Zoho Books: Please ensure that the "description" has less than 100 characters.

Zoho Books: Please ensure that the "description" has less than 100 characters.

I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. 

Error: Please ensure that the "description" has less than 100 characters.

  1. // Replace with your actual organization ID and connection name
  2.     org_id = "7004318259";
  3.     connection_name = "zohobooks";

  5.     // Fetch the quote details using the provided quote_id
  6.     quote_response = zoho.books.getRecordsByID("Estimates", org_id, quote_id, connection_name);
  7.     estimate = quote_response.get("estimate");

  9.     if (estimate.isEmpty())
  10.     {
  11.         info "Quote not found for ID: " + quote_id;
  12.         return;
  13.     }

  15.     // Extract key details from the quote
  16.     customer_id = estimate.get("customer_id");
  17.     zcrm_potential_id = estimate.get("zcrm_potential_id");
  18.     if(zcrm_potential_id != "" && zcrm_potential_id != null)
  19.     {
  20.         deals = zoho.crm.getRecordById("Deals",zcrm_potential_id);
  21.         What_type_of_job_is_this = deals.get("What_type_of_job_is_this");
  22.     }
  23.     estimate_id = estimate.get("estimate_id");
  24.     estimate_number = estimate.get("estimate_number");
  25.     currency_id = estimate.get("currency_id");
  26.     line_items = estimate.get("line_items");

  28.     // Initialize lists to hold Supply and Installation items
  29.     if(What_type_of_job_is_this == "Mixed Scope (Supply + Install)")
  30.     {
  31.         supply_items = List();
  32.         installation_items = List();

  34.         // Filter line items based on Item Category
  35.         for each  item in line_items
  36.         {
  37.             // Access the custom field "Item Category"
  38.             custom_fields = item.get("item_custom_fields");
  39.             item_category = "";
  40.             for each  cf in custom_fields
  41.             {
  42.                 if(cf.get("label") == "Item Category")
  43.                 {
  44.                     item_category = cf.get("value");
  45.                     break;
  46.                 }
  47.             }

  49.             // Create an item map for invoice creation, including tax
  50.             item_map = Map();
  51.             item_map.put("item_id",item.get("item_id"));
  52.             item_map.put("quantity",item.get("quantity"));
  53.             item_map.put("rate",item.get("rate"));
  54.             item_map.put("tax_id",item.get("tax_id"));
  55.             // Include tax ID (e.g., GST)
  56.             description = item.get("description");
  57.             if(description.length() > 100)
  58.             {
  59.                 description = description.subString(0,100); // Truncate to 100 characters
  60.             }
  61.             item_map.put("description",description);
  62.             // Optional: from quote, limited to 100 characters
  63.             item_map.put("unit",item.get("unit"));
  64.             // Optional: from quote

  66.             if(item_category.equalsIgnoreCase("Supply"))
  67.             {
  68.                 supply_items.add(item_map);
  69.             }
  70.             else if(item_category.equalsIgnoreCase("Installation"))
  71.             {
  72.                 installation_items.add(item_map);
  73.             }
  74.         }

  76.         // Prepare common invoice details
  77.         current_date = today;
  78.         current_date = current_date.toString("yyyy-MM-dd");
  79.         // Format for API
  80.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

  82.         // API URL for Zoho Books Invoices endpoint
  83.         base_url = "https://www.zohoapis.com.au/books/v3/invoices?organization_id=" + org_id;

  85.         // Create Supply Invoice if there are Supply items
  86.         if(!supply_items.isEmpty())
  87.         {
  88.             supply_invoice_map = Map();
  89.             supply_invoice_map.put("customer_id",customer_id);
  90.             supply_invoice_map.put("currency_id",currency_id);
  91.             supply_invoice_map.put("date",current_date);
  92.             supply_invoice_map.put("due_date",due_date);
  93.             supply_invoice_map.put("line_items",supply_items);
  94.             supply_invoice_map.put("reference_number","SUP-" + estimate_number);
  95.             supply_invoice_map.put("notes",estimate.get("notes"));
  96.             supply_invoice_map.put("terms",estimate.get("terms"));
  97.             supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  98.             // Link to estimate
  99.             supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  100.             // CRM deal link
  101.             supply_invoice_map.put("ignore_auto_number_generation",false);
  102.             // Auto-generate invoice number
  103.             supply_invoice_map.put("is_inclusive_tax",false);
  104.             // Match your sample
  105.             supply_invoice_map.put("discount",0);
  106.             // From quote
  107.             supply_invoice_map.put("shipping_charge",0);
  108.             // From quote
  109.             supply_invoice_map.put("adjustment",0);
  110.             // From quote

