Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What Is a Purchase Order? Our Guide for AP Professionals
Using Zapier you can have the PDF of the invoice saved into an application of your choice. Our recommendation is to save to DropBox, OneDrive, or Google Drive.
You will need an account at Zapier – www.zapier.com Depending on the number of tasks that you need to run per month, it could be completely free. Create an account if you don’t already have one.
Now you are ready to create a link between Zahara and a cloud-based storage platform. These currently include:
Zapier is event-driven integration. It’s a really versatile “glue” that can join apps together. Very much “if this, then that”. So in our case, we can say “when an invoice is created in Zahara, make the PDF available to this app”.
We use Zapier (and Microsoft Flow which is similar) to join up many different types of applications. As you submit a form on our website, we will message the sales crew using Microsoft Teams. If someone signs a proposal we will update our stats module in our CRM and then make a mention in Teams. We love Zapier!
In Zapier, you can create this via two methods
To use one of our templates, simply head to Zahara’s listing on Zapiers integration list, which is available here and choose from the templates section.
To create this manually, log into your Zapier account and click to create a Zap – “Make a Zap”
Search for Zahara as your starting app as shown below:
Click Zahara
Now, we need to choose the Event Trigger – you can see what we offer here – but let’s choose “New Invoice PDF Created”
Now click Continue – You will be prompted to connect to add your Zahara API Key.
This API key can be found within Zahara. Head to Business>Settings>Integrations. You will need to create multiple Zaps and connections for each Business Unit in Zahara
Once you have a connection, you will need to Test Trigger – this should fetch the very last invoice PDF you created (as part of creating an invoice – so the very last invoice you created)
You should see something like this:
Now we have a source to test against, we can go on to set where we want to save the PDF.
We will choose OneDrive and the event – “Upload a File”
You will need to add your OneDrive credentials etc
Next, you will need to specify under ‘File’ the value from Zahara – that will be available when you click to show more or you search for pdf.
You can then make up the filename with the values you have available – in my example, I am using the ‘supplier name’ – ‘Document Number’ – this is in fact the invoice number. Now you can test your file transfer from Zahara to OneDrive (or DropBox etc)
With DropBox, you can specify the file type – PDF – which is preferable.
N.B – With OneDrive – a file extension isn’t provided. Adding one manually in the destination folder or using ‘Open With’ and say, Acrobat – will show a PDF has actually been saved. We will see if this can be changed asap.
The specific setup for DropBox (that works for us at Zahara) is …
