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Create Invoice with Zoho Books API

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Create Invoice with the Zoho Books API
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Getting Started

Create a workflow to Create Invoice with the Zoho Books API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Invoice action
    1. Connect your Zoho Books account
    2. Configure organization_id
    3. Configure customer_id
    4. Optional- Configure line_items
    5. Optional- Configure contact_persons
    6. Optional- Configure invoice_number
    7. Optional- Configure place_of_supply
    8. Optional- Configure vat_treatment
    9. Optional- Configure tax_treatment
    10. Optional- Select a gst_treatment
    11. Optional- Configure gst_no
    12. Optional- Configure reference_number
    13. Optional- Configure template_id
    14. Optional- Configure date
    15. Optional- Configure payment_terms
    16. Optional- Configure payment_terms_label
    17. Optional- Select a due_date
    18. Optional- Configure discount
    19. Optional- Configure is_discount_before_tax
    20. Optional- Select a discount_type
    21. Optional- Configure is_inclusive_tax
    22. Optional- Configure exchange_rate
    23. Optional- Configure recurring_invoice_id
    24. Optional- Configure invoiced_estimate_id
    25. Optional- Configure salesperson_name
    26. Optional- Configure custom_fields
    27. Optional- Configure payment_options
    28. Optional- Configure allow_partial_payments
    29. Optional- Configure custom_body
    30. Optional- Configure custom_subject
    31. Optional- Configure notes
    32. Optional- Configure terms
    33. Optional- Configure shipping_charge
    34. Optional- Configure adjustment
    35. Optional- Configure adjustment_description
    36. Optional- Configure reason
    37. Optional- Configure tax_authority_id
    38. Optional- Configure tax_exemption_id
    39. Optional- Configure avatax_use_code
    40. Optional- Configure avatax_exempt_no
    41. Optional- Configure tax_id
    42. Optional- Configure expense_id
    43. Optional- Configure salesorder_item_id
    44. Optional- Configure avatax_tax_code
    45. Optional- Configure time_entry_ids
    46. Optional- Configure send
    47. Optional- Configure ignore_auto_number_generation
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Invoice on Zoho Books
Description:Creates an invoice for your customer.
Version:0.2.1
Key:zoho_books-create-invoice

Code

// legacy_hash_id: a_EVix1V
import { axios } from "@pipedream/platform";

