Fetch 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 date
Custom 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 items
Zoho 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 CRM
Migration 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, especially
Email 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 the
ZohoBooks 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 invoices
Retrieving 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 locate
How 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 I
bug 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 an
Function 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 templates
I 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 Order
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 issues
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 can
Error 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 organization
How 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 retrieving
Issue 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 whom
Create 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 Roses
Receipt 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 been
How 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 Application
How 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 able
Item 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 invoices
Einvoice custom function
@Nandhini Require Custom function codes to generate gst e-invoice and update the IRN and QR to invoices @Pheranda Nongpiur
Status 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.
Invalid 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 trying
Invalid_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 and
Function #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 proposal
Error "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"
Zoho 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 creating
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