Assuming invoice is required, the following 17 results were found.
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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 in Zoho Analytics as we can't control the out-of-the-box...
- 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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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 was a primary contact on the customer record. This is from within...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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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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, I needed a way to programmatically link the sales order to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month. How? First you have to get all the applicable fields from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 product that they didn't stock. How? So editing the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 of code will query the metadata api in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 in Xero. Why? I used to use ZohoCRM schedules to pull when an invoice has been paid, but ZohoCRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I need for the various clients...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 than 5 invoices in a scheduled task because Xero only allows 5...
- Type: Article
- Author: Joel Lipman
- Category: Xero
- Language: *
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to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and 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....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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= Invoice [Alt]:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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value passed for salesorder_id"}: 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 invoice was then sent (payment=unpaid). Not sure which fixed this. {"code":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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apps USB Dongle connecting to an Internet Provider OS disks Document Templates: Service Agreement Template Computer Repair Invoice Template Documents: Service Agreement Electronic Newsletter Business Cards Extra RAM (to charge for) Extra Cables (again...
- Type: Article
- Author: Joel Lipman
- Category: IT Support
- Language: *
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I'm finding that I need to do this quite often for some clients who want to include their terms and conditions in quote/invoice templates and want the HTML to be indented neatly. Other examples out there will work, but I found that once the list count...
- Type: Article
- Author: Joel Lipman
- Category: Cascading Stylesheets
- Language: en-GB
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on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *