Invoice is not updating by using postman according to API documnetation
Hi Friends, I am trying to update an invoice by using postman, but every time it is giving me "400 bad request" with the following error : { "code": 4, "message": "Invalid value passed for JSONString" } Please help me out, I am middle of my project. It is very urgent. I am sending the required field to as it is mentioned in API document. The following things, I am sending to update. Http Method Type: PUT URL: https://books.zoho.com/api/v3/invoices?organization_id=66X78X4X1 Headers : Content-Type
How to filter a item based on created time ?
Hi there, I am using zoho books api v3. and I want to filter a item based on created time so which filter i need to pass ? I already refer a documentation but can't find any solution?
Moneris?
While I know it's not possible to integrate Moneris with Zoho Books, is it at all an option to hire a developer to integrate this externally? Has anyone on here had success with this in the past?
Browser toolbar button for expense
Small item but this would be very helpful. I run a browser toolbar for Zoho Books to act as my customizable menu. I want to make a button which opens an expense already set to the proper credit card account (the button is to create a quick credit card expense). I can't seem to get one to function properly, the only expense shortcuts I can make either bring up a blank expense with my default bank account pre entered, or I can make a shortcut which pulls up an already entered expense, again defeating
Purchase order item rates
Is there a way in automation to check for this ? Some users manage, on occasion to change it to "VAT inclusive", causing some mistakes ! Edit: It's because some users create Sales orders inclusive & other exclusive, then they convert it to a PO & don't
Monthly services invoice
Greeting! we are a small internet service provider are giving services to our customers. 1- all Service payment from customers are advance and customers should pay their invoice before start new month. 2- all customers billing date is 20th every month . it means customers should pay us maximum on 19th every month to renew their service for next month. Question: My question is that How I can setup my Zoho that make invoice about 4-5 days before 20th ? because I should send invoice of service for customer
Quantity pricing in inventory?
Is it possible to have pricing for an item where you might pay, for example: $5 for 1-10, $3 for 11-25, $1 for 26-1000? Is this possible to do without creating multiple of the same items with slightly different names and prices? Thanks, -Tom
Include tax
Hi, We need to include taxes in whatever we do (estimates, invoices etc.). We currently have 2 taxes 25.5% and 7% Here is how our gvernment wants (and this is the law) us to write invoices: ITEM Tax Ammount Item 1 25.5% 1255 Item 2 25.5% 1255 Subtotal without VAT 2000 VAT 510 Total 2510 It's just a question of the layout and fields. The workarounds you offer (Tax Group, with a -% and a +%) di not really help because if we run tax reports the tax is wrong. The only logical workaround would be to
Adding the SHIP TO field data from Invoices and Quotes to email as a placeholder
I do not see Ship To field as a choice on the placeholder drop down for email content. Can you please advise how I can add this? Justin
Workflow Execute when Estimate Expires
Hi, with Estimates, you can define an expiry date. Is there any way to execute a workflow when the Estimate's expiry date is reached? Thanks.
Invalid value passed for JSONString, PostMan Curl Post API, Zoho Books
I have read multiple topics available but none seem to give a final solution. I am trying to send a Post Call using Postman to Zoho Books to create a new item. I get an error: { "code": 4, "message": "Invalid value passed for JSONString" } The Post is https://books.zoho.com/api/v3/items?organization_id=65871976 The Header has Content-Type = application/x-www-form-urlencoded;charset=UTF-8 In the body I chose the option RAW and type as Json Previously I have been able to successfully get the Access
Books API Update an Recurring Invoice -> Error 11
Hello, i have several Recurring Invoices in my Zoho Books. Now i must update them via The Zoho Creator. The Update work over an selvemade PHP CURL Script that is explained here. The Auth Token and Org ID are correct, but if i make a PUT over Postman (because my script give an Error) i become the (same) error: { "code": 11, "message": "The parameter JSONString is mandatory." } But the Body field is filled with the Correct Required Data from Here: https://www.zoho.com/books/api/v3/#Recurring-Invoices_Update_Recurring_Invoice
How to Invoice Customer first and then send goods?
Our business Invoices the customers on Day 1 and starts sending goods after a few days. All goods are not sent at the same time. Some goods are sent after 1 month and some after 3 months. Is there a way to record how many goods are sent and how many goods are pending to be sent to the customer? Day 1 - Invoice with 10 goods Day 20 - 1 good is sent Day 60 - 9 Goods are sent
Sort Order Custom Fields
Hi, would be nice to add sort order for Custom Fields. That way I can control what order they appear in when editing or creating a new document. Thanks :)
When trying to import Items into Zoho books I am getting an error as "Inventory Account: The value for this column is either incorrect or it is not the expected value."
I am trying to import items in our org from an CSV file. few Items are getting skipped with this error "Inventory Account: The value for this column is either incorrect or it is not the expected value.".
How to use Custom template variable %RetainerAppliedToInvoice%
Hi, I'm creating a custom retainer invoice template. I like to display the list of past linked invoice, and the %RetainerAppliedToInvoice% seems to be the variable to use. But the default custm template doesn't use it. Is this varaible juste a texte list of pas retainer invoice, or is like the itemlist, a variable in a loop ? How to use this in the template ? Thank you
No way to manually link old invoices to recurring invoice
Hi, can you please create a process for us to manually link older invoices to a recurring invoice? Example would be that customers wanted to use us initially for undisclosed amount of time without us knowing whether they will become full customers. Customers
How to put two or more (multiple) header rows in the invoice items table
Is it possible to put two header rows next to each other in the invoice item table on the invoice? We have headers that need to be bullet-pointed. I considered making them invoice items with zero QTY, AMOUNTS, etc. but a zero shows up in the numeric columns.
