Any plans to add function so Invoices are removed form statement once paid?
Hi Any plans to add function so Invoices are removed form statement once paid? The statement that is currently available shows invoices that are paid and lists on the payments which invoices they pay which is very confusing and very confusing for our customers when we send them a statement of account.Zoho Books Workflow Rule Triggers need a Dropdown
When creating a workflow rule and filtering triggers on fields, we really need a dropdown menu. We are currently having to manually type each option.I am stuck with this error => Invalid value passed for JSONString
public function ZohoGetPayments(){ $url = 'https://books.zoho.com/api/v3/customerpayments'; $data = array( "authtoken" => 'xxxxxxxxxxxxxxxxxxxxx', "organization_id" => '669341062', "scope" => 'ZohoBooks/booksapi' ); $curl = curl_init($url); curl_setopt_array($curl,[API] Problem when creating a Sale Order | code 36004 > The sale order number still exists
Hi, Few weeks ago I created a system that permits to translate other platforms Orders to Zoho Books Sale Order. Everything was find and the steps done to do this was this one: Get or Create Contact Get or Create the order with the recently created contact. All was perfect and I could create the orders. But few days now I have this error message when I try to create the order: code 36004 > The sale order number still exists. Ok, so I go back to the doc to check if there is something new and I trycant post an invoice from nodeJS
following the example from documentation https://www.zoho.com/books/api/v3/#Invoices_Create_an_invoice it says I have to use this api https://books.zoho.com/api/v3/invoices?organization_id=10234695 of course with my org id in the header of my POST http request it tells me to send "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" with a token I have created for zoho books then the next header "Content-Type: application/x-www-form-urlencoded;charset=UTF-8" and then the data has the "requieredInvalid value passed for Billing State
When I am creating a new customer, after filling all necessary details I am getting this error message "Invalid value passed for Billing State" . I am not able to figure out what is causing this.Invalid data provided error when exporting customer payments through API
SInce the last few days some of our customer payments are failing with "Invalid Data provided" which I havent seen before. Some of these payments go through on retry but some havent. I am supplying all the mandatory fields and that has been verified byButton for Retainer Invoice while looking at an Invoice?
Is there some way to create a button which will show while looking at a particular invoice which will open a new Retainer Invoice window? It would smooth out the workflow greatly.Commission how to book
We have a Property Managing company Each client have its own account under his name where a rental income is booked in the statement as owner payment We get a 10% commission on that rental income I have done that as an expense and everything works fine when we do the Invoice to the client The commission is an income for us But the Commission becomes an expense also in our company= s operational expenses. That is not right! How should I register the Rental commission so that it is an costs inUsing Zohobooks api
Hello I was trying to integrate woocomerence with zohobook so search online for various options after research i found only 2 option 1 cloud connectors and 2 zaiper so i tried with zapier there are 3 issues when we adding contact there is no option to select the gst field by defaul it selects business_gst secondly while adding invoice it adds by defualt service no option to select good also not able to add hsn code So i decided to do it via webhooks of zapier but facing manny issues for using apiHow to create purchase order from API
I've asked the following question on SO with no response yet - just wondering if this is the right place to ask? https://stackoverflow.com/questions/51079139/create-purchase-order-in-zoho-books-via-api-in-ruby-on-railsour own website form to zohobooks contacts
Hi we want to create new zohobooks contacts from our own webform or update the zohobooks contact if it already exists. Our form collects: first name , email address (which we use as the zohobooks contact_name as well) ,phone number , and a text messagehow to set item_type to sales_and_purchases and inventory also
We would like to add item which is for sales, purchase and for which we want to track inventory also, but there is no option through api to set all these three. Options available are Optional Type of the item. Allowed values: sales, purchases, sales_and_purchasesZoho Books Workflows taking forever to get triggered
For some reason, Zoho Books workflows are taking many minutes to get triggered (execute). I noticed this today. Yesterday it was working fine.Help with embedded Zoho Desk form in my C# .NET application
Hello, I'm trying to add an embedded Zoho Desk code in my .NET application, but I'm having problems. I'm trying to add the embedded code to a bootstrap modal, but the modal does not open when the code is present, only when there is no embedded code from Zoho. What could be wrong?Update Task 'Due Date' field based on a formula
We have a Workflow rule that creates a Task when a field of the module is edited. The Due Date of this task is set to a date field value of the module. If the value is in the past, we want it to be set in the future. How can we achieve this automatically? As far as I can tell, Task Due Date are only Date fields and we can't add a formula to it. Ex:If Due Date is 12/16/2000, make it 12/16/2018Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated addressQuery - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,Items per_page variables
If we get an individual item we get variables relating to Committed stocks but not when getting items by page, will these eventually be passed here or am I better off sticking with getting the open sales orders & processing them this way as making 4000+Approve transaction from API ?
