FAQ
Global
United States
United Kingdom
Canada
Australia
India
United Arab Emirates
Saudi Arabia
Bahrain
Kuwait
Qatar
Oman
South Africa
Kenya
Mexico
Help
Videos
Developers
Resources
What's New
Blogs
Sign In
Sign Up
Help
Videos
Developers
Resources
What's New
Blogs
Sign In
Sign Up
x
CLOSE
General
Customers & Vendors
Opening Balance
Items
Banking
Quotes
Sales Order
Invoices
Credits
Users and Roles
Expenses
Purchase Order
Bills
Accountant
Time Tracking
Customer Portal
Templates
Subscription
Payments
Reminders
Reports
Automation
Integrations
Wave Migration
Year End Accounting
GDPR
check
Automation
How do I execute the workflow on a particular date?
Can I execute the workflow based on two or more conditions?
Can I send Email Alerts to many people simultaneously, even those who are not on my contact list?
I do not see the Quote/Invoice number in the email alerts that are sent to me. What do I do?
How do I create a trigger for an invoice where the criteria is “Status” and the corresponding value is “Paid”?
Is it possible to use Workflows to update a field in an invoice which was paid for using PayPal?
Will new workflows be applicable for existing transactions?
I have set up ‘n’ workflows for an email alert to be sent at varied time intervals. What should I do if I want all the workflows to stop if the status of a quote/invoice has been changed?
Is it possible to automatically update the amount to a potential in Zoho CRM, once the status of the invoice associated to it is changed to paid in Zoho Books?
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.
Start my free 14-day trial
Books
Online accounting software
for small businesses.
TRY NOW
Maybe Later