How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API
I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"
Function and workflow to create customer payment and send receipt
I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document). I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked
Reckon Accounts Hosted to Zoho Finance
Hi Everyone I want to transition from Reckon Accounts Hosted to Zoho Finance, as I have numerous other tasks in Zoho One, and it seems logical to make the move. (Reckon has a QuickBooks back end & is hosted on Assure now, think) I would really like to
Custom Function to get custom field of lookup type in Books
Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sample
Shopify integration
I need to integrate Shopify with Zoho Books
Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
Copy Sales Order Reference# to Purchase Order#
Hello, We use our customer's purchase order number as the order number on our purchase order to the supplier. We direct ship everything from our suppliers and the customers then see their PO number on the packing notes (instead of a sequentially-generated one). Therefore, is it possible to use automation to copy the Sales Order Reference# (customer PO) to the respective Purchase Order# (our PO) when converting the Sales Order to a Purchase Order?
Fire a webhook when the user gets access to portal
Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,
Customer Advance Zoho Book API
All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?
Constantly getting error 429 "Too Many Requests" despite not sending many requests.
I am currently working on developing an integration between our company's app and our zoho books setup using the api. When testing new functionality, I am very often having the calls fail with Error 429 'You have made too many requests continuously. Please
E-invoicing/Facturacion Electronica in Peru, SUNAT authority
Hi Zoho, you are promoting your product very actively in south america as well as in Peru, but since few years there is an obligation for e-invoicing, transmitting information directly to peruvian tax authority SUNAT. Do you have any solution for this?
Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less
custom fields not populating from deluge script into invoice
Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
Generate Unique Customer ID for Each for All Contacts
Generate Unique Customer ID for Each for All Contacts
Adding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.
Notification based on created/updated sales order that contain certain line items.
Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created
API Self Client Authtoken conversion always returns "invalid_client".
I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script. I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to create
Function #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
How to Integrate Zoho Books with Xero (No Native Connection Available)
Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
Clone Entire Zoho Boooks Organization, including all transactions for testing & training
Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?
Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Add SalesPerson PlaceHolder in Notification
We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal Placeholders
請求書に添付されているファイルをAPI経由で取得する際の問題について
Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
What to Add in the Redirect URIs for Zoho Books Integration with Make.com
I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure
Announcement - Custom Function Series
Hi folks! One of the key attributes of Zoho Books that we're really proud of is the ability to automate your routine accounting tasks in an efficient manner. For most businesses, accounting would involve a set of repetitive tasks that consume a good chunk
Zoho Books Contact Creation through API.
I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]
upload attachment to Zoho books bill from Zoho CRM
Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is not
Bank transaction automation
I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"
E-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for Kenya
Workflow to update the field "Deposit To" in Sales Receipt/Invoice
After an invoice/sales receipt is created, I can't find a way to create a workflow that would update the field "Deposit To". Apparently, some other fields are visible in the workflow, but not the "Deposit To". Any insight?
update warehouse id for closed credit notes
the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;
WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order
Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.
Zoho Books Invoice Enable Payment Gateway with Deluge
I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe". I can not seem to find one article online on how to do this. Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);
Zoho Books API Charging a customer with their Creditcard or ACH Banking info
It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCard
zBooks Custom Script with deluge - Custom Field shows NULL
I am trying to read a custom-field from the item module, which is a decimal. time = item.get("cf_reparatur_dauer_h"); The answer is always NULL. I have already seen similar topics in the forum, but they are already 4 years old and do not work (anymore).
Webhooks to send data to amazon aws (rds)
Is it possible to send data from Zoho Books, using webhooks and events to send data to a amazon aws rds database? Thanks
Generate Payment Link - ZOHO Books by an API
Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush Goyal
Zoho Books: Please ensure that the "description" has less than 100 characters.
I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. Error: Please ensure that the "description" has less than 100 characters. // Replace with your actual organization ID and connection name org_id
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