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 as the output option.
- In the dialog that opens click Configure under Invoke custom function.
- Click Gallery -> Attach to Zoho Books Invoice
- Create the required Deluge connections and click Save & Link function.
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