WHMCS invoices to Zoho Books
Anyone here know of an easy way to transfer my WHMCS invoices to Zoho books. Have there been any integrations built or alternatively what is the most efficient way to do this manually? ANy help will be appriciated.
Bulk Updation of invoices for approval
Guys you need to put the following options in Zoho. 1) Bulk Approval. I have 42 invoices for approval. I need an option where I can approve all the invoice pending for approval at once. It just too much waste of time. Please start working on the changes
Invoice Get Record Error Message - Code 57
Hi everyone, Running into an issue where running below code in Zoho Books Custom function gives me following error. Would greatly appreciate if anyone can explain and help me resolve the issue Purpose of the function Grab other invoices currently open
How to access custom fields of invoices using Zoho Deluge?
I'm trying to access the custom fields of my invoices and I'm getting the following error: Any ideas on how to solve this? Website
Searcing for sale price for each old customers again and again
Hi, I need to look for old prices again and again for old customers. how do I know at what price I billed a particular item to repeat customers? Going to transaction each time is too time consuming. also we cannot have fixed price list as our prices to
Filter Based API request in Zoho Books using POSTMAN
How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
Need Credit note Attachment api
I am exploring zoho api. on api portal https://www.zoho.com/books/api/v3/credit-notes/#overview But I am struggling to find a Credit Note Attachment Api. We need to send Attachment with Credit note. Can you please share the credit note attachment api
Wie lautet der API-Feldname für das Feld "Betreff" (Subject) in Angeboten?
In der API Dokumentation habe ich es nicht gefunden.
How to update Project Invoice Preferences in Zoho Books via API
How do you change Invoice Preferences for projects in Zoho Books (i.e. Single line for the Project, Group by users, etc.) Here is the screen shot where the data is entered:
What is definitive way to know when invoice is paid (in the JSON)
What JSON values are the definitive way to know when invoice is paid (in the JSON) Can it be done just from Invoices or must it be done only from Invoice Payments
Custom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit card
Zoho Books Automatic Exchange Rate Calculation based on Currency Amounts
Hello, I have a request about Zoho Books bank transfer function. My base currency is GBP on the system and when I exchange currency on my bank I record it to Books. For example, according to my attached record; I have exchanged 47.08 GBP to 1.000 TRY
Invoice as PDF
Hi All, I am trying to share invoice as PDF via sms using custom function. i dont know how to GET invoice as pdf using api. Can anyone help me here?
On creation invoice and selectiong Customer, update custom field "Transporter"
we have made a custom field in customer "Transporter" ,When new invoice is created and a customer is selected, i wish to fetch transporter and put it in notes, please reply with the script as soon as possible
Books API - how to change customerpayments fields of card_type and last_four_digits?
Hi, I'm trying to edit these two fields, card_type (such as visa) and last_four_digits (i.e. 1234) with a PUT request to /customerpayments/{id}. At the same time I'm sending bank_charges (a float, such as 1.23). The bank_charges are saved, but the other
Notifications and Triggers based on Payment Information being updated
When the customer updates their Payment Information (using the Request Payment Information link), I need to: Send notification to the Sales Rep that this step is complete (I can create this in Flow or use any native capabilities) Trigger an update (through
How to trigger a workflow every time a partial payment is applied to an invoice?
I want to run a workflow when a partial payment is recorded for an invoice. This configuration does not work. Is that because a partial payment action is not an attribute of an invoice?
Is it possible to pass tax value instead of tax ids to sales order API request body?
Hi, I'm using sales order API to create a sales order and in the request body, there are the parameters for tax_id on both levels i.e items_level and entity_level. In my case, there are different tax values for different items in a single sales order.
