Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
Auto Assign Reporting Tag in Zoho Books
This tutorial will teach you to how to automatically create and assign a Reporting Tag to an Invoice Line Item in Zoho Books- if there is an associated Project. Can also be adapted to work on other modules.
Get & Update Invoice Custom Fields in Zoho Books
This tutorial provides a Deluge script that will get custom field records from an Invoice, then subsequently update the custom fields on the Invoice.
Create Linking Invoice in Zoho Books
This tutorial features a custom function that will create an additional invoice based on the Event Date of a previous Invoice.
Invoice to Serialized Equipment
This tutorial will illustrate how to create a custom function (using Deluge scripting) where when an Invoice is submitted in Zoho Books, an Equipment record is created in Zoho CRM that tracks which specific units a customer owns.
