Automated Invoice Creation from Zoho CRM
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
Invoice & Commission Record Creation in Zoho CRM
This post provides a sample CRM function for ‘Affluence Financial Planning’ to create Commission records and an Invoice.
Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
