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zohofinance-automation-samples

A sample collection of custom functions to demonstrate the automation workflow in Zoho Books, a comprehensive cloud accounting platform that takes care of your business finance.

Every business is unique and each of them follows a specific workflow. While managing your customers' transactions with Zoho, you might have some needs unique to your business. Custom Functions help you address such needs. Here we have compiled a set of custom functions that address different needs.

Custom Functions - Setup

  • In Zoho Books Web app, navigate to Settings -> Automation -> Custom Functions.
  • Create a new Custom function and provide a suitable name for it.
  • Choose the corresponding module and appropriate event to trigger the custom function.
  • Copy the required code depending on your use case.
  • Customize the code according to your requirements (if needed).
  • Save the Custom function and you are good to go.

Custom Functions

  1. Convert Estimate to Sales Order Automatically

  2. Create a Deal in Zoho CRM when Estimate is created in Zoho Books

  3. Make Reporting Tags mandatory in Zoho Books

  4. Schedule Customer Statement in Zoho Books

  5. Add Late fee by creating a New Invoice in Zoho Books

  6. Calculate Commission for SalesPerson and add it as Expense in Zoho Books

  7. Fetch Deals field value from Zoho CRM to related Estimates in Zoho Books

  8. Add Additional Charges to Invoices in Zoho Books

  9. Carry forward attachments from Sales order to Purchase order in Zoho Books

  10. a)Update Cost Price of an Item based on the value in the Bill in Zoho Books

    b)Update Selling Price of an Item based on the value in the Invoice in Zoho Books

  11. Apply unused credits automatically to Invoice when created in Zoho Books

  12. Auto Approve Purchase Order when total less than or equal to 1000 in Zoho Books

  13. To Calculate Margin at transaction level

  14. To send draft invoices to Cliq channel

  15. Calculate related Sales Orders' shipping charge and add it to Invoice

  16. To Fetch attachment from Bill To Invoice

  17. To assign Account owner with Zoho Books Contact owner

  18. Associate the templates automatically based on customer language

  19. Associate the templates automatically based on branch

  20. Custom calculation in item table of invoices

  21. To send unpaid invoices[consolidated] to customers

  22. To automatically associated Sales Person

  23. To remove discount when an invoice is over due

  24. To populate deal name on Estimate PDF

  25. To create PO From SO(based on Preferred vendor)

  26. Update deal stage

  27. Apply Unused credits to bills

  28. Loyalty Point

  29. Update Expiry Date of an Estimate

  30. To show the associated Purchase Orders in Sales Order

  31. Product Warrenty Calculation

  32. To Schedule an email for low-stock Items

  33. Associate the templates automatically based on customer Country

  34. To add Gift Item for An invoice

  35. To create a task when an estimate is created

  36. To send Item Catalogue to Customers

  37. Display List Of Associated SO on Estimate details screen

  38. To Add Rush charges on Invoices

  39. Schedule Vendor Statement

  40. Credit_Limit_Alert_For_Invoice

  41. Credit Limit Alert for Sales Order

  42. To show the actual Rate of Items on the Invoice

  43. To enable client portal

  44. To schedule an email if the closing balance of the account is higher than the soft limit

  45. To send an email when exceeds the Safe Limits of an account

  46. Create an Invoice From Billable Expense

  47. To send list of lapsed customers to users

  48. To synchronize the custom field from Zoho Expense with Zoho Books.

  49. To manage Fixed installment payments Script for invoice

    a)Script for invoice

    b)script For Retainer Invoice

  50. To manage Fixed installment payments Script for invoice using Custom Button.

    a)Custom Button Script

    b)Related List Script

  51. Send Bulk Email From Zoho Books

  52. Transaction level profitability for Quotes

  53. Price List based on Currency

  54. Transaction level profitability for Invoices

  55. Creation time of invoice on PDF

  56. Estimate to Sales Order in Bulk

  57. To enable Ach payment

  58. To sort line items based on item category

  59. Custom Calculation Multiple fields

  60. Custom Function to transfer the value from a custom field at the contact level to the terms and conditions section of an Estimate

  61. Automatically generate invoices for unbilled timesheets at regular intervals

  62. Automatically add free item based on quantity

  63. To show associated estimate in the invoice