Submitting a PO for approval and approving it using zoho deluge
I am having a hard time figuring out how that line of code would work and how to write it I tried the markStatus function and it didn't work.
invalid_code issue in generating token in Zoho Books
I'm trying to generate the token for a new client that I have created from the Zoho api console. I'm using the exact same authorization_code as received from the zoho auth api. But when I'm trying to generate the token, I'm getting the error, "Invalid_code".
Automatic Contacts when Account is created?
We currently get most of our accounts created through Zoho books when we are entering in new sales orders. For marketing, emails can only be generated from Contacts or Leads from what I can find. Is there a way we can create a contact anytime a new account is created so that Zoho Campaigns can pull those emails in?
Zoho Books API get more than 200 invoices
Hello! When I run the Zoho Books API GET to get the invoices, I only get the 200 more recent ones, and I was wondering what's the way to get older ones. I tried to do it the Desk API way like this: curl -s -X GET https://books.zoho.com/api/v3/invoices?limit=99&from=200
zoho books search taxes
Hello, I am trying to create draft invoices in books for quotes that are ready to be billed from zoho crm. The main challenge i am having is taxes. They are based on location and each quote has the tax name i need to charge, but i cannot get the search
Zoho cretor + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
API Authcode
How to generate API Auth Code?
Importing Vendor Bank Account info from Zoho CRM to Zoho Books
Hi Team, We have many customers that are also setup as vendors in Zoho CRM. We have started to sync the CRM Vendors module with Zoho books in order to make payments to them using the Forte integration. We already capture the vendor bank account info in
Download invoice attachment using API
Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate
How to find the zoho books template_id for the bills
I was using the create Invoice api in zoho books to create the invoices but I cannot find the template_id for the templates in my portal. Kindly let me know where I can find the template_id for the invoice templates in zoho books dashboard
Give discount, but still show original price
Hi, Wondering how to have my invoice/estimate show the total item price, then discount, and then amount due. Right now it will only show discount and amount. Example. $300 line item. It shows discount 10% amount $270. I want the customer to also see that the original price was $300, not only the discounted price. Any help greatly appreciated :)
Simple script to update item prices to match latest bill
In case it gets lost in the previous thread, as I could see it had a lot of views ..... If you want a simple function to update the item purchase price to the latest bill received then you can use the following to accomplish this.... Custom function for
Account_id
My problem is that I don´t know the account_id for a bank account. I suppose that is something like "3632010000002301" but I don´r know how to find it. I need it because I have a custom function that create a customer payment, that works well, and I need
Custom Field
Hello! I'm looking for help creating a script for my business. Long story short, I have a good flow going but now need a custom script. Long story short, I'm trying to do: Contractor Submits Zoho Form Form has email and that email looks up the Vendor
The default tax rate didn't applied when creating a new invoice!
The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?
Zoho Books Pricelist API- Get Price of an item in Pricelist
Hi, We store MRP and Discount per customer as separate pricelist. Is there anyway that we can retrieve price of an item from a particular pricelist via api?
Updating salesorder of zohobooks using PHP
I want to update the salesorder from a php website but it give me the following error; function updateSalesOrderWithShippingCharges($sales_order_id,$customer_id,$sales_order_number ,$shipping_charges) { $json='{ "customer_id":'.$customer_id.',
Authenticate issue for API usage
Hi, so I'd like to access Zoho Books with REST API/python and tried following tutorial on https://www.zoho.com/books/api/v3/#oauth Initially I created Self Client on https://api-console.zoho.com/ with Client ID and Client Secret. Then I generated Code
How can I trigger a Books Workflow from a CRM Workflow?
How can I trigger a Books Workflow from a CRM Workflow / Custom Function?
Error generating journal from custom function
Good day, I am trying to generate a journal from a custom function but it returns the following error: {"code":11,"message":"Solicitar carga útil no debe estar vacía para la solicitud."} Reviewing the documentation of the books apis, I am considering
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
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