export default {
  key: "zoho_books-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice for your customer.",
  version: "0.2.1",
  type: "action",
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    },
    organization_id: {
      type: "string",
      description: "In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.\n\nThe parameter `organization_id` should be sent in with every API request to identify the organization.\n\nThe `organization_id` can be obtained from the GET `/organizations` API's JSON response. Alternatively, it can be obtained from the **Manage Organizations** page in the admin console.",
    },
    customer_id: {
      type: "string",
      description: "ID of the customer the invoice has to be created.",
    },
    line_items: {
      type: "any",
      description: "Line items of an estimate.",
      optional: true,
    },
    contact_persons: {
      type: "any",
      description: "Array of contact person(s) for whom invoice has to be sent.",
      optional: true,
    },
    invoice_number: {
      type: "string",
      description: "Search invoices by invoice number.Variants: `invoice_number_startswith` and `invoice_number_contains`. Max-length [100]",
      optional: true,
    },
    place_of_supply: {
      type: "string",
      description: "Place where the goods/services are supplied to. (If not given, `place of contact` given for the contact will be taken)\nSupported codes for UAE emirates are :\nAbu Dhabi - AB`,\nAjman - `AJ`,\nDubai - `DU`,\nFujairah - `FU`,\nRas al-Khaimah - `RA`,\nSharjah - `SH`,\nUmm al-Quwain - `UM`\nSupported codes for the GCC countries are :\nUnited Arab Emirates - `AE`,\nSaudi Arabia - `SA`,\nBahrain - `BH`,\nKuwait - `KW`,\nOman - `OM`,\nQatar - `QA`.",
      optional: true,
    },
    vat_treatment: {
      type: "string",
      description: "Enter vat treatment.",
      optional: true,
    },
    tax_treatment: {
      type: "string",
      description: "VAT treatment for the invoice .Choose whether the contact falls under: `vat_registered`, `vat_not_registered`, `gcc_vat_not_registered`, `gcc_vat_registered`, `non_gcc` , `dz_vat_registered` and `dz_vat_not_registered` supported only for UAE.",
      optional: true,
    },
    gst_treatment: {
      type: "string",
      description: "Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are `business_gst`, `business_none`, `overseas`, `consumer`.",
      optional: true,
      options: [
        "business_gst",
        "business_none",
        "overseas",
        "consumer",
      ],
    },
    gst_no: {
      type: "string",
      description: "15 digit GST identification number of the customer.",
      optional: true,
    },
    reference_number: {
      type: "string",
      description: "The reference number of the invoice.",
      optional: true,
    },
    template_id: {
      type: "string",
      description: "ID of the pdf template associated with the invoice.",
      optional: true,
    },
    date: {
      type: "string",
      description: "Search invoices by invoice date. Default date format is yyyy-mm-dd. `Variants: due_date_start, due_date_end, due_date_before and due_date_after.`",
      optional: true,
    },
    payment_terms: {
      type: "string",
      description: "Payment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this. Max-length [100]",
      optional: true,
    },
    payment_terms_label: {
      type: "boolean",
      description: "Used to override the default payment terms label. Default value for 15 days is \"Net 15 Days\". Max-length [100]",
      optional: true,
    },
    due_date: {
      type: "string",
      description: "Search invoices by due date. Default date format is yyyy-mm-dd. `Variants: due_date_start, due_date_end, due_date_before and due_date_after`",
      optional: true,
      options: [
        "entity_level",
        "item_level",
      ],
    },
    discount: {
      type: "boolean",
      description: "Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]",
      optional: true,
    },
    is_discount_before_tax: {
      type: "boolean",
      description: "Used to specify how the discount has to applied. Either before or after the calculation of tax.",
      optional: true,
    },
    discount_type: {
      type: "string",
      description: "How the discount is specified. Allowed values: `entity_level` and `item_level`.",
      optional: true,
      options: [
        "entity_level",
        "item_level",
      ],
    },
    is_inclusive_tax: {
      type: "string",
      description: "Used to specify whether the line item rates are inclusive or exclusivr of tax.",
      optional: true,
    },
    exchange_rate: {
      type: "any",
      description: "Exchange rate of the currency.",
      optional: true,
    },
    recurring_invoice_id: {
      type: "string",
      description: "ID of the recurring invoice from which the invoice is created.",
      optional: true,
    },
    invoiced_estimate_id: {
      type: "string",
      description: "The notes added below expressing gratitude or for conveying some information.",
      optional: true,
    },
    salesperson_name: {
      type: "string",
      description: "ID of the invoice from which the invoice is created.",
      optional: true,
    },
    custom_fields: {
      type: "any",
      description: "Custom fields for an invoice.",
      optional: true,
    },
    payment_options: {
      type: "object",
      description: "Payment options for the invoice, online payment gateways and bank accounts. Will be displayed in the pdf.",
      optional: true,
    },
    allow_partial_payments: {
      type: "boolean",
      description: "Boolean to check if partial payments are allowed for the contact",
      optional: true,
    },
    custom_body: {
      type: "string",
      optional: true,
    },
    custom_subject: {
      type: "string",
      optional: true,
    },
    notes: {
      type: "string",
      description: "The notes added below expressing gratitude or for conveying some information.",
      optional: true,
    },
    terms: {
      type: "string",
      description: "The terms added below expressing gratitude or for conveying some information.",
      optional: true,
    },
    shipping_charge: {
      type: "string",
      description: "Shipping charges applied to the invoice. Max-length [100]",
      optional: true,
    },
    adjustment: {
      type: "string",
      optional: true,
    },
    adjustment_description: {
      type: "string",
      description: "Adjustments made to the invoice.",
      optional: true,
    },
    reason: {
      type: "string",
      optional: true,
    },
    tax_authority_id: {
      type: "string",
      description: "ID of the tax authority. Tax authority depends on the location of the customer. For example, if the customer is located in NY, then the tax authority is NY tax authority.",
      optional: true,
    },
    tax_exemption_id: {
      type: "string",
      description: "ID of the tax exemption.",
      optional: true,
    },
    avatax_use_code: {
      type: "string",
      description: "Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule. Select from Avalara [standard codes][1] or enter a custom code. Max-length [25]",
      optional: true,
    },
    avatax_exempt_no: {
      type: "string",
      description: "Exemption certificate number of the customer. Max-length [25]",
      optional: true,
    },
    tax_id: {
      type: "string",
      description: "ID of the tax.",
      optional: true,
    },
    expense_id: {
      type: "string",
      optional: true,
    },
    salesorder_item_id: {
      type: "string",
      description: "ID of the sales order line item which is invoices.",
      optional: true,
    },
    avatax_tax_code: {
      type: "string",
      description: "A tax code is a unique label used to group Items (products, services, or charges) together. Refer the [link][2] for more deails. Max-length [25]",
      optional: true,
    },
    time_entry_ids: {
      type: "any",
      description: "IDs of the time entries associated with the project.",
      optional: true,
    },
    send: {
      type: "boolean",
      description: "Send the estimate to the contact person(s) associated with the estimate.Allowed Values: `true` and `false`",
      optional: true,
    },
    ignore_auto_number_generation: {
      type: "boolean",
      description: "Ignore auto estimate number generation for this estimate. This mandates the estimate number.",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://www.zoho.com/books/api/v3/#Invoices_Create_an_invoice

