How to create multiple item lines with zohobooks API
Im trying to create an invoice and I have multiple item lines but I couldnt find where to do that in the documentation 'line_items' => [
[
'item_id' => '7131',
'description' => something
'rate'
Vendor invoice send by mail
Hi, Is there a way (with creating a button maybe) to send the bill I created to a vendor by email, the way we can do it with a customer's invoice? Marie-Andrée
DISPLAY INVOICE TOTAL IN MULTIPLE CURRENCY.
Hello Zoho Team In order to comply with local tax regulation we do need to display total amount of invoice in double currency for every invoice ( USD as base currency , KHR as local currency with a fixed monthly exchange rate defined by local tax authority)
Automate import from files (from FTP server)
Hi everyone, My contacts are not created in Zoho CRM but in another application (MainApp). Everyday, my MainApp is exporting a CSV file we have to import in Zoho CRM thanks to the Module > Import Contacts function. All the columns are already mapped because
Zoho creator integration with Zoho Books help: API call to mark invoice as void ?
I am trying to update status of an invoice on Zoho Books as void via Zoho Creator: I am trying to reproduce the following API call: $ curl https://books.zoho.eu/api/v3/invoices/:invoice_id/status/sent?organization_id=10234695 -H "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" -H "Content-Type: application/json;charset=UTF-8" I have tried different permutation but in vain, so far this what I have got: String Test.zohovoidinvoice() { url = "https//books.zoho.com/api/v3/invoices/167517000002816431/status/void?organization_id=XXXXXXXX";
Invalid value passed for file_name
Hi i am getting this error in sales order saving an old so Invalid value passed for file_name please help
Zoho Books
InternalOAuthError: Failed to fetch user profile at /home/nextbrain/devBackend/ZohoBooks/node_modules/passport-zoho-crm/lib/strategy.js:124:19 at passBackControl (/home/nextbrain/devBackend/ZohoBooks/node_modules/oauth/lib/oauth2.js:132:9)
Projects id/name gets created as reporting tag in Z books
Hi, Can you please create a custom function which is going to create a value in reporting tag of projects whenever there is a new project added in the z projects module. this helps in accounting the project expenses and bills which can help in getting project wise P and L , gross margin etc. this can give a lot of milage to sales of Z books. Looking forward
sorting with zoho.books.getRecords
I would like to know if zoho.books.getRecords() allows sorting like zoho.crm.getRecords() or zoho.invoice.getRecords() does.
Customer credit limit
Hello, Can I add credit limit to my customers? Is this feature available on Zoho Books or any other linked apps?
Why it is not supported the Update credit notes in Zoho Books with custom function?
i Need update data of the credit Notes with a custom funcion, but when i Execute the function, i reciver a error: Invalid value for parameter - module. The allowed values are: contacts, invoices, customerpayments, items, estimates, recurringinvoices, expenses, purchaseorders, salesorders, journals, projects, bills. And when i reed the document of Deluge Task (updateRecord), I find that the module Credit Notes is not supported, but it is supported in other task. And my Question is... WHY?
How To add image to item with API
I am trying to add image to the item. i have enabled the image from preference. i am getting the following response when i try to add image with API {"code":33003,"message":"Looks like the image is not attached. Please try again"} my code: $apiUrl = config('services.zohobooks.api_url');
how to auto create a project when a sales order is created.
i want to do this, when i create a Sales order, it should create a project with same name as PO and has budget of same amount as Sales order. can this be done automatically ?
How can I obtain the information of the invoice associated to a debit note, by means of a personalized function in zoho books
Dear I need to obtain the information of the invoice associated to a debit note from a parsonalized function, since when creating a new debit note I must send the information to an API, by means of XML, in which the data of the debit note should go and the reference to the invoice to which it will make changes, but when reviewing the debit in argument "Invoice", of the personalized function, it does not make any reference to the associated invoice, not even the folio or any data with which it can
Generating access token and refresh token.
I am unable to generate refresh token using the following data I am using offline access type as per the documentations but still unable to get refresh token. Authorization URL :: https://accounts.zoho.in/oauth/v2/auth?response_type=code&client_id=1000.DUCAO1EBE5DK48197WYXES8UA3****&access_type=offline&scope=ZohoBooks.fullaccess.all&redirect_uri=https://storehippo.com/oauth&state=zoho
Update Custom Field Values for Invoice
Hi Viewers, In Zoho Books, Invoice Module I created the Contact Name and Email Fields. After creating the Invoice I need to update the fields automatically. I tried lots to update these Custom Fields, But I can't update. So is there any possible to update
Custom Function or Workflow Process to Charge Card on File
I would like to send a recurring invoice on the 15th of the month and then automatically charge the customer's card on file on the last day of the month. I see in Workflow where recurring invoices can automatically be created. sent and charge the card on file. I do not want the card on file to be charged immediately however. I do not see where a delay in charging the card on file can be set so I was thinking maybe a custom function could be created to handle this. After looking through the available
Invalid value passed for JSONString
Hello, I am developing a React web app that connects to my Zoho Books backend. I can receive information into the app just fine, however, when I make a POST request, I am battling with sending the data required. It is all in JavaScript and I use the Axios.js
Is it possible to attach a file to an invoice in zoho books, with a personalized function?
good day please if someone has the answer or can you help me or if you have any suggestions on how to do it, I will thank you very much
Getting Internal Error while call Api to get organizations
Hi, I am trying to call ZOHO BOOKS API using Postman to get organizations but I am getting Internal Error. i.e: { "code": 1000, "message": "Internal Error" } Can anyone help me out to find the issue? Thanks in advance!
