Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engageWhen creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.
I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding theSyncing payroll from Gusto to Zoho Books
We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from GustoReceive items from PO that has already been billed
Rarely manufacturers bill for items before we receive the goods, but when this occurs.... {"code":36510,"message":"The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s)."} There is no documentation on this. Please adviseAPI to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshotFunction #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoicesCan I Integrate ADP Payroll with Zoho Books?
Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?How to create Sepa Direct Debit XML file: solution and code
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a SepaJustworks
We are in the process of moving from QB Online to Zoho Books. Our PEO service Justworks.com had an integrations with Quickbooks but, not Zoho Books which means we will have to manually enter payroll. Anyway to integrate?Create Bill from Purchase Order via API
I know you can create a invoice from a Sales Order by using https://books.zoho.com/api/v3/invoices/fromsalesorder Is there a similar url for creating a bill from a purchase order?Email an Invoice from API
When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit theFunction #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andHow can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.Export PDF from Zoho Books via API
Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,Line_Items not appearing in invoice arrays
When i use the Zoho API to pull an invoice, it doesnt show the Line_items array... In the documentation it shows that it should appear but it does not. Is there any way to fix this?Invoice filter issue
Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combinationQuote item header via api
Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quoteCreate Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }
const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {Zoho books reporting API
How to get the Zoho books reports using API. I need to get various zoho books reports.Deluge Script with Google Drive Connection
Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrlFunction #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go toAPI Error for Invoice Creation - Mexixo
I was trying to create invoice for a mexico organisation but the API throwing error code - 120104 with response message - Seller cannot be empty. What is the issue do I need to pass any specific field in the API body while creating Invoice?Multiple values in API
Hello. I am trying to filter invoices by draft,send,unpaid,partially_paid. it returns me an error due to wrong values for status. is there a way to filter with multiple values?Zoho and n8n.io Automation alternative to Zapier or Make | Authentication Problems | oauth2 token not refreshing
Hi All, Trying to connect Zoho Books to N8N.io via the HTTP Request node using custom OAuth2 credentials. I am having the same problem as https://www.reddit.com/r/n8n/comments/18x8wnr/http_node_zoho_desk_help/ i.e. Oauth2 Token Not Refreshing I have seenUpdate Zoho Books Organization Custom Field with Deluge
I've made a webhook script to create invoices for customers, but since we need to manage the invoice number manually, to be able to know the next value, I wanted to store the last invoice number as an Additional Field in the Organization Profile. I canedit custom views: sort
please add the ability to customize the sort (A-Z Z-A) even at minimal function would be so helpful. we find that we are creating multiple views because having to sort the results every refresh is time consuming. our expenses area is heavily used for this need. thanks for considering! -GinaFunction #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If youError code 1000
Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,Asign price list/price book through the api to a contact
I want to assign a price list through the api to a contact. How do i do that as i can't find it in the api documentationFunction #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balanceHandling Duplicate Invoices with Identical Reference Numbers in Zoho
I've recently encountered an unexpected behavior within Zoho that allows the creation of multiple invoices with identical reference numbers and order numbers. This situation is quite surprising, as it could potentially lead to significant confusion inETIMS Integration with KRA
There seems to be an issue with e-tims integration with Zoho Books for the etims early access. Any one else facing this problem.Help with pagination and getRecords
I need to list the unpaid invoices, it works like this: search_map = {"status":"unpaid"}; invoices = zoho.books.getRecords("Invoices",organization.get("organization_id"),search_map,"conn"); The problem is when there is more than 200 results, in the resultsAuthentication issue
Hi, I am trying to create a extension for zoho books which sends me webhooks whenever a new invoice is created but once invoice is created and I receive a webhook I want my api to make a few changes into the same invoices and for that I require authenticationMRP ENTRY
I PURCHASED MATERIAL IN AUG-24 AND RATE IS RS.399 AND FROM 1ST OCT-24 RATE IS RS.499 , NOW SOME QTY. IS SOLD AND NOW IF I ENTER NEW RATE THEN IT IS NOT ACCEPT OR CHANGE IN ALL SALE BILLUsing API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can findIntegrating POS with Zoho Books / CRM in the UAE - Best Practices?
Hi, We are exploring options for integrating a Point of Sale (POS) system with Zoho CRM for our business operations in the UAE. Can anyone recommend POS systems that work seamlessly with Zoho Books / CRM, particularly in the Middle East market? We areBooks PO Due Date on Calendar
Hello, I am currently looking for a way to add calendar events to either an Exchange or Google calendar to track PO's based on their estimated due date. Does anyone know how to write a function that would be able to do that? I know we have done it inFunction #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billedZOHO books API to get invoice details doesn't have supplier name,GSTIN etc (Get an invoice)
HI Team, 1. I am trying to fetch complete information of an invoice raised in zoho books using API "GET an invoice ". The JSON response doesn't have the following details. Whereas in UI if I export invoices in excel template it has all these details.Next Page
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Function #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.Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check onUpdate or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
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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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