Adding Item values from an estimate - Zoho Books
Hi,
I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring.
I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup.
Can anyone point me in the right direction?
Can I use a loop to scroll through the items in an estimate to add the values based on whether they are recurring or setup.
Thanks in advance
I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring.
I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup.
Can anyone point me in the right direction?
Can I use a loop to scroll through the items in an estimate to add the values based on whether they are recurring or setup.
Thanks in advance
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Michael Pickering
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