Invoice Sent via API not including Stripe Payment Link
When we send an invoice from the CRM or Books manually, there is a checkbox towards the bottom under the "Payment Gateway" section of the invoice, with a checkbox for Stripe. Our sales process is to present the customer with an estimate, when they accept
Email alerts for items
Hello, I'd like to ask you is it possible for me to receive a notification when a specific item is ordered by a client. It is important for our company to check carefully some of our items, before we ship them, so it will be nice if you have such a function.
Update Custom Fields in Estimate returns {"code":4,"message":"Invalid value passed for JSONString"}
What am i missing here? This is a custom function inside "automation" tab of Zoho Books, all i am trying to do is update some custom fields that are blank so they have the correct value from the customers profile in CRM if the sales person forgot to enter
Fields not positing "is_linked_with_zohocrm" & "zcrm_product_id"
I'm trying to make an instant sync between books and crm via a deluge script. Issue is that I'm unable to read or write to these fields, I know that I have the correct api field name. Are these fields only available to read if the sync writes them? Posting
Zoho Books/Inventory download docs in Excels formats
I wonder if anyone achieved a way to download PO/SO/Bill/Estimate or Invoice in Excel Template via just click of a button? Is it even possible via Creator or Zoho Sheets or Airtable? We are currently looking into the solution but so far non of the developers
Missing documentation for "related lists"
This question is related to both Zoho Books and Zoho Inventory. Under settings you can add something called "related lists" to a resource, like items. When I do this I get some sample code of how this is supposed to be implemented: /* This is a sample
Calculate miles for delivery
Hi everybody, We are in need, after migrating from QuickBooks, to find the way to calculate the miles we drive for deliveries to different customers. Every customer has a fixed distance (no multi-location customers, right now). We thought about creating
Get a value from custom field in inventory into an email of Zoho Books
Hello, When I create an invoice (Zoho Books) there is an automated email sent to my customer based on a specific date. This email shall contain a field content which is set up as a custom field in the product itself. How can I get the value from that
Custom Function Error "code":2,"message":"Invalid value passed for page_width"
Hi, I am getting this error when I execute a custom function in zoho books. I can't seem to find any information on the error message so not sure how to solve. Anyone have an idea what this error could be - "code":2,"message":"Invalid value passed for
Set "quantity" on Estimate creation at certain value when Customer custom field value is met
Hi, I am trying to automatically populate the "quantity" field on an Estimate based on a Custom Field of the Customer. Quantity field being on the Item Table of the Estimate. Custom Field: "Contract Client" [Values is Yes / No] I've written the following
Custom calculation for estimates
Hi there, is there a way to achieve the following calculation in my estimates? D = A x B x C A = is a custom field B = system field for amount C = single price D = total price Thanks, Enrico
Detect the first sales order of a client
Hi, We would like to detect when a Sales Order is created, if it is the first made to that client. Any clue how to achieve this?
Display Dual Currency on Customer Invoice
Singapore Tax Authority requires our Customers Invoices to clearly stated the GST tax amount on the invoice. For SGD invoice is no problem. But for USD invoice, we hope the Zoho software can be modified to show the invoice amount and GST amount in Singapore
Zoho Connections - Google Sheets
Here's a great snippet obtained from the one & only Bharath Kumar, who has helped me enormously with my task of moving my external code internally to deluge. A million thanks to you Bharath. If you need to post stuff to Google sheets, set up the new Zoho
Is there a way to delete an invoice using API
We can manually delete an invoice if needed. Is there any way to delete an invoice via API?
3-tier tax rates (hi-rate on some items and low-rate on different items and no-rate on certain service items)
My state requires the collection of sales tax at the standard rate (6.25%) on general merchandise while requiring the collection of a reduced rate (1%) on certain food items sold to retail consumers. The standard sale tax options in Zoho appear to only allow an item to be universally classified as either taxable or non-taxable with no ability to assign items to a specific tax tier or tax group/ classification. Is there a way to expand Zoho's tax-calculation flexibility by creating a custom field
Using "greater than" comparator in API V3
Hello, I'm trying to get all invoices created after a given date. Currently, if I provide the date value in the query of api/v3/invoices (https://www.zoho.com/books/api/v3/#Invoices_List_invoices), I get all invoices created on that date, because the default value of the comparator is "equal", as stated in the api response : How can I set the comparator value to something like "greater than" ?
