Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a businessUsing deluge how to add a line item to Estimates
Hi, Hoping someone can help me with a deluge question, I'm trying to have zoho books create an estimate but on load i want to add a new line item. Basically i want to create an estimate but i want at the bottom to add a header and a line item that isFacility to save a transaction with CTRL+S
Let's bring Facility to save a transaction with CTRL+SItem Image full link in API missing.
Hi ,how to get full image URL in zoho books item API ? i only get image filename in API in https://books.zoho.com/api/v3/items?organization_id=xxxxx i need full item Image linkautomatic transaction for adding accumulated depreciation
Is there an automated transaction function for journal entries? I want to add an accumulated depreciation expense every month to an account. I see how one can set up a recurring transaction for bills, can I do this for joMobile app - signing for deliveries
Can you use the books mobile app to capture a customer signature on delivery of goods regards JohnUsing Coldfusion to fetch Zoho data
Hi Community, has anyone used Coldfusion to fetch Zohobooks data. this could be by chttp or using javascript in Coldfusion. I have tired with this code <cfhttp result="result" method="Get" url="https://www.zohoapis.eu/books/v3/salesorders?organization_id=xxxxxxxxxxxx"Request for a webpage showing all Zoho Service Status
Hello Zoho, Can we have a webpage where we can see which all Zoho Services are UP and running and which are/will going through maintenance /updates etc.? ThanksBlockchain technology
Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technologyIs there an API to export Purchase Order as PDF?
Is there an API to export Purchase Order as PDF? I'm happy to be an alpha or beta test of this API.API : in Vendorcredits, vendorid is always empty
Hello, We have a problem with the API of Zoho Books. In the ressource "vendorcredits" the field vendorid is always empty (even if the field vendorname isn't). Here an example of call : https://books.zoho.eu/api/v3/vendorcredits?organization_id=xxxxxxxDifferent reminders per product
It would be great if we could create separate reminder emails for each product. There are some products we sell which have third party services (web site hosting, for example) that we terminate after a payment is overdue by a certain number of days, whileCustom function fails because of "maximum number of requests per minute"
Hi, I have a simple workflow - when a new SO is created, a simple custom function copies a value from the customer's custom field (let's call it DEP) to the SO's custom field. Recently, a person doing purchasing noticed that some SOs don't have DEP evenCreate Custom Fields and Custom Buttons through API
Hello, I would like to be able to create custom fields and custom buttons through API. Though both of these are not included in the official API documentation, I found endpoints that work with both. (by adding custom fields in my browser and checkingPlaid - Something went wrong!
I am trying to link my accounts using Plaid. I keep getting the Something Went Wrong error. I have reported this to Zoho support but it's almost been 3 weeks now and they are far from helpful. I am going to have to switch to another accounting softwareAPI to fetch Tax Invoice document from Zoho Invoice
Hi Team, We have built a successful integration with Zoho books apis where we fetch information on customers, invoices and payments. We have a request from our subscribers to fetch the tax invoice document for the invoice as well. How can we achieve thatAPI and custum fields
Hi Support-Team, I want to use the books api to get contacts. We have definded custom fields containing a internal custumer number. How do I have to setup the api call to get the contact using custom field with [api_name] => cf_296579000000046151 andSquare payment onsite applied to existing invoice
I delivered some product to a customer at his home and swiped his credit card (Square) for the balance of the invoice. The square transaction came into my square clearing account and deposited in my bank account automatically but it needs to be applied to the customer invoice. The payment shows in my bank account and feed and the cash is treated properly. However I do not see any way to apply that payment to the existing invoice.Sending Invoice and Payment Receipt Link to Customers
Hi, I have 2 problems" 1)We wanted to send Zoho Invoice Link on Whatsapp programatically usign API so that the customer clicks the link and downloads the PDF of the invoice along with the Payment Receipt. I am unable to do this. Which API should I useCustom function - to fetch loginuser ID -
Use case : I want to auto convert an 'accepted' Estimate with two conditions into 'Invoice' and send it automatically to the buyer. The function is given below and working fine. But if some user generates an estimate' with the two conditions, it is executingFunction #16: Copy attachments automatically from billable bill to invoice