    if (!this.organization_id || !this.customer_id || !this.line_items) {
      throw new Error("Must provide organization_id, customer_id, and line_items parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://books.${this.zoho_books.$auth.base_api_uri}/api/v3/invoices?organization_id=${this.organization_id}`,
      headers: {
        Authorization: `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      data: {
        customer_id: this.customer_id,
        contact_persons: this.contact_persons,
        invoice_number: this.invoice_number,
        place_of_supply: this.place_of_supply,
        vat_treatment: this.vat_treatment,
        tax_treatment: this.tax_treatment,
        gst_treatment: this.gst_treatment,
        gst_no: this.gst_no,
        reference_number: this.reference_number,
        template_id: this.template_id,
        date: this.date,
        payment_terms: this.payment_terms,
        payment_terms_label: this.payment_terms_label,
        due_date: this.due_date,
        discount: this.discount,
        is_discount_before_tax: this.is_discount_before_tax,
        discount_type: this.discount_type,
        is_inclusive_tax: this.is_inclusive_tax,
        exchange_rate: this.exchange_rate,
        recurring_invoice_id: this.recurring_invoice_id,
        invoiced_estimate_id: this.invoiced_estimate_id,
        salesperson_name: this.salesperson_name,
        custom_fields: this.custom_fields,
        line_items: this.line_items,
        payment_options: this.payment_options,
        allow_partial_payments: this.allow_partial_payments,
        custom_body: this.custom_body,
        custom_subject: this.custom_subject,
        notes: this.notes,
        terms: this.terms,
        shipping_charge: this.shipping_charge,
        adjustment: this.adjustment,
        adjustment_description: this.adjustment_description,
        reason: this.reason,
        tax_authority_id: this.tax_authority_id,
        tax_exemption_id: this.tax_exemption_id,
        avatax_use_code: this.avatax_use_code,
        avatax_exempt_no: this.avatax_exempt_no,
        tax_id: this.tax_id,
        expense_id: this.expense_id,
        salesorder_item_id: this.salesorder_item_id,
        avatax_tax_code: this.avatax_tax_code,
        time_entry_ids: this.time_entry_ids,
      },
      params: {
        send: this.send,
        ignore_auto_number_generation: this.ignore_auto_number_generation,
      },
    });
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Zoho Bookszoho_booksappThis component uses the Zoho Books app.
organization_idstring

In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it's own organization ID, base currency, time zone, language, contacts, reports, etc.

The parameter organization_id should be sent in with every API request to identify the organization.

