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

    • Will zoho thrive be integrated with Zoho Books?

      title
    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
    • Making preview pane "stick"

      Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in
    • Reason:554 5.1.8 Email Outgoing Blocked

      I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to
    • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

      Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct
    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
    • Changes to the send mail Deluge task in Zoho CRM

      Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
    • Page Rules in Forms

      🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined
    • Cancellation of written-off invoice

      Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year
    • Create Invoice automated with Package

      Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS
    • I want to create a mailing list, NOT a group.

      Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email
    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
    • no me llegan los correos a Zoho mail

      No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
    • Group Calendar as Default for adding new events, etc?

      Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.
    • Bookmark Loading is Buffering

      Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,
    • Zoho Webinar custom registration fields into Zoho CRM

      I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere
    • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

      Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better
    • Download Google Drive Shared Image/File Using Deluge – Complete Guide

      Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains
    • How to update Acuity appointment fields from Zoho Flow?

      Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that
    • When will Zoho Learn be able to support SCORM files on the mobile app?

      When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will
    • No horizontal scroll bar in reports

      Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,
    • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

      Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker
    • filter broke my data

      I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
    • Request to remove domain "greentechcoatings.vn" from previous Zoho account

      Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account
    • Trigger actions in third-party apps using Zoho Flow

      Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and
    • Enroll, Script, Win: Hackathon 2025!

      Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER
    • Zoho Help Desk - Not receiving emails

      Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles
    • Almost all Flows are being queued

      A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
    • Employment Contract / HRMS Documents - Zoho People

      How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.
    • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

      If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop
    • Enhancements to Bigin's forms

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine
    • Table dimensions

      I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
    • Direct link to Record Summary

      Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume
    • API Support for Creating Invoices with Batch-Tracked Items

      Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.
    • Amendment effective date

      Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always
    • STOCK history in zohosheets

      is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.
    • Auto sync Photo storage

      Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
    • Agent password reset

      Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards
    • Can receive but not send messages in Zoho Mail

      Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.
    • Mail is sent twice!

      Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case
    • Next Page