Account_id
My problem is that I don´t know the account_id for a bank account. I suppose that is something like "3632010000002301" but I don´r know how to find it. I need it because I have a custom function that create a customer payment, that works well, and I needCustom Field
Hello! I'm looking for help creating a script for my business. Long story short, I have a good flow going but now need a custom script. Long story short, I'm trying to do: Contractor Submits Zoho Form Form has email and that email looks up the VendorThe default tax rate didn't applied when creating a new invoice!
The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?Zoho Books Pricelist API- Get Price of an item in Pricelist
Hi, We store MRP and Discount per customer as separate pricelist. Is there anyway that we can retrieve price of an item from a particular pricelist via api?Updating salesorder of zohobooks using PHP
I want to update the salesorder from a php website but it give me the following error; function updateSalesOrderWithShippingCharges($sales_order_id,$customer_id,$sales_order_number ,$shipping_charges) { $json='{ "customer_id":'.$customer_id.',Authenticate issue for API usage
Hi, so I'd like to access Zoho Books with REST API/python and tried following tutorial on https://www.zoho.com/books/api/v3/#oauth Initially I created Self Client on https://api-console.zoho.com/ with Client ID and Client Secret. Then I generated CodeHow can I trigger a Books Workflow from a CRM Workflow?
How can I trigger a Books Workflow from a CRM Workflow / Custom Function?Error generating journal from custom function
Good day, I am trying to generate a journal from a custom function but it returns the following error: {"code":11,"message":"Solicitar carga útil no debe estar vacía para la solicitud."} Reviewing the documentation of the books apis, I am consideringSetting entry level discount in Sales Order with API
Hello, We want to create a Sales Order with discounts in some items. The main problem is we dont know how the API is working in this scenario. Reading the documentation we have to send the quantity discount in the JSON in discount_amount in the line itemKeep getting "code": 14, "message": "Invalid value passed for authtoken." My authtoken is correct though!
Yesterday, I reset my password. I think I accidentally selected that checkbox that deletes all API/Authtokens. Today I regenerated new connection/authtokens for each Zoho Module that I needed. All my standard actions work great in Zoho Flow. BUT my customOpenURL to open the invoice->send email page
Hello, I'd like to use a custom button to run a custom function to run openURL, to open the invoice->send email page. I'd then like to preselect the "from" email address (from one of many i.e. it should be the logged in users address!!), add a bcc addressGenerate payment link and sms invoice using Zoho Books APi
My application needs to send a payment link to the customer via SMS. One the payment is done capture it, create a paid invoice and again send it via SMS to the customer. But I observed 1) There is no API to generate a payment link 2) Invoice cannot beCustom Function to Create/Release Invoice from Recurring Invoice (Off-Schedule)
Let's say we have a recurring invoice that recurs every month, on the 1st of the month. There are times where we want to trigger an off-schedule invoice to be created from the recurring invoice (middle of the month). We can do this manually by going toSales Order Line Items to Map() then list()
I'm attempting to get the line items of a sales order dumped into a Map() and then the map of each line put into a list(). Or honestly a simpler option if possible this is just what I've come up with based on some of the working Deluge code that I'veHow to update a field value from customer module to a custom field in customer payment
Requirement 1. when a new customer was created in books. we will add the sales person name in the customer's custom field. 2. when the customer make the payment, we will use the sales person for the customer to pay the commission and update the commissionOne Vendor Invoice with three payments schedule
We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific paymentCustom fields checkboxes are not boolean in Zoho Books
Hello all, Today I discovered a very strange and curious thing I think it is worthy to be shared with all developers: in Zoho Books, checkboxes created as a custom field dont return a boolean value, they return true/false but as a string. I was trying{"code":6024,"message":"This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName
Hi I have multiple organizations and im trying to list the contacts of a certain organization using the below api request: curl https://invoice.zoho.com/api/v3/contacts?authtoken=XXXXXXXXXX&organization_id=YYYYYYYY but im recieving the below error:Reports date range customization disabled!
