I do bookwork for a charity, and we receive tax-deductible donations. We use Reckon One for bookkeeping, and Zoho Invoice to issue donation receipts, as there is no receipt function in Reckon One.
I have set up a Zap to create a new invoice in Zoho Invoice when a Receive Money to our gift fund account is created in Reckon One. This works fine.
What I am now trying to do is continue that zap to automatically mark that invoice as paid and send a payment receipt, if the item name is Donation.
The only action events I have for Zoho Invoice are Create Contact Person, Create Contact, or Create Invoice. Nothing to create a payment, or even update an invoice. So I’m guessing I’ll need to use webhooks or something similar, but I can’t seem to get my head around them. Is anyone able to help?
Best answer by steph.n
While not all feature requests are implemented, customer feedback like this is a huge part of how we continue to grow our platform. If this feature does get developed, we'll reach out to you directly to let you know!