  112.             // Convert map to JSON string for API
  113.             parameters_data = supply_invoice_map.toString();

  115.             // Invoke URL to create Supply Invoice
  116.             response = invokeurl
  117.             [
  118.                 url :base_url
  119.                 type :POST
  120.                 parameters:parameters_data
  121.                 connection:"zohobooks"
  122.             ];
  123.             info response;
  124.         }

  126.         // Create Installation Invoice if there are Installation items
  127.         if(!installation_items.isEmpty())
  128.         {
  129.             installation_invoice_map = Map();
  130.             installation_invoice_map.put("customer_id",customer_id);
  131.             installation_invoice_map.put("currency_id",currency_id);
  132.             installation_invoice_map.put("date",current_date);
  133.             installation_invoice_map.put("due_date",due_date);
  134.             installation_invoice_map.put("line_items",installation_items);
  135.             installation_invoice_map.put("reference_number","INST-" + estimate_number);
  136.             installation_invoice_map.put("notes",estimate.get("notes"));
  137.             installation_invoice_map.put("terms",estimate.get("terms"));
  138.             installation_invoice_map.put("invoiced_estimate_id",estimate_id);
  139.             // Link to estimate
  140.             installation_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  141.             // CRM deal link
  142.             installation_invoice_map.put("ignore_auto_number_generation",false);
  143.             // Auto-generate invoice number
  144.             installation_invoice_map.put("is_inclusive_tax",false);
  145.             // Match your sample
  146.             installation_invoice_map.put("discount",0);
  147.             // From quote
  148.             installation_invoice_map.put("shipping_charge",0);
  149.             // From quote
  150.             installation_invoice_map.put("adjustment",0);
  151.             // From quote

  153.             // Convert map to JSON string for API
  154.             parameters_data = installation_invoice_map.toString();

  156.             // Invoke URL to create Installation Invoice
  157.             response = invokeurl
  158.             [
  159.                 url :base_url
  160.                 type :POST
  161.                 parameters:parameters_data
  162.                 connection:"zohobooks"
  163.             ];
  164.             info response;
  165.         }
  166.     }
  167.     else
  168.     {
  169.         supply_items = List();

  171.         // Create an item map for invoice creation, including tax
  172.         for each  item in line_items
  173.         {
  174.             // Create an item map for invoice creation, including tax
  175.             item_map = Map();
  176.             item_map.put("item_id",item.get("item_id"));
  177.             item_map.put("quantity",item.get("quantity"));
  178.             item_map.put("rate",item.get("rate"));
  179.             item_map.put("tax_id",item.get("tax_id"));
  180.             // Include tax ID (e.g., GST)
  181.             description = item.get("description");
  182.             if(description.length() > 100)
  183.             {
  184.                 description = description.subString(0,100); // Truncate to 100 characters
  185.             }
  186.             item_map.put("description",description);
  187.             // Optional: from quote, limited to 100 characters
  188.             item_map.put("unit",item.get("unit"));
  189.             supply_items.add(item_map);
  190.         }

  192.         // Prepare common invoice details
  193.         current_date = today;
  194.         current_date = current_date.toString("yyyy-MM-dd");
  195.         // Format for API
  196.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

  198.         // API URL for Zoho Books Invoices endpoint
  199.         base_url = "https://www.zohoapis.com.au/books/v3/invoices?organization_id=" + org_id;