契約開始日から契約終了日を表示する
契約開始日から契約終了日を表示する関数を作成しました。 目的の日付は表示されますが、関数のエラーが発生しているようです。 エラーの解除方法についてアドバイスいただければありがたいです。 よろしくお願いします。 以下に、詳細を記載します。 関数作成画面でのテスト(保存して実行する)ではエラーは発生しません。 《関数作成画面でのテスト画面》 《エラー表示画面》 《失敗の理由》 Value is empty and 'addDay' function cannot be appliedat lineNumber
Bulk update next invoice date for recurring invoices
Is there a way using a custom button or API or deluge or Zoho Flow or some functionality to update the "next invoice date"? We have 500 invoices each month so it would need to work in bulk. We often bill on the same day each month but it can change each
Select the associated bill number or bill type in Vendor Credit (Debit Note rather)
I am trying to create Vendor Credit Note, which is nothing but Debit note in standard terms, it is showing me error of "Select the associated bill number or bill type.", there is no option to specify bills associated. Can some one help on this? Here is
Sales Order Related Lists
Is there a way to make a related list in a sales order that displays the customers open retainer invoices? We usually take deposit on items when ordered, and need a way when a sales order is ready to process that we can cross check if the customer has
How do i upload an image in PO as a document using Python
Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows: # # # Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\Urban
Problem requesting Grant Token with C# desktop application
Greetings, I'm new Zoho and am looking to use the API via a C# desktop application. I am following the first steps in the following guidelines to request a Grant Token and subsequently request Access and Refresh Tokens: https://www.zoho.com/books/api/v3/oauth/#overview
Zoho Books Invoice
I'm using the zoho.books.createRecord( ) method to create and send invoices. But the invoices get saved as drafts rather than being sent to the customer. How do I send the invoice?
API or Integration to associate a contact-person with a contact?
How in Deluge to associate a Contact-Person with a Contact? I need to programmatically assign the Books company owner as a 'contact-persons' for each Customer.
'UnAuthenticated Connection: zbooks_connection'
I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't have the connection I like
error
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400
Change Transaction Series creating invoice via API
Hello, Now that we have custom transaction series, is there any way to pick the transaction series that we want when creating an invoice throught the API? I cannot see it in the documentaton
Zoho solution for Manufacturing
Hi, We are a startup manufacturing producing Plastic Pipes. We use around 10 to 12 different raw materials to produce 5 types of products.We are looking for a solution which will maintain our inventory for finished products also link the raw materials
Checking what custom functions were executed
Is there a way to check through deluge code what specific custom functions were executed for a specific invoice? It would be like the comments & history section but in deluge so I would get a receive a JSON message. Is this possible through a record fetch
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
connection not working
Default connection services not working the message is " connectors fetch failed "
Zoho Books - Account Transaction API & Excel Query
I have been trying to export the account transaction from Zoho Books for some time. I was able to get the data based on Postman by following the API Docs by Zoho. My requirement is to import the Account Transaction Report from Zoho Books to Excel using
Not enough permissions to add attachment to Invoice
Hey, I have been trying to automate some attachment processing and hit an unexpected permissions issue. My goal is to automate the upload of some files as attachments of Invoices. My steps were the following: Created a new self-client through the Developer
API for Books Report and Zoho Deluge Lines of Execution limit
Hi , I have two questions 1. We need to pull the data from Reports created in Zoho Books using API similar to Zoho Analytics? I dont find anything in the API documentation, can you please share a link if it is available or any other suggestions without
What is incorrect about this syntax to set salesorder status to "pending_approval"
order_data = map(); order_data.put("salesorder",{"status":"pending_approval"}); sales_order_data = zoho.books.updateRecord("salesorders",books_organization_ID,sales_order_id, order_data);
Error: "Please ensure that the shipping_address has less than 100 characters"
I want to populate the Shipping Address of an invoice with these values: address_map = Map(); address_map.put("attention", trim(address_list_value.get(0))); address_map.put("street", trim(address_list_value.get(1))); address_map.put("street2", trim(address_list_value.get(2)));
Deluge and Books with line items
Hi. I am trying to code a solution that looks at invoice line item in a workflow and if they contain certain products updates CRM module. I have been slowly trying to learn deluge but am stuck. I have managed to grab the invoice data and can pullout various
ZCRM from invoice in books
I am trying to create a function that writes to the crm after an invoice is created in Books. It is important to link it to the correct contact id. I am trying to find the CRM contact id from with books. I thought it would be ZCM_contact_id but it returns
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