Mark shipment as delivered via api
Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options = { 'method' : 'post', 'contentType' : 'application/json', 'muteHttpExceptions' : true }; var myPackNo = encodeURIComponent('###################');Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailedError: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact
so i am creating a new contact post request and i want add gst infomation when amount is above 50000 and if pass gst info in request body then i get this errors > Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contactZoho books and zapier causes Invalid data provided
I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books TheItem Level Notifications
I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?Set Reply_to parameter for "Email an Invoice" API Endpoint
Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since allNot able to item an item to non taxable via api, despite sending is_taxable as false
Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!Collection & Payment Mapping Automation
We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from ClientsCustom Fields connected to Invoices, Customers, Quotes, CRM
I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?Webhooks and Integration
Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone pleaseThis transaction type cannot be matched with a line on the statement.
When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorizedREST API for Branch and Budget
Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?Allowing vendors to Upload Purchase Invoices against Purchase Order
Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.Update Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting AprilWhen will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?
Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integrationCreate Automation for the Field "Mark up by"
Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. TheLink project invoices to sales orders
As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders inThe Urgent Need for Native Brazilian Payment Integrations: PIX and Direct Bank Connections
Hello Zoho Team, I am writing to emphasize a critical functionality gap for Zoho Books in the Brazilian market: the lack of modern, native payment gateway integrations. The current options are insufficient. The Mercado Pago integration, for instance,How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API
I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"Function and workflow to create customer payment and send receipt
I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document). I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely muckedReckon Accounts Hosted to Zoho Finance
Hi Everyone I want to transition from Reckon Accounts Hosted to Zoho Finance, as I have numerous other tasks in Zoho One, and it seems logical to make the move. (Reckon has a QuickBooks back end & is hosted on Assure now, think) I would really like toCustom Function to get custom field of lookup type in Books
Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sampleShopify integration
I need to integrate Shopify with Zoho BooksCopy Sales Order Reference# to Purchase Order#
Hello, We use our customer's purchase order number as the order number on our purchase order to the supplier. We direct ship everything from our suppliers and the customers then see their PO number on the packing notes (instead of a sequentially-generated one). Therefore, is it possible to use automation to copy the Sales Order Reference# (customer PO) to the respective Purchase Order# (our PO) when converting the Sales Order to a Purchase Order?Fire a webhook when the user gets access to portal
Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,Customer Advance Zoho Book API
All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?Constantly getting error 429 "Too Many Requests" despite not sending many requests.
I am currently working on developing an integration between our company's app and our zoho books setup using the api. When testing new functionality, I am very often having the calls fail with Error 429 'You have made too many requests continuously. PleaseE-invoicing/Facturacion Electronica in Peru, SUNAT authority
Hi Zoho, you are promoting your product very actively in south america as well as in Peru, but since few years there is an obligation for e-invoicing, transmitting information directly to peruvian tax authority SUNAT. Do you have any solution for this?Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has lesscustom fields not populating from deluge script into invoice
Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"Generate Unique Customer ID for Each for All Contacts
Generate Unique Customer ID for Each for All ContactsNotification based on created/updated sales order that contain certain line items.
Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been createdAPI Self Client Authtoken conversion always returns "invalid_client".
I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script. I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to createFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningFunction #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.How to Integrate Zoho Books with Xero (No Native Connection Available)
Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncingClone Entire Zoho Boooks Organization, including all transactions for testing & training
Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, soPeppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggersAdd SalesPerson PlaceHolder in Notification
We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal PlaceholdersNext Page
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Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check onUpdate or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
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Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
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