Tableau Connector for Zoho Books

Build 22.0.8479

RetainerInvoiceDetails

To list, add, update and delete of a retainer invoice.

Table Specific Information

Select

The connector will use the Zoho Books API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Note: RetainerInvoiceId is required in order to query RetainerInvoiceDetails.

  • RetainerInvoiceId supports the '=' comparison.
For example:
    SELECT * FROM RetainerInvoiceDetails WHERE RetainerInvoiceId = '1894663000000085023'

Insert

Insert can be executed by specifying CustomerId, LineItems columns. The columns that are not read-only can be inserted optionally. Following is an example of how to insert into this table.

Insert INTO RetainerInvoiceLineItems#TEMP(description,rate) values('Cloth description','1700') 

Insert INTO RetainerInvoiceDetails(CustomerId, LineItems) values('3285934000000104002',RetainerInvoiceLineItems#TEMP) 

Update

Update can be executed by specifying the RetainerINVOICEID in the WHERE Clause. The columns that are not read-only can be Updated. For example:

Insert INTO RetainerInvoiceLineItems#TEMP(description,rate) values('Cloth description updated','1700') 

Update RetainerInvoiceDetails set CustomerId='3285934000000104002',LineItems='RetainerInvoiceLineItems#TEMP' WHERE RetainerINVOICEID='3285934000000268036'

Delete

Delete can be executed by specifying the RetainerINVOICEID in the WHERE Clause For example:

DELETE FROM RetainerInvoiceDetails WHERE RetainerINVOICEID = '3285934000000268036'

Columns

Name Type ReadOnly References SupportedOperators Description
RetainerInvoiceId [KEY] String True

RetainerInvoices.RetainerInvoiceId

Id of retainer invoice.

RetainerinvoiceNumber String True

Number of a retainer invoice.

AllowPartialPayments Boolean True

Check if the retainer invoice allows partial payments.

AttachmentName String True

Name of the attachment.

Balance Decimal True

Total amount left.

BillingAddress String True

Billing address of a retainer invoice.

BillingAddressAttention String True

Name of a person in billing address.

BillingAddressCity String True

City of a billing address.

BillingAddressCountry String True

Country of a billing address.

BillingAddressFax String True

Fax of a billing address.

BillingAddressPhone String True

Phone number of a billing address.

BillingAddressState String True

State of a billing address.

BillingAddressStreet2 String True

Street two of a billing address.

BillingAddressZip String True

ZIP code of a billing address.

CanSendInMail Boolean True

Check if retainer invoice can be send in mail.

ClientViewedTime Datetime True

Last time when client viewed retainer invoice.

ColorCode String True

Color code of retainer invoice.

ContactPersons String False

Contact Persons

CreatedById String True

Users.UserId

Id of a user who has created retainer invoice.

CreatedTime Datetime True

Time at which the retainer invoice was created.

CurrencyCode String True

Currency code of the customer's currency.

CurrencyId String True

Currencies.CurrencyId

Currency ID of the customer's currency.

CurrencySymbol String True

Symbol of currency used for retainer invoice.

CurrentSubStatus String True

Current sub status of a retainer invoice.

CurrentSubStatusId String True

Current sub status ID of a retainer invoice.

CustomerId String False

Contacts.ContactId

ID of the customer or vendor.

CustomerName String True

Name of the customer or vendor.

Date Date False

Date of a retainer invoice.

ExchangeRate Decimal True

Exchange rate of the currency.

InvoiceUrl String True

URL of invoice.

IsEmailed Boolean True

Check if the retainer invoice is emailed.

IsInclusiveTax Boolean True

Check if the retainer invoice is inclusive of tax.

IsPreGst Boolean True

Check if the retainer invoice is applied by pre GST.

IsViewedByClient Boolean True

Check if retainer invoice is viewed by client.

LastModifiedById String True

Users.UserId

Id of a user who has last modified the retainer invoice.

LastModifiedTime Datetime True

The time of last modification of the retainer invoice.

LastPaymentDate Date True

Date of payment which was last paid.

Notes String False

Notes of retainer invoice.

Orientation String True

Orientation of a page.

PageHeight String True

Height of a page.

PageWidth String True

Width of a page.

PaymentDrawn Decimal True

The payment which was drawn for retainer invoice.

PaymentOptionPaymentGateways String False

Payment options for the retainer invoice, online payment gateways and bank accounts.

PaymentMade Decimal True

Payment which was made for the invoice.

PricePrecision Integer True

The precision for the price.

ReferenceNumber String False

Reference number of a retainer invoice.

RoundoffValue Decimal True

Round Off value.

ShippingAddress String True

Shipment Address.

ShippingAddressAttention String True

Name of a person of shipping address.

ShippingAddressCity String True

City of a shipping address.

ShippingAddressCountry String True

Country of a shipping address.

ShippingAddressFax String True

Fax of a shipping address.

ShippingAddressPhone String True

Phone number of a shipping address.

ShippingAddressState String True

State of a shipping address.

ShippingAddressStreet2 String True

Street two details of a shipping address.

ShippingAddressZip String True

Zip code of a shipping address.

Status String True

Status of the retainer invoice.

SubTotal Decimal True

Sub total of retainer invoices.

SubmittedBy String True

Detail of the user who has submitted the retainer invoice.

SubmittedDate Date True

Date of submission of retainer invoice.

TemplateId String False

ID of a template.

TemplateName String True

Name of a template.

TemplateType String True

Type of a template.

Terms String False

Terms and Conditions apply of a retainer invoice.

Total Decimal True

Total of retainer invoices.

TransactionRoundingType String True

Type of round off used for transaction.

VatTreatment String True

VAT treatment for the retainer invoice.

PlaceOfSupply String False

The place of supply is where a transaction is considered to have occurred for VAT purposes.

TaxSpecification String True

Working of tax when specifying special tax options and tax methods for earnings codes.

UnusedRetainerPayments Decimal True

Payment of the retainer invoice which is unused.

LineItems String False

Line items of an estimate.

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Build 22.0.8479