In Zoho Books, it is possible to generate an invoice directly from a bill when the items are marked as "Billable." This feature lets you charge your customers for any applicable costs or operational expenses. If the billable bill has important attachments,Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channelQuerying Stock Levels
I want to be able to populate a variable with the current stock level. I was expecting to be able to use stocklevel=item.get("actual_available_for_sale_stock") If I pull through the entire record, I can see this field has a value of 1, however when IFunction #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from theZoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYYCreate Journal API Issue
Request value : { "journal_date": "2019-12-20", "reference_number": "", "notes": "Loan repayment", "journal_type": "both", "currency_id": "460000000000097", "exchange_rate":"" , "line_items": [ { "account_id": "", "line_id": "", "amount": 5000, "debit_or_credit":API ZohoBooks expenses upload receipt PDF
Hi, I have by now tried a whole bunch of different ways to upload a pdf file as a receipt for an expense but until now I am failing miserably. My code in Python is currently: ------ headers = { "Authorization" : "Zoho-oauthtoken {token}"Formatting date for Books Recurring Invoice
Hello, I am writing a function to create a Recurring Invoice from CRM, but am getting an error when trying to set up the Start Date. In the function, I'm getting a particular date field from the opp > find the next month > get the first day of that month;Zoho Books API Authorisation - Registering as self client
Hi All, Please can someone advise me on how Books API authorisation works for Self client. Can it work? I don't want to build an application, but rather want to just read data for reporting purposes. The issue i'm facing specifically is around the redirectAutomatically adding Bank Details in Invoices
Hi all. I am newbie. I just trying to adding an automation to invoices creation. First I created 2 custom fields into invoices ("Banca" that is a list field and "IBAN" that is a text field). Second, I create a Custom Function as below and then a triggerGet custom fields API
Hello, we're integrating with ZohoBooks using APIs, the first step is to setup accounting fields by getting accounts/contacts (as vendors for us) and all other accounting fields as we call them. getting accounts/contacts and some other fields is straightforwardDisable Auto-Generation of Quote Numbers via API
Hi there, I am creating quotes in Zoho books via estimate API and it works good. In my particular case, I need to add dynamic "Quote#" and used parameter "estimate_number" to achieve it. It works fine if and only if the auto-generation is disabled fromQuotes API for Zoho Books
Hi All, We have a use case where want to create 3 automatic quotes (Good, better, best) when the deal stage in Zoho CRM is changed to "Quoted". I have created a Zoho Books connection and can do various operations (read, update). The problem is that weFixed markup
I get in specific products and have a fixed markup for the product. These differ for products. As an example, I would procure the product for 100 and would add 6 to it to resell for 106. The purchase price changes regularly but the markup remain the same.A custom function creating invoice in zoho books, from zoho crm deals is not working anymore
Hello everyone, We had made a custom function creating an invoice in zoho books, from the deals selected in zoho crm deals. It was working perfectly fine, but all of a sudden, it is not working anymore. Does anyone have an idea of the problem ? I re-synchronizedConvert Sales Order to Invoice in custom function (code)
Hi.. I have tried to run this code Unfortunately it didn't work I am trying to convert a sales order into an invoice on the same date as the sales order This is done when updating a specific field of the sales order respMap = zoho.books.getRecordById("Sales_Orders",Automating Process for Customer Purchase Orders
Hello I have a large client that emails multiple purchase orders per day as PDF attachments. Every attachment uses the same PDF template. But each order is drop shipped to a different location. Is there a way that I can upload the purchase order PDF fromOAuth Token to be used in Pabbly
We are using ZohoApi's to connect pabbly and Zoho Books to add an attachment which are not available in regular conenctions of Zoho Books Connection provided in Pabbly. For that we are adding Authentication Token in the header but those keys are validUpdate Item Purchase Rate with last Purchase Bill price
Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom function to accomplish this? Can someone guide me to a workaround? Our business isZoho Books API Integration - Vendor Balance Addition and Fee Deduction through QR Code Scanning
Our company intends to add a specific balance to the vendors registered in Zoho Books. Initially, we would like to set this balance amount as an example of $2000. We plan to accomplish this task using the Zoho Books API. Additionally, when we scan theNext 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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