Custom Fields
In Zoho books, you can provide values for custom fields during the entity creation.
- Introduction
- OAuth
- HTTP Methods
- Response
- Errors
- Pagination
-
Contacts
- Overview
- Create a Contact
- Update a contact using a custom field's unique value
- List Contacts
- Update a Contact
- Get Contact
- Delete a Contact
- Mark as Active
- Mark as Inactive
- Enable Portal Access
- Enable Payment Reminders
- Disable Payment Reminders
- Email Statement
- Get Statement Mail Content
- Email Contact
- List Comments
- Add Additional Address
- Get Contact Addresses
- Edit Additional Address
- Delete Additional Address
- List Refunds
- Track 1099
- Untrack 1099
- Contact Persons
-
Estimates
- Overview
- Create an Estimate
- update an Estimate using a custom field's unique value
- List estimates
- Update an Estimate
- Get an estimate
- Delete an Estimate
- Update custom field in existing estimates
- Mark an estimate as sent
- Mark an estimate as accepted
- Mark an estimate as declined
- Submit an estimate for approval
- Approve an estimate.
- Email an estimate
- Get estimate email content
- Email multiple estimates
- Bulk export estimates
- Bulk print estimates
- Update billing address
- Update shipping address
- List estimate template
- Update estimate template
- Add Comments
- List estimate comments & history
- Update comment
- Delete a comment
-
Sales Order
- Overview
- Create a sales order
- Update a sales order using a custom field's unique value
- List sales orders
- Update a sales order
- Get a sales order
- Delete a sales order
- Update custom field in existing salesorders
- Mark a sales order as open
- Mark a sales order as void
- Update a sales order sub status
- Email a sales order
- Get sales order email content
- Submit a sales order for approval
- Approve a sales order.
- Bulk export sales orders
- Bulk print sales orders
- Update billing address
- Update shipping address
- List sales order templates
- Update sales order template
- Add attachment to a sales order
- Update attachment preference
- Get a sales order attachment
- Delete an attachment
- Add comment
- List sales order comments & history
- Update comment
- Delete a comment
-
Invoices
- Overview
- Create an invoice
- Update an invoice using a custom field's unique value
- List invoices
- Update an invoice
- Get an invoice
- Delete an invoice
- Mark an invoice as sent
- Void an invoice
- Mark as draft
- Email invoices
- Create an instant invoice
- Submit an invoice for approval
- Approve an invoice.
- Email an invoice
- Get invoice email content
- Remind Customer
- Get payment reminder mail content
- Bulk invoice reminder
- Bulk export Invoices
- Bulk print invoices
- Disable payment reminder
- Enable payment reminder
- Write off invoice
- Cancel write off
- Update billing address
- Update shipping address
- List invoice templates
- Update invoice template
- List invoice payments
- List credits applied
- Apply credits
- Delete a payment
- Delete applied credit
- Add attachment to an invoice
- Update attachment preference
- Get an invoice attachment
- Delete an attachment
- Delete the expense receipt
- Update custom field in existing invoices
- Add comment
- List invoice comments & history
- Update comment
- Delete a comment
- Generate payment link
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Recurring Invoices
- Overview
- Create a Recurring Invoice
- Update a recurring invoice using a custom field's unique value
- List all Recurring Invoice
- Update Recurring Invoice
- Get a Recurring Invoice
- Delete a Recurring Invoice
- Stop a Recurring Invoice
- Resume a Recurring Invoice
- Update Recurring Invoice template
- List Recurring Invoice History
-
Credit Notes
- Overview
- Create a credit note
- Update a credit note using a custom field's unique value
- List all Credit Notes
- Update a credit note
- Get a credit note
- Delete a credit note
- Email a credit note
- Get email content
- Void a Credit Note
- Convert Credit Note to Draft.
- Convert to Open
- Submit a credit note for approval
- Approve a credit note.
- Email history
- Update billing address
- Update Shipping address
- List credit note template
- Update a credit note template
- Credit to an invoice
- List invoices credited
- Delete invoices credited
- Add a comment
- List credit note comments & history
- Delete a Comment
- List credit note refunds
- Refund credit note
- List refunds of a credit note
- Update credit note refund
- Get credit note refund
- Delete credit note refund
-
Customer Payments
- Overview
- Create a payment
- Update a payment using a custom field's unique value
- List Customer Payments
- Update a payment
- Retrieve a payment
- Delete a payment
- Refund an excess customer payment
- List refunds of a customer payment
- Update custom field in existing customerpayments
- Update a refund
- Details of a refund
- Delete a Refund
-
Expenses
- Overview
- Create an Expense
- Update an expense using a custom field's unique value
- List Expenses
- Update an Expense
- Get an Expense
- Delete an Expense
- List expense History & Comments
- Create an employee
- List employees
- Get an employee
- Delete an employee
- Add receipt to an expense.
