In-App Notification When an Item is Removed/Reduced from an Invoice
Hi! I want to create an in-app notification for when any item is removed from an invoice after it has been created. However, when I try to do this through Custom Workflow, I do not see an option for "Item" under the Workflow Trigger Options. Is thereWhere to find the new zohoapis details for API calls?
We recently got an email about an upcoming change of your Zohobooks API URLs, to be done before April. But why on earth have you not published it anywhere? Will it be a simple matter of URL changes only for our OpenCart Zohobooks Integration software?Apply Vendor Credits On Bill Zoho Books
Hello Team, Several developers are encountering difficulties when applying credits to bills. If you refer to the Zoho Books API documentation, there is a body error, and the data we need to pass is not very clear. In this article, I am providing the correctFunction #45: Automatically convert billable expense to invoice
Hello everyone, and welcome back to our series! Zoho Books allows you to easily charge your customers for expenses that you have incurred on their behalf. You can achieve this by marking the relevant expense as billable and then manually converting itLate fee custom script in Zoho Books
Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount latefee = invoice.get("total").toDecimal() * 0.05; //display the value stored in the latefee variable info latefee ; //add late fee and adjustment and store the total amount in the variable 'adjustment' adjustment = invoice.get("adjustment").toDecimal()+How to create a journal with Deluge?
Im trying to create a journal with a custom button from a custom module. Some of the info on the code looks like this: LineItem1 = Map(); LineItem1.put("account_id",CuentaCredito); LineItem1.put("amount",ImporteDepreciado2); LineItem1.put("debit_or_credit","credit");using zoho books API for retainer invoice in zapier
hello, I have to create a retainer invoice when a estimate is accepted and i got everything set up but I cant seem to figure out what the good format for the api request is for the line items, I dont see what im doing wrong can someone help me with thisZoho Books TimeSheet API Date Filter Format
I didn't see this documented anywhere and it took me an hour to figure out. In order to filter the time sheet list using: zohoapis.com/books/v3/projects/timeentries? You must also send the following parameters in this example: filter_by = Date.CustomDateHow to pull in custom fields in a Zoho Books Related List (invoice module)
I have custom fields for Zoho Invoices. How do I reference them into columns within my related list? I tried using their API name but it doesn't seem to work. I'm not sure if it matters but they are date fields.Get more records from Zoho Books
Hello There, I have 200 above records in Zoho Books.I want to get those records and push to Creator .we need sample syntax for this.Make an Invoice out of an Recurring-Invoice via the API?
Hello, i need to activate the Books intergrated Function to make an Invoice out of an Recurring-Invoice via the API. I have several Recurring-Invoices in Books and i am building a function, that read Zoho Desk Tickets and they Timeentrys to generate Books Item in Invoices, but if i only have an Recurring-Invoice i must generate the Invoice of it. Here is the Button in Books on an Recurring-Invoice, upper right corner, the button in the Middle (Create Invoice) :D Thanks for every help.Idea for Function Series - create a related list that shows the dates of when an invoice changed statuses
I would like to add an Zoho Books - Invoice related list that has two columns: Date and Status. The related list would show each time the status of the invoice changed. For example: On 3/1 I create the invoice and save it in "Draft". On 3/2 I send itFunction #44: Notify admin users when expense accounts exceed the safe limit
Hello everyone, and welcome back to our series! Are you finding yourself consistently overspending in certain areas? Do you need a system to keep track of your expenses and receive alerts when specific accounts go over their limit? Today, we bring youCreating vendor contact via API
We are trying to create vendor contact via API, it is showing error "to enable vendor portal for organisation". Can you please help on this, as we are just trying to add contact as vendor, for which why it is required to get vendor portal for organiCan I create the Validation Rule using Custom Function in Zoho Books
Hello There, we need to restrict the submission of sales orders in confirm status.when the SO is Confirm Status.by using Validation rule in the SO. rules depends upon SO status.but how we restrict the submit action regarding another field values thatFunction #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inheritAdd Item Rate and Item Quantity to Custom Function
Hi Team - I have a custom function that fetches a product from an invoice and displays it in a related list in the Accounts module. We need to get the item rate and item quantity of the product for that invoice. I tried to do it myself but I am note getting it. Here is the code. Can you tell me what line of code to add to fetch the item rate and item quantity? Thanks in advance for any assistance. invoiceID = invoice.get("invoice_id"); customerid = invoice.get("customer_id"); customername = invoice.get("customer_name");Create Credit Note via Api with a Shipping Charge
Hi, An Invoice has been created with a shipping charge value via the "shipping_charge" property of the Invoice object. On trying to raise a Credit Note to reverse the Invoice value, the Api for Credit Notes https://www.zoho.com/books/api/v3/credit-notes/#create-a-credit-noteSyncing Zoho Projects and Zoho CRM with Zoho Books
I've set up the integrations with Zoho CRM and Zoho Projects, however it's creating clones of the accounts/customers - if I set both integrations to Overwrite, what happens ? What details are overwritten and is anything deleted ?how to refund a deposit to a client's credit card using a stripe?