The organization_id can be obtained from the GET /organizations API's JSON response. Alternatively, it can be obtained from the Manage Organizations page in the admin console.

customer_idstring

ID of the customer the invoice has to be created.

line_itemsany

Line items of an estimate.

contact_personsany

Array of contact person(s) for whom invoice has to be sent.

invoice_numberstring

Search invoices by invoice number.Variants: invoice_number_startswith and invoice_number_contains. Max-length [100]

place_of_supplystring

Place where the goods/services are supplied to. (If not given, place of contact given for the contact will be taken)
Supported codes for UAE emirates are :
Abu Dhabi - AB, Ajman - AJ, Dubai - DU, Fujairah - FU, Ras al-Khaimah - RA, Sharjah - SH, Umm al-Quwain - UMSupported codes for the GCC countries are : United Arab Emirates -AE, Saudi Arabia - SA, Bahrain - BH, Kuwait - KW, Oman - OM, Qatar - QA`.

vat_treatmentstring

Enter vat treatment.

tax_treatmentstring

VAT treatment for the invoice .Choose whether the contact falls under: vat_registered, vat_not_registered, gcc_vat_not_registered, gcc_vat_registered, non_gcc , dz_vat_registered and dz_vat_not_registered supported only for UAE.

gst_treatmentstringSelect a value from the drop down menu:business_gstbusiness_noneoverseasconsumer
gst_nostring

15 digit GST identification number of the customer.

reference_numberstring

The reference number of the invoice.

template_idstring

ID of the pdf template associated with the invoice.

datestring

Search invoices by invoice date. Default date format is yyyy-mm-dd. Variants: due_date_start, due_date_end, due_date_before and due_date_after.

payment_termsstring

Payment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this. Max-length [100]

payment_terms_labelboolean

Used to override the default payment terms label. Default value for 15 days is "Net 15 Days". Max-length [100]

due_datestringSelect a value from the drop down menu:entity_levelitem_level
discountboolean

Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]

is_discount_before_taxboolean

Used to specify how the discount has to applied. Either before or after the calculation of tax.

discount_typestringSelect a value from the drop down menu:entity_levelitem_level
is_inclusive_taxstring

Used to specify whether the line item rates are inclusive or exclusivr of tax.

exchange_rateany

Exchange rate of the currency.

recurring_invoice_idstring

ID of the recurring invoice from which the invoice is created.

invoiced_estimate_idstring

The notes added below expressing gratitude or for conveying some information.

salesperson_namestring

ID of the invoice from which the invoice is created.

custom_fieldsany

Custom fields for an invoice.

payment_optionsobject

Payment options for the invoice, online payment gateways and bank accounts. Will be displayed in the pdf.

allow_partial_paymentsboolean

Boolean to check if partial payments are allowed for the contact

custom_bodystring
custom_subjectstring
notesstring

The notes added below expressing gratitude or for conveying some information.

termsstring

The terms added below expressing gratitude or for conveying some information.

shipping_chargestring

Shipping charges applied to the invoice. Max-length [100]

adjustmentstring
adjustment_descriptionstring

Adjustments made to the invoice.

reasonstring
tax_authority_idstring

ID of the tax authority. Tax authority depends on the location of the customer. For example, if the customer is located in NY, then the tax authority is NY tax authority.

tax_exemption_idstring

ID of the tax exemption.

avatax_use_codestring

Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule. Select from Avalara [standard codes][1] or enter a custom code. Max-length [25]

avatax_exempt_nostring

Exemption certificate number of the customer. Max-length [25]

tax_idstring

ID of the tax.

expense_idstring
salesorder_item_idstring

ID of the sales order line item which is invoices.

avatax_tax_codestring

A tax code is a unique label used to group Items (products, services, or charges) together. Refer the [link][2] for more deails. Max-length [25]

time_entry_idsany

IDs of the time entries associated with the project.

sendboolean

Send the estimate to the contact person(s) associated with the estimate.Allowed Values: true and false

ignore_auto_number_generationboolean

Ignore auto estimate number generation for this estimate. This mandates the estimate number.

Authentication

Zoho Books uses OAuth authentication. When you connect your Zoho Books account, Pipedream will open a popup window where you can sign into Zoho Books and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Books API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoBooks.fullaccess.all

About Zoho Books

Online accounting software

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