Function #62: Display associated Quote on Invoice details screen
Hello everyone!
Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to quickly reference the original quote and access it by clicking the Quote#.
Pre-requisites:
1. Create a Connection named "zbooks" to successfully execute the function. You can watch the GIF attached below to know how to create the connection.
Related Lists:
Navigate to Settings -> Sales -> Invoices -> Related Lists -> +New Related List. Provide a suitable name, select view preferences, and then paste the script from this GitHub link -> Save. Once done, the associated quote will be displayed in the invoice details screen. You can click on the Quote# to access the corresponding quote.
If you have any questions about today’s related list script, feel free to drop a comment below or reach out to our Support team. We’re always here to help!
For those who are discovering our custom function series for the first time, you can find the list of all the functions we've shared so far right here.
Regards,
Shireen Farhana
Zoho Books