Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
Auto Assign Reporting Tag in Zoho Books
This tutorial will teach you to how to automatically create and assign a Reporting Tag to an Invoice Line Item in Zoho Books- if there is an associated Project. Can also be adapted to work on other modules.
Get & Update Invoice Custom Fields in Zoho Books
This tutorial provides a Deluge script that will get custom field records from an Invoice, then subsequently update the custom fields on the Invoice.
Create Linking Invoice in Zoho Books
This tutorial features a custom function that will create an additional invoice based on the Event Date of a previous Invoice.
Invoice to Serialized Equipment
This tutorial will illustrate how to create a custom function (using Deluge scripting) where when an Invoice is submitted in Zoho Books, an Equipment record is created in Zoho CRM that tracks which specific units a customer owns.
Partner Account Manager – Zoho Corporation
Click Here to Apply Description Location New Braunfels area Role The Partner Account Manager (PAM) acts as a liaison between Zoho and its channel partners – building, maintaining and managing long-term relationships with current and prospective partners. The PAM plays a vital role in the revenue growth of Zoho’s channel partner organizations, and serves as…
Entry-Level Technical Account Manager – Zoho Corporation
Click Here to Apply Description Location Bastrop/Smithville area Role Entry level technical account manager. We are seeking an individual who understands business software, can build relationships with our existing customers over the phone, and effectively communicate how the software can be configured to solve business problems. Skills Business communication – you will participate in and…