How to send a file along with a statement email with cURL and Zoho Books API ?
I'm trying to add a PDF file to a POST request to the API via PHP and cURL. But I cannot find the right way to add it. Every time, I get this error message : Invalid value passed for multipart_or_formdata Here is an example PHP code : $file_path = '/location/to/file.pdf'; $file = new CurlFile($file_path, 'application/pdf', 'file'); $data = new stdClass; $data->multipart_or_formdata = $file; $post_data = array( 'JSONString' => json_encode($data), ); // POST /contacts/{:contact_id}/statements/emailApi
Is it possible to stop automations running when updating custom fields through the api ? I have an invoice delivery date custom field which gets updated quite frequently ( Google Calendar updates Zoho via api ) & I don't want automations to run because of this ! This is a workflow that notifies invoice payment so it's triggered when edited, no suitable field filters available except the statuses ! This will be obsolete when Zoho guys bring out the LONG AWAITED customer payments workflow ! :-)Create Payment Automation Script
Hi there, I am trying to automate some routine tasks. I have integration with Shopify, all paid orders from Shopify automatically create Invoices in Zoho Books. To track the payment inside Zoho usually you need to manually track the Payment by clicking on this action – https://www.dropbox.com/s/cfkrngbsxkqc4sk/2017-12-16_18-14-45.png?dl=0 I want to automate this process for Invoices that created from Shopify. To do so I have created automation script which will be performed via Workflow Rules. HereSquare Integration - does customer data sync?
I am currently on a trial for Zoho One. I have integrated Square and sales data is syncing seamlessly. The challenge is that specific customer data is not integrating. Only a generic, "Square Customer" is coming over. Is there a way to integrate Sync specific customer information from Square into Books and there sync into Zoho CRM?Custom functions not working properly since server problems this morning
Is it due to the work load backed up on the servers ? A few have fired up but not all !Automations
How come the custom functions I've created in Books do not fire when docs such as purchase orders, invoices etc are created in Inventory ?Fetching dropdown recods based on selection of another record
Hi, I am using Bills category under Purchase in Zoho Books. I need to fetch the other dropdown records based on the selection of other dropdown record value.Pushing data from Creator to books
I am new to ZOHO. I have had the application about 4 months. I have an online customer apparel business. I would like for my customer to input data in my online form, add all the items detail and submit to Creator. From creator, I would to be able to create an estimate or invoice based a group of items. I know nothing about delug. I have spent the last 2 weeks reading and watching videos. I am more confused now than before. Please help. Where do I start? I have created a form in Creator.Production Management
Hi, Any third party production module to intergrate with Zoho?Zoho Books API Error Code: 11016
I am receiving this error code what does it mean?How to customize statement
Hi, Is there a way to customize the standard Client statement, I would like to see only unpaid invoices, without the opening balance. Not a must, but if we could have an aging, it would be great. Thanks Marie-AndréeBar code in Zoho Invoice
How to add Barcoding in Zoho invoiceHow Can I manage Multiple Companies in Zoho books
We have a retail business in Bahrain and Saudia Arabia. The Main branch is in Bahrain and the other branch is in Saudia Arabia. How can I manage both the branches(Business). The problem is, sometimes we take some of the inventory from one location(Bahrain) to other(Saudia Arabia). Kindly, explain me how can I manage such business in zohobooks. If you dont have this function, kindly let me know, either you can do some custom work for me or not? PS: Currently i am using trial version of the software,Trigger workflow in CRM when invoice paid
Hi there...Is it possible, through the integration with Zoho CRM to have this happen: An invoice is automatically created via stage mapping in CRM (already works) A customer pays invoice and invoice gets updated in Zoho Books automatically (already works) Zoho Books send out notification email (already works) Zoho Books initiates a trigger for a workflow in Zoho CRM to do "something" (this is my questions) That "something" could be: create a task in the associated Potential that created the invoicei have to deduct the bill amount against a invoice made.
Actually i am buying the part from customer and value adding and again invoicing it to the same customer. Customer pays only for the service added. 1. How i have to close the payment for the bill generated for part received from customer and 2. How i have to close the invoice with payment receipt from customer and balance payment against bill raised.Check Printing Question
I already have my address on my checks. How can I prevent Zoho from printing my address again?How to get group_id in zoho book by api of item list reply me asap
How to get group_id in zoho book by api of item list reply me asapIntegrations Between 2 Separate Companies
How can I integrate two separate ZOHO companies in ZOHO Books so that when a purchase order is created in one company, an invoice is automatically created in the other companyIs there a way to generate such a report automatically and email?
