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

16 March 2023 or on the phone. They bring up the invoie in ZohoBooks, click on the button, and the Stripe terminal will ask for the amount on the invoice. Well almost. We've gone the extra step in that we added a custom field that can override the full balance, to...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 poi."Item ID" AS "PO Item ID", poi."Item Name" AS "PO Item Name", poi."Item Price (BCY)" AS "PO Item Price", poi."FCY Tax Amount" / if(poi."Quantity" = 0, 1, poi."Quantity") AS "PO Item Tax", poi."Quantity" AS "PO Qty", poi."FCY Tax Amount" AS "PO Line...

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

Zoho Creator: Render to PDF with margins and page numbershttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 * v_ThisQuantity; v_TotalPrice = (v_TotalPrice + v_PriceTotal).round(2); // v_DiscountDisplay = if(c_Quote.Discount_Amount && c_Quote.Discount_Amount > 0,v_CurrencyHtmlEntity + c_Quote.Discount_Amount.round(2),"-"); v_DiscountValue =...

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

Calculating Percentagehttp://mail.joellipman.com/articles/ecommerce/calculating-percentage.html

20 May 2010 To determine what percent a number is of a total number: (Progress So Far / Total Progress Units) * 100 = % or (Net Amount / Gross Amount) * 100 = % eg. (12 steps / 30 steps) * 100 = 40% ie. 12 steps of 30 is 40% progress eg. ($8 / $10) * 100 = 80% ie....

• Type: Article
• Author: Joel Lipman
• Category: eCommerce Systems
• Language: *

Is it a scam? Gumtree.com's warning signshttp://mail.joellipman.com/hardware/is-it-a-scam-gumtreecoms-warning-signs.html

12 October 2010 into your bank account, only to be refused weeks later. At this point, the bank/building society will take the full cheque amount back out of your account. This would then leave you out of pocket for the amount on the cheque and the amount you passed on...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Zoho Deluge: Search Records with Special Characters (COQL)http://mail.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 Use parenthesis for precedence. Pagination: LIMIT offset, limit: v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 400,2"; // returns 2 deals after the first 400 records // OR v_CoqlQuery = "select id,...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttp://mail.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 l_HeaderColumns.add({"key":"po_ref","value":"Ref"}); l_HeaderColumns.add({"key":"po_status","value":"Status"}); // amount/total is a currency column we want aligned on the right l_HeaderColumns.add({"key":"po_amount","value":"PO...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 { if(!isNull(m_XeroPayment.get("PaymentID"))) { v_PaidTotal = v_PaidTotal + m_XeroPayment.get("Amount"); } } v_CrmInvoiceStatus = if(v_PaidTotal == v_InvoiceTotal,"Paid in Full","Partially Paid"); } m_UpsertCrmInvoice.put("Status",v_CrmInvoiceStatus);...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 // going to create a new set of line items a_NewSuformRows.push(o_NewLineItem); } } } // determine deposit amount // get grand total (note that formula for grand total excludes line items which were optional) v_QuoteGrandTotal = 0.00; r_QuoteDetails =...

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

Pancakeshttp://mail.joellipman.com/articles/_other-misc/pancakes.html

07 July 2009 pan really hot, then turn the heat down to medium and, to start with, do a test pancake to see if you're using the correct amount of batter. I find 2 tbsp is about right for an 18cm/7in pan. It's also helpful if you spoon the batter into a ladle so it...

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

Joes Bug Tracker (JBT)http://mail.joellipman.com/component/content/article/joes-bug-tracker-jbt.html?catid=40

07 July 2011 on one page. CHANGELOG v? (?) - Support for Joomla! FTP upload. - File Download: Payment Options --- merchant ID, --- amount --- currency, --- paypal, google, --- order ref, --- download limit, --- download period, --- thank you message v0.1...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

Basic Joomla 2.5 Mootools Formhttp://mail.joellipman.com/articles/cms/joomla/basic-joomla-25-mootools-form.html

20 August 2012 this to use an XML file depending on the level of detail you want back. The biggy The following code is basically the least amount of code (or near enough) you will need to get this to work: window.addEvent('domready', function() {...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: en-GB

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 v_LineItem_Price = r_QuoteDetails.Product_List_Price; v_LineItem_Quantity = r_QuoteDetails.Product_Quantity; v_LineItem_TaxAmount = r_QuoteDetails.Product_Tax_Amount; // v_LineItemTotalExclVat = v_LineItem_Price * v_LineItem_Quantity; v_LineItemTotalVat...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 v_QuoteCurr = ifnull(r_Result.get("Quote_Currency"),"GBP"); v_QuoteTotal = ifnull(r_Result.get("Total_Amount"),0.0).toDecimal(); v_ExchangeRate = ifnull(r_Result.get("Exchange_Rate"),1); v_ModifiedTime =...

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

Zoho Creator / eBay: Get all Active Productshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 criteria to only return the active listings as well as specific fields so my function doesn't get overwhelmed with the amount of data in the response: map API.fn_eBayQuery_GetActiveProducts(int p_Page, int p_PerPage) { /* Function:...

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

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

17 August 2022 so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve payment mode, amount and date v_PaymentMode = ifnull(r_Result.get("payment_mode_formatted"),""); v_PaymentDate = r_Result.get("date"); v_Last4Digits...

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

Zoho Deluge: Get All Orders from eBayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 = Map(); l_JsonOrders = List(); // // start preparing CSV file to email for export v_ReportCSV = "Date,Order ID,Status,Amount,Currency,Notes"; l_CsvFileRows = List(); l_CsvFileRows.add(v_ReportCSV); // // get access token v_AccessToken =...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 than StaticAlias) - Resolved fix of inventory adjustment level (Error:9205:Insufficient Stock) - Resolved fix of overpaid amount (Include Shipping Cost in SO) Date Modified: 2023-03-16 (Joel Lipman) - Resolves issue of SO / Invoice / Package / Shipment...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttp://mail.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 (Joel Lipman) - Initial release - Forwards webhook to Zoho Creator Date Modified: 2024-04-22 (Joel Lipman) - Minimized amount of processing to simply storing the record in Zoho - Run HMAC SHA 256 verification...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 of logged-in user, and authorized as the system account (a separate Zoho user we have named SYSTEM ADMIN); this reduces the amount of blame on the system manager believed to be assigning these manually. Source(s): Zoho Community - Zoho CRM - Zoho CRM...

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