How to remove remove duplicate contact persons
Is there a way to de-duplicate contact persons within books? Or any way to bulk manage the contact persons who have invalid data via API? Using the CRM / Books integration and running into lots of issues with duplicate contacts and bad contact info. I'vegetting internal server error while creating new bank transaction using postman
getting internal server error while creating new bank transaction using postman { "code": 1000, "message": "Internal Error" 500Internal Server ErrorGet Invoices Items using Deluge or API
I need to get item list when a new invoice is created. i need this because it is mandatory to integrate to government tax service. I created a task that execute each time a new invoice is created, but I cant get item list from new invoice. I try usingComo puedo integrar zoho books con sistema de facturación Min de Hacienda Costa Rica
Buenas noches para todos! Les agradeceria si me pueden ayudar o guiar para integrar ZOHO BOOKS con el sistema de facturación del Ministerio de Hacienda, para poder generar facturas electronicas en Costa Rica. El avance que tengo es que debo obtener una "KEY" o "TOKEN" para poder conectarlo, pero les agradeceria que me guiaran para saber si existe algun plugin de Zoho Books para poderlo conectar, he escuchado de algunas personas que lo han logrado con exito en Costa Rica, pero no he podido dar conRecording payments using APIs
I operate in Japan and we cannot use online payments with the banks here, also there are bank transaction fees, with VAT (consumer tax) deducted, on both the paying and payments received, and these vary. So you can well imagine the time taken to manuallyCustom function for Zoho Books processes
We need a function wherein if any changes are made to the Invoices, Payments, or Credit notes, respectively of a particular customer, a trigger is given to get the total Invoice/payment/credit note amount. Trigger on: 1. Invoice add or edit 2. PaymentPlease, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or InvoiceZoho Books, Related Lists and Custom Fields in Estimates
I'm using Zoho books and creating Estimates and Invoices. Customers have vehicles that we service. Is it possible to have a related list of vehicles that can be selected when creating the Estimate? Here's what I've done so far: 1. Created a Form inInvoice Sent via API not including Stripe Payment Link
When we send an invoice from the CRM or Books manually, there is a checkbox towards the bottom under the "Payment Gateway" section of the invoice, with a checkbox for Stripe. Our sales process is to present the customer with an estimate, when they acceptEmail alerts for items
Hello, I'd like to ask you is it possible for me to receive a notification when a specific item is ordered by a client. It is important for our company to check carefully some of our items, before we ship them, so it will be nice if you have such a function.Update Custom Fields in Estimate returns {"code":4,"message":"Invalid value passed for JSONString"}
What am i missing here? This is a custom function inside "automation" tab of Zoho Books, all i am trying to do is update some custom fields that are blank so they have the correct value from the customers profile in CRM if the sales person forgot to enterFields not positing "is_linked_with_zohocrm" & "zcrm_product_id"
I'm trying to make an instant sync between books and crm via a deluge script. Issue is that I'm unable to read or write to these fields, I know that I have the correct api field name. Are these fields only available to read if the sync writes them? PostingZoho Books/Inventory download docs in Excels formats
I wonder if anyone achieved a way to download PO/SO/Bill/Estimate or Invoice in Excel Template via just click of a button? Is it even possible via Creator or Zoho Sheets or Airtable? We are currently looking into the solution but so far non of the developersMissing documentation for "related lists"
This question is related to both Zoho Books and Zoho Inventory. Under settings you can add something called "related lists" to a resource, like items. When I do this I get some sample code of how this is supposed to be implemented: /* This is a sampleCalculate miles for delivery
Hi everybody, We are in need, after migrating from QuickBooks, to find the way to calculate the miles we drive for deliveries to different customers. Every customer has a fixed distance (no multi-location customers, right now). We thought about creatingGet a value from custom field in inventory into an email of Zoho Books
Hello, When I create an invoice (Zoho Books) there is an automated email sent to my customer based on a specific date. This email shall contain a field content which is set up as a custom field in the product itself. How can I get the value from thatCustom Function Error "code":2,"message":"Invalid value passed for page_width"
Hi, I am getting this error when I execute a custom function in zoho books. I can't seem to find any information on the error message so not sure how to solve. Anyone have an idea what this error could be - "code":2,"message":"Invalid value passed forSet "quantity" on Estimate creation at certain value when Customer custom field value is met
Hi, I am trying to automatically populate the "quantity" field on an Estimate based on a Custom Field of the Customer. Quantity field being on the Item Table of the Estimate. Custom Field: "Contract Client" [Values is Yes / No] I've written the followingCustom calculation for estimates
Hi there, is there a way to achieve the following calculation in my estimates? D = A x B x C A = is a custom field B = system field for amount C = single price D = total price Thanks, EnricoDetect the first sales order of a client
Hi, We would like to detect when a Sales Order is created, if it is the first made to that client. Any clue how to achieve this?Display Dual Currency on Customer Invoice
Singapore Tax Authority requires our Customers Invoices to clearly stated the GST tax amount on the invoice. For SGD invoice is no problem. But for USD invoice, we hope the Zoho software can be modified to show the invoice amount and GST amount in SingaporeZoho Connections - Google Sheets
Here's a great snippet obtained from the one & only Bharath Kumar, who has helped me enormously with my task of moving my external code internally to deluge. A million thanks to you Bharath. If you need to post stuff to Google sheets, set up the new ZohoIs there a way to delete an invoice using API
