Setting entry level discount in Sales Order with API
Hello, We want to create a Sales Order with discounts in some items. The main problem is we dont know how the API is working in this scenario. Reading the documentation we have to send the quantity discount in the JSON in discount_amount in the line item
Keep getting "code": 14, "message": "Invalid value passed for authtoken." My authtoken is correct though!
Yesterday, I reset my password. I think I accidentally selected that checkbox that deletes all API/Authtokens. Today I regenerated new connection/authtokens for each Zoho Module that I needed. All my standard actions work great in Zoho Flow. BUT my custom
OpenURL to open the invoice->send email page
Hello, I'd like to use a custom button to run a custom function to run openURL, to open the invoice->send email page. I'd then like to preselect the "from" email address (from one of many i.e. it should be the logged in users address!!), add a bcc address
Generate payment link and sms invoice using Zoho Books APi
My application needs to send a payment link to the customer via SMS. One the payment is done capture it, create a paid invoice and again send it via SMS to the customer. But I observed 1) There is no API to generate a payment link 2) Invoice cannot be
Custom Function to Create/Release Invoice from Recurring Invoice (Off-Schedule)
Let's say we have a recurring invoice that recurs every month, on the 1st of the month. There are times where we want to trigger an off-schedule invoice to be created from the recurring invoice (middle of the month). We can do this manually by going to
Sales Order Line Items to Map() then list()
I'm attempting to get the line items of a sales order dumped into a Map() and then the map of each line put into a list(). Or honestly a simpler option if possible this is just what I've come up with based on some of the working Deluge code that I've
How to update a field value from customer module to a custom field in customer payment
Requirement 1. when a new customer was created in books. we will add the sales person name in the customer's custom field. 2. when the customer make the payment, we will use the sales person for the customer to pay the commission and update the commission
One Vendor Invoice with three payments schedule
We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific payment
Custom fields checkboxes are not boolean in Zoho Books
Hello all, Today I discovered a very strange and curious thing I think it is worthy to be shared with all developers: in Zoho Books, checkboxes created as a custom field dont return a boolean value, they return true/false but as a string. I was trying
{"code":6024,"message":"This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName
Hi I have multiple organizations and im trying to list the contacts of a certain organization using the below api request: curl https://invoice.zoho.com/api/v3/contacts?authtoken=XXXXXXXXXX&organization_id=YYYYYYYY but im recieving the below error:
Reports date range customization disabled!
For Accounts Receivable & Accounts Payable and other Reports we used to be able to select a date range with the drop down calendar, as we had view of calendars for two months. This is still available for Profit Loss reports, but not for many other reports.
Is there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?
How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreates
PO receive
If we receive a bill before PO items are received we leave it as "Draft" until the goods are received. It would be great to have the option to "open" the bill upon receive as a feature. I have tried via automation but cannot get the required PO status,
Getting Error -4016
Hello I am trying to create and invoice in zohobooks via api I am getting Error code - 4016 Message - please select an item Code "item_id"= "1156676000001650000","product_type"= "SERVICES","hsn_or_sac"= "998315","name"= "HOSTING", "description"= "500GB,
how can i create a refresh_token for Client-based Applications
Good day, i tried to get a refresh_token for Client-based Applications but i,m getting an error that sys invalid client_id but i just copied it but it doesn't work
Bill of Issue/Invoice
I run a subscription based business. I have multiple subscribers who make payments on different dates in a month and I raise a Bill of Issue/Invoice at month end. I have customised the customer tab to have all information I require for raising invoice/bill
Custom functions on timer
It would be great to have an additional hour, day, week, month & year timer for running custom functions instead of executing on a particular creation / edit of a document.
Updating custom field on Bill upon selection of PO
Hi, I have a custom field on Purchase order as well as on Bills called "Type of Order". This field is a dropdown type. While creating a bill, I would like to have this field on Bill be auto populated from the corresponding PO's custom field. For example,
Trial Balance via REST API
I can't see to find anything on the forums or in the rest documentation. Apologies if I missed it. Is there a way to pull a trial balance via the REST API? Is there an endpoint that provides this or two possibly - one for the Income Statement and another
How to make one online payment for multiple invoices?
Our clients asked if they could make the online payment for multiple invoices in one go? Even though I use Customer Statment to send all invoices in one file, but our clients still need to pay the invoices separately. Please advice, thanks.
How do I get Price Lists via API?
How do I get Price Lists via API? I've scanned this https://www.zoho.com/books/api/v3/ I know how to get Items.