Is there a way to: Generate a daily report of total billed time and the equivalent value in the respective currency and send it to x,y,z email addresses daily? For example, Hi team, Total hours billed today: 2.5 Total value of billed time: Rs. 5,040TDS on Vendor Payment
Hi there , i need to deduct TDS on vendor payment. Please help me out with a way out. Thanks VikrantSO Creation on Customer Portal
what is the possibility of enabling customer portal, sales order creation. so the customers can create SO as per their requirement.Automated Inventory/Books integration with Sites
I would like a way to add inventory items from either Inventory, or Books directly on to Sites. Is this possible using Creator?Reports
what is meant by reporting tag and what is the use of it? how many types of forms are there?retrieve data from Mollie (third party)
Hi there, I have to make a connection between Zoho Books and Mollie (payment integration). Through Webhooks I was able to make the connection and send contact-data to Mollie. But in order to update the contact-data in Mollie, when I update the contact-data in Zoho Books, Mollie requires his own generated id. How can I save this Mollie-id back into Zoho Books. I have made a custom field mollie_id in Zoho Books. But then what to do? Best regards, Lianne van OudenallenZoho for builders and contractors who need to track budgets vs expenses by the job
Is there a way to enter a budget for a project (not tracking Hours) and track the actual expenses. We build homes and we bill by expense, and categories. Some expenses are billed as a fixed cost, and our actual expenses may be lower or higher. I need to be able to generate a client specific budget report for my Project Managers to track the cost associated with building their homes. See the attached report I am able to generate in Quickbooks, I need something similar to that. Your product isUpdating Invoice custom fields according to certain datetime values
Hi, I have a custom field in Invoice that must be updated with a certain datetime value as soon as the Invoice is created through the Recurring Invoice module. I found that I cannot use the integrated placeholders (%DD.MM.YYYY%) feature for updating the custom field, so I will appreciate your suggestion to do that in another way. In particular, when the Recurring invoice is created my custom field should be updated with the value from RecurringInvoice.next_invoice_date field (which is the date whenAPI Post Bill create work fine but return 405 error
Good day! I'm developing an application with Embarcadero Delphi, from this application using the component TSslHttpCli package from Overbyte ICS and send a request for creating a new bill. Send in the json string before that checked me in Postman, and successfully created a new bill. When i send this json string using TSslHttpCli the bill also builds successfully, but the server returns an error 405 "Method not allowed". In the web interface, I see that the bill created. Why error is returned?Customer as vendor
Is there a way now to set up an entity in Zoho Books both as Customer and Vendor? so the debits and credits can write off against each other. thanks.Error: Invalid valued passed for authtoken on Getrecordsbyid method
I have written a custom function for Sales Order Module. In the custom function, I need to get zcrm_contact_id of the customer. I get the customer id from the sales order and use getrecordsbyid method to get the customer details. My code is below. customerid = salesorder.get("customer_id"); salesorderdate = salesorder.get("date").toDate(); response = zoho.books.getRecordsByID("Contacts","xxxxxxx",customerid); x = response.get("message"); info x; I am getting the Invalid value passed for authtoken.Help With Timesheet Hours
Hi! I want to send timesheet hours of respective projects to my customers on daily basis via SMS. Can you please guide me how do to so?Connect Zoho Books with Jigoshop ecommerce platform
Hi, My site uses Jigoshop for its ecommerce processing. This works well, however the financial and customer database side is poor. I currently use Excel Spreadsheets for all my accounting work. I would like to use Zoho in the future for this. I want my ecommerce sales to push all data to Zoho books (customer info, purchase info). Is this possible? If so, how? Warmly Todd Chaplin www.southerncrossflutes.comPLS ADD: (OUT OF SCOOPE) IN GST TAX COLOUM
Dear Zoho Team Kindly Add OUT OF SCOOPE in My Organizer-650942931 Pls. Enable As Soon As Possible Best Regards Bakulchandra S Kothari JOY ENTERPRISE 9426328095Zoho Books integration with Zoho Creator - Issue with contact person ("contact_persons" - create invoice)
Hello, I was wondering if somebody could help: I have managed to create invoices on Zoho Books using zoho.books.createRecord() Deluge task, except for the API field "contact_persons" which generate the following error: Return Value: {code=1002, message=Contact Person does not exist.} This does not make sense since I have passed the contact person ID as map value (which I have fetched from zoho books) It's annoying as it's so far the only field that is causing trouble & I would need to send the invoiceHow to add manually tax_percentage and item_total?
i am doing this :- $url = " https://books.zoho.com/api/v3/invoices"; $headers = array( "Authorization:" . $zoho_token, "Content-Type: application/x-www-form-urlencoded", ); $data = array( "customer_id" => "901407000000064001", "is_inclusive_tax"=> false,Workflows Based on Estimate Templates
We would like a way to trigger workflows based on Estimate Templates. For example: We have one Estimate Template that we use as a quote for products, and another that we use as a service ticket for labor performed. We need to set different workflows based on these two completely different Estimate Templates.Workflows for User Permissions
We should be able to create workflows that can override permissions settings for users. For example: When an Estimate is marked as "Sent" a user can no longer edit it. When an Estimate is marked as "Accepted" a user can no longer delete it. Etc., etc.Automatically create an invoice when certain criteria are met
I have a custom check box on the expense module, where if its true, I'd like a workflow to automatically create an invoice that is half the amount. Is it possible to do this with custom functions? If yes, how?Test
testCreate an own invoice number
Hello, is it possible to work with my own invoice number? Right now the numer is pre set with " INV ...000..." How can I change it? Thanks in advance JChanging the invoice number @ zoho books
Bonjour, I´d like to use our specific invoice number but can´t find the button/ field to change it. Can someone guid me? Thanks in advance! JochenNext 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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