- Get an expense receipt
- Delete a receipt
-
Recurring Expenses
- Overview
- Create a recurring expense
- Update an recurring expense using a custom field's unique value
- List recurring expenses
- Update a recurring expense
- Get a recurring expense
- Delete a recurring expense
- Stop a recurring expense
- Resume a recurring Expense
- List child expenses created
- List recurring expense history
-
Retainer Invoices
- Overview
- Create a retainerinvoice
- List a retainer invoices
- update a retainerinvoice
- Get a retainer invoice
- Delete a retainer invoice
- Mark a retainer invoice as sent
- Update retainer invoice template
- Void a retainer invoice
- Mark as draft
- Submit a retainer invoice for approval
- Approve a retainer invoice.
- Email a retainer invoice
- Get retainer invoice email content
- Update billing address
- List retainer invoice templates
- Add attachment to a retainer invoice
- Get a retainer invoice attachment
- Delete an attachment
- Add comment
- List retainer invoice comments & history
- Update comment
- Delete a comment
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Purchase Order
- Overview
- Create a purchase order
- Update a purchase order using a custom field's unique value
- List purchase orders
- Update a purchase order
- Get a purchase order
- Delete purchase order
- Update custom field in existing purchaseorders
- Mark a purchase order as open
- Mark as billed
- Cancel a purchase order
- Submit a purchase order for approval
- Approve a purchase order
- Email a purchase order
- Get purchase order email content
- Update billing address
- List purchase order templates
- Update purchase order template
- Add attachment to a purchase order
- Update attachment preference
- Get a purchase order attachment
- Delete an attachment
- Add comment
- List purchase order comments & history
- Update comment
- Delete a comment
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Bills
- Overview
- Create a bill
- Update a bill using a custom field's unique value
- List bills
- Update a bill
- Get a bill
- Delete a bill
- Update custom field in existing bills
- Void a bill
- Mark a bill as open
- Submit a bill for approval
- Approve a bill
- Update billing address
- List bill payments
- Apply credits
- Delete a payment
- Add attachment to a bill
- Get a bill attachment
- Delete an attachment
- Add comment
- List bill comments & history
- Delete a comment
- Convert PO to Bill
- Recurring Bills
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Vendor Credits
- Overview
- Create a vendor credit
- List vendor credits
- Update vendor credit
- Get vendor credit
- Delete vendor credit
- Convert to open
- Void vendor credit
- Submit a Vendor credit for approval
- Approve a Vendor credit
- Apply credits to a bill
- List bills credited
- Delete bills credited
- Refund a vendor credit
- List refunds of a vendor credit
- Update vendor credit refund
- Get vendor credit refund
- Delete vendor credit refund
- List vendor credit refunds
- Add a comment
- List vendor credit comments & history
- Delete a comment
-
Vendor Payments
- Overview
- Create a vendor payment
- Update an vendor payment using a custom field's unique value
- List vendor payments
- Update a vendor payment
- Get a vendor payment
- Delete a vendor payment
- Refund an excess vendor payment
- List refunds of a vendor payment
- Update a refund
- Details of a refund
- Delete a refund
- Custom Fields
- Custom Modules
- Bank Accounts
-
Bank Transactions
- Overview
- Create a transaction for an account
- Get transactions list
- Update a transaction
- Get transaction
- Delete a transaction
- Match a transaction
- Get matching transactions
- Unmatch a matched transaction
- Exclude a transaction
- Restore a transaction
- Categorize an uncategorized transaction
- Categorize as expense
- Uncategorize a categorized transaction
- Categorize a vendor payment
- Categorize as customer payment
- Categorize as credit note refunds
- Categorize as vendor credit refunds
- Categorize as Customer Payment refund
- Categorize as Vendor Payment refund
- Bank Rules
- Chart Of Accounts
- Journals
- Base Currency Adjustment
-
Projects
- Overview
- Create a project
- Update a project using a custom field's unique value
- List projects
- Update project
- Get a project
- Delete project
- Activate project
- Inactivate a project
- Clone project
- Assign users
- List Users
- Invite user
- Update user
- Get a User
- Delete user
- Post comment
- List comments
- Delete comment
- List invoices
- Tasks
- Time Entries
- Users
- Items
- Currency
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Taxes
- Overview
- Create a tax
- List taxes
- Update a tax
- Get a tax
- Delete a tax
- Update a tax group
- Get a tax group
- Delete a tax group
- Create a tax group
- Create a tax authority [US and CA Edition only]
- List tax authorities [US Edition only]
- Update a tax authority [US and CA Edition only]
- Get a tax authority [US and CA Edition only]
- Delete a tax authority [US and CA Edition only]
- Create a tax exemption [US Edition only]
- List tax exemptions [US Edition only]
- Update a tax exemption [US Edition only]
- Get a tax exemption [US Edition only]
- Delete a tax exemption [US Edition only]
- Opening Balance
- ZOHO CRM Integration