Function #6: Calculate Commissions for paid invoices

Function #6: Calculate Commissions for paid invoices

Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an expense correspondingly. 

Prerequisites:

Add a new custom field of type Percent with the name "Commission Percent" for the Invoices module. In this field, you will enter the percentage of commission you ought to give the salesperson. 

Custom Function: 

Now, head to Settings -> Automation -> Custom Functions -> +New Custom Function and add the function script. You can find the script in this GitHub link. 



As you'll notice, we have entered "Petty Cash" as the Paid Through account for the expense in the script. If you wish to track it using a different account, replace Petty Cash by the appropriate account name. 

Also, don't forget to create the Connection. Without it, the function won't execute. Here's how to create a connection in Zoho Books:



Workflow Rule: 

Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and configure the rule as follows to animate the custom function on the right occasion. 




Once you choose the appropriate custom function at the end, save the workflow. 

This will streamline the process of tracking commissions and increase efficiency by hampering the possibility of any human errors and saving you time. 

Some of you might want to record the commission amount as bill or have other additional requirements in this workflow. In such a case, I recommend you to contact us for a customized function.

Regards,
Divya R
Zoho Books


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Undelivered Mail uncategorized-bounce errors when sending invoices

                                    Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
                                  • Option to Delete Chats in IM

                                    Currently, there is no option to delete any chats in IM, regardless of their source.
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • Can I import MSG files into Microsoft 365 without Outlook?

                                    Yes, absolutely. You do not need Outlook installed to import MSG files into Microsoft 365. Aryson MSG file Converter is a dedicated tool that eliminates the Outlook dependency entirely, making the migration process simple and efficient for all users.
                                  • Zoho API

                                    I have little experience with API. I'm trying to get a Custom API working with Zoho creator. I have created a Custom API and created an Endpoint URL, but i get a 9400 error code "The provided HTTP method is not valid for this custom API". Based off the
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
                                  • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

                                    Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM
                                  • Feature Request - A Way To Search Item Groups

                                    Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
                                  • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                    Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
                                  • Ticket id issues

                                    When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.
                                  • Advanced email configuration - agent's name vs. department name

                                    We currently have all four Advanced Configuration options turned ON at the Global-level (Channels > Email > Advanced Configuration) - including the "Show Agent name in Ticket replies and outgoing emails" option. We also had that same option turned ON
                                  • #157127950

                                    Where did my initial question go?
                                  • sync two zoho crm

                                    Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
                                  • Add Bounced as an Email Action / Notification for Bounced Emails

                                    This is one of the hard requirements for the clients we're servicing. They want to get an internal email notification whenever the email they sent to their contacts have bounced, so that they can look into it and update the email address. Currently, the
                                  • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

                                    Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
                                  • Zoho Recruit - Email Relay

                                    Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka
                                  • Notebook AI limits

                                    Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and
                                  • not able to convert pdf to jpg and other forms and vice versa.

                                    i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                  • What’s New in Zoho Analytics - March 2026

                                    Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements
                                  • Tickets without registration

                                    Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
                                  • Zoho People > Performance Management > Appraisal cycle

                                    Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
                                  • SalesIQ Tip for Admins: Guide Operators in Real-time Without Interrupting the Chat

                                    Consider this. You're a supervisor and you're looking through the active conversations. An associate is mid-chat with a high-value prospect. The prospect asks something unexpected, maybe about a tailor-made subscription plan or a bulk discount that’s
                                  • Early Access: Check Printing in Zoho Books

                                    Hello Everyone,   Are you constantly writing checks to pay your vendors?   We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases.  It is available in the  US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD.   Here’s a summary of what’s possible:   1. Write and print a check. 2. Make
                                  • Connecting Zoho Inventory to ShipStation

                                    we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
                                  • Syncing zoho books into zoho crm

                                    I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
                                  • Zoho no support response.

                                    Problem is Zoho support seems to be just a concept. Just completing my trial, am ready to purchae 3 user subscriptions pending answer to a question, submitted two suport request during my trial that weren't responded to. Gave up trying the 888 line. Hard to imagine my production data in hosting environment with no support response.
                                  • Updating transaction number series for fiscal year 2026-2027 in Zoho POS

                                    A fiscal year or financial year is a 12-month period that businesses follow to manage and track their financial activities such as expenses, revenue, and taxes. This doesn't need to match the calendar year (JAN-DEC) and varies based on region, and tax
                                  • Trigger workflows from SLA escalations in Zoho Desk?

                                    Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
                                  • Bank Feeds

                                    Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working
                                  • Mass emails - Allow preview of which emails will receive the email based on the criteria

                                    Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great
                                  • Lack of Looping and Carry-Forward Functionality in Zoho Survey

                                    Zoho Survey currently does not support looping or carry-forward functionality, meaning it is not possible to dynamically generate follow-up questions based on each option selected in a previous question or to pipe selected responses (such as {Looping
                                  • How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator

                                    I recently worked on a use case where users come into the application to request a service, but they should only be able to continue the process after completing a subscription. The challenge was not just controlling access, but also making sure that
                                  • Forecast in Zoho CRM Just Got Smarter with an upgraded Zia Intelligence

                                    Hello Everyone, We are here with an interesting enhancement to Forecasts in Zoho CRM — Enhanced Zia Insights for your sales Forecast. Imagine a regional sales manager reviewing their team’s performance using forecasts in Zoho CRM. Instead of switching
                                  • Update TDS and TCS rates for Income Tax Act, 2025 (effective April 1, 2026)

                                    Hello everyone, The Income-tax Rules, 2026 (G.S.R. 198(E), dated March 20, 2026) have been notified, marking a significant structural shift in India’s direct tax framework. From April 1, 2026, the Income Tax Act, 2025 replaces the Income Tax Act, 1961.
                                  • What is a realistic turnaround time for account review for ZeptoMail?

                                    On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
                                  • Service line items

                                    Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
                                  • Automation Series: Auto-assign Resources as Task Owners

                                    In Zoho Projects, task ownership can be set automatically during task creation, allowing resources to be assigned based on the task name. Resources are work equipment or tools added to the portal to monitor their usage across projects. They can be assigned
                                  • Zoho CRM Email Templates 100% Width No Background How?

                                    Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 
                                  • Subform edits don't appear in parent record timeline?

                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                  • AI secretary

                                    In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694
                                  • Next Page