How To add image to item with API
I am trying to add image to the item. i have enabled the image from preference. i am getting the following response when i try to add image with API {"code":33003,"message":"Looks like the image is not attached. Please try again"} my code: $apiUrl = config('services.zohobooks.api_url');how to auto create a project when a sales order is created.
i want to do this, when i create a Sales order, it should create a project with same name as PO and has budget of same amount as Sales order. can this be done automatically ?How can I obtain the information of the invoice associated to a debit note, by means of a personalized function in zoho books
Dear I need to obtain the information of the invoice associated to a debit note from a parsonalized function, since when creating a new debit note I must send the information to an API, by means of XML, in which the data of the debit note should go and the reference to the invoice to which it will make changes, but when reviewing the debit in argument "Invoice", of the personalized function, it does not make any reference to the associated invoice, not even the folio or any data with which it canGenerating access token and refresh token.
I am unable to generate refresh token using the following data I am using offline access type as per the documentations but still unable to get refresh token. Authorization URL :: https://accounts.zoho.in/oauth/v2/auth?response_type=code&client_id=1000.DUCAO1EBE5DK48197WYXES8UA3****&access_type=offline&scope=ZohoBooks.fullaccess.all&redirect_uri=https://storehippo.com/oauth&state=zohoUpdate Custom Field Values for Invoice
Hi Viewers, In Zoho Books, Invoice Module I created the Contact Name and Email Fields. After creating the Invoice I need to update the fields automatically. I tried lots to update these Custom Fields, But I can't update. So is there any possible to updateCustom Function or Workflow Process to Charge Card on File
I would like to send a recurring invoice on the 15th of the month and then automatically charge the customer's card on file on the last day of the month. I see in Workflow where recurring invoices can automatically be created. sent and charge the card on file. I do not want the card on file to be charged immediately however. I do not see where a delay in charging the card on file can be set so I was thinking maybe a custom function could be created to handle this. After looking through the availableInvalid value passed for JSONString
Hello, I am developing a React web app that connects to my Zoho Books backend. I can receive information into the app just fine, however, when I make a POST request, I am battling with sending the data required. It is all in JavaScript and I use the Axios.jsIs it possible to attach a file to an invoice in zoho books, with a personalized function?
good day please if someone has the answer or can you help me or if you have any suggestions on how to do it, I will thank you very muchGetting Internal Error while call Api to get organizations
Hi, I am trying to call ZOHO BOOKS API using Postman to get organizations but I am getting Internal Error. i.e: { "code": 1000, "message": "Internal Error" } Can anyone help me out to find the issue? Thanks in advance!Adding calculated Field to invoice
Hello I want to show the Item rate, Discount amount, ITEM RATE AFTER DISCOUNT, Tax, then total on the invoice.? How can i show "ITEM RATE AFTER DISCOUNT"? can i create a calucated field in zoho books?Credits
We can clone most things in Books but not credits ? Please give us this option :-)Settlement discounts
Hey Zoho guys, A lot of your users, I'm pretty sure, get settlement discounts for early payment or whatever reason and there is no feature to automate this! It would be nice if you kind people at Zoho could provide us with a "custom button" to accomplish this using deluge ? I have done it for myself using JavaScript but it would be really great to be able to do this within Zoho ;-) I've set up a custom field in contacts to enter the item_id of the discount used.... Here's the code I wrote, whichReporting tag creation using API
Is there any create api for reporting tag. I need to create reporting tag from my application to zoho books.Linking invoices to bills / bills to invoices
Is there any way to do this ? Is it possible through the api ? I've given it some thought but can't seem come up with anything ! I was thinking of using notes to place a HREF in, but no joy ;-( I think that if you guys provided a HREF choice in customSet Invoice status to sent via Deluge
Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my testDeluge help
Trying my hand at Deluge again & struggling with it, JavaScript syntax would be much easier ;-/ I'm having a problem getting a custom field value, can you point me in the right direction please guys ... lineItems = salesorder.get("line_items").toList(); for each lineItem in lineItems { name = lineItem.get("name"); if(name.contains(string)) {amount = lineItem.get(custom_field_name.value);} } info amount;Auto Vendor Credits
For anyone familiar with JavaScript, you may find this handy if you get settlement discounts from your suppliers. You have to : set up items with the discount amount, get the id of this item, set up a a contact custom field called "Settlements", EnterApi for sales orders
Missing a variable for the packing status ?Bill from Invoice
Hey Deluge experts, a little challenge if I may ask of you ..... When we invoice a certain item it is also billed at the same time ! On invoice creation, I'd like to iterate through line items, on encountering a certain sku, store a few lines of dataZoho Books Webhook Request Format
I have created a webhook and workflow for Expense, Invoice, and Payment modules on create/edit events. Settings for each are as follows : Include HTTP Headers - Content-Type = application/json Append All Parameters I can view what I assume is the request sent to the registered url in the Workflow Logs, but when the endpoint is hit, I have an invalid model state. When using the json object from workflow logs to test locally, everything works as expected. Does anyone know what might be causing this?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 advanceIs 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. Regardszoho 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 AbdullahBlock 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 sellingworkflow 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 withInvoices 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 afterRecurring 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 createdPush 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 saysZOHO 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 possibilityDraft 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 fieldsDeveloper 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! ThxInternal 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" }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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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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