APPLYING CREDITS to invoice
How to apply credits to overdue invoices using custom functio when a credit note is created
Editing custom fields of an SO with API hits customer's credit limit?
Hi, I'm using API to edit a custom field of an SO (with tracking URL so customers can click it in their portal), but I get error "Sales order amount cannot be more than the customer's credit limit". It looks like it's the same in UI. Instead of just editing
Zoho Books Cannot create debit notes for customers from API
I'm trying to use the Zoho Books API to create a debit note against a customer. But I can't find any endpoints for that. Looks like there's a DebitNote scope but it's used to create credit notes for vendors. Can someone explain how I can implement
Ability to add URL links to Comments
Current we are able to add comments to transactions via Custom Functions but we are not able to add links which are useful to open transactions, etc. There is a functionality in the “Related Lists” that allows a URL / link to be added, it goes like this:
customize
I added a "weight" in Custom Fields for Items and I would like to change the calculation of the Amount in the invoice For example; product A has 10kg and product A has 10$ per kg so the amount is 1 item x 10$ x 10kg = 100$ Can I custom like this
Error en API de facturas de proveedor de Zoho Books
Hola buen día, Estamos intentando hacer una integración entre un portal de proveedores interno que tenemos en la empresa y las facturas de proveedor de Zoho Books, para lo cual hemos encontrado un inconveniente: En el caso de que una orden de compra
Mark time as unbilled via API
How do I mark time as unbilled or not invoiced (for time that was manually marked as invoiced) using API? Sellers
Unable to change time entry in Zoho Books to "Invoiced" via API
I'm using Postman to update a time entries to have a status of "Invoiced". When I send: https://books.zoho.com/api/v3/projects/timeentries/1872928NNNNNNNN?organization_id=6NNNNNNN With a JSON string of {"billed_status": true} I get this error { "code":
How to create an invoice approved with API?
Hello all, We have the approval process activated in our Zoho Books but we want, under certain conditions, to some invoices created through API to be automatically approved. I checked the documentation and I could not find any way to achieve this, and
Zoho books integration to track shipping containers
We are in the import/export business and want to track our shipping containers similar to the way that someone tracks courier packages. There are third-party providers (example, SeaRates, ShipsGo, etc) that provide data on shipping containers worldwide
Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow
Retrieve multiple items in one request
We are building a CF to retrieve the vendor information of every item in an invoice. Loading the invoice, and the associated item list, is working. Unfortunately, the items retrieved do not include custom fields or preferred vendor data. We have considered
Crear un proyecto en zoho project desde una orden de venta de zoho books
Hola, tengo el siguiente inconveniente. Cada orden de venta que cre Sería eso posible? Hay Gracias! Valeria
How to Get the Books Invoice Sharing URL with Deluge?
I have managed to successfully create an invoice in zoho books from an invoice in zoho crm. However there are additional requirements to this script that seem to be an issues. I need to get the zoho books invoice url after the zoho books invoice is created
Recurring Invoice message:- java.lang.Object@9ede8b
Trying to access and update a recurring invoice custom field using the following but not recieve any kind of response other than the subject title message. the code /* This is a sample function. Uncomment to execute or make changes to this function. recurringInvoiceID
Custom Function of automatic creation of e invoice and e way bill in Zoho Books
Hello, We need help with a possibility of Custom Function wherein e-Invoice and e-Way Bill will automatically be pushed to the Government Portal with creation of an Invoice in Zoho Books. I have explained the situation below: 1. When an Invoice is created,
Purchase Order - creating multiple pdfs and attaching directly to the record using custom button/function
In Zoho Books, we want to save an Invoice, Packing List and other documents for each Purchase Order. These documents will be generated from the Purchase Order screen by clicking on individual buttons (Invoice, Packing List, Other) and the 'custom function'
Custom Item Quantity Rounding
Is it possible to apply quantity validation rules for specific items that trigger the quantity to be rounded to preset ranges? Example: Item A's quantity auto-rounded up to the nearest even number. Item B's quantity auto-rounded up to the nearest number
Calculations within Custom Field from Custom Item Field (Showing Item Category with Subtotal)
I am trying to do some template customisations and show a subtotal amount for all items 'from a category' 1) I have added a Dropdown custom category field within items API Name is now cf_category 2) I added a drop down custom field with Category Name
Custom fields from code
How do you reference custom fields on invoice items in code in Zoho Books? I tried the following code but it failed when it tried to convert the custom field list to a list. lineItems = invoice.get("line_items").toList(); for each item in lineItems
Submitting a PO for approval and approving it using zoho deluge
I am having a hard time figuring out how that line of code would work and how to write it I tried the markStatus function and it didn't work.
