契約開始日から契約終了日を表示する
契約開始日から契約終了日を表示する関数を作成しました。 目的の日付は表示されますが、関数のエラーが発生しているようです。 エラーの解除方法についてアドバイスいただければありがたいです。 よろしくお願いします。 以下に、詳細を記載します。 関数作成画面でのテスト(保存して実行する)ではエラーは発生しません。 《関数作成画面でのテスト画面》 《エラー表示画面》 《失敗の理由》 Value is empty and 'addDay' function cannot be appliedat lineNumber
Bulk update next invoice date for recurring invoices
Is there a way using a custom button or API or deluge or Zoho Flow or some functionality to update the "next invoice date"? We have 500 invoices each month so it would need to work in bulk. We often bill on the same day each month but it can change each
Select the associated bill number or bill type in Vendor Credit (Debit Note rather)
I am trying to create Vendor Credit Note, which is nothing but Debit note in standard terms, it is showing me error of "Select the associated bill number or bill type.", there is no option to specify bills associated. Can some one help on this? Here is
Sales Order Related Lists
Is there a way to make a related list in a sales order that displays the customers open retainer invoices? We usually take deposit on items when ordered, and need a way when a sales order is ready to process that we can cross check if the customer has
How do i upload an image in PO as a document using Python
Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows: # # # Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\Urban
Problem requesting Grant Token with C# desktop application
Greetings, I'm new Zoho and am looking to use the API via a C# desktop application. I am following the first steps in the following guidelines to request a Grant Token and subsequently request Access and Refresh Tokens: https://www.zoho.com/books/api/v3/oauth/#overview
Zoho Books Invoice
I'm using the zoho.books.createRecord( ) method to create and send invoices. But the invoices get saved as drafts rather than being sent to the customer. How do I send the invoice?
API or Integration to associate a contact-person with a contact?
How in Deluge to associate a Contact-Person with a Contact? I need to programmatically assign the Books company owner as a 'contact-persons' for each Customer.
error
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400
Change Transaction Series creating invoice via API
Hello, Now that we have custom transaction series, is there any way to pick the transaction series that we want when creating an invoice throught the API? I cannot see it in the documentaton
Zoho solution for Manufacturing
Hi, We are a startup manufacturing producing Plastic Pipes. We use around 10 to 12 different raw materials to produce 5 types of products.We are looking for a solution which will maintain our inventory for finished products also link the raw materials
Checking what custom functions were executed
Is there a way to check through deluge code what specific custom functions were executed for a specific invoice? It would be like the comments & history section but in deluge so I would get a receive a JSON message. Is this possible through a record fetch
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
connection not working
Default connection services not working the message is " connectors fetch failed "
Zoho Books - Account Transaction API & Excel Query
I have been trying to export the account transaction from Zoho Books for some time. I was able to get the data based on Postman by following the API Docs by Zoho. My requirement is to import the Account Transaction Report from Zoho Books to Excel using
Not enough permissions to add attachment to Invoice
Hey, I have been trying to automate some attachment processing and hit an unexpected permissions issue. My goal is to automate the upload of some files as attachments of Invoices. My steps were the following: Created a new self-client through the Developer
API for Books Report and Zoho Deluge Lines of Execution limit
Hi , I have two questions 1. We need to pull the data from Reports created in Zoho Books using API similar to Zoho Analytics? I dont find anything in the API documentation, can you please share a link if it is available or any other suggestions without
What is incorrect about this syntax to set salesorder status to "pending_approval"
order_data = map(); order_data.put("salesorder",{"status":"pending_approval"}); sales_order_data = zoho.books.updateRecord("salesorders",books_organization_ID,sales_order_id, order_data);
Error: "Please ensure that the shipping_address has less than 100 characters"
I want to populate the Shipping Address of an invoice with these values: address_map = Map(); address_map.put("attention", trim(address_list_value.get(0))); address_map.put("street", trim(address_list_value.get(1))); address_map.put("street2", trim(address_list_value.get(2)));
Deluge and Books with line items
Hi. I am trying to code a solution that looks at invoice line item in a workflow and if they contain certain products updates CRM module. I have been slowly trying to learn deluge but am stuck. I have managed to grab the invoice data and can pullout various
ZCRM from invoice in books
I am trying to create a function that writes to the crm after an invoice is created in Books. It is important to link it to the correct contact id. I am trying to find the CRM contact id from with books. I thought it would be ZCM_contact_id but it returns
Books API - is there a way to remove an Item from an Item Group?
