") If I pull through the entire record, I can see this field has a value of 1, however when I
Function #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from the
Zoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYY
Create Journal API Issue
Request value : { "journal_date": "2019-12-20", "reference_number": "", "notes": "Loan repayment", "journal_type": "both", "currency_id": "460000000000097", "exchange_rate":"" , "line_items": [ { "account_id": "", "line_id": "", "amount": 5000, "debit_or_credit":
API ZohoBooks expenses upload receipt PDF
Hi, I have by now tried a whole bunch of different ways to upload a pdf file as a receipt for an expense but until now I am failing miserably. My code in Python is currently: ------ headers = { "Authorization" : "Zoho-oauthtoken {token}"
Formatting date for Books Recurring Invoice
Hello, I am writing a function to create a Recurring Invoice from CRM, but am getting an error when trying to set up the Start Date. In the function, I'm getting a particular date field from the opp > find the next month > get the first day of that month;
Zoho Books API Authorisation - Registering as self client
Hi All, Please can someone advise me on how Books API authorisation works for Self client. Can it work? I don't want to build an application, but rather want to just read data for reporting purposes. The issue i'm facing specifically is around the redirect
Automatically adding Bank Details in Invoices
Hi all. I am newbie. I just trying to adding an automation to invoices creation. First I created 2 custom fields into invoices ("Banca" that is a list field and "IBAN" that is a text field). Second, I create a Custom Function as below and then a trigger
Get custom fields API
Hello, we're integrating with ZohoBooks using APIs, the first step is to setup accounting fields by getting accounts/contacts (as vendors for us) and all other accounting fields as we call them. getting accounts/contacts and some other fields is straightforward
Disable Auto-Generation of Quote Numbers via API
Hi there, I am creating quotes in Zoho books via estimate API and it works good. In my particular case, I need to add dynamic "Quote#" and used parameter "estimate_number" to achieve it. It works fine if and only if the auto-generation is disabled from
Quotes API for Zoho Books
Hi All, We have a use case where want to create 3 automatic quotes (Good, better, best) when the deal stage in Zoho CRM is changed to "Quoted". I have created a Zoho Books connection and can do various operations (read, update). The problem is that we
Fixed markup
I get in specific products and have a fixed markup for the product. These differ for products. As an example, I would procure the product for 100 and would add 6 to it to resell for 106. The purchase price changes regularly but the markup remain the same.
A custom function creating invoice in zoho books, from zoho crm deals is not working anymore
Hello everyone, We had made a custom function creating an invoice in zoho books, from the deals selected in zoho crm deals. It was working perfectly fine, but all of a sudden, it is not working anymore. Does anyone have an idea of the problem ? I re-synchronized
Convert Sales Order to Invoice in custom function (code)
Hi.. I have tried to run this code Unfortunately it didn't work I am trying to convert a sales order into an invoice on the same date as the sales order This is done when updating a specific field of the sales order respMap = zoho.books.getRecordById("Sales_Orders",
Automating Process for Customer Purchase Orders
Hello I have a large client that emails multiple purchase orders per day as PDF attachments. Every attachment uses the same PDF template. But each order is drop shipped to a different location. Is there a way that I can upload the purchase order PDF from
OAuth Token to be used in Pabbly
We are using ZohoApi's to connect pabbly and Zoho Books to add an attachment which are not available in regular conenctions of Zoho Books Connection provided in Pabbly. For that we are adding Authentication Token in the header but those keys are valid
Update Item Purchase Rate with last Purchase Bill price
Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom function to accomplish this? Can someone guide me to a workaround? Our business is
Zoho Books API Integration - Vendor Balance Addition and Fee Deduction through QR Code Scanning
Our company intends to add a specific balance to the vendors registered in Zoho Books. Initially, we would like to set this balance amount as an example of $2000. We plan to accomplish this task using the Zoho Books API. Additionally, when we scan the
Zoho books Documents API ?
