Commission how to book
We have a Property Managing company Each client have its own account under his name where a rental income is booked in the statement as owner payment We get a 10% commission on that rental income I have done that as an expense and everything works fine when we do the Invoice to the client The commission is an income for us But the Commission becomes an expense also in our company= s operational expenses. That is not right! How should I register the Rental commission so that it is an costs in
Using Zohobooks api
Hello I was trying to integrate woocomerence with zohobook so search online for various options after research i found only 2 option 1 cloud connectors and 2 zaiper so i tried with zapier there are 3 issues when we adding contact there is no option to select the gst field by defaul it selects business_gst secondly while adding invoice it adds by defualt service no option to select good also not able to add hsn code So i decided to do it via webhooks of zapier but facing manny issues for using api
How to create purchase order from API
I've asked the following question on SO with no response yet - just wondering if this is the right place to ask? https://stackoverflow.com/questions/51079139/create-purchase-order-in-zoho-books-via-api-in-ruby-on-rails
our own website form to zohobooks contacts
Hi we want to create new zohobooks contacts from our own webform or update the zohobooks contact if it already exists. Our form collects: first name , email address (which we use as the zohobooks contact_name as well) ,phone number , and a text message
how to set item_type to sales_and_purchases and inventory also
We would like to add item which is for sales, purchase and for which we want to track inventory also, but there is no option through api to set all these three. Options available are Optional Type of the item. Allowed values: sales, purchases, sales_and_purchases
Zoho Books Workflows taking forever to get triggered
For some reason, Zoho Books workflows are taking many minutes to get triggered (execute). I noticed this today. Yesterday it was working fine.
Help with embedded Zoho Desk form in my C# .NET application
Hello, I'm trying to add an embedded Zoho Desk code in my .NET application, but I'm having problems. I'm trying to add the embedded code to a bootstrap modal, but the modal does not open when the code is present, only when there is no embedded code from Zoho. What could be wrong?
Update Task 'Due Date' field based on a formula
We have a Workflow rule that creates a Task when a field of the module is edited. The Due Date of this task is set to a date field value of the module. If the value is in the past, we want it to be set in the future. How can we achieve this automatically? As far as I can tell, Task Due Date are only Date fields and we can't add a formula to it. Ex:If Due Date is 12/16/2000, make it 12/16/2018
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Query - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,
Items per_page variables
If we get an individual item we get variables relating to Committed stocks but not when getting items by page, will these eventually be passed here or am I better off sticking with getting the open sales orders & processing them this way as making 4000+
Approve transaction from API ?
Is there a way to approve invoices or estimates from API like "/invoices/:invoice_id/status/draft"? "/invoices/:invoice_id/status/sent" approve but flag invoice like sent too, and it's misleading for the sales person. Can you add the end-point if it's missing, it will help better in our workflow. Thx
Zoho Books API
Hello, I'm trying to use the geturl function in Zoho Creator for Zoho Books: X = input.Invoice_ID.toString(); headerMap = Map:String({"Authorization":"Zoho-authtoken <CODE>"}); x = getUrl("https://books.zoho.com/api/v3/invoices/" + X + "?organization_id=452140211",headerMap); As a response I get: {"code":2,"message":"Invalid value passed for organization_id"} What am I doing wrong?
Custom Function not opened - Zoho Books
Hi Viewers, I am woking on Zoho Books. While I am open the Custom Function in Zoho Books it will throw the error as 'Unable to Perform this operation', so the Custom Function is not opened. Please try to clear the error. Thank you
Duplicating items via api - images not copied
Cannot seem to get the image copied to the new duplicate, any ideas guys ?... var jsonArray = { "item_type": "inventory", "product_type" : "goods", "name": name, "description": desc, "rate": sellfor, "unit": unit, "purchase_rate": buyfor, "inventory_account_name": "Inventory Asset", "purchase_account_name": "Cost of Goods Sold", "tax_id": "####################", "initial_stock" : size, "initial_stock_rate" : initRate, "image_id" : image, "image_name" : imageName, "custom_fields" : [{"index" : indexofCustomFieldBay,"value"
Going nuts trying to get API to work........
