<![CDATA[The Edkins Group - Zoho Experts to Help Your Business Grow - Zoho Books Videos]]>Tue, 09 Dec 2025 17:48:07 -0500Weebly<![CDATA[Associate Projects Invoice to Deal through Books Workflow]]>Tue, 07 Jul 2020 15:38:45 GMThttps://www.edkinsgroup.com/zoho-books-training/associate-projects-invoice-to-deal-through-books
So you manage your project budgets and performance through Zoho Projects - that means you invoice through Zoho Projects. Unfortunately when you invoice through Zoho Projects, even though the deal is associated with the project in the project, when you invoice through Projects it doesn't associate with the associated deal when invoiced - weird huh?

Who knows maybe Zoho will fix this in an upcoming update (they are always improving the product) - and render this video useless. Until then, you will learn in this video how to re-associate the invoice in the Zoho Finance section of Zoho CRM deal/potential/opportunity record associated with the project - automagically when the invoice is created. We do this by using a workflow and custom function in Zoho Books.

Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html

The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com
Here is the Deluge script: "

//This is a sample function. Uncomment to execute or make changes to this function.

invoiceID = invoice.get("invoice_id"); i
nvoicedate = invoice.get("date").toDate();
organizationID = organization.get("organization_id"); t

heLineItems = invoice.get("line_items");

for each li in theLineItems
{
theProjectID = li.get("project_id");
}
info theProjectID; theProject = zoho.books.getRecordsByID("Projects",organizationID,theProjectID);
info theProject;
theProjectName = theProject.getJSON("project").getJSON("project_name");
info theProjectName;
theDealRecord = zoho.crm.searchRecords("Deals","Deal_Name:equals:" + theProjectName);
theCRMProjectID = theDealRecord.getJSON("id");

mp = Map();
mp.put("zcrm_potential_id",theCRMProjectID);

resp = zoho.books.updateRecord("Invoices",organizationID,invoiceID,mp);
]]>