How to update the E-Invoice Plugin

How to update the E-Invoice Plugin

Introduction


There are times when the plugin might not auto-update when an update rolls out, below are steps to manually trigger this update. 

Manually download Plugin update without effecting databases


  1. Go to client current extension global fields and backup ALL data (especially Client ID and Secret, BRN and TIN) 

    1. You may do this by copy / pasting the data into a notepad or word doc. 



    2. You can find this configuration page via this navigation :
      1.  Zoho Books settings > marketplace > installed extensions > einvoice plugin "view details" > configure

  2. Search einvoice for Zoho Books in the Zoho Store.
    1. hit buy now, then click install in the popup window



  3. follow the installation steps - authorize connection

    1. for reference on how the install is carried out, refer to the following article : 
      https://einvois.helpdesk.ooroboros.com/portal/en/kb/articles/how-to-install-the-einvoice-malaysia-zoho-books-plugin

  4. reconfigure global fields (insert backed up Client ID and Client Secret, TIN and BRN, and MSIC code)

  5. Complete!

Warning

For extra safety, back up your data. 

There is an old issue that when updating the plugin, you may lose some or all e-invoicing data post-update.
(this is an old issue, that should be fixed but we suggest this step just in case) 

Backing up is not a complicated method, it simply means exporting your data as a spreadsheet file so you may reimport it at a later date. 

instructions on exporting can be found in the "bulk updating" chapters of the following articles: 


Notes
Notes
Note: you will need to do this for customers, vendors, items, bills and invoices to cover all possibilities for this issue. 

If you encounter the error while installing:

"please disassociate these components and try again"


There is a chance while installing that this error might appear: 



As indicated in the table header on the right, this is because the plugin's custom fields are being used in a custom view setting. 

For this issue, you will have to locate the custom view and remove the custom fields from it. 

  1. Search for the custom view (in this example, it is in the "vendors" modue) via the drop down menu (by default it is displaying "All Vendors" 



  2. Edit the custom view via the Pencil icon to its right 



  3. You will need to remove any fields that were stated in the error message previously. 
    1. Remove the fields using the red " - " symbol on the right of the field name



  4. You may now save the custom field. 
    1. You can re-add these fields after the installation is complete. 

  5. If the error mentions a custom view names "status.all" in this error table, do look through the default "all" view settings for all Zoho books views (items, customers, vendors, and all document modules) via the method below: 

    1. in the default view selected, go to the menu shown below : 



    2. the below popup will appear, deselect all fields mentioned in the error message. 



  6. You may now proceed with the rest of the rest of the process detailed in the above chapter.