Anchor + Zoho Books

Generate Zoho Books sales invoices from new paid invoices in Anchor

Make your bookkeeping duties simpler with this efficient Anchor to Zoho Books workflow. Whenever you receive a paid invoice in Anchor, a corresponding sales invoice will be created in Zoho Books. This automation not only streamlines the invoicing process but also ensures your financial records are up-to-date and accurate. Bid goodbye to manual data entry and focus on expanding your business.

When this happens...
Invoice Paid
Triggers when an invoice is paid.
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

What does this mean?

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
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Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
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Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- 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
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
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Payout Received
Triggers when a payout is received.
Trigger
Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
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Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- 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
- Reference Number
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

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Related categories

Proposal & Invoice Management

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.

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Related categories

Related Zap Templates

Create Zoho Books invoices from new Anchor invoices

Related Zap Templates

Create Zoho Books invoices from new Anchor invoices

Anchor + Zoho Books

Generate Zoho Books sales invoices from new paid invoices in Anchor

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

New Customer

New Expense

New Item

Create Estimate

Estimate Number

Date

Expiry Date

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms

Shipping Charge

Create Item

Description

Rate

Tax Percentage

Find Invoice

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

New Estimate

New Sales Invoice

Status

Create Customer

PAN Number

GSTIN or UIN

GST Treatment

Place of Contact

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

Create Sales Invoice

Invoice Number

Invoice Date

Due Date

Payment Terms

Discount

Exchange Rate

Description

Discount ($)

Payment Options

Shipping Charge

Adjustment

Allow Partial Payment

Notes