ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 ]; // // get card details (we need to store last 4 digits) v_StripeReference = ""; v_Last4Digits = ""; v_ZB_InvoiceID = 0; m_Charges = ifnull(r_PaymentIntentDetails.get("charges"),m_Blank); l_Data = ifnull(m_Charges.get("data"),{}); for each m_Data in...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge - Modify the product line items in an invoice modulehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

22 August 2019 In the following example, we are swapping out the product "123456789012345678" with the product "987654321098765432" and p_InvoiceID is the ID of the invoice record: v_Index = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map();...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 case, for "Invoices": /* Function: fn_Button_CloneInvoice Purpose: This function duplicates a CRM invoice Parameters: p_InvoiceID (CRM ID of the invoice) Returns: Nothing Author: Joel Lipman Date Created: 2020-03-17 */ // get all field names for the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 the returning sales order line items cycles through the invoice line items to insert the "sales_order_item_id" field v_InvoiceID = invoice.get("invoice_id"); v_BooksOrgID = organization.get("organization_id"); // // a sales order has been created, get...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 // // initialize v_PaymentMode = ""; v_PaymentDate = null; v_Last4Digits = ""; r_UpdateInvoice = Map(); // // evaluate v_InvoiceID = invoice.get("invoice_id"); v_CustomerID = invoice.get("customer_id"); v_BooksOrgID =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 m_Params.put("converted","both"); r_InvoiceDetails = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Invoices/" + p_InvoiceID type :GET parameters: m_Params connection:"joels_connector" ]; info r_InvoiceDetails; Common Error(s):...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 { for each r_ThisInvoice in r_XeroInvoice.get("Invoices") { if(!isnull(r_ThisInvoice.get("InvoiceID"))) { // // find the invoice in CRM v_CrmInvoiceID = 0; l_SearchCrmByXeroID = zoho.crm.searchRecords("Invoices","Xero_Ref_ID:equals:" +...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *