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";

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

  7.     if (estimate.isEmpty())
  8.     {
  9.         info "Quote not found for ID: " + quote_id;
  10.         return;
  11.     }

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

  24.     // Initialize lists to hold Supply and Installation items
  25.     if(What_type_of_job_is_this == "Mixed Scope (Supply + Install)")
  26.     {
  27.         supply_items = List();
  28.         installation_items = List();

  29.         // Filter line items based on Item Category
  30.         for each  item in line_items
  31.         {
  32.             // Access the custom field "Item Category"
  33.             custom_fields = item.get("item_custom_fields");
  34.             item_category = "";
  35.             for each  cf in custom_fields
  36.             {
  37.                 if(cf.get("label") == "Item Category")
  38.                 {
  39.                     item_category = cf.get("value");
  40.                     break;
  41.                 }
  42.             }

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

  59.             if(item_category.equalsIgnoreCase("Supply"))
  60.             {
  61.                 supply_items.add(item_map);
  62.             }
  63.             else if(item_category.equalsIgnoreCase("Installation"))
  64.             {
  65.                 installation_items.add(item_map);
  66.             }
  67.         }

  68.         // Prepare common invoice details
  69.         current_date = today;
  70.         current_date = current_date.toString("yyyy-MM-dd");
  71.         // Format for API
  72.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

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

  75.         // Create Supply Invoice if there are Supply items
  76.         if(!supply_items.isEmpty())
  77.         {
  78.             supply_invoice_map = Map();
  79.             supply_invoice_map.put("customer_id",customer_id);
  80.             supply_invoice_map.put("currency_id",currency_id);
  81.             supply_invoice_map.put("date",current_date);
  82.             supply_invoice_map.put("due_date",due_date);
  83.             supply_invoice_map.put("line_items",supply_items);
  84.             supply_invoice_map.put("reference_number","SUP-" + estimate_number);
  85.             supply_invoice_map.put("notes",estimate.get("notes"));
  86.             supply_invoice_map.put("terms",estimate.get("terms"));
  87.             supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  88.             // Link to estimate
  89.             supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  90.             // CRM deal link
  91.             supply_invoice_map.put("ignore_auto_number_generation",false);
  92.             // Auto-generate invoice number
  93.             supply_invoice_map.put("is_inclusive_tax",false);
  94.             // Match your sample
  95.             supply_invoice_map.put("discount",0);
  96.             // From quote
  97.             supply_invoice_map.put("shipping_charge",0);
  98.             // From quote
  99.             supply_invoice_map.put("adjustment",0);
  100.             // From quote

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

  103.             // Invoke URL to create Supply Invoice
  104.             response = invokeurl
  105.             [
  106.                 url :base_url
  107.                 type :POST
  108.                 parameters:parameters_data
  109.                 connection:"zohobooks"
  110.             ];
  111.             info response;
  112.         }

  113.         // Create Installation Invoice if there are Installation items
  114.         if(!installation_items.isEmpty())
  115.         {
  116.             installation_invoice_map = Map();
  117.             installation_invoice_map.put("customer_id",customer_id);
  118.             installation_invoice_map.put("currency_id",currency_id);
  119.             installation_invoice_map.put("date",current_date);
  120.             installation_invoice_map.put("due_date",due_date);
  121.             installation_invoice_map.put("line_items",installation_items);
  122.             installation_invoice_map.put("reference_number","INST-" + estimate_number);
  123.             installation_invoice_map.put("notes",estimate.get("notes"));
  124.             installation_invoice_map.put("terms",estimate.get("terms"));
  125.             installation_invoice_map.put("invoiced_estimate_id",estimate_id);
  126.             // Link to estimate
  127.             installation_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  128.             // CRM deal link
  129.             installation_invoice_map.put("ignore_auto_number_generation",false);
  130.             // Auto-generate invoice number
  131.             installation_invoice_map.put("is_inclusive_tax",false);
  132.             // Match your sample
  133.             installation_invoice_map.put("discount",0);
  134.             // From quote
  135.             installation_invoice_map.put("shipping_charge",0);
  136.             // From quote
  137.             installation_invoice_map.put("adjustment",0);
  138.             // From quote

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

  141.             // Invoke URL to create Installation Invoice
  142.             response = invokeurl
  143.             [
  144.                 url :base_url
  145.                 type :POST
  146.                 parameters:parameters_data
  147.                 connection:"zohobooks"
  148.             ];
  149.             info response;
  150.         }
  151.     }
  152.     else
  153.     {
  154.         supply_items = List();

