Custom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
Apply Payment Received Amount Zoho Books Invoice
Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist
Apply Vendor Credit Automatically
Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
How to Integrate Zoho Books with Xero (No Native Connection Available)
Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
How to create Sepa Direct Debit XML file: solution and code
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
ZohoBooks WhatsApp Integration - 160,000% markup?
We have configured the WhatsApp integration on ZohoBooks and utilised 10 credits priced at £16.00. Upon further examination, I found Meta charges $0.015 per conversation, resulting in roughly a 160,000% markup from Zoho. Is this correct, or am I misunderstanding
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?
Zoho 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.CustomDate
WordPress 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's
Payment 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 you
Woocommerce - Incoming webhook
Hello, I've recently explored various methods for integrating WooCommerce with Zoho Books and discovered that utilizing incoming webhooks offers an optimal balance of cost-efficiency and customization flexibility. This prompted me to develop my own webhooks,
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 from
Zoho needs to change this: AP / AR accounts not accepted in manual journals
Can't import journals for AR and AP accounts sent via API. How can I post a transaction to AR or AP accounts via a workflow or webhook? Is there a workaround for this? A client of mine needs to send sales data to Zbooks, if this doesn't work then switching
Trigger Workflow, Approval Process, Blueprint by Deluge in Zoho CRM
#Tips & Trick If you intend to activate your Workflow, Approval Process, or Blueprint through either the deluge script or Zoho CRM API during the creation, updating, or deletion of a record Try this Script mp = Map(); trigger = List(); // Workflow trigger.add("workflow");
Getting Reminder Fail Notification No contacts for the customer
Hello Team If you facing the Issue with Reminder Email Like "No contacts for the customer" , so there is the solution above of this By the API or Custom or Dynamic Here. Answer:- we are getting this email because there is No Email has been sent for the
Add Data In ZOHO Books Custom Module
Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,
payment_terms API
Hi there, There is no document about payment_terms API in https://www.zoho.com/books/api/v3 But we can use it by https://books.zoho.com/api/v3/settings/paymentterms I hope it's your help. Thanks
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
Simple script to update item prices to match latest bill
In case it gets lost in the previous thread, as I could see it had a lot of views ..... If you want a simple function to update the item purchase price to the latest bill received then you can use the following to accomplish this.... Custom function for
Custom fields checkboxes are not boolean in Zoho Books
Hello all, Today I discovered a very strange and curious thing I think it is worthy to be shared with all developers: in Zoho Books, checkboxes created as a custom field dont return a boolean value, they return true/false but as a string. I was trying
How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreates
Zoho Connections - Google Sheets
Here's a great snippet obtained from the one & only Bharath Kumar, who has helped me enormously with my task of moving my external code internally to deluge. A million thanks to you Bharath. If you need to post stuff to Google sheets, set up the new Zoho
Live Calculation and Live Update of custom field in Invoice Page (If OCTFIS TECHNO can do it, why can't Zoho do it?)
Dear, i saw a video from OCTFIS TECHNO, regarding Live calculation and Live Update for custom field in invoice page. If OCTFIS TECHNO can do it, why can't Zoho do it? Thanks & Regards Shamnad Jafer 9446005528
Error - Null value occurred while operation division
invoiceID = invoice.get("invoice_id"); invoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); customerID = invoice.get("customer_id"); invDetails = zoho.books.getRecordsByID("invoices",organizationID,invoiceID).get("invoice"); lineitems = invDetails.get("line_items").toList(); iList = List(); info 'hello'; for each find in lineitems { imap = Map(); itemtotal = find.get("rate").toDecimal(); <collection>.get(<expression>); item_custom_fields = find.get("item_custom_fields").toList();
Auto Vendor Credits
For anyone familiar with JavaScript, you may find this handy if you get settlement discounts from your suppliers. You have to : set up items with the discount amount, get the id of this item, set up a a contact custom field called "Settlements", Enter
The in why to syn coontact woth fedena school manager
I want to get the student and parent information in zoho books
Pushing data from Creator to books
I am new to ZOHO. I have had the application about 4 months. I have an online customer apparel business. I would like for my customer to input data in my online form, add all the items detail and submit to Creator. From creator, I would to be able to create an estimate or invoice based a group of items. I know nothing about delug. I have spent the last 2 weeks reading and watching videos. I am more confused now than before. Please help. Where do I start? I have created a form in Creator.
Automated Inventory/Books integration with Sites
I would like a way to add inventory items from either Inventory, or Books directly on to Sites. Is this possible using Creator?
PLS ADD: (OUT OF SCOOPE) IN GST TAX COLOUM
Dear Zoho Team Kindly Add OUT OF SCOOPE in My Organizer-650942931 Pls. Enable As Soon As Possible Best Regards Bakulchandra S Kothari JOY ENTERPRISE 9426328095
Invoicing for LiquidPlanner timesheets
Hi, I wrote a small perl script today that takes the timesheet .csv file that LiquidPlanner can export, and creates a new .csv file from it for an invoice for those tasks. Like a lot of code people write and give away, I wrote it specifically for my needs and it's unlikely to exactly meet your needs without some changes & setup. Here's the code, in the public domain in case it's useful. I'd love to see any improvements you make. If you're not sure what a perl script is or how to adapt it to your