Function #45: Automatically convert billable expense to invoice

Hello everyone, and welcome back to our series!

Zoho Books allows you to easily charge your customers for expenses that you have incurred on their behalf. You can achieve this by marking the relevant expense as billable and then manually converting it into an invoice for the specific customer. With today's custom function, this process can be automated. After you create a billable expense, the function will automatically convert it to an invoice. All the necessary details, such as the customer Name, expense account, project name, expense amount (with or without markup), and attachments included in the expense, will be copied to the invoice.

Prerequisites: 

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.

Custom Function:

Navigate to Settings -> Automation -> Workflow Actions -> Custom Functions -> +New Custom Function > Add the function code from this GitHub link > Hit Save. 

Workflow Rule: 

Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and set up the workflow rule as shown below:

In the final step of this workflow rule, associate the custom function you created and then hit Save.

If you found this function helpful, feel free to share your feedback in the comments below. If you need assistance with setting up this automation, don't hesitate to contact us at support[at]zohobooks[dot]com. We're here to help!

Regards,

Shireen Farhana

Zoho Books

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