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Visma eAccounting + Zoho Books

Create sales invoice drafts in Visma eAccounting for new sales invoices in Zoho Books

Streamline your accounting processes with this workflow. When a new sales invoice is created in Zoho Books, it initiates the creation of a sales invoice draft in Visma eAccounting. This seamless transition eliminates the need for manual data entry, saving you time and reducing the chance of errors in financial management. Experience the advantage of an efficient, interconnected accounting system.

Streamline your accounting processes with this workflow. When a new sales invoice is created in Zoho Books, it initiates the creation of a sales invoice draft in Visma eAccounting. This seamless transition eliminates the need for manual data entry, saving you time and reducing the chance of errors in financial management. Experience the advantage of an efficient, interconnected accounting system.

  1. When this happens...
    Zoho BooksZoho Books
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    Visma eAccountingVisma eAccounting
    Create Sales Invoice Draft

    Creates a customer invoice draft (With Line Item Support).

    ActionWrite
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Supported triggers and actions

What does this mean?

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Organization NameRequired

    • Customer NameRequired

    • Estimate Number

    • Date

    • Expiry Date

    • NameRequired

    • RateRequired

    • QuantityRequired

    • Discount

    • Description

    • Exchange Rate

    • Estimate Notes

    • Send

    • Estimate Terms

    • Shipping Charge

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • Company Name

    • First Name

    • Last Name

    • Email

    • Website

    • Phone

    • Mobile

    • Billing Address Address

    • Billing Address City

    • Billing Address Zip

    • Billing Address State

    • Billing Address Country

    • Billing Address Fax

    • Shipping Address Address

    • Shipping Address City

    • Shipping Address State

    • Shipping Address Country

    • Shipping Address Fax

    • Shipping Address Zip

    • Payment Terms

    • Notes

    • Vat Treatment

    • Tax Treatment

    • TRN Number

    • Place of Supply

    Action
    Write

    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    Action
    Write
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About Visma eAccounting

Visma eAccounting is a financial software for small and medium sized businesses.
Learn more

Related categories

  • Accounting
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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories