Create Sales Invoice Zohobooks

[deshmukhashay]

Your Task History ID

IjU3NjUwNTZlMDYzZjA0M2Q1MjZjNTUzMDUxMzIi_pc

I have to create sales invoice using automation process.

But while creating multiple item order placed from Shopify invoice only display single item in invoice and also I have to avoid security deposit amount calculation for GST applied.

 

[deshmukhashay]

Pleas check my workflow I have to create for exit customer and non existing customer for invoice creation

 

[manthan]

Hey @deshmukhashay

Could you clarify whether the tax rate will remain consistent for all products or if it will vary based on the specific products?

 

[deshmukhashay]

Hey @deshmukhashay

Could you clarify whether the tax rate will remain consistent for all products or if it will vary based on the specific products?

It basis on all products but We have create item for security deposit which will not applicable for tax.

 

[deshmukhashay]

How will create sales invoice using multiple products.

 

[manthan]

Hey @deshmukhashay

To include multiple products, you should capture advanced responses by closing the simple response button. Then, utilize the Line Itemizer. This method allows you to create invoices for multiple products.
Please refer to the link provided below for detailed information on the Line Itemizer. Additionally, you can view the attached screenshot for reference.

Can you clarify if the security amount will be uniform for all products, or if it will vary depending on the specific product?

 

[deshmukhashay]

Hey @deshmukhashay

To include multiple products, you should capture advanced responses by closing the simple response button. Then, utilize the Line Itemizer. This method allows you to create invoices for multiple products.
Please refer to the link provided below for detailed information on the Line Itemizer. Additionally, you can view the attached screenshot for reference.

View attachment 35170

Can you clarify if the security amount will be uniform for all products, or if it will vary depending on the specific product?

It Varies from product to product

 

[manthan]

Hey @deshmukhashay

How do you differentiate or recognize the security amounts associated with various products?

 

[deshmukhashay]

Hey @deshmukhashay

To include multiple products, you should capture advanced responses by closing the simple response button. Then, utilize the Line Itemizer. This method allows you to create invoices for multiple products.
Please refer to the link provided below for detailed information on the Line Itemizer. Additionally, you can view the attached screenshot for reference.

View attachment 35170

Can you clarify if the security amount will be uniform for all products, or if it will vary depending on the specific product?

We are trying to do this but we need for this zohobooks . Shopify to Zohobooks once new order placed by user

 

[deshmukhashay]

Hey @deshmukhashay

How do you differentiate or recognize the security amounts associated with various products?

Hi, we have specified the deposit rates for every product. I'll share a screenshot for your easy reference.

 

[manthan]

Hey @deshmukhashay

The security amount is not apparent in the provided screenshots.

 

[deshmukhashay]

Hey @deshmukhashay

The security amount is not apparent in the provided screenshots.

The second screenshot specified security deposit amount.

Security Deposit Rates for each product in Zoho

 

[deshmukhashay]

We are trying to do this but we need for this zohobooks . Shopify to Zohobooks once new order placed by user

Please let me know about this also

 

[manthan]

Hey @deshmukhashay

Can we schedule a Google Meet call to discuss this further?

 

[deshmukhashay]

Hey @deshmukhashay

Can we schedule a Google Meet call to discuss this further?

Yes when please share time for tomorrow

 

[Arshita]

Hey @deshmukhashay

Can you please confirm your availability for tomorrow at 12:30 PM IST? This will allow us to schedule a Google meeting to address and resolve your concerns.

 

[deshmukhashay]

Hey @deshmukhashay

Can you please confirm your availability for tomorrow at 12:30 PM IST? This will allow us to schedule a Google meeting to address and resolve your concerns.

Ok we are available Please schedule meeting and share link

 

[Arshita]

Sure, here is the Google Meet link for the scheduled meeting for tomorrow at 12:30 pm IST

Google Meet joining info
Video call link: https://meet.google.com/smn-zxya-gix
Or dial: ‪(US) +1 484-416-1452‬ PIN: ‪329 157 656‬#
More phone numbers: https://tel.meet/smn-zxya-gix?pin=1425546823708

 

[deshmukhashay]

Sure, here is the Google Meet link for the scheduled meeting for tomorrow at 12:30 pm IST

Google Meet joining info
Video call link: https://meet.google.com/smn-zxya-gix
Or dial: ‪(US) +1 484-416-1452‬ PIN: ‪329 157 656‬#
More phone numbers: https://tel.meet/smn-zxya-gix?pin=1425546823708

Ok Thanks .

 

[manthan]

Hey @deshmukhashay

You can streamline the process by adding all Shopify products as Line items in Zoho Books, using the exact same names as they appear on Shopify. Maintain the item prices in Zoho Books according to your MRP (after deducting the security deposit). When setting up the integration in Pabbly Connect, in the action step for Zoho Books, refrain from mapping any data in the Line Item Rate field. This way, you'll only be sending the product name and quantity to Zoho Books, and the system will automatically use the price you entered for the respective item during item creation.