Hello everyone, I am trying to get information on the documents using deluge so i can automatically class them in folders once a week. So i start by looking into using zoho.books.getRecords("documents","orgid"); This returns me a list but my issue with
Add item in Sales Order by using SKU
Requirement - To add a Sales Order via API My objective is to add an item by inserting "SKU" and not by "Item name" or "Description". Note - In the Item Master's UI, I see a field called SKU and I set this to "Item_ID" and I get an error saying invalid
Reporting Tags - API calls
Is there a way to query and/or update reporting tags for Items using Inventory or Books API?
Schedule function only takes into account invoice's from current month?
Hi, I'm working on a function that applies late fees to Invoices that are overdue in my system. I've set it up with a schedule in Zoho Books that filters for all invoices where the status is overdue and the field ''subject to late fees'' is set to Yes.
Zoho Books Create bill API Error
When I try to create a bill using Zoho Books API and the purchase orders I fetch from Zoho Books API, I receive the following error: { 'code': 4198, 'message': 'There are no items in this purchase order to be billed.' } However, I can create a bill successfully
Currency Exchange rates for Items
We have a very specific need with respect to currencies. I'll try to explain it as below 1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in
List US state tax rates via Books API
Hi there, Our Zoho account is hooked up to Avalara. I was wondering if it is possible to pull current US state tax rates via the Books API? I'm using API (GET) endpoint: https://www.zohoapis.com/books/v3/settings/taxes?organization_id=xxx But am returning
Due date of invoice not updating after API Call
I am trying to update the due date on an invoice via an API Call but it seems to be not working. I am using the yyyy-MM-dd format json.put("due_date",newDueDate); json.put("due_date_formatted",newDueDate); json.put("reason","Updated Amount Calculation");
Add a line item to an expense if criteria are met
Hi, I have a number of banking transactions I'd like to split into two expenses based on text in the description, because a portion is a FX fee applied by the bank. The text in the description is "incl. Foreign Transaction Fee $0.50" and I'd like to add
Unable to change tax with custom function
Hi, In the Global Edition, Zoho Books has not the feature of having taxes related to customers, so I was trying to do a custom function to do so. The idea is to create a custom field in the client and when the sales order is created, check that custom
Zoho needs to change this: AP / AR accounts not accepted in manual journals
Can't import journals for AR and AP accounts sent via API. How can I post a transaction to AR or AP accounts via a workflow or webhook? Is there a workaround for this? A client of mine needs to send sales data to Zbooks, if this doesn't work then switching
Zoho Books API Limit is Ridiculous!!!
I was planning to write to a prestashop module, but after spending weeks of effort in writing the integration I realized the API Limit is complete nonsense. For a website with thousands of products and customers, pushing those one by one to zoho with
Workflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885
Zoho Invoices Custom Function - Automate the calculation of some fields
So I am using zoho invoices to manage our company's invoices. Recently we needed to add 4 custom fields which are : 1- Number of payments the customer needs to make [ field label is : No of Payments ] 2- Frequency of payments, that is, how frequently
Refresh token error
Hello, I've been trying to generate the refresh token but all the time it gaves me : { "error": "invalid_client_secret" } steps i followed to generate Refresh token are : 1/ I created self client app 2/ I send this link as a POST request using postman:
Can I automate and send Invoice PDF when payment is received
My Process is as follows: We create EST. We convert to SO We then convert to INV when customer approves purchase. We send INV for payment We are needing an automation that emails the INVOICE PDF to our HP Printer automatically. My initial thought was
Order in Invoice Line Items
We have written a script where we are adding some items in the invoice if custom function is initiated. Fo example: Items Qty A 3 B 2 Will look like Items Qty(Desired Format) A 3 X 3 Y 3 B 2 X 2 Y 2 But while running the script the invoice is uptated
How to trigger a workflow when a comment will be add on zoho books portal
How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush Goyal
Automated notifications on Shipment to Customer
Need an option in zoho inventory or books for sending automated notifications to customer about the shipped order.
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