Assuming books is required, the following 32 results were found.
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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 took me so long to find out how to do this even after reading the official documentation and going...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 CRM and want to map the correct currency and tax by their ID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 statements, I can feed these maps a textual value and it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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? Why is this a challenge? The file contains bank details and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 clients set their due dates differently. How? The following snippet...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 to assign the sales person. How? So after an hour or so...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls. Why? I find myself using this more and more now that API v1 is on the way out and Zoho Deluge by itself...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: en-GB
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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 the Payment Date. Why? This was requested by a customer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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(3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory. Why? Setting up a connection avoids the hassle of having to generate access/refresh tokens...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 or on the phone. They bring up the invoie in ZohoBooks, click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view taxes and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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? It took me a while of playing about with the placeholder reference fields in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and there 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 the customer record. Instead, when building the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *