Zoho Books
How to attach a merged document to an invoice in Zoho Books
Overview Zoho Writer's merge templates has a built-in gallery function to automatically attach the generated document to a specified invoice in Zoho Books. Steps Open your desired merge template in Zoho Writer Choose Merge and invoke custom function ...
How to merge documents using Zoho Books' data
Overview Zoho Writer's merge templates allows you to generate personalized documents such as invoices, expense reports, purchase orders using your Zoho Books data. Steps Open your merge template in Zoho Writer. In the Automate pane, Select Data ...
Configure workflow in Zoho Books with Writer's mail merge
Overview Use Zoho Writer with Zoho Books to create branded PDFs and automate document generation from your Books data. You can either use the Zoho Writer Templates extension in Zoho Books for one‑click document generation, or configure ...