Specify 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",Make delivery note
NO. Item. QTY AMOUNT. DELIVERY 1. Red RosesReceipt not attached on Expense API in Zoho Books
I am trying to upload a file for expense using this API : https://www.zoho.com/books/api/v3/expenses/#add-receipt-to-an-expense I have converted my file to Byte64 string and uploaded the file. I have got the successful response status that file has beenHow to get customfield_id of the Items in ZohoBooks?
I'm working with ZohoBooks API for integrating with an WebApplication, I've tried finding but failed, from where Can I get the customfield_id of items created in my zohobooks account, As i Need to create products with Custom Fields from my ApplicationHow to get deleted entity detail by a last_modified_time for zoho books entity ?
Hello, We need to get the details of deleted entities such as chartofaccounts,contacts,invoice/bills,payments,credit/debit notes,item,taxes,journals etc. By calling the respective entity API based on last_modified_time as query parameter. As of now ableItem update VAT on creation
Hi all, I'm looking to auto update the VAT field upon creation of a new item, I've written the following Custom Function, however it doesn't appear to work... Any ideas appreciated! itemID = item.get("item_id"); organizationID = organization.get("organization_id");GST E-Invoice Custom Function
@1_Hari Prasad Kunchapu @Anand Prakash B Require Custom function codes to generate gst e-invoice and update to IRN and QR to invoicesEinvoice custom function
@Nandhini Require Custom function codes to generate gst e-invoice and update the IRN and QR to invoices @Pheranda NongpiurStatus Change of Purchase Order via Workflow
Hello i have created a workflow where an approved Purchase Order automatically releases Purchase Order to respective vendor. I need a function to change the status of that PO to be marked as Sent.Workflow Rule - Field Updates: Ability to use Placeholders
It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etcInvalid Value Passed for Phone
Each time we try to signup for Books w/our acct, we receive the following error: "Invalid Value Passed for Phone" Thanks in advice for your help, Craig We have a phone # input into our acct info, so not sure why this is happening? Additionally, when tryingInvalid_client when using zohobooks API
API reference: OAuth | Zoho Books | API Documentation I want to do invoice automation using Zoho APIs and for that, I needed an authentication token. I followed the steps mentioned in the above documentation. 1) Create a client to get the client id andFunction #29: Auto-populate Expiry date on Quotes
Greetings everyone! A quote (Formerly known as an estimate) is a document sent to customers containing a detailed overview of items and their prices for potential purchase. The quoted prices usually have a specific validity period, after which the proposalError "Zoho Books says "Invalid Element is_user_approval_needed" when creating Project from Zoho Flow
Even though the user approval is a drop down in flow, regardless of what I select (True or False) I get this error .. "Zoho Books says "Invalid Element is_user_approval_needed"Function #51: Transaction Level Profitability for Quotes
Hello everyone, and welcome back to our series! In a previous post, we shared a custom function that could determine the profitability of a Sales Order. Today, we are presenting a similar function that calculates the profitability of a Quote. The setupZoho Books Create Invoice API - Cannot enter account type for line items
Hi, I am trying to create invoice via Create Invoice API and select different sales account types for the invoice line items, but this doesn't seem to be possible via Create Invoice API. I don't see any way to select "Account" for line items when creatingFunction #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is whereZoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port dFunction #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to anZoho and Avalara - Marketplace Order Handling
Hi, we currently utilize the Zoho Books and Avalara connector to extract transactions and track taxes in AvaTax (Avalara). As it currently stands, our marketplaces, (Etsy, Amazon, Walmart), are directly integrated with Zoho for order fulfillment. SomehowLine Item Description - Line Breaks | Deluge
Hi, I'm trying to update a line item's description and cant figure out how to add line breaks. If I get an existing line item's description with line breaks, I can see that they are set as the regular "\n" (As this is a JSON). But, when I try to insertChange Status of Approved Purchase Order to Issued after via Work flow
I have created to issue or send approved purchase order via a workflow, work flow is working fine but now i need to update the status of Purchase Order from approved to Issued once this work flow is initiated. Please let me know how can i do this usingFunction #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomesautomation taxe new troubleshooting
i have selected the new automation taxe the error message says 11 659 clients don't have the address correct. It is cause when we create a client, we don't put the province. then the automatic taxe selected is the one just for canada. how to skip to haveOne Sale Order to Many Purchase Orders
Hi ! We are exploring Zoho Inventory (+ CRM Plus) and cannot find the following feature We are selling packages to our customers, these packages usually contains : - Software we buy from Supplier A - Hosting we buy from Supplier B - Configuration that in done at our place by a technician When we sell this package to customer (in one Sale Order), we would like to create the corresponding Purchase Orders (one purchase order for each of the product, to the corresponding supplier) Does Zoho CRM + InventoryScript error
Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently toAPI or Deluge script for Zoho Books Attachment Custom Field
I have created a Custom Field with field type as Attachment (Not the default Attachments) for Contact module in Zoho Books. This field should be populated whenever a record is created or the Image (Attachment field) shall be updated from external systemGet Sales Order Template (PDF) and send to printer via Custom Button
Hi, I'm trying to click a custom button which sends a specific PDF template to a printer but I'm stuck! The API documentation says it's possible but I'm unsure how to implement. Any help appreciated ----------- Code I have for the PDF after I've set theYou are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organizationCan I merge 2 bank accounts?
The bank downloads were not working, so we had to create new bank account name (for the same account) and new link. How to I get transactions for the "old" account into the "new" account?Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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.
Most Discussed Topics
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
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.