Function #18: Associate invoice templates automatically based on customer language
For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in various languages (Zoho Books supports 22 languages) and then associating the appropriate template to each customer.
What if the system can automatically associate the suitable template to each customer, based on the customer's portal language? This is precisely what our custom function accomplishes, significantly reducing the need for manual intervention.
1. Create a Connection named "zbooks" to successfully execute the function. You can watch the GIF attached below to know how to create the connection.
2. Create invoice templates in the required languages and name each template as per the customer portal language. For instance, if the template should be associated with customers whose portal language is chosen as español, then the template should also be named "español".
Custom Function:
Navigate to Settings -> Automation -> Custom Functions -> +New Custom Function > Add the function code from this GitHub link.
Workflow Rule:
Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and set up the workflow rule as shown below:-
In the final step of this workflow rule, associate the custom function you created and then hit Save.
Here's how the custom function will work:-
The workflow rule gets triggered and executes the custom function every time a customer is created or edited. During this process, the system will check the portal language chosen for the customer and automatically associate the corresponding invoice template.
We have provided the script for linking invoice PDF templates. If you require assistance in associating the templates of other modules, you can reach out to our support team. Feel free to share any queries or comments you have about our custom functions. Your viewpoints are valuable to us and we look forward to receiving your feedback!
Regards,
Shireen Farhana S
Zoho Books.