Adding calculated Field to invoice
Hello I want to show the Item rate, Discount amount, ITEM RATE AFTER DISCOUNT, Tax, then total on the invoice.? How can i show "ITEM RATE AFTER DISCOUNT"? can i create a calucated field in zoho books?
Credits
We can clone most things in Books but not credits ? Please give us this option :-)
Settlement discounts
Hey Zoho guys, A lot of your users, I'm pretty sure, get settlement discounts for early payment or whatever reason and there is no feature to automate this! It would be nice if you kind people at Zoho could provide us with a "custom button" to accomplish this using deluge ? I have done it for myself using JavaScript but it would be really great to be able to do this within Zoho ;-) I've set up a custom field in contacts to enter the item_id of the discount used.... Here's the code I wrote, which
Reporting tag creation using API
Is there any create api for reporting tag. I need to create reporting tag from my application to zoho books.
Linking invoices to bills / bills to invoices
Is there any way to do this ? Is it possible through the api ? I've given it some thought but can't seem come up with anything ! I was thinking of using notes to place a HREF in, but no joy ;-( I think that if you guys provided a HREF choice in custom
Set Invoice status to sent via Deluge
Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test
Deluge help
Trying my hand at Deluge again & struggling with it, JavaScript syntax would be much easier ;-/ I'm having a problem getting a custom field value, can you point me in the right direction please guys ... lineItems = salesorder.get("line_items").toList(); for each lineItem in lineItems { name = lineItem.get("name"); if(name.contains(string)) {amount = lineItem.get(custom_field_name.value);} } info amount;
Auto Vendor Credits
For anyone familiar with JavaScript, you may find this handy if you get settlement discounts from your suppliers. You have to : set up items with the discount amount, get the id of this item, set up a a contact custom field called "Settlements", Enter
Api for sales orders
Missing a variable for the packing status ?
Bill from Invoice
Hey Deluge experts, a little challenge if I may ask of you ..... When we invoice a certain item it is also billed at the same time ! On invoice creation, I'd like to iterate through line items, on encountering a certain sku, store a few lines of data
Zoho Books Webhook Request Format
I have created a webhook and workflow for Expense, Invoice, and Payment modules on create/edit events. Settings for each are as follows : Include HTTP Headers - Content-Type = application/json Append All Parameters I can view what I assume is the request sent to the registered url in the Workflow Logs, but when the endpoint is hit, I have an invalid model state. When using the json object from workflow logs to test locally, everything works as expected. Does anyone know what might be causing this?
Find developer to create API
Hi, I am looking for a reputable developer who can connect our Zoho Books sales to our Joomla based Event Bookings extension. The developer of the extension is unable to spare the time. Could anyone recommend where I would find a reasonably priced but great developer for this task? Thanks so much in advance
Is it possible to add the batch and the expiration of the article in the description of the article in the invoice?
I am doing a project in which by a country's regulations the description of the article in the invoice must contain the expiration date and the batch of the article, it is possible to associate it in zoho book?
On approval workflow
Hi! I have made a workflow for Bills. I wanted it to get triggered on Bills approval, so I check if status is Open. But today we've notice that 2 approvals didn't triggered the workflow because status was overdue in this case. How can I handle that without triggering the workflow when bill status changes to "overdue"? Thanks in advance. Regards
zoho books Document workflow
Hi, We are looking into documents to optimize our workflow. When we receive an invoice, auto-scan / upload it to zoho books documents, we would like to have a feature where you can assign some sort of workflow for that invoice: with the workflow it must be possible to assign tasks to the invoice e.g. approve the invoice; create a bill match it to a project etc etc Sure, some task are possible but I can't seem to find a general approve function. Is that not yet available / perhaps on a roadmap?
Custom Function
Dear Team, Please help me out with custom function to stop editing certain fields by certain users. Example: My sales user login should not be allowed to edit tax rate and term column in invoice. Regards, Ashfaq Abdullah
Block Customers with big overdue amounts
Hi, Some customers accounts sometimes reach big Receivables amounts. (Current and Overdue) Yet Salespersons in our organisation can still keep doing new transactions with them (Estimates, Invoices). So this amount can grow if the salesperson keeps selling
workflow for discount
hi zoho, I saw you have a workflow can give the discount to a sales order if amount higher than some number, my question is if I want give discount to different products is that possible, like if amount higher than 10000, then product A 30%， Product B 20%. thank you very much.
customer_id vs contact_id
Hi! I have a situation with Customer custom functions and custom buttons: I've made a custom function for a Sales Order. I can get a customer_id from the Sales Order object. With this customer_id I get the contact invoices: customerID = salesorder.get("customer_id"); invoices = zoho.books.getRecords("Invoices",orgID,"customer_id=" + customerID); Everything fine, there is still no problem. But if I make a custom function for Customers, how (the hell) can I get the related invoices? I've tried with
Invoices estimate_id
Dear Zoho Support, I just want to confirm if this is a fact: when I convert a Estimate to Invoice, the new Invoice will store the estimate ID in estimate_id field. Is that right? Is there another case feeding this field? Is there anyway to modify it after
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