For Accounts Receivable & Accounts Payable and other Reports we used to be able to select a date range with the drop down calendar, as we had view of calendars for two months. This is still available for Profit Loss reports, but not for many other reports.Is there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreatesPO receive
If we receive a bill before PO items are received we leave it as "Draft" until the goods are received. It would be great to have the option to "open" the bill upon receive as a feature. I have tried via automation but cannot get the required PO status,Getting Error -4016
Hello I am trying to create and invoice in zohobooks via api I am getting Error code - 4016 Message - please select an item Code "item_id"= "1156676000001650000","product_type"= "SERVICES","hsn_or_sac"= "998315","name"= "HOSTING", "description"= "500GB,how can i create a refresh_token for Client-based Applications
Good day, i tried to get a refresh_token for Client-based Applications but i,m getting an error that sys invalid client_id but i just copied it but it doesn't workBill of Issue/Invoice
I run a subscription based business. I have multiple subscribers who make payments on different dates in a month and I raise a Bill of Issue/Invoice at month end. I have customised the customer tab to have all information I require for raising invoice/billCustom functions on timer
It would be great to have an additional hour, day, week, month & year timer for running custom functions instead of executing on a particular creation / edit of a document.Updating custom field on Bill upon selection of PO
Hi, I have a custom field on Purchase order as well as on Bills called "Type of Order". This field is a dropdown type. While creating a bill, I would like to have this field on Bill be auto populated from the corresponding PO's custom field. For example,Trial Balance via REST API
I can't see to find anything on the forums or in the rest documentation. Apologies if I missed it. Is there a way to pull a trial balance via the REST API? Is there an endpoint that provides this or two possibly - one for the Income Statement and anotherHow to make one online payment for multiple invoices?
Our clients asked if they could make the online payment for multiple invoices in one go? Even though I use Customer Statment to send all invoices in one file, but our clients still need to pay the invoices separately. Please advice, thanks.How do I get Price Lists via API?
How do I get Price Lists via API? I've scanned this https://www.zoho.com/books/api/v3/ I know how to get Items.Create invoice from 2 salesorders with custom function
Hello, We want to make a custom function that, when a customer has 2 or more sales orders, create only one invoice instead of 2 (we have a workflow to create invoices automatically from sales orders that have been sent). I have been investigating theCreate Invoice API returns {"code":4,"message":"Invalid value passed for JSONString"}?
https://books.zoho.com/api/v3/invoices? Why do I get a {"code":4,"message":"Invalid value passed for JSONString"}? { "customer_id": "1305319000000146080", "contact_persons": ["1305319000000146082"], "invoice_number": "INV-00005", "reference_number": "123459898",Zoho Books sharing estimate link from deluge script
Hi Team, I want to grab the estimate share/acceptance link via a script, e.g the one that emails out to the customer. Where is this variable/API stored. Example: https://zohosecurepay.com/books/<mycompany>/secure?CEstimateID=2-c11068f4d4dd484f80137Zoho Bool API to fetch Settings
Hi Team, Is settings data exposed via Zoho Books API? Regards Satheesh J.Invalid value passed for Email Address
Trying to use "+" in the email address while creating a contact with contact person in the create contacts API, I am getting { code: 2, message: 'Invalid value passed for Email Address' } example - email: test+test@test.com https://www.zoho.com/books/api/v3/#Contacts_Create_a_ContactCustom items export
Hi, Has anyone had issues with custom exporting in ZOHO books? I need export specific items, but both the current view export and export all doesn't work for me. Anyone got a solution?API call for Phone number in Create contact
Hi There doesn't seem to be an API call to enter the Phone & Mobile numbers when creating a Contact. Phone number is available under Billing Address, but I need the ones that go with the main Contact details (not Contact persons) along with Email, Website,Filter Invoices By Multiple Criteria
Hello, Can you get a list of invoice using the API using the filter_by parameter and multiple criteria, such as Status.Unpaid and Status.Viewed? I tried "filter_by=Status.Unpaid,Status.Viewed" and the system responded with an error about value beingUpdate Custom field on Estimate when accepted
We would like to perform a field update on Estimates when the estimate is either marked accepted or Declined. We initially looked in workflow rules but these do not seem to be triggered based on a document status change. Would this be something we wouldInvoice billing_address and shipping_address are empty when using custom button
I have created a custom button in books for invoices, and there is the parameter invoice as map. However, the billing and shipping adresses are empty when executing: info invoice.get("billing_address"); info invoice.get("shipping_address"); Output: {"zip":"","country":"","address":"","city":"","phone":"","attention":"","street2":"","state":"","fax":""}Next Page
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Function #18: Associate invoice templates automatically based on customer language
For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates inFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimatesFunction #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.
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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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