Shopify transaction (payout) fee to Zoho books

Shopify transaction (payout) fee to Zoho books

Hi,

I'm pretty sure that many of us suffering when we need to enter manually Shopify's transaction (payout, merchant) fee.

I came up with not too elegant (I'm not a coder) but a very efficient flow to automate the creation of a bill after every Shopify order.

This flow automatically calculates the payout fee. No more manual data entry!

Let's build the flow

1. Zoho flow trigger: Paid Shopify order created
2. Add a Decision Box.
3. We are using 2 different payment method (Shopify, PayPal), we accept AMEX card and sometimes we have customers from overseas hence we have 4 conditions
- AMEX: Tags equals AMEX -> for this you need to use Ablestar's Automatic Order Tag app. Set up a rule (it's free) when an order is created and the credit card company is American Express then it adds AMEX as a tag.
- Overseas payment: Gateway contains shopify AND Billing address - Country does not contain Australia
- Shopify payments: Gateway contains shopify
- PayPal payments: Gateway contains paypal

The AMEX and overseas payments' fees are 2.9% + 30 cent
Shopify payment's fee is 1.75% + 30 cent
PayPal payment's fee is 2.6% + 30 cent

To go forward you need to create 2x custom functions. Just copy and paste the below codes.

- Date format:
string dateFormat(string dateStr, string fromFormat, string toFormat)
{
dateObj = dateStr.toTime(fromFormat);
return dateObj.toString(toFormat);
}

- Payment calculator
float shopifyPayment(float totalPrice, float percent)
{
paymentFee = totalPrice * percent + 0.3;
return paymentFee;
}

Let's continue the flow.

4. Connect the shopifyPayment custom function box the Decision box:
- totalPrice: ${trigger.total_price}
- percent: for Shopify it's 0.0175, for PayPal it's 0.026 and for the rest is 0.029

5. Connect the dateFormat custom function box to the shopifyPayment box:
- dateStr: ${trigger.created_at}
- fromFormat: yyyy-MM-dd'T'HH:mm:ss
- toFormat: yyyy-MM-dd

6. Add Zoho Inventory - Fetch item  (beforehand you need to create a Merchant fee service in Zoho inventory)
- Search by: Name
- Search value: Merchant fee

7. Add Zoho Inventory - Create Bill


Let me know if something is not clear.