  201.         // Create Supply Invoice if there are Supply items
  202.         supply_invoice_map = Map();
  203.         supply_invoice_map.put("customer_id",customer_id);
  204.         supply_invoice_map.put("currency_id",currency_id);
  205.         supply_invoice_map.put("date",current_date);
  206.         supply_invoice_map.put("due_date",due_date);
  207.         supply_invoice_map.put("line_items",supply_items);
  208.         supply_invoice_map.put("reference_number",estimate_number);
  209.         supply_invoice_map.put("notes",estimate.get("notes"));
  210.         supply_invoice_map.put("terms",estimate.get("terms"));
  211.         supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  212.         // Link to estimate
  213.         supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  214.         // CRM deal link
  215.         supply_invoice_map.put("ignore_auto_number_generation",false);
  216.         // Auto-generate invoice number
  217.         supply_invoice_map.put("is_inclusive_tax",false);
  218.         // Match your sample
  219.         supply_invoice_map.put("discount",0);
  220.         // From quote
  221.         supply_invoice_map.put("shipping_charge",0);
  222.         // From quote
  223.         supply_invoice_map.put("adjustment",0);
  224.         // From quote

  226.         // Convert map to JSON string for API
  227.         parameters_data = supply_invoice_map.toString();

  229.         // Invoke URL to create Supply Invoice
  230.         response = invokeurl
  231.         [
  232.             url :base_url
  233.             type :POST
  234.             parameters:parameters_data
  235.             connection:"zohobooks"
  236.         ];
  237.         info response;
  238.     }

      • Recent Topics

      • Join our World Password and Passkey Day expert Q&A 2025

        Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

      • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

        Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and

      • Introducing SecureForms in Zoho Vault

        Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

      • Clickjacking: Zoho Vault's Response

        Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

      • Free webinar: Security that works: Building resilience for the AI-powered workforce

        Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

      • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

        Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

      • In arattai received message can't be deleted

        The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

      • Fill Colors

        Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce

      • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

        Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks

      • Items Below Reorder Point Report?

        Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

      • Client scripts for Zoho Books ?

        Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

      • Fillable template with dynamic tables?

        Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

      • Invoicing multiple expense items as a single line item

              My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them

      • Zoho Books | Product updates | November 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

      • Tables improvement ideas / features

        Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

      • Announcing offline payment modes for event tickets

        Hello everyone,   Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled

      • Gmail is ramping up its email sender policy from November 2025

        Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we

      • Deluge Error Code 1002 - "Resource does not exist."

        I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

      • Item images

        Can we get an "On hover" expanded image for items please ?

      • Ability to Create and Manage YouTube Video Chapters in Zoho Social

        Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chapters

      • What happens to my current site SEO if i opt for zoho creator?

        I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?

      • Automatic Portal invite

        We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

      • Preview Emails with Merge Fields before sending

        Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only show

      • User Filter not selecting All Items

        We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,

      • Support Nested JavaScript Variables in PageSense Pop-up Targeting

        Hello Zoho PageSense Team, I hope you're doing well. I’d like to request a feature enhancement for the PageSense pop-up targeting functionality. Current Limitation: Currently, PageSense pop-ups can be triggered using simple JavaScript variables. However,

      • Cannot Invert Axis for Rankings

        Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual

      • How to copy value from a single line field into a picklist field within a module's subform?

        Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows

      • Committed Stock and To Be Received Stock via API?

        Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.

      • Creating Email template that attaches file uploaded in specific field.

        If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

      • Marketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns

        Hello marketers, Welcome back to another post in Marketer’s Space! From Thanksgiving through Christmas, you have a flurry of opportunities to connect with your audience. In this post, we’ll see how you can plan an entire month-long automated workflow

      • Service Account Admin for API Calls and System Actions

        Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls

      • Zoho Inventory Custom Field Update

        Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");

      • Sorting columns in Zoho Projects

        Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,

      • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

        Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

      • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

        How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against

      • How can I add or change the active customer in Zoho Projects?

        I'm trying to change the customer in an active Zoho project. Is it possible to add or change the customer?

      • What happens when someone clicks 'unsubscribe' in a zoho CRM email

        Hello, As per, i am going round in circles trying to find an answer to these 2 question. I have an email template that has an unsubscribe link in the footer in zoho CRM. First, what happens when someone clicks it - where does the contact get unsubscribed

      • Zoho CRM - Scheduled Reports Which Contain Chart

        Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of the

      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

      • Cadences

        I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

      • Next Page