Books API - is there a way to remove an Item from an Item Group?
Hi, we created a few Item Groups (IG) for lists of items which we want to keep together. It turned up to be the wrong solution - the items need to be in different categories - and we ended up using a different approach, creating a custom field and getting
Adding an additional Discount field in Invoice
Hi, I have the discount field enabled on our invoice, but at times we offer an additional discount on the discounted amount if the customer meets certain criteria. How can I add an additional discount field in my invoice? Please help.
Unable to list invoices with self client
I am obtaining authorization token using self client as follows: I get the token which I then use with curl to call the API as follows: curl --request GET 'https://invoice.zoho.com/api/v3/invoices' \ --header 'Authorization: Zoho-oauthtoken 1000.xxxxxxxxxxxxxx'
Workflow Rules Upgrade - Allow Custom Functions To Return A Value
If the Filter Triggers allowed a custom function to return a boolean or int number, many more custom filters could be created making it much more versatile.
How can list invoices from a customview through API?
I can do it listing sales orders, but with invoices adding customview_id in the URL does not work
How do I programmatically set the payment_options?
Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works. What is the syntax to set these programatically? "payment_options": { "payment_gateways": [ "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",
Please remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a Payment
Zoho client portal "name already taken"
While attempting to create a Zoho books account and to start off the 2-week trial. I was sent to a "let's get started page" where I am to enter my organizational details. All is fine except that I was given an error that a portal with our organization's
Books Price Lists API
Hi, I notice that in the API documentation the Price Lists API is noticeably missing and sure enough if you try to reach the api at /pricelists/ it fails with 404. Why is this not available. I mean, it's not very useful to be able to get items but not
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
Stipend/Commission or Payout
Hi team zoho. How can we show a payout or commission or incentive to a sales person or a anybody. I am not getting any link how to show this transaction. Also as there is provision of TDS deduction on such payments how to handle this. Regards Vivek
Formula Fields lack decent capability
I am looking to create a field that shows the `Number of days since` a particular date. The date in question is the `Last Invoice` date, which is added to an account record via a deluge script. I currently have a script that updates this `Number of Days
Custom function to add dedicated IDs for customers and vendors
I'm currently looking for a way to automatically add an ID to customers and vendors. The difficulty is, that I need the customer ID to be in between the range 10000 until 69999 and the vendor numbers need to be in between 70000 until 99999. How could
Custom field fetch in items fails
Hey Zoho Community, I've created a custom module in Zoho books which is called "Storage Bins". I'm looking up this custom module in ITEMS under the label "Bin Number" In a custom function I want to fetch the value (Which I assume is the ID of the object
How to search record of creator in zoho books based on field
How to search record of creator in zoho books based on field use case - after searched the record, based on that i will get zoho book id, as it stored whilte creating record, and wants to update the record please let us know
The items API only brings me 200 records
When I bring information from the zoho books API regarding the following instruction: ZohoBooks.settings.READ, it only brings me 200 records and in the system there are more than 200 articles in our organization. I did the same test with the invoices
Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
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 ?
Flow to email salesperson when sales order is updated
Hi, We have the salesperson field turned on in zoho books. When we create a salesperson in books, it asks for an email. Is there a way to lookup the email address in flow using a function? Thanks, Juan
How to Fetch > 200 Contacts form Zoho Books
Hi everyone, I'm running into an issue getting more than 200 records from the Zoho Books API. We are using this to populate a dropdown with a list of all active customers in a Creator dropdown field. Here is the code below: response = zoho.books.getRecords("Contacts","xxxxxxxx","&status=active&contact_type=customer","zohobooks");
how to change the name instead of info we want shipmydeal
Hi, Please check attached file .. as in the name i am trying to change the from 'info' to 'shipmydeal' ... how should i change ? and this is the code i have written sendmail [ from :zoho.adminuserid to :input.email subject :"Registration" message :"Thank
Display attachment(s) in client portal and emails
I've tried the following, updating all of the "can_send_in_mail" ... invoiceID = invoice.get("invoice_id"); fullInv = zoho.books.getRecordsByID("invoices", organization.get("organization_id"), invoiceID); inv = fullInv.get("invoice"); docs =inv.get("documents");
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=ConsentSpain as mentioned in this docs, but this is
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issue
Is it possible to use api oauth with grant type password?
Is it possible to use api oauth with grant type password? send POST https://accounts.zoho.eu/oauth/v2/token { "error": "invalid_client" } I can't get a token.
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. Traffic Rider Mod APK I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
custom button bug
Hello, I am using a custom button to validate a field with my api, but I have noticed that sometimes the button does not work, you have to make several attempts until it returns. Sometimes it doesn't return anything and just refreshes the page I will
How to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, there
How to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API request
How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
Custom Function - Wait for code to finish before loading
We are currently using a custom function which, in part, pulls information from a Contact Record and adds it to a custom field in a Sales Order after formatting it. The custom function is triggered by a workflow rule when a sales order is created or edited.
Failing to generate Access and Refresh Token
Hello. I have two problems: First one when generating Access and Refresh Token I get this response: As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
Show message when sales order meets condition
Hello, Is there a way to show, in deskto pand mobile, a message when a sales order meets some condition? We thought we could do it with validation rules but these ones are made to block the sales order creation when the criteria is met so it does not
Third Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?
zoho books API, cannot get new version of postman oauth 2.0 working
Hi, I am a long time Zoho books user. I have written some API code for timesheet reporting for my own company. While I am able to make my own code work, I am unable to use the Zoho books collection in Postman. It looks like Postman may have updated
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