Create invoice from 2 salesorders with custom function
Hello, We want to make a custom function that, when a customer has 2 or more sales orders, create only one invoice instead of 2 (we have a workflow to create invoices automatically from sales orders that have been sent). I have been investigating the
Create Invoice API returns {"code":4,"message":"Invalid value passed for JSONString"}?
https://books.zoho.com/api/v3/invoices? Why do I get a {"code":4,"message":"Invalid value passed for JSONString"}? { "customer_id": "1305319000000146080", "contact_persons": ["1305319000000146082"], "invoice_number": "INV-00005", "reference_number": "123459898",
Zoho Books sharing estimate link from deluge script
Hi Team, I want to grab the estimate share/acceptance link via a script, e.g the one that emails out to the customer. Where is this variable/API stored. Example: https://zohosecurepay.com/books/<mycompany>/secure?CEstimateID=2-c11068f4d4dd484f80137
Zoho Bool API to fetch Settings
Hi Team, Is settings data exposed via Zoho Books API? Regards Satheesh J.
Invalid value passed for Email Address
Trying to use "+" in the email address while creating a contact with contact person in the create contacts API, I am getting { code: 2, message: 'Invalid value passed for Email Address' } example - email: test+test@test.com https://www.zoho.com/books/api/v3/#Contacts_Create_a_Contact
Custom items export
Hi, Has anyone had issues with custom exporting in ZOHO books? I need export specific items, but both the current view export and export all doesn't work for me. Anyone got a solution?
API call for Phone number in Create contact
Hi There doesn't seem to be an API call to enter the Phone & Mobile numbers when creating a Contact. Phone number is available under Billing Address, but I need the ones that go with the main Contact details (not Contact persons) along with Email, Website,
Filter Invoices By Multiple Criteria
Hello, Can you get a list of invoice using the API using the filter_by parameter and multiple criteria, such as Status.Unpaid and Status.Viewed? I tried "filter_by=Status.Unpaid,Status.Viewed" and the system responded with an error about value being
Update Custom field on Estimate when accepted
We would like to perform a field update on Estimates when the estimate is either marked accepted or Declined. We initially looked in workflow rules but these do not seem to be triggered based on a document status change. Would this be something we would
Invoice billing_address and shipping_address are empty when using custom button
I have created a custom button in books for invoices, and there is the parameter invoice as map. However, the billing and shipping adresses are empty when executing: info invoice.get("billing_address"); info invoice.get("shipping_address"); Output: {"zip":"","country":"","address":"","city":"","phone":"","attention":"","street2":"","state":"","fax":""}
How to remove remove duplicate contact persons
Is there a way to de-duplicate contact persons within books? Or any way to bulk manage the contact persons who have invalid data via API? Using the CRM / Books integration and running into lots of issues with duplicate contacts and bad contact info. I've
getting internal server error while creating new bank transaction using postman
getting internal server error while creating new bank transaction using postman { "code": 1000, "message": "Internal Error" 500Internal Server Error
Get Invoices Items using Deluge or API
I need to get item list when a new invoice is created. i need this because it is mandatory to integrate to government tax service. I created a task that execute each time a new invoice is created, but I cant get item list from new invoice. I try using
Como puedo integrar zoho books con sistema de facturación Min de Hacienda Costa Rica
Buenas noches para todos! Les agradeceria si me pueden ayudar o guiar para integrar ZOHO BOOKS con el sistema de facturación del Ministerio de Hacienda, para poder generar facturas electronicas en Costa Rica. El avance que tengo es que debo obtener una "KEY" o "TOKEN" para poder conectarlo, pero les agradeceria que me guiaran para saber si existe algun plugin de Zoho Books para poderlo conectar, he escuchado de algunas personas que lo han logrado con exito en Costa Rica, pero no he podido dar con
Recording payments using APIs
I operate in Japan and we cannot use online payments with the banks here, also there are bank transaction fees, with VAT (consumer tax) deducted, on both the paying and payments received, and these vary. So you can well imagine the time taken to manually
Custom function for Zoho Books processes
We need a function wherein if any changes are made to the Invoices, Payments, or Credit notes, respectively of a particular customer, a trigger is given to get the total Invoice/payment/credit note amount. Trigger on: 1. Invoice add or edit 2. Payment
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Zoho Books, Related Lists and Custom Fields in Estimates
I'm using Zoho books and creating Estimates and Invoices. Customers have vehicles that we service. Is it possible to have a related list of vehicles that can be selected when creating the Estimate? Here's what I've done so far: 1. Created a Form in
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