  155.         // Create an item map for invoice creation, including tax
  156.         for each  item in line_items
  157.         {
  158.             // Create an item map for invoice creation, including tax
  159.             item_map = Map();
  160.             item_map.put("item_id",item.get("item_id"));
  161.             item_map.put("quantity",item.get("quantity"));
  162.             item_map.put("rate",item.get("rate"));
  163.             item_map.put("tax_id",item.get("tax_id"));
  164.             // Include tax ID (e.g., GST)
  165.             description = item.get("description");
  166.             if(description.length() > 100)
  167.             {
  168.                 description = description.subString(0,100); // Truncate to 100 characters
  169.             }
  170.             item_map.put("description",description);
  171.             // Optional: from quote, limited to 100 characters
  172.             item_map.put("unit",item.get("unit"));
  173.             supply_items.add(item_map);
  174.         }

  175.         // Prepare common invoice details
  176.         current_date = today;
  177.         current_date = current_date.toString("yyyy-MM-dd");
  178.         // Format for API
  179.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

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

  182.         // Create Supply Invoice if there are Supply items
  183.         supply_invoice_map = Map();
  184.         supply_invoice_map.put("customer_id",customer_id);
  185.         supply_invoice_map.put("currency_id",currency_id);
  186.         supply_invoice_map.put("date",current_date);
  187.         supply_invoice_map.put("due_date",due_date);
  188.         supply_invoice_map.put("line_items",supply_items);
  189.         supply_invoice_map.put("reference_number",estimate_number);
  190.         supply_invoice_map.put("notes",estimate.get("notes"));
  191.         supply_invoice_map.put("terms",estimate.get("terms"));
  192.         supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  193.         // Link to estimate
  194.         supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  195.         // CRM deal link
  196.         supply_invoice_map.put("ignore_auto_number_generation",false);
  197.         // Auto-generate invoice number
  198.         supply_invoice_map.put("is_inclusive_tax",false);
  199.         // Match your sample
  200.         supply_invoice_map.put("discount",0);
  201.         // From quote
  202.         supply_invoice_map.put("shipping_charge",0);
  203.         // From quote
  204.         supply_invoice_map.put("adjustment",0);
  205.         // From quote

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

  208.         // Invoke URL to create Supply Invoice
  209.         response = invokeurl
  210.         [
  211.             url :base_url
  212.             type :POST
  213.             parameters:parameters_data
  214.             connection:"zohobooks"
  215.         ];
  216.         info response;
  217.     }


        • Recent Topics

        • Comment to DM Automation

          Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
        • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

          We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
        • Webinar - Getting Started with Zoho LandingPage

          Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Zoho mail to contacts and leads, but not to accounts?

          We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
        • Marketing Tip #19: Upsell on product page to increase order value

          Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making
        • CRM limit reached: only 2 subforms can be created

          we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.
        • Kaizen #198: Using Client Script for Custom Validation in Blueprint

          Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
        • オンライン勉強会のお知らせ Zoho ワークアウト (2/19 参加無料)

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho
        • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

          I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says
        • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

          Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
        • How do i move multiple tickets to a different department?

          Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
        • How to apply customized Zoho Crm Home Page to all users?

          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
        • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

          Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
        • Enrich your contact and company details automatically using the Data Enrichment topping

          Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
        • Zoho Billing Partial Proration...

          Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
        • Getting Subform Fields to Display Top to Bottom

          I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top
        • [Feature Deprecated] Gamescope in Zoho Projects

          This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and
        • Creating a task, i can not work out how to get ID for What_Id

          hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try
        • Can't connect to POP and SMTP over VPN

          I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
        • my zoho mail is hacked

          my email is sending my username and password to people i dont know
        • Suministrar accesos

          Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments
        • Introducing real-time document commenting and collaboration in Zoho Sign

          Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
        • Ticket Loop from Auto Responce

          We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates
        • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

          Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set
        • Zoho Signatures Missing

          In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly
        • Filter button in the Zoho Sheet Android App doesn't toggle on

          I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
        • New activity options for workflows

          Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to
        • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
        • Kaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions

          Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? Catalyst
        • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

          Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z
        • Inactive License for free account.

          I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact
        • Syncing zoho books into zoho crm

          I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
        • Announcing new features in Trident for Mac (1.34.0)

          Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s take a quick look at what’s new. Connect with customers using Zoho Voice integration. You can now easily
        • The Social Wall: January 2026

          Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social
        • How to block whole domain?

          I am getting at least 50-75sometimes over 100 spams emails a day. I see a lot of the spam is coming from .eu domains. I would like to block /reject all email coming for the .eu domain. I do not have any need for email from .EU domains. Why won't the BlackList
        • How Zoho Contracts Makes Negotiations Clear, Secure, and Transparent

          Negotiation is one of the most critical—and often most chaotic—stages of the contract lifecycle. Multiple stakeholders review the same document, propose changes, debate terms, and exchange feedback. Without the right tools, this collaborative process
        • Next Page