How can I integrate Zoho form with Zoho books so that every time a form is submitted it creates an invoice
I currently have a zoho form that I have setup as a registration and payment page. When the form is submitted it also processes payroll. I'm looking to integrate the zoho form with zoho books so that every time a form is submitted and payment processes a customer will be cretaed/updated in zoho books and an invoice created. Right now I have to manually enter every transaction which is taking too much time. I previously had the zoho form go to a checkout page but that was causing issues where individuals weren't getting to the checkout page an payment was not being made. I was then needing to track down customers to get payment and I was loosing sales. The only thing nice about using a checkout page is that the checkout page would create an invoice. It seems as though if there is an option to collect payment directly within a form there should be an easy way to automatically generate an invoice within zoho books, just like checkout does.
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.