Workflow rule not executing
Hello! We have the following custom function run every time a sales order is executed or edited to calculate the gross profit. However, we get the error "Custom Function calculategrossprofit failed to execute for the workflow calculateGP". I've created
Deluge
Working on this dreadful script ;-/ .... str = "Hello Zoho world !"; info str; ;-) Trying to convert an open bill to draft via a custom button for bills: response = zoho.books.updateRecord("bills","########",bill.get("bill_id"),{"status":"draft"}); return response; (Says "Success") ???? Not working - please help - I've tried {"is_draft": true} also. & one other little question - accessing custom fields with deluge - the api name given for access does not work - do we have to iterate through them
How to know the profitability of an estimate
Hello, the purchase prices of the items being filled in, how to know the profitability of an estimate ? (Without having to consult the details of items and then calculate the margins) Thanks
Zoho Books Customer Portal API
We have successfully created a customers synchronization between the OpenCart ecommerce software and Zoho Books, with the aid of the RESTful Zoho Books API. As a next step, is there a way to create a 'Login with Zoho', similar to 'Login with Google' or 'Login with Facebook' for our ecommerce site? I asked Zoho Books support, they were useless. They said there is no Customer Portal API, but that one of their Partners could help. However, no further leads or details. It's strange that Zoho can't implement
{"code":4,"message":"Invalid value passed for bulk_update"} while creating invoice
I am trying to create invoice on submitting a form built in PHP and below is my code : curl_setopt($ch, CURLOPT_URL, "https://books.zoho.in/api/v3/invoices?organization_id=60005986825"); // curl_setopt($ch, CURLOPT_POST, 1); // curl_setopt($ch, CURLOPT_POSTFIELDS,
Zoho Flow - email attachment to payment (or API)
Is there a way to reference an attachment to a payment? Ideally, I would like to include it as an attachment to an email sent via Zoho Flow. Or download it via an API. Right now I have to generate a link in Zoho WorkDrive and then add that to a custom
API Endpoint For Adding Orders
Please provide a streamlined endpoint that can be used to quickly add orders to zoho books. For any eCommerce company that wants to quickly automate all revenue account this is a critical need. Right now in the API it's possible to add revenue items,
Update estimate template depending of a customer field
HI, We have a customee fields named Business Unit. Depending from the value, the template to be used for an estimate should be selected and no the default one. We notice our sales often forgot to change the template. I thought of a workflow, which would trigger a deluge script. But I can't find a way to update that template when the record is created. Any clue ? Regards
How to create a button in Invoice view in Zoho Books that force the invoices to be sorted by customer name
Hi all, I'm new in Zoho envoroiment and I'm praticing day by day with Zoho Books. I would like to create a custom buttom in the Invoices module that automatically sort the invoices by customer name, from A to Z. I know it can be done by clicking on the dedicated colum, but I would like to make this operation more user friendly? Can anyone help me?
zoho.books.getRecordsByID not working
Hello, I am creating a function inside Zoho Books and this simple line is not working right now. It says "Client does not exist" and, of course, the client DOES exist What am I doing wrong? This is the line response = zoho.books.getRecordsByID("contacts", "2006xxxx", "81921xxxxx");
How add a tag to many operations ?
Hi, I would like add a tag to some operation from a date to another (from 01/01/2020 to 06/30/2020 for example). Is there a way to do that easily (perhaps with a custom function) ? Thanks
Get contact_id from zoho books to custom field Workflow Rules
Hi There I want to update the field " zoho books ID" I create at accounts models how I can get the record from Zoho books to Zoho CRM through workflow rule and actions functions or webhook any idea ?
create a work flow for the sale order approve
hi.zoho I want to know is that possible to set a work flow like this. if the total discount value is higher than 30% of the sales order amount. then need me approve for this sales order. thanks you very much
Calculate End Date of Hire Period
Hi support, I have a business where furniture is hired to customers. I have set up custom fields for "Hire from" and "Hire to" dates, which I manually enter. I would like to have the end date calculated by adding a field for "Hire Period" We hire by weeks,
ESTIMATE and IVOICE NUMBERS
How can I keep the same auto-generated number for the estimate to the invoice ? I mean when the estimate is being converted to an invoice i would like to assign the same number of the estimate to the created invoice thanks
Live Calculation and Live Update of custom field in Invoice Page (If OCTFIS TECHNO can do it, why can't Zoho do it?)
Dear, i saw a video from OCTFIS TECHNO, regarding Live calculation and Live Update for custom field in invoice page. If OCTFIS TECHNO can do it, why can't Zoho do it? Thanks & Regards Shamnad Jafer 9446005528
How to get authtoken for Books function to get List of PO ?
Hello, I'm trying a small test function in Books Automation for module Purchase Order to get the list of billed PO. This test should run standalone for now. Later I plan to attach the function to a button or link for admin to run it. Surprisingly, it requires at least one known PO to get the list of the others. Arguments are mandatory, I don't need them. void test_getpostatus( map purchaseorder , map organization , map user ) { organizationID = <hidden>; poSearch = {"status":"billed"}; poList = zoho.books.getRecords("Purchaseorders",organizationID,
Is there a way to automatically copy comments from Zoho Books to Zoho Analytics?
Hi, Is there a way to sync the comments associated with a customer record with Zoho analytics? I have integrated Books with Analytics and I cannot see a way to pull the notes/comments across for reporting. We have multiple versions of books for different companies in our group and I use analytics to consolidate financial information across all companies. For each company i have created "debtors" dashboards listing customer information such as amount overdue, last payment date, customer contact
Automatically create an Delivery Challan basis a Sales Order.
Hi, I wanted to know if there is a possibility to automatically populate a Delivery Challan basis a Sales Order. Is it possible to do this with custom functions? If yes, how?
Issues regarding Zoho Books updateRecords and Workflow Rules
1) I'm having trouble using zoho.books.updateRecords( ), it returns null as a response every time. I believe that I'm either messing up the record id or the key-value map, I'm using the customer id as record id and I'm doing the update for the "Customers" module. I'm trying to update a field called "amount" for a particular customer, I have his customer-id 2) Customers Module in Zoho Books has some custom fields with default values set, the customer module is in sync with the Zoho CRM's contacts
Error - Null value occurred while operation division
invoiceID = invoice.get("invoice_id"); invoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); customerID = invoice.get("customer_id"); invDetails = zoho.books.getRecordsByID("invoices",organizationID,invoiceID).get("invoice"); lineitems = invDetails.get("line_items").toList(); iList = List(); info 'hello'; for each find in lineitems { imap = Map(); itemtotal = find.get("rate").toDecimal(); <collection>.get(<expression>); item_custom_fields = find.get("item_custom_fields").toList();
Share the code of the invoice "Minorista - Estándar"
Hello, Can you share the HTML code for the template of the invoice intended to POS, the name in spanish is "Minorista- Estandar" or someone from the community can share me a code. Regards
How to authenticate noninteractively to APIs
I have two use cases for APIs that I don't understand how to authenticate. 1) I want to make myself a desktop timer app. I don't want to have to run a server to redirect to. I also don't want to have to open the Self Client page every time. I just want
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