I spent a while battling this and didn't find an obvious answer posted
on either the Zapier or Zoho forums so thought I'd share my solution and
hopefully save someone else the time. Of course someone might turn around and
say there is a much simpler solution, and I will hate them forever, but this is what worked for me.
Problem: I want to use a Zap
to automatically generate an invoice in Zoho Books whenever a new order is
placed in eBay, and for this invoice to have the correct VAT applied to the
sale amount. Even if you enable VAT for your eBay listings, the eBay API that
the Zap calls does not appear to have a field for the price net of VAT, only
the gross sale amount (or amount net eBay fees). When your invoice is generated
in Zoho Books for an item which is set up for VAT, it calculates VAT on the
gross sale which already includes VAT. This results in an incorrect VAT amount
on the invoice.
Solution:
1. Set up Items in Zoho Books: In order to apply
VAT to incoming orders via the Zap you need to have the items set up in Zoho
Books. I have around 100 eBay SKUs so I did this as an import upload (burger
bar on Items page). There is a sample file on the upload page, which I then
trimmed down to the fields I wanted (Item Name, Tax1 Name, Tax1 Percentage,
Tax1 Type). This presumes you have VAT set up already in Zoho Books, there are
guides elsewhere on how to do this. As a general note the Zap has a required
field of rate (price) which will override the rate set in Zoho Books when the
invoice is generated, so no need to fill that in here. Also, because the Zap
overrides this value you can't set the value net of VAT in the Item to get the
correct amount when VAT is applied.
Importantly, if you want to use SKUs to identify your items when using
the Zap, you need to include the SKU under the "Item Name" field, and
not the SKU field on the import. This is because there is no SKU field in the
Zap action setting up the Invoice, so to link the Item in Zoho Books and the
incoming order you will need to set the "Item Name" field in the Zap
with your eBay SKU (see below).
Once you've imported your items, head over to Zapier.
2. Set up Zap: The Zap will consist
of the trigger and two actions. The trigger is the eBay order, the first action
is to convert the gross sale value to net, and the second is to generate the
invoice including this calculated value. Set up your Zap, and for the trigger
select eBay, then New Order. Choose your account, then complete and move on to
the next action.
For the first action, select Format, one of the built in tools on the
right hand side. This should set the app to Formatter by Zapier. Next select
numbers from the event, and for the Transform choose Spreadsheet-Style Formula.
Because eBay only gives the gross sale price, the formula I used is a
simple one to convert this to net for my applicable VAT rate (20%):
=ROUND(1. Line Items Total Value:5.95/1.2,2)
Where "1. Line Items Total Value" is the field with the gross sale
price in.
Create a second action, select Zoho Books, and Create New Sales Invoice.
Choose your account, and then you'll get to the main set up action page.
Customer name is mandatory, and Zoho will automatically set up the
customer in Zoho Books (a customer is needed to generate an invoice). Item Name
is also mandatory, and as noted earlier this will need to match the Item Name
on the Item in Zoho Books. As I'm using SKUs I mapped the Line Item SKU field
to this to match the import, which means Zoho will now automatically apply VAT
to the invoice when generated.
Quantity is also required, and should be mapped (Line Items Quantity),
and Rate is also required. This is the net sale price generated in the first
action, when you click on the field the option "Numbers in Formatter by
Zapier" should appear, and in the dropdown the output number should be
there.
Once you have set up the rest of the fields, give the Zap a test, and
you should now be generating invoices with the correct amount of VAT in Zoho
Books.
As a final thought, I found some rounding errors crept in on multi-item
orders with discounts applied using the above method when using the individual item
values from a field such as "Line Items Total Value" for the second
action VAT calculation, so instead used the "Pricing Summary Total
Value" field which just gives the gross total of the order. This messes up
the look of the invoice a little (the first item has the entire net value
applied to it, the others 0), but gets rid of the error.
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