invalid_code issue in generating token in Zoho Books
I'm trying to generate the token for a new client that I have created from the Zoho api console. I'm using the exact same authorization_code as received from the zoho auth api. But when I'm trying to generate the token, I'm getting the error, "Invalid_code".
Automatic Contacts when Account is created?
We currently get most of our accounts created through Zoho books when we are entering in new sales orders. For marketing, emails can only be generated from Contacts or Leads from what I can find. Is there a way we can create a contact anytime a new account is created so that Zoho Campaigns can pull those emails in?
Zoho Books API get more than 200 invoices
Hello! When I run the Zoho Books API GET to get the invoices, I only get the 200 more recent ones, and I was wondering what's the way to get older ones. I tried to do it the Desk API way like this: curl -s -X GET https://books.zoho.com/api/v3/invoices?limit=99&from=200
zoho books search taxes
Hello, I am trying to create draft invoices in books for quotes that are ready to be billed from zoho crm. The main challenge i am having is taxes. They are based on location and each quote has the tax name i need to charge, but i cannot get the search
Zoho cretor + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
API Authcode
How to generate API Auth Code?
Importing Vendor Bank Account info from Zoho CRM to Zoho Books
Hi Team, We have many customers that are also setup as vendors in Zoho CRM. We have started to sync the CRM Vendors module with Zoho books in order to make payments to them using the Forte integration. We already capture the vendor bank account info in
Download invoice attachment using API
Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate
How to find the zoho books template_id for the bills
I was using the create Invoice api in zoho books to create the invoices but I cannot find the template_id for the templates in my portal. Kindly let me know where I can find the template_id for the invoice templates in zoho books dashboard
Give discount, but still show original price
Hi, Wondering how to have my invoice/estimate show the total item price, then discount, and then amount due. Right now it will only show discount and amount. Example. $300 line item. It shows discount 10% amount $270. I want the customer to also see that the original price was $300, not only the discounted price. Any help greatly appreciated :)
Simple script to update item prices to match latest bill
In case it gets lost in the previous thread, as I could see it had a lot of views ..... If you want a simple function to update the item purchase price to the latest bill received then you can use the following to accomplish this.... Custom function for
Account_id
My problem is that I don´t know the account_id for a bank account. I suppose that is something like "3632010000002301" but I don´r know how to find it. I need it because I have a custom function that create a customer payment, that works well, and I need
Custom Field
Hello! I'm looking for help creating a script for my business. Long story short, I have a good flow going but now need a custom script. Long story short, I'm trying to do: Contractor Submits Zoho Form Form has email and that email looks up the Vendor
The default tax rate didn't applied when creating a new invoice!
The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?
Zoho Books Pricelist API- Get Price of an item in Pricelist
Hi, We store MRP and Discount per customer as separate pricelist. Is there anyway that we can retrieve price of an item from a particular pricelist via api?
Updating salesorder of zohobooks using PHP
I want to update the salesorder from a php website but it give me the following error; function updateSalesOrderWithShippingCharges($sales_order_id,$customer_id,$sales_order_number ,$shipping_charges) { $json='{ "customer_id":'.$customer_id.',
Authenticate issue for API usage
Hi, so I'd like to access Zoho Books with REST API/python and tried following tutorial on https://www.zoho.com/books/api/v3/#oauth Initially I created Self Client on https://api-console.zoho.com/ with Client ID and Client Secret. Then I generated Code
How can I trigger a Books Workflow from a CRM Workflow?
How can I trigger a Books Workflow from a CRM Workflow / Custom Function?
Error generating journal from custom function
Good day, I am trying to generate a journal from a custom function but it returns the following error: {"code":11,"message":"Solicitar carga útil no debe estar vacía para la solicitud."} Reviewing the documentation of the books apis, I am considering
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