At the moment I see this way: To partially refund an invoice in Zoho Books, I need to create a credit note for the amount you want to refund and apply it to the invoice. Then, I need to go to the Stripe dashboard and find the payment I want to refund.Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other relatedHow to update Contact without Delete
Hi Team, I'm trying to update existing contacts in Zoho without deleting the contact person or address. However, the Zoho documentation states that updating a contact requires removing the contact person from the contact_persons list. When I attempt thisWordPress To Zoho Books Integration
Hi there I'm not sure if this is the correct place to discuss this, but I wanted to find if anyone is interested in a WordPress Plugin that connects your contact page into Zoho Books? What it does in a Nutshell is takes the contact fields from Contact 7 and injects them into a new customer record in Zoho Invoice. but before that it also checks if it's SPAM by testing the phone number, message text and the email address validity and if it passes all those tests then it creates a new record. That'sGetting customer_custom_fields when getting a creditnote (they are available for invoices)
we are working on a Zoho Books integration. When getting a single invoice via the API under https://www.zohoapis.com/books/v3/invoices/:invoiceId, the response includes custom fields added to the customer under the key "customer_custom_fields". However,Using an API how do I associate an existing project with a recurring invoice?
Using an API how do I associate an existing project with a recurring invoice? Can it be done by adding the project ID to a list item?Using API "Email multiple estimates" does not create a public link for signing estimates
Hello, I have a workflow associating zoho and integromat (make). I need to create three estimates to send to my clients. -First estimate is sent through the create estimate in integromat. There is an option to directly send the estimate. -Second and thirdOn User Input like action of Creator/Deluge in Zoho Books
Hi, Do we have any facility available now to update a field by means of adding/multiplying two exisitng fields and populate in the 3rd field in UI? Example: If I have fields size, qty and defaultVal, I want to populate size*qty to defaultVal field uponCalculate a field on client side using user input
I have 2 custom fields in invoice called Height and Width. I want to calculate Area based on user input on client side. How is this possible?com.zoho.dre.exception.DREException
Hi, I am getting the following error: Exception : com.zoho.dre.exception.DREException: An error occurred. Check the service and connection details of wixbooks connection and try again. where "wixbooks" is my connection name. I am using a server-applicationInvoice Related List - Credit Notes
Hi ZOHO Community! As far as we can see there isn't a way of referencing a Credit Note against an Invoice that is native to Books. You can see it in the Comments & History section and also in the SO byway of the canceled items but not in the body of theFunction #41: Notify users when sales orders exceed the credit limit
Hello everyone, and welcome back to our series! As you're aware, Zoho Books lets you set credit limits for your customers, that can be monitored in both invoices and sales orders. Previously, we shared a custom function that can alert users when an invoicePayment approval
Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add an additional layer of approval like bill marked for payment before initiating payment requests through HSBC Bank. Can youFunction #40: Notify users when invoices exceed the credit limit
Hello everyone, and welcome back to our series! Businesses tend to offer goods or services on credit to customers, which can, in overtime, lead to the accumulation of significant overdue balances. To address this, Zoho Books allows you to define a Credittake info from form to do transactions in zoho books
Hello, basically we are doing a form where clients will put their info and everything and I was wondering if there was a way to use the info from the form to make an estimate in their accoutn in zoho books and when the estimate is paid if we can use theIs there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id)
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id) or something similar?Item allocation / deductions
We have many sales orders which cannot be shipped or invoiced perhaps weeks or months in advance but we need to allocate items for these sales from non replenishable stock items. This leads to major problems when we get another order for the same item because we tend to use this item as it's showing sufficient stocks because it hasn't been deducted through the earlier sales order not being invoiced or shipped ! As I've mentioned previously - I'd like to see another mode of stock tracking - "ReceivesFunction #37: Display list of associated SO on Quote details screen
Previously, in our series, we shared a script to display the list of purchase orders within their corresponding sales order details page as a Related List. We hope you found it beneficial. Similar to that, we bring you another script that can displayFunction #39: Schedule Vendor Statements
Hello everyone! As we continue our series, today we bring you a function that automatically sends vendor statements at scheduled intervals, similar to the function we previously shared for sending customer statements. By minimizing the need for manualZoho API returns 401 even after providing valid token
My API calls was success , suddenly its returning 401 , after adding space between Zoho-oauthtoken ${access_token} it started workign and still API response is inconsistant Environment: node js Anyone facing same issue ?Payment refund done with Deluge
Good day, I am a newbie to ZOHO and deluge, and hope someone can assist. Is there a way to create a Payment Refund on a Payment with a deluge script? Thank you in advanceNext 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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