Bill workflow rule - filter
Selecting a relative date disables the comparison operators ??....
Bank payments to nominal accounts
I think that there is a problem with the bank payments, but if I am missing the answer I would be grateful for someone to tell me. When making a bank payment (or categorizing an import) I sometimes need to allocate that payment to an account I have created in the Chart of Accounts. The only way that I can allocate a payment to any account I choose, though, is if I select the category of 'Expense'. The problem with doing that is that it then appears on the VAT return, which may not be correct. Unless
Draft bills
When we get billed for a PO that is not yet received they are saved as "Draft". I'd like to be notified when a billed PO is received.... Easy enough to code externally but could one of you Deluge experts kindly convert the code below.... function draftBills() { var POr = UrlFetchApp.fetch("https://books.zoho.com/api/v3/purchaseorders?organization_id=" + orgID + "&authtoken=" + token + "&status=issued"); var POd = JSON.parse(POr.getContentText()); var POs = POd.purchaseorders; for (var i =
Custom tabs in Books
HI, Is there a way to have Custom tabs, like it is possible in the CRM? This would help integrating a Creator app in Books. As far as I know, web tabs can't be used as we need to be logged in. Thanks
Credit Note
Please let me know how to delete a applied credit note.
How filter item based on created time ?
Hi there, I am using zoho books api v3. and I want to filter a item based on created time so which filter i need to pass ? I already refer a documentation but can't find any solution?
Disposable / Once-Off Billing & Shipping Address
Hi, some orders we have are placed on our online store. And we do not want to create a customer record for each customer, so basically, like having a Cash Sale account. The thing is, each customer obviously has a different Billing/Shipping address. Can
Customer paid ₹0.60 less
My customer was supposed to pay me ₹562.60 by he paid me ₹562 and didn't pay ₹0.60 I have recorded the payment, but now the invoice is showing ₹0.60 balance due. I have considered the payment as full and final. What should be the accounting treatment in this case, and how to do that in Zoho Books. Thanks in advance !
Workflow Advice: Most payments from PayPal
Hello ZB Community: I've been using Zoho Books after migrating from Quickbooks for about a year. I enjoy the visual experience and the power of the tool, but I'm always questioning if I'm doing the right thing to make use of Zoho Books. Since I'm largely a one-man shop, speed of "doing the books" is very important to me. Currently, my workflow looks like this: 1. Website Orders generate PayPal payments 2. Create a Customer Payment from the "Banks" view of Zoho Books for the PayPal transaction feed
when can we expect budgeting in Z books
Hi, when can we expect Budgeting in Zoho books? Ledger budgets at least would make it more usable.
Zoho Books Estimate Auto Approval
I have a small sales team and only a few products and I don't really need to approve every single estimate.How can I automatically mark estimates as approved? Custom Function, Webhook? Thank you
South African Bank Feeds Broken
Support emails are ignored. Standard Bank and FNB bank feeds are broken for South African clients. This has been an on-going issue for months now, and today our second bank feed went down. Xero however works perfectly. I would suggest that all customers who experience issues with bank feeds move their business, as Zoho constantly attempt to blame their supplier or the banks, however other accounting systems using the same provider work perfectly and for the same bank accounts. In addition, how is
Delay invoice or send manually
Hi all we have a business model where our sales team go go out and demonstrate our products (we have several products) once a customer decides to buy a single or multiple product they pay via stripe. at this point we send an invoice, all we want to do
Get shipping address, billing address from address_id
Hi Team, I am new to zoho and need some inputs. Please share some pointers as how to get the billing & shipping address details from a zoho sales order. The sales order contains billing_address_id and shipping_address_id, so need to fetch the details and populate billing and shipping address in the custom function in zoho flow so that I can create order in shipstation as soon as a sales order is created in zoho. I have looked the zoho books API but I could not find the API to fetch address details.
Is there a way to configure bank feeds for any Spanish banks?
Hello, I tried to configure bank feeds for my bank in Spain, but I didn't find any spanish bank in the list. Even the EC banks don't appear in the list of supported banks. I need to feed my account automatically from my bank. Is there any way to configure it or maybe Zoho Books doesn't work with spanish banks? Thanks for you answer
Recent Activities feed needs an improvement
OK Zoho Books team. I've recently been thinking about how to return to a place I've been after completing a transaction or action. For example once I convert a sales order to invoice, I remain among the invoices in the Invoice Module. When in fact I need
Zoho Payroll USA North Carolina
When will Zoho Payroll be available for North Carolina? Will be be available to transition by 01/01/2020?
books needs budgets.
live, and updating as transactions go through and are classified. that is all.
Vendor Purchases Summary Graph
Hello, Currently the Summary Graph on the Contacts (Vendors) profile shows only purchases that classify as expenses. It would be easier and much better if it actually included all purchases regardless of their classification. It is a pain to go to the Transactions tab and select the specific type of transactions from the drop down menu to see the purchases. The summary graph is much better and easier. So can you please add it to the requests. Thank you
Rounding off
How to I round off the amount field in invoice or bills? Is there an option available? Else kindly provide such option. It is a much needed option as amounts are rounded off very often. Thanks
How can I get ledger statement for a particular contact?
I am trying to fetch the ledger statement for a given contact id but it returns the response in the form of pdf, so is there any way to get the response in text (json) format?
Items - Purchase information VAT
I have to check every VAT quarter, all of the purchases from the EU to ensure all of the correct tax codes have been used on bills so that the Box 2 VAT calculation summary is correct. This is very time consuming. Is there a way to ensure that any bills from EU registered vendors can be checked that the correct VAT rate is selected before posting the bill ? Ideally there should be a purchase VAT field for items or should the VAT field selected under Sales also apply to purchases & not working ??
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