For the life of me I cannot get the API to POST any data using the format provided in the document. I have no problem GET'ing records. Here is a sample PHP script I made to be bare-bones simple. Whenever I execute it, I get a "Invalid value passed for JSONString". I know I'm missing something crazy simple. Please let me know. Sample code below. <?php $zohoauthtoken = "XXXXXXXXXXXXXXXXXXXXXXXXXX"; $zohoorgid = "XXXXXXXXX"; $json_string = '{ "contact_name": "test123", }'; $post = array(
zohobook get contact details in php code
hi Every buddy I'm new in zohobooks api i need to get all contact details in website through zohobook api in php code I already have: 1) url = https://books.zoho.com/api/v3/contacts? 2) authtoken = XXXXXXX 3) organization_id = XXXXXXX Anybody have any exmple
Api call for "open" Sales orders"
Can you tell me if there's anything wrong with the following please guys .... var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); It returns sales orders with statuses of "invoiced" as well as "open" ?? Working on "Committed" qtys of items as I know you guys are, but give us no indication of release dates, mine will be done within days :-)
Error in Evaluating Numeric Expression
int Display_Views.buy_sell_count_custom_filter(string bu_csu, string buy_sell, string Month_field, string Year_field, date Start_Date, date End_Date) { bs_rec = Investor_Meeting_Log [ID == ID]; month_item = thisapp.Display_Views.get_month(input.Month_field); year_item = input.Year_field.toLong(); start_month = input.Start_Date.getMonth(); end_month = input.End_Date.getMonth(); start_year = input.Start_Date.getYear(); end_year = input.End_Date.getYear(); ctr =
SPF Invalid Syntax Found
Hi Zoho help, I set the SPF records in my DNS correctly as explained in your documentation(with spaces like this: v=spf1 include:zoho.com ~all However, when I check it here and here, it shows without spaces and says invalid syntax. Could you please help in this. Also,I see a notification to verify SPF in my Zoho account. Thank you
Download Customer Id in invoice
Hi Zoho Books Representative, we have a problem with the platform and don't know how to solve it. >Our clients have a specific ID in our DSP and we would like to have it shown when we download all the invoices month to month. The problem is when we add
Multiple SearchCondition
Hi, How can we perform multiple search condition? -Steven
Invoice Custom Fields
Can someone please help me with how to write a bit of code to update 2 custom invoice fields? The fields are "Issued By' & "Contact Email" What I am looking for is when an invoice is created that these two fields are automatically populated with the user name an user email address respectively. Any help with this would be appreciated.
API: Get Line items from Invoice.
Hello Zoho Folks, I"ve started using ZOHO Books for my firm. For our needs, it seems like a time saver if we create invoices directly and not Sales Order -> Invoice. Given this, I am now writing a script in python to collect the list of items that are associated with the invoice. But, I don't see how this is possible. I do see that if a sales order is created, the API to get SalesOrder: https://www.zoho.com/books/api/v3/salesorders/#get-a-sales-order lists the "line items". Any pointers of how this
Notifications for payments of invoices that are Overdue by a certain amount of days
Basically, we're trying to come up with a way to automatically receive customized email notifications if a customer pays for an invoice that is at least 20 days Overdue. These emails would be different than the normal payment confirmation emails. We've
Automation
I want to create a workflow rule for creating bills. When a vendor is selected a specific item should be entered into the bill. Is this possible? QB remembers previous transactions, fill the vendor ion a bill and the previous accounts are filled. It seems unnecessary to repeatedly typing in the same item/accounts each month for the same vendors.
Charge Client a Custom Amount?
