Issues with WooCommerce to Zoho Books Invoice Creation via Integromat (Make)
Dear Zoho Support, I am attempting to automate the creation of invoices in Zoho Books from WooCommerce orders using Integromat (Make) and have encountered persistent errors that are hindering the process. Overview: I have successfully set up a flow in
How to add HTML text into Books note field
I would like to add HTML formatted text into the note field in a Zoho Books estimate. I am creating the estimate in a function in CRM. Adding <br> or \n have no effect. The API will also just accept a string as parameters. CRM Code: response = invokeurl
Zoho Books Automation
Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?
Add multiple Pages to a Zoho Books Estimate
I need to add multiple pages to my estimates in Zoho Books. The additional pages is mostly text with variable numbers/names. I gather the data in CRM from which I create estimates via the Books API. How can I add these additional pages onto the estimate,
Enable workflow through api
Hi guys, I have created an app in Zoho Creator and I am using Zoho Books. Zoho Creator is going to be my source for customer data in Zoho Books. Now I want to create a settings form in Creator to enable or disable the sync to Zoho Books. This is relevant
Getting multiple Invoices during Zoho book Invoice sync api
Hi Team, We have integrated kapittx system with Zoho books specifically syncing customers, invoices and payments information. In month of October we have observed that we are getting duplicate invoice records coming in same request. We calling these apis
Books API item_total doesnt work
I am trying to set the item_total manually with the API. Im creating Estimates from a function in CRM but "item_total":100 in the parameters doesnt do anything, the price will instead be created automatically including taxes and ignoring custom fields.
How do i return records that have no values in a field?
Hi - i'm trying to return all records from a custom module that do not have a sales order number. This is my code (which returns all records, including those with sales order numbers): searchParam = {"cf_salesordernumber":""}; getNewSO = zoho.books.getRecords("cm_sor",organizationID,searchParam,"zohobooks");
ICICI Bank Integration issue
Team Zoho, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved connection in ICICI bank, but I am not able to see any details in my account. Please help. Regards
Function #12: Approve purchase orders automatically
The transaction approval feature in Zoho Books helps establish an authorization process, allowing business owners to closely monitor transactions created by their employees. This process ensures that all transactions created by employees undergo a thorough
Accessing Customer Module Data from a Invoice Custom Function
Hello everyone, I'm currently working on custom functions in the Zoho Books Invoice module with Deluge language. Zoho provides arguments for these functions, such as a Map of the invoice, organization, and user. However, I'm trying to figure out how to
Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
Zoho Book verified email address
Hi, hoping someone from Zoho can help on this one. In Book have addded and verified an email address to be used in a custom function. However, when executing the function get banner warning of only admin, user or verified email can be set as sender address
Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a business
Using deluge how to add a line item to Estimates
Hi, Hoping someone can help me with a deluge question, I'm trying to have zoho books create an estimate but on load i want to add a new line item. Basically i want to create an estimate but i want at the bottom to add a header and a line item that is
Facility to save a transaction with CTRL+S
Let's bring Facility to save a transaction with CTRL+S
Item Image full link in API missing.
Hi ,how to get full image URL in zoho books item API ? i only get image filename in API in https://books.zoho.com/api/v3/items?organization_id=xxxxx i need full item Image link
automatic transaction for adding accumulated depreciation
Is there an automated transaction function for journal entries? I want to add an accumulated depreciation expense every month to an account. I see how one can set up a recurring transaction for bills, can I do this for jo
Mobile app - signing for deliveries
Can you use the books mobile app to capture a customer signature on delivery of goods regards John
Using Coldfusion to fetch Zoho data
Hi Community, has anyone used Coldfusion to fetch Zohobooks data. this could be by chttp or using javascript in Coldfusion. I have tired with this code <cfhttp result="result" method="Get" url="https://www.zohoapis.eu/books/v3/salesorders?organization_id=xxxxxxxxxxxx"
Request for a webpage showing all Zoho Service Status
Hello Zoho, Can we have a webpage where we can see which all Zoho Services are UP and running and which are/will going through maintenance /updates etc.? Thanks
Blockchain technology
Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology
Is there an API to export Purchase Order as PDF?
