Create Your Invoice Template Zoho for Product Management Effortlessly

Invoice template zoho for Product Management

[Music] you everyone so in this video we're going to quickly walk through sonatas implementation of the week this week which is an automation inside of Zoho books and so inventory that will automatically create a package and an invoice on creation of the sales order so as a quick bit of background the way that Zoho books functions is starting with an estimate moving to a sales order and then moving on to a package and invoice and these estimates are really nice because you can send them out to a customer and they can digitally accept it right and then at that point we can convert our estimate into a sales order and from that sales order create a package and an invoice so at the end of the day that sales order serves as the link between our package and the invoice to kind of complete the loop but it is a little bit inconvenient that you have to create the sales order and then manually create a package and invoice when really anytime that we have an accepted estimate we want to go ahead and do these two things so that's kind of the power of Zoho is that we're able to go ahead and automate this so to start we're going to just create an example estimate with an example product and I'm gonna save this as a draft for now so when we have an estimate we can go ahead and send it to a customer so if our purpose is here because it's just an example I'm just gonna go ahead and mark this invoice as sent and then once it's been sent to the customer they can go ahead and accept it and let us know that they're ready to move forward with the sale so now we'll go ahead and mark this as accepted just like a customer would on their end now that we have our accepted invoice the next thing that we want to do is kick off the fulfillment with a package and the billing with an invoice first we have to go ahead and create this sales order from the estimate so let's do that now go ahead and convert our estimate over here to a sales order now I'll save this as a draft now the standard way that this works is that once you have this sales order you have to either send it out to the customer which not a lot of people do because you've already sent that estimate or you have to manually create a package and a shipment and an invoice from the sales order but that's kind of a lot of manual labor to do things that you know you're going to want to do every time you have this accepted sales order but because we have our automation in place if I go ahead and refresh the page we'll see that we have an invoice and a package already created for us and linked up to this sales order so it kind of skips us through the steps of having to manually create these next records from the sales order you know and when you're processing a lot of sales orders per day it actually becomes a pretty significant amount of time to click through those additional screens and so then the kind of next step you read is that these next records oftentimes serve as the handoff right where the package is where the sales is going to hand this off to the fulfillment team and the invoice is when it gets handoff handed off to your accounts receivable so it's kind of nice because then your sales reps just need to get through the estimate and convert it to a sales order and then they know that every single time they do that the proper people are going to get the records they need to close out that sale [Music]