VaTax Zoho Creator App


Zoho Creator App for providing a special invoice system to Different users and admin.

How CSI helped VaTax to show the users only related data and send multiple invoices records in one page for admin.

The Situation


VaTax wants to send the specific invoices to the related user and also wants to show all invoices on one page to admin where he can check the specific invoices with the help of a filter.

VaTax basically helps people in refunding their Vat. They recover Vat in over 30 countries and they are in the market for 3 decades. They have 8 types of users and 3 different types of invoices. As they have been working globally so they have thousands of users. They wanted a system that can automatically send the only related invoice to a specific user. They also want the admin to see all the invoices on one page, where they need a filter so the admin can search the invoices according to his need.

Our job

  • We used the customer portal to show user-related data only. We used HTML Snippet custom coding for customer invoices.
  • We used the Graphs and Panels to show the invoice status report and connected them with the search section.
  • We created a dashboard for the admin to see all invoices on a single page.
  • We created an email template to send multiple invoices record in a single email On the dashboard.
  • we used HTML Snippet for filters.
  • We created 3 different filters.
  • Our responsibilities

  • Write server-side deluge script.
  • Creating forms and custom workflow.
  • Client communication.
  • UI Implementation & amp; Integration.

  • Zoho Creator forms

    Zoho Creator forms

    Custom Workflow

    Custom Workflow

    Deluge Script

    Deluge Script

    Snippets custom

    Snippets custom

    Results


    We successfully met the requirements and VaTax really appreciated our work. VaTax is using this app for its business in over 30 countries in the world. This project helped us to make a long-term relationship with VaTax.
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