Is there a way to approve invoices or estimates from API like "/invoices/:invoice_id/status/draft"? "/invoices/:invoice_id/status/sent" approve but flag invoice like sent too, and it's misleading for the sales person. Can you add the end-point if it's missing, it will help better in our workflow. ThxZoho Books API
Hello, I'm trying to use the geturl function in Zoho Creator for Zoho Books: X = input.Invoice_ID.toString(); headerMap = Map:String({"Authorization":"Zoho-authtoken <CODE>"}); x = getUrl("https://books.zoho.com/api/v3/invoices/" + X + "?organization_id=452140211",headerMap); As a response I get: {"code":2,"message":"Invalid value passed for organization_id"} What am I doing wrong?Custom Function not opened - Zoho Books
Hi Viewers, I am woking on Zoho Books. While I am open the Custom Function in Zoho Books it will throw the error as 'Unable to Perform this operation', so the Custom Function is not opened. Please try to clear the error. Thank youDuplicating items via api - images not copied
Cannot seem to get the image copied to the new duplicate, any ideas guys ?... var jsonArray = { "item_type": "inventory", "product_type" : "goods", "name": name, "description": desc, "rate": sellfor, "unit": unit, "purchase_rate": buyfor, "inventory_account_name": "Inventory Asset", "purchase_account_name": "Cost of Goods Sold", "tax_id": "####################", "initial_stock" : size, "initial_stock_rate" : initRate, "image_id" : image, "image_name" : imageName, "custom_fields" : [{"index" : indexofCustomFieldBay,"value"Going nuts trying to get API to work........
For the life of me I cannot get the API to POST any data using the format provided in the document. I have no problem GET'ing records. Here is a sample PHP script I made to be bare-bones simple. Whenever I execute it, I get a "Invalid value passed for JSONString". I know I'm missing something crazy simple. Please let me know. Sample code below. <?php $zohoauthtoken = "XXXXXXXXXXXXXXXXXXXXXXXXXX"; $zohoorgid = "XXXXXXXXX"; $json_string = '{ "contact_name": "test123", }'; $post = array(zohobook get contact details in php code
hi Every buddy I'm new in zohobooks api i need to get all contact details in website through zohobook api in php code I already have: 1) url = https://books.zoho.com/api/v3/contacts? 2) authtoken = XXXXXXX 3) organization_id = XXXXXXX Anybody have any exmpleApi call for "open" Sales orders"
Can you tell me if there's anything wrong with the following please guys .... var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); It returns sales orders with statuses of "invoiced" as well as "open" ?? Working on "Committed" qtys of items as I know you guys are, but give us no indication of release dates, mine will be done within days :-)Error in Evaluating Numeric Expression
int Display_Views.buy_sell_count_custom_filter(string bu_csu, string buy_sell, string Month_field, string Year_field, date Start_Date, date End_Date) { bs_rec = Investor_Meeting_Log [ID == ID]; month_item = thisapp.Display_Views.get_month(input.Month_field); year_item = input.Year_field.toLong(); start_month = input.Start_Date.getMonth(); end_month = input.End_Date.getMonth(); start_year = input.Start_Date.getYear(); end_year = input.End_Date.getYear(); ctr =SPF Invalid Syntax Found
Hi Zoho help, I set the SPF records in my DNS correctly as explained in your documentation(with spaces like this: v=spf1 include:zoho.com ~all However, when I check it here and here, it shows without spaces and says invalid syntax. Could you please help in this. Also,I see a notification to verify SPF in my Zoho account. Thank youDownload Customer Id in invoice
Hi Zoho Books Representative, we have a problem with the platform and don't know how to solve it. >Our clients have a specific ID in our DSP and we would like to have it shown when we download all the invoices month to month. The problem is when we addMultiple SearchCondition
Hi, How can we perform multiple search condition? -StevenInvoice Custom Fields
Can someone please help me with how to write a bit of code to update 2 custom invoice fields? The fields are "Issued By' & "Contact Email" What I am looking for is when an invoice is created that these two fields are automatically populated with the user name an user email address respectively. Any help with this would be appreciated.API: Get Line items from Invoice.
