... was a primary contact on the customer record.
This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent.
How?
So the key here is that there were no contact persons on ...
What?
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Why?
Rather than hard-coding and having a ton of if..then ...
What?
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
Why? ...
What?
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...
What?
A quick article on getting the payment terms in Zoho Books along with their IDs.
Why?
I often need to send through an automatic payment term on the creation of an invoice but lots of my ...
What?
An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and ...
What?
I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips.
Why? ...
What?
A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books.
Why?
The use-case here is that we are creating a Sales Order in Zoho Books from Zoho ...
What?
An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books.
Why?
You might think ...
... Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix.
So the fix is a setting:
Login to Zoho Bookings as the admin ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... how to do this and it takes about an hour to go through the documentation and get a working solution.
How?
So the article below shows how to do this Zoho CRM and how to do it in Zoho Books...
...
What?
This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots.
Why?
This is for a Creator app which had a form ...
What?
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.
Why?
Because it ...
... into 5 numbers and get the remainder from dividing it by 26 (modulus)... This is NOT to be used for Booking Retrieval Codes as it is easy to determine what code if you have the date/time of the booking ...
... Splitbook()
Dim xPath As String
xPath = Application.ActiveWorkbook.Path
Application.ScreenUpdating = False
Application.DisplayAlerts = False
For Each xWs In ThisWorkbook.Sheets
...
What?
Just wanted a note to get in my head the logic if checking a requested time slot isn't a double-booking (as in, the time slot doesn't overlap a previous booking.
How?
Given a date/time and ...
... to display on their estimates in Zoho Books; such as product image, product name, product description.
Granted that in some cases, the design should go in the other direction, as in enter the products ...
... and use it as a standalone function to upload generic images (such as facebook, instagram, icons, and partner logos). This function is for images that will be on all signatures and don't have anything ...
What?
A super quick article on resolving this issue if it ever appears again.
Why?
At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. ...
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