We can manually delete an invoice if needed. Is there any way to delete an invoice via API?3-tier tax rates (hi-rate on some items and low-rate on different items and no-rate on certain service items)
My state requires the collection of sales tax at the standard rate (6.25%) on general merchandise while requiring the collection of a reduced rate (1%) on certain food items sold to retail consumers. The standard sale tax options in Zoho appear to only allow an item to be universally classified as either taxable or non-taxable with no ability to assign items to a specific tax tier or tax group/ classification. Is there a way to expand Zoho's tax-calculation flexibility by creating a custom fieldUsing "greater than" comparator in API V3
Hello, I'm trying to get all invoices created after a given date. Currently, if I provide the date value in the query of api/v3/invoices (https://www.zoho.com/books/api/v3/#Invoices_List_invoices), I get all invoices created on that date, because the default value of the comparator is "equal", as stated in the api response : How can I set the comparator value to something like "greater than" ?Workflow rule not executing
Hello! We have the following custom function run every time a sales order is executed or edited to calculate the gross profit. However, we get the error "Custom Function calculategrossprofit failed to execute for the workflow calculateGP". I've createdDeluge
Working on this dreadful script ;-/ .... str = "Hello Zoho world !"; info str; ;-) Trying to convert an open bill to draft via a custom button for bills: response = zoho.books.updateRecord("bills","########",bill.get("bill_id"),{"status":"draft"}); return response; (Says "Success") ???? Not working - please help - I've tried {"is_draft": true} also. & one other little question - accessing custom fields with deluge - the api name given for access does not work - do we have to iterate through themHow to know the profitability of an estimate
Hello, the purchase prices of the items being filled in, how to know the profitability of an estimate ? (Without having to consult the details of items and then calculate the margins) ThanksZoho Books Customer Portal API
We have successfully created a customers synchronization between the OpenCart ecommerce software and Zoho Books, with the aid of the RESTful Zoho Books API. As a next step, is there a way to create a 'Login with Zoho', similar to 'Login with Google' or 'Login with Facebook' for our ecommerce site? I asked Zoho Books support, they were useless. They said there is no Customer Portal API, but that one of their Partners could help. However, no further leads or details. It's strange that Zoho can't implement{"code":4,"message":"Invalid value passed for bulk_update"} while creating invoice
I am trying to create invoice on submitting a form built in PHP and below is my code : curl_setopt($ch, CURLOPT_URL, "https://books.zoho.in/api/v3/invoices?organization_id=60005986825"); // curl_setopt($ch, CURLOPT_POST, 1); // curl_setopt($ch, CURLOPT_POSTFIELDS,Zoho Flow - email attachment to payment (or API)
Is there a way to reference an attachment to a payment? Ideally, I would like to include it as an attachment to an email sent via Zoho Flow. Or download it via an API. Right now I have to generate a link in Zoho WorkDrive and then add that to a customAPI Endpoint For Adding Orders
Please provide a streamlined endpoint that can be used to quickly add orders to zoho books. For any eCommerce company that wants to quickly automate all revenue account this is a critical need. Right now in the API it's possible to add revenue items,Update estimate template depending of a customer field
HI, We have a customee fields named Business Unit. Depending from the value, the template to be used for an estimate should be selected and no the default one. We notice our sales often forgot to change the template. I thought of a workflow, which would trigger a deluge script. But I can't find a way to update that template when the record is created. Any clue ? RegardsHow to create a button in Invoice view in Zoho Books that force the invoices to be sorted by customer name
Hi all, I'm new in Zoho envoroiment and I'm praticing day by day with Zoho Books. I would like to create a custom buttom in the Invoices module that automatically sort the invoices by customer name, from A to Z. I know it can be done by clicking on the dedicated colum, but I would like to make this operation more user friendly? Can anyone help me?zoho.books.getRecordsByID not working
Hello, I am creating a function inside Zoho Books and this simple line is not working right now. It says "Client does not exist" and, of course, the client DOES exist What am I doing wrong? This is the line response = zoho.books.getRecordsByID("contacts", "2006xxxx", "81921xxxxx");How add a tag to many operations ?
Hi, I would like add a tag to some operation from a date to another (from 01/01/2020 to 06/30/2020 for example). Is there a way to do that easily (perhaps with a custom function) ? ThanksGet contact_id from zoho books to custom field Workflow Rules
Hi There I want to update the field " zoho books ID" I create at accounts models how I can get the record from Zoho books to Zoho CRM through workflow rule and actions functions or webhook any idea ?create a work flow for the sale order approve
hi.zoho I want to know is that possible to set a work flow like this. if the total discount value is higher than 30% of the sales order amount. then need me approve for this sales order. thanks you very muchCalculate End Date of Hire Period
Hi support, I have a business where furniture is hired to customers. I have set up custom fields for "Hire from" and "Hire to" dates, which I manually enter. I would like to have the end date calculated by adding a field for "Hire Period" We hire by weeks,ESTIMATE and IVOICE NUMBERS
How can I keep the same auto-generated number for the estimate to the invoice ? I mean when the estimate is being converted to an invoice i would like to assign the same number of the estimate to the created invoice thanksNext 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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Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit priceyWeekly 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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