Search - Joel Lipman .Com

1. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; What? A quick article on how to get around this error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there ...; Created on 07 March 2024
2. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; 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 ...; Created on 06 July 2023
3. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard ...; Created on 03 November 2022
4. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; 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 ...; Created on 17 August 2022
5. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; What? So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...; Created on 10 January 2022
6. Xero API: Send Multiple Invoices: / Xero /; What? A really quick article for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more ...; Created on 15 August 2021
7. Zoho Deluge: Associate/Link an Invoice to a Sales Order: / Zoho /; What? This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, ...; Created on 10 March 2020
8. Zoho Deluge - Modify the product line items in an invoice module: / Zoho /; What? This is a reminder on how to swap out a product in an invoice. Why? A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a ...; Created on 22 August 2019
9. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; What? This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found ...; Created on 22 April 2024
10. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
11. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; What? A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...; Created on 21 March 2023
12. ZohoBooks: Stripe Terminal Integration: / Zoho /; What? A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter ...; Created on 16 March 2023
13. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; ... deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...; Created on 24 October 2022
14. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= ...; Created on 18 August 2022
15. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... r_Delivered; } } } } Error(s) Encountered : Not sure about what ended up fixing this one. I think I converted the sales order to an invoice and created a package slip for it. The invoic ...; Created on 14 July 2022
16. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the ...; Created on 02 September 2021
17. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module. How? Therein lies the reason. For the quote conversion mapping, it needs the CRM ...; Created on 02 September 2021
18. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; What? This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. ...; Created on 17 May 2021
19. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... debugging/testing when you can't seem to access that bit of information Zoho is reluctantly letting you have (such as comment information for estimates/sales orders/invoices). There are some quietly documented ...; Created on 12 August 2020
20. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then Zoho ...; Created on 15 May 2020