Hello Zoho Folks, I"ve started using ZOHO Books for my firm. For our needs, it seems like a time saver if we create invoices directly and not Sales Order -> Invoice. Given this, I am now writing a script in python to collect the list of items that are associated with the invoice. But, I don't see how this is possible. I do see that if a sales order is created, the API to get SalesOrder: https://www.zoho.com/books/api/v3/salesorders/#get-a-sales-order lists the "line items". Any pointers of how thisNotifications for payments of invoices that are Overdue by a certain amount of days
Basically, we're trying to come up with a way to automatically receive customized email notifications if a customer pays for an invoice that is at least 20 days Overdue. These emails would be different than the normal payment confirmation emails. We'veAutomation
I want to create a workflow rule for creating bills. When a vendor is selected a specific item should be entered into the bill. Is this possible? QB remembers previous transactions, fill the vendor ion a bill and the previous accounts are filled. It seems unnecessary to repeatedly typing in the same item/accounts each month for the same vendors.Charge Client a Custom Amount?
My business is a service, not a product, and is designed so that a customer can purchase a subscription package (ex 5 hours of support, 10 hours, 20 hours, etc.) or they can purchase the pay-as-you-go option. I love the fact that I can automatically charge customers monthly for their package subscription, but I often run into the issue of pay-as-you-go customers taking forever to pay their invoice, which is why I was hoping I could auto charge them for the amount of hours they used that month. ForHow can I add timesheet entries to an invoice using the API
When creating an invoice through the Web GUI, I can include unbilled items from my timesheet for specified projects. How do I do this using the API? [And is there any chance we could have custom invoice ID formats with per customer numbering so I don't need to do this?]Change Added_user
Hi, is it possible to change the Added_user value in existing records?Project Costing Needed
We are project based company. We receive projects and starts working on it. What i want from zoho is the following. 1. We should associate the sales order for a particular sales order. 2. We should able to associate any expense to a particular expense. (I know it is aleary available) 3. We should be able to associate any bill, vendor, payment, vendor credit to a particular project. 4. We should be able to associate any invoice raised to a particular project. In Reports When running the report basedNot Changing of storage percent
Hi Zoho Team, we need help in terms of not changing of storage percent although we erased already 1000 plus messages. also, we already signed out the email humanreseources@ngcb.ph but still the percentage was not changing. For assistance please. We appreciate your immediate action toward this matter. Thank you. Have a nice day.Allow items to be added or deleted in to partially shipped sales orders
We make sales order of 50 items, we ship half of the items, and customer calls please make adjustment from my sales order, from remaining items, i need to cancel this item and add this item instead. You are using zoho, what happened, you have to delete all the packages (even if they are 30 packages) you have to delete all shipments and packages for making the changes. OMG! I dont know, why zoho have restricted sales orders to be updated. you know customers always make changes in their orders andNext 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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