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Best answer

Zap to create payment and send receipt in Zoho Invoice

A

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

@AspireAdmin - Looks like Spencer added you to our wish list to request this feature. 

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!

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3 replies

Liz_Roberts
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  • Liz_RobertsZapier Staff
  • Zapier Staff
  • 1366 replies
  • March 20, 2020

Hi @AspireAdmin ,

Thanks for reaching out!

You are correct- there are no actions for Zoho Invoice to create a payment or update an invoice. These are current feature requests and I have added you as an interested user. If these actions become available you will now receive an email :slight_smile:

In the meantime, I am going to escalate your question to our Support team so they can dig deeper on how to create this workflow!

steph.n
Forum|alt.badge.img+8
  • steph.nBuilder
  • Builder
  • 899 replies
  • March 20, 2020

Hi @AspireAdmin - Just an update: Spencer had send you a response via the ticket that Liz escalated.

Thanks! 

steph.n
Forum|alt.badge.img+8
  • steph.nBuilder
  • Builder
  • 899 replies
  • Answer
  • March 27, 2020

@AspireAdmin - Looks like Spencer added you to our wish list to request this feature. 

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!

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