Adding Item values from an estimate - Zoho Books
Hi,
I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring.
I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup.
Can anyone point me in the right direction?
Can I use a loop to scroll through the items in an estimate to add the values based on whether they are recurring or setup.
Thanks in advance
Writer
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I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring.
I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup.
Can anyone point me in the right direction?
Can I use a loop to scroll through the items in an estimate to add the values based on whether they are recurring or setup.
Thanks in advance
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