Hi, we created a few Item Groups (IG) for lists of items which we want to keep together. It turned up to be the wrong solution - the items need to be in different categories - and we ended up using a different approach, creating a custom field and getting
Adding an additional Discount field in Invoice
Hi, I have the discount field enabled on our invoice, but at times we offer an additional discount on the discounted amount if the customer meets certain criteria. How can I add an additional discount field in my invoice? Please help.
Unable to list invoices with self client
I am obtaining authorization token using self client as follows: I get the token which I then use with curl to call the API as follows: curl --request GET 'https://invoice.zoho.com/api/v3/invoices' \ --header 'Authorization: Zoho-oauthtoken 1000.xxxxxxxxxxxxxx'
Workflow Rules Upgrade - Allow Custom Functions To Return A Value
If the Filter Triggers allowed a custom function to return a boolean or int number, many more custom filters could be created making it much more versatile.
How can list invoices from a customview through API?
I can do it listing sales orders, but with invoices adding customview_id in the URL does not work
How do I programmatically set the payment_options?
Here is the value of payment_options/payment gateway json from a manually created invoice. The payment options works. What is the syntax to set these programatically? "payment_options": { "payment_gateways": [ "{\"configured\":true,\"can_show_billing_address\":false,\"additional_field1\":\"standard\",\"is_bank_account_applicable\":false,\"can_pay_using_new_card\":true,\"gateway_name\":\"paypal\"}",
Please remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a Payment
Zoho client portal "name already taken"
While attempting to create a Zoho books account and to start off the 2-week trial. I was sent to a "let's get started page" where I am to enter my organizational details. All is fine except that I was given an error that a portal with our organization's
Books Price Lists API
Hi, I notice that in the API documentation the Price Lists API is noticeably missing and sure enough if you try to reach the api at /pricelists/ it fails with 404. Why is this not available. I mean, it's not very useful to be able to get items but not
payment_terms API
Hi there, There is no document about payment_terms API in https://www.zoho.com/books/api/v3 But we can use it by https://books.zoho.com/api/v3/settings/paymentterms I hope it's your help. Thanks
Stipend/Commission or Payout
Hi team zoho. How can we show a payout or commission or incentive to a sales person or a anybody. I am not getting any link how to show this transaction. Also as there is provision of TDS deduction on such payments how to handle this. Regards Vivek
Formula Fields lack decent capability
I am looking to create a field that shows the `Number of days since` a particular date. The date in question is the `Last Invoice` date, which is added to an account record via a deluge script. I currently have a script that updates this `Number of Days
Custom function to add dedicated IDs for customers and vendors
I'm currently looking for a way to automatically add an ID to customers and vendors. The difficulty is, that I need the customer ID to be in between the range 10000 until 69999 and the vendor numbers need to be in between 70000 until 99999. How could
Custom field fetch in items fails
Hey Zoho Community, I've created a custom module in Zoho books which is called "Storage Bins". I'm looking up this custom module in ITEMS under the label "Bin Number" In a custom function I want to fetch the value (Which I assume is the ID of the object
How to search record of creator in zoho books based on field
How to search record of creator in zoho books based on field use case - after searched the record, based on that i will get zoho book id, as it stored whilte creating record, and wants to update the record please let us know
The items API only brings me 200 records
When I bring information from the zoho books API regarding the following instruction: ZohoBooks.settings.READ, it only brings me 200 records and in the system there are more than 200 articles in our organization. I did the same test with the invoices
Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
Flow to email salesperson when sales order is updated
Hi, We have the salesperson field turned on in zoho books. When we create a salesperson in books, it asks for an email. Is there a way to lookup the email address in flow using a function? Thanks, Juan
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