Unlock the Potential of Your Workflow with a Partial Invoice Example for Administration

Partial invoice example for Administration

alrighty so this is an implementation here that we did within Zoho inventory uh Jason was kind of our primary developer on this and actually John our Director of Finance was kind of the I'll do my error codes consulted um who kind of scoped and structured this as we wanted to get it done so essentially this is a automation for partial invoicing based on partial shipments within Zoho inventory um so essentially in this in this implementation our client will invoice their clients once they have shipped the product out to that client doesn't need to be delivered just needs to be shipped with tracking number you know picked up by UPS and the challenge that they were having is that they might have a sales order for a ton of different products but we're going to ship them when we get up right and we don't need to wait till everything's on file so we kind of need to create partial invoices as we're shipping out subsets of all the items that are on that order so to do that we set up a little daily function that actually lives inside of Zoho flow look at that little tie-in a little tip for developers sometimes there will not be a workflow option in an application like to trigger on a shipment but it'll actually live and flow and you can do it there So within XO flow we're basically listening for Anytime a shipment is created each time the one's created we can kind of find the sales order it was originally from line up the items at their quantities from that shipment and then create and send the invoice directly to the customer for those items at those quantities so this even works if like if you had item a and you sold 10 and you shipped five it'll actually invoice out five of those and then when you ship the next five it will invoice out the next five automatically for you um so we've done a couple different shapes and sizes of this type of implementation I thought it would cover it here on the show just because it is one of those things that a lot of people would benefit from you know like there's a lot of teams where something gets shipped and then we check a box and a Google sheet and now the accounts receivable team manually prepares and sends the invoice um you don't need to do it that way you can just write a little piece of delusion code and it will automate it for you very nice and we didn't even plan the Zoho flow would be the glass news story and then just flow directly into our implementation that way huh dude great job John and Jason thank you guys so much foreign