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 basicREMOVE 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. TheHow 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 customFormat 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 inFunction #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 inUsing 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 theBanking 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 misunderstandingCan 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 butFetch invoice data from zoho books to zoho creator form
Hi, I have made commission calculator application in zoho creator in which I calculate commission based on amount of zoho invoice for sales persons. I want to fetch invoices from zoho books through deluge task in to zoho creator when user submits dateCustom Function CF Field Update
I'm new to Zoho and Deluge, so please forgive my naivety. I'm trying to create a customer function which updates two custom fields on an inventory item. The code runs fine, and the info response show the correct value, however the fields in the itemsZoho books API Authentication
I Have created self client with below Scope ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoBooks.fullaccess.ALL,ZohoCRM.change_owner.CREATE And also i generated Auth token using. https://accounts.zoho.in/oauth/v2/token? I am able to access all ZOHo CRMMigration from Reckon Accounts Hosted (QuickBooks engine) to Zoho Books
Hi Everyone I want to move to Zoho Finance from Reckon Accounts Hosted as I have a lot of other things happening in Zoho One and it seems crazy not moving. (Reckon has a QuickBooks back end) I really would like to extract all the data from Reckon, especiallyEmail Communications on Invoices via API Checkbox (Automatic Email Reminders)
We have a script that creates an invoice in Books from CRM when a deal reaches a specific stage. When that invoice is created we need to ensure the check box is checked on the Email Communications section of the invoice. The purpose of this is so theZohoBooks API issue for creating an estimate
It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'Invoice Reminders via API
Hi, I’d like to use the Zoho Books API to send emails to my customers, but not using the invoice reminder function. Instead, I want to use the “Email Invoice” function in the API. However, the “Email Invoice” function doesn’t seem to allow multiple invoicesRetrieving Payment Links for Existing Invoices in Zoho Books API
Hi, I'm trying to find a way to retrieve the payment link for existing invoices in my Zoho Books account using the Zoho Books API. While the API offers functionalities to obtain invoice details through various parameters, I haven't been able to locateHow to do the base conversion of currency in Zoho Books by using API
Hello Team, If there is an API call available, we must use it to update the currency value on a daily basis. Thanks & Regards, Thisai Moorthy.Zoho Integration with Stripe Payment Gateway
I have done the Stripe integration as one of the Payment Gateways. however, Under my Stripe account, I have 2 sub-accounts are created which both are belong to the same company. How can I connect both Stripe sub-accounts to Zoho?POST invoice vs. CRM ID
Hi, we're using Zoho CRM synched with Zoho Books. Now I want to do a simple POST call to create an invoice. First i tried to use the account id from zoho crm as the customer_id in the POST call, but it works only for a few customers. For the others Ibug api ?
Hi When I use the API to do any of the following request I keep getting 'The request could not be authenticated as the authentication value you entered is invalid. Enter a valid authentication value and try again.' Mark an estimate as accepted Mark anFunction 33#: Associate invoice templates automatically based on customer address
When a business deals with customers across various countries, there may arise a need to have different templates applied which caters to the customer's country specific billing requirements. While we do allow users to associate the required templatesI need help in writing deluge script for creating Invoices for all customers with the same item type in Zoho books.
Please help. I have at least 400 customers with same item type.Update status of Sales order created with ignore_auto_number_generation=true via API not working
Hi, when I try update status of sales order which was created with ignore_auto_number_generation=true https://www.zohoapis.com/books/v3/salesorders/{custom_order_id}/status/confirmed?organization_id=xxxxxx I always get "code":1002,"message":"Sales OrderFunction #49: Manage varying installment payments using Zoho Books
. Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?Having issues with new API Url
Hello, I've been using Zoho Books API for 2 years. Today, I received a notification from Zoho stating that the API Base URL has changed from https://books.zoho.com/api/v3/ to https://zohoapis.com/books/v3/. After updating my system, I encountered issuesSpecify purchase_rate on line_items which aren't from Items
Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.Multiple Sales orders into a single invoice
In Zoho Books, is there an option of collating multiple sales orders into a single invoice? In my company, we usually send the sales order to the customers on a daily basis and invoice them the total amount at the end of the month or at the beginning of the next month. Is there a possibility of doing that on Zoho Books or Inventory?Get contacts
I think it is a service error, when I call the method "https://www.zohoapis.eu/books/v3/contacts?organization_id=XXXXX" I receive the custom_fields except the ones that are of type "multiselect"Pay via Bank Account Toggle through API?
I am automating everything we do via API calls or workflows. One of the last tasks is in Zoho books I need to able to automatically toggle the Pay via Bank Account to be set to on for all accounts. Our customers mostly pay through ACH payments. How canError creating a new contact
Hi, when I try to create a contact using the api, I'm getting the next error: { code: 41328, message: 'Nombre legal no válido para Comprador' } I didn't find anything related to this field in the documentation, do you have any insights? My organizationHow do i create another Account type for Chart of account
How do i create another Account type for Chart of account?Self-Client oAuth invalid_client
Hi, I'm developing a client that works with Symfony Console (PHP + cURL) for my employer. I've 2 accounts, a real one from the company and a personal (empty) one for testing purposes. I set a Self-Client ID/Secret on both accounts. I've been retrievingIssue creating Estimates, Sales Orders & Invioces under Finance Module in CRM
When the user is trying to create estimates under Finance Module in CRM, it shows " You are not authorized to perform this operation". Sync transaction Modules are enabled in Zoho books.Can Zoho Books function or workflow initiate instant sync with Zoho CRM?
I need to initiate in Zoho Books and instant sync with Zoho CRM by custom function or workflow, please help.Function #54: Auto-populate date and time of invoice creation in custom field
Hello everyone, and welcome back to our series! Zoho Books maintains a detailed log of every action performed within the application, whether it's creating, updating, or deleting records. The Audit Trail provides information on how, when, and by whomCreate Item Zoho API
I am trying to create an item to generate an invoice using Zoho books API. Passed the payload and received the following error. { "code": 1002, "message": "Account does not exist." } Payload: { "name": "Chicken Tikka", "rate": 120, "description": "yum",Next Page
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Function #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sFunction #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitFunction 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingFunction #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you toFunction #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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create invoice in zoho books from the zoho forms
Is there a native way to have create invoice in zoho books, when zoho form is completed?Marking Retainer invoice paid through Deluge
Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have triedWorkflow for deposit to bank account
Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, StevenAPI for Task Entity in Zoho Books
I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,
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