Is there an API to export Purchase Order as PDF? I'm happy to be an alpha or beta test of this API.
API : in Vendorcredits, vendorid is always empty
Hello, We have a problem with the API of Zoho Books. In the ressource "vendorcredits" the field vendorid is always empty (even if the field vendorname isn't). Here an example of call : https://books.zoho.eu/api/v3/vendorcredits?organization_id=xxxxxxx
Different reminders per product
It would be great if we could create separate reminder emails for each product. There are some products we sell which have third party services (web site hosting, for example) that we terminate after a payment is overdue by a certain number of days, while
Custom function fails because of "maximum number of requests per minute"
Hi, I have a simple workflow - when a new SO is created, a simple custom function copies a value from the customer's custom field (let's call it DEP) to the SO's custom field. Recently, a person doing purchasing noticed that some SOs don't have DEP even
Create Custom Fields and Custom Buttons through API
Hello, I would like to be able to create custom fields and custom buttons through API. Though both of these are not included in the official API documentation, I found endpoints that work with both. (by adding custom fields in my browser and checking
Plaid - Something went wrong!
I am trying to link my accounts using Plaid. I keep getting the Something Went Wrong error. I have reported this to Zoho support but it's almost been 3 weeks now and they are far from helpful. I am going to have to switch to another accounting software
API to fetch Tax Invoice document from Zoho Invoice
Hi Team, We have built a successful integration with Zoho books apis where we fetch information on customers, invoices and payments. We have a request from our subscribers to fetch the tax invoice document for the invoice as well. How can we achieve that
API and custum fields
Hi Support-Team, I want to use the books api to get contacts. We have definded custom fields containing a internal custumer number. How do I have to setup the api call to get the contact using custom field with [api_name] => cf_296579000000046151 and
Square payment onsite applied to existing invoice
I delivered some product to a customer at his home and swiped his credit card (Square) for the balance of the invoice. The square transaction came into my square clearing account and deposited in my bank account automatically but it needs to be applied to the customer invoice. The payment shows in my bank account and feed and the cash is treated properly. However I do not see any way to apply that payment to the existing invoice.
Sending Invoice and Payment Receipt Link to Customers
Hi, I have 2 problems" 1)We wanted to send Zoho Invoice Link on Whatsapp programatically usign API so that the customer clicks the link and downloads the PDF of the invoice along with the Payment Receipt. I am unable to do this. Which API should I use
Custom function - to fetch loginuser ID -
Use case : I want to auto convert an 'accepted' Estimate with two conditions into 'Invoice' and send it automatically to the buyer. The function is given below and working fine. But if some user generates an estimate' with the two conditions, it is executing
Function #16: Copy attachments automatically from billable bill to invoice
In Zoho Books, it is possible to generate an invoice directly from a bill when the items are marked as "Billable." This feature lets you charge your customers for any applicable costs or operational expenses. If the billable bill has important attachments,
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Querying Stock Levels
I want to be able to populate a variable with the current stock level. I was expecting to be able to use stocklevel=item.get("actual_available_for_sale_stock") If I pull through the entire record, I can see this field has a value of 1, however when I
Function #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from the
Zoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYY
Create Journal API Issue
Request value : { "journal_date": "2019-12-20", "reference_number": "", "notes": "Loan repayment", "journal_type": "both", "currency_id": "460000000000097", "exchange_rate":"" , "line_items": [ { "account_id": "", "line_id": "", "amount": 5000, "debit_or_credit":
API ZohoBooks expenses upload receipt PDF
Hi, I have by now tried a whole bunch of different ways to upload a pdf file as a receipt for an expense but until now I am failing miserably. My code in Python is currently: ------ headers = { "Authorization" : "Zoho-oauthtoken {token}"
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