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              • Announcements

              • Function #30: Display list of associated PO on SO details screen

                Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
              • Function #21: Email list of unpaid invoices automatically to customers

                Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers
              • Function #5: Add late fees for overdue invoices

                Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balance
              • Function #25: Automatically generate purchase orders from a sales order

                We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
              • Function #28: Automatically calculate Customer Loyalty points

                Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
              • Most Discussed Topics

              • What's New in Zoho Books - November 2023

                Hello users! We're fast approaching the end of the year 2023, and we hope this has been a fruitful year so far, for your business. Like every month, we're back with the latest features and enhancements made to Zoho Books which includes a new integration,
              • Function #30: Display list of associated PO on SO details screen

                Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
              • Function #28: Automatically calculate Customer Loyalty points

                Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
              • Zoho Books Automation

                Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?
              • How to automatically notify user (not assignee) when tasks status changes

                Hi, One of my team is using extensively Books tasks to follow business workflows. We are missing notiification to the creator of the ask, that a task has been completed. I'm trying to find Books automation and workflow, but Tasks are not available. I


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