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 seen
Update 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 can
edit 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! -Gina
Function #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 you
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 documentation
Function #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 balance
Handling 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 in
ETIMS 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 results
Authentication 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 authentication
MRP 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 BILL
Using 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 find
Integrating 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 are
Books 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 in
Function #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 billed
ZOHO 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.
Zoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to create
Finding Credit Notes based on invoice number in the API
In the api, Is there a way to find all the Creditnotes associated with an invoice? I cant find anything in the documentation. I can use the "search_text" parameter, but it's not quite ideal. If I look up invoice 34, it will show me the credit notes for
Attachments on Invoices
Hey Everyone, I was looking at the API information for Zoho Books. I am working on software that transfers invoices from my POS and uploads them to Zoho Books. Ideally, it transfers a pdf and attaches it to the invoice, and will delete old invoices, if
Managing Petty Cash in ZOHO Expenses
Hello, Is there anyway to make all the Account Types In Chart of Account to be available in the ZOHO Expenses under Categories as only "Expenses" are available as of now. which is correct. But my concern is to maintain the complete petty cash in ZOHO EXPENSE and each replenishment means a new Expense Report, but due to unavailable accounts/categories in ZOHO Expenses, I'm unable to do this. Please advise.
Notification when Invoice email is opened and/or links clicked by customer?
Since the only way to know when an invoice email has been opened in Zoho Books is by going into the application and hovering over the mail icon in the Invoices section on Zoho Books, my other users never know when it has been viewed. I've played with
How to send an invoice by email with API ?
Hello, I'm trying to send an invoice by email with the API but I always get this error : { "code": 57, "message": "You are not authorized to perform this operation" } This is my request : https://www.zohoapis.com/books/v3/invoices/{invoiceId}/email?organization_id={organizationId}
Need to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.
e-invoice
how can I integrate with the portal of e-invoice in Egypt
Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?
Stopping a Sales Order from being created when a estimate already has one associated with it.
Is there any way, when using the system defined buttons in Books/CRM finance. To halt the creation of a sales order if a sales order has already been created? We are having issues with our staff creating duplicate sales orders in the system. We have had
Function #31: Auto-populate warranty expiry date of items in invoices
Hello everyone, and welcome back to our series! Warranties play a vital role in influencing a customer's decision to buy a product. They represent a guarantee from the manufacturer or seller that the product will meet specific standards of quality and
Trigger an automation when Stock on Hand changes
We need to run a custom function when the stock level of an item changes - specifically when it goes out of stock or comes into stock, but it wouldn't matter if it was triggered by any change. At the moment, it's triggered when any field in the item is
Push Notificatication syntax
Dear team, Using deluge can you please tell me how can I notify my accounts team that an new invoice has been raised? I dont mind push notification or Email. The syntax what i found on net is pushNotification[to : <email_address>message : <your_message>]
Get the invoice detail through the API
Good day. I have a problem regarding the bills module. There are bills that are taxed depending on the country and there are cases in which taxes are not applied. The problem is that when making a call with the "bill_number" parameter it returns the basic
REMOVE FIELD VALUE IN BOOK USING DELUGE
I have a custom script that updates a custom field in books based on a set a rules. But with the way rest api works, I cannot see a custom field if it doesn't have any data in it. Therefore my work around was to set a default value and update later. The
How to restrict the fields in Zoho Books without validation rule?
Hello Team, In Item modules we have two fields 1.Package in Count ,2.Package in Kg. In this cases we need to restrict the user for they gives values for any one field .Package value will be in "Count" or "Kg". Is this possible? We already tried with custom
Format Books item text via API creation
Im creating estimates with the API, is it possible to format the text of the items in the Quote?
Function #59: Copy text from customer-level custom field to Terms & Conditions in quotes
Hello everyone, greetings of the day! Today's focus is on addressing scenarios where each customer requires unique terms and conditions. For example, when dealing with international customers, it may be necessary to present the terms and conditions in
Using Address Other Than Default When Creating Estimate Through API
Hello, I am making a Creator app that passes information into Books and creates an estimate. Everything is working except this one thing: No matter what value I pass for my shipping address, the organization's default shipping address is placed on the
Banking feed delay
There is a long delay between money coming into my bank and the time it takes ZoHo to fetch that feed. Support informed me that there is a 3 day delay to prevent duplication (although it seems to take longer). This delay is infuriating for me. often we are waiting 3-5 days for a bank transfer then a further 3 days just to match the payment to an invoice. So we are often matching payment a working week late. I have found myself reverting to manual methods as ZoHo is painfully slow at tracking this.
Display attachment(s) in client portal and emails
I need to set this via the api but can't find any documentation on it. I have tried "can_send_in_email" but this doesn't seem to work, a clue please guys ? var updateArray= { "customer_id": InvDetails.custID, "invoice_number": InvDetails.InvNumber, "template_id"
ZohoBooks WhatsApp Integration - 160,000% markup?
We have configured the WhatsApp integration on ZohoBooks and utilised 10 credits priced at £16.00. Upon further examination, I found Meta charges $0.015 per conversation, resulting in roughly a 160,000% markup from Zoho. Is this correct, or am I misunderstanding
Can someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null but
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