My business is a service, not a product, and is designed so that a customer can purchase a subscription package (ex 5 hours of support, 10 hours, 20 hours, etc.) or they can purchase the pay-as-you-go option. I love the fact that I can automatically charge customers monthly for their package subscription, but I often run into the issue of pay-as-you-go customers taking forever to pay their invoice, which is why I was hoping I could auto charge them for the amount of hours they used that month. For
How can I add timesheet entries to an invoice using the API
When creating an invoice through the Web GUI, I can include unbilled items from my timesheet for specified projects. How do I do this using the API? [And is there any chance we could have custom invoice ID formats with per customer numbering so I don't need to do this?]
Change Added_user
Hi, is it possible to change the Added_user value in existing records?
Project Costing Needed
We are project based company. We receive projects and starts working on it. What i want from zoho is the following. 1. We should associate the sales order for a particular sales order. 2. We should able to associate any expense to a particular expense. (I know it is aleary available) 3. We should be able to associate any bill, vendor, payment, vendor credit to a particular project. 4. We should be able to associate any invoice raised to a particular project. In Reports When running the report based
Not Changing of storage percent
Hi Zoho Team, we need help in terms of not changing of storage percent although we erased already 1000 plus messages. also, we already signed out the email humanreseources@ngcb.ph but still the percentage was not changing. For assistance please. We appreciate your immediate action toward this matter. Thank you. Have a nice day.
Allow items to be added or deleted in to partially shipped sales orders
We make sales order of 50 items, we ship half of the items, and customer calls please make adjustment from my sales order, from remaining items, i need to cancel this item and add this item instead. You are using zoho, what happened, you have to delete all the packages (even if they are 30 packages) you have to delete all shipments and packages for making the changes. OMG! I dont know, why zoho have restricted sales orders to be updated. you know customers always make changes in their orders and
Zoho Books and scheduling
Hi I have a window repair company and i was wondering if there is a way to integrate zoo books with some sort of task manager. I'm looking for a solution with the following features - After an invoice is issued the job is added to the system and the driver (hoping for a mobile app here) can see his task on an android phone. - After the job is completed driver can mark it as done from his phone. - If there are problems they can submit a support request through there - Maybe an ability to add pictures
Problem: Want to HIDE a Custom Field that is no longer needed on PDF transactions... Books won't let me
So I have a custom ITEM field which we displayed on templates. We no longer want to show the custom field on templates but have it available HOWEVER when I try to change it to "Do not show on PDF transactions" it says Almost there, but... Transactions have been created with the custom field. Hence it cannot be deleted. I am not deleting the custom field... I just want to NOT SHOW on PDF Transactions. Another issue... how am I supposed to know what transactions have the custom fields if it does not
Add a public ''subscribed-to'' calendar to free/busy
I subscribed to a public calendar which belongs to me (created under Google Agenda). It is shown under "Other Calendars" rather than under "My Calendars". I'd like to use this calendar and include it in my "free/busy" information so that the rest of the organization know when I am unavailable due to event scheduled in my Google Account.
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
UNBLOCKING OF EMAIL
Hi Zoho Team, Good day. may I request to please unblock the email purchasingeng@ngcb.ph. Thank you in advanced.
How to pass Append Entity Parameter when calling the webhooks
Hi, I create a Custom Module (Person). Then I add a field "First Name" Then I create a webhooks using Module "Person" Notify URL: www.testURL.com/zoho/onBoard Append Entity Parameter: Parameter Name: first-name Parameter Value: Person.First Name Preview URL: https://www.testURL.com/zoho/onBoard?first-name=${Person.First Name} Then when I tried to triggered my webhooks it return "HTTP RESPONSE 400". When I checked our logs if it hit the API: it only send the "https://www.testURL.com/zoho/onBoard"
Recover My Deleted Mails
I Have Deleted Some Of My Important Mails From Sent Box. Kindly Recover The Mails Deleted.
invoice date
The invoice automatically generated from an estimate needs to dynamically update to today's date when sending to a client... NOT the date the estimate was approved as it functions now. In many cases the date an estimate was approved would be well beyond
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