I want my day-to-day accounting work in Zoho Books to run on autopilot. From raising invoices to logging expenses and compiling real-time financial reports, every repetitive click should disappear behind well-built automations. Here’s the picture: • The only app involved is Zoho Books. • All core modules—Invoicing, Sales and Financial Reporting—need hands-free workflows. • I’m open to whichever native tools you prefer (Deluge scripts, Custom Functions, Zoho Flow, webhooks, APIs). The outcome just has to be reliable, auditable, and easy for me to maintain. Deliverables will be considered complete when: A. Sales, Stock & Billing Controls 1. Stock Visibility at Sales Order & Billing Stage Available stock (SKU-wise) must be visible while creating Sales Orders and Invoices If stock is not available, billing should not be allowed System should reflect actual physical stock vs billed stock 2. Price Capping on Billing (Retailer vs Distributor) Billing prices should be capped automatically based on order value: Above ₹5,000 → Distributor Pricing Below ₹5,000 → Retailer Pricing Manual price override should not be allowed beyond the capped price. 3. Multiple Price Lists with Auto Application Create multiple price lists Price list should auto-apply on Sales Order based on: Order value Customer category (Retailer / Distributor) 4. Dynamic Monthly Price List Based on Average Invoice Value System should calculate average invoice value of the current month (customer-wise) Based on this average, the applicable price list should be determined At month-end, price lists should be automatically recalculated and updated for the next month Please suggest best automation / custom function logic. 5. Billing Count Restriction Maximum 2 invoices per customer per day System should block billing beyond this limit automatically B. Customer Communication & Payment Automation 6. WhatsApp Notification on Sales Order Creation Once a Sales Order is created: WhatsApp message to customer with: Order confirmation Order summary Payment link 7. Payment Confirmation Message On successful payment, automatic WhatsApp message should be sent confirming receipt 8. Invoice Sharing with Outstanding Balance Once invoice is generated: Invoice PDF to be sent via WhatsApp / email Message should include payment link Invoice must clearly show total outstanding balance (previous dues + current invoice) 9. Daily Automated Payment Reminders Daily automated reminders to all customers with outstanding balances Preferred channel: WhatsApp (email as fallback) 10. Auto-Generated Outstanding Report Email By 11:00 PM daily, an auto-generated email should be sent to GM Sir Email should contain customer-wise outstanding summary C. Inventory, Crates & Barcode Management 11. Crate Tracking (Returnable Packaging) Maintain stock of milk crates and curd crates Track: Crates issued to customers Crates returned Outstanding crates pending customer-wise Crates to be treated as inventory items 12. Barcode Implementation Barcode-based tracking for inventory items Barcode count validation during billing / dispatch 13. Inventory-Based Auto Purchase Order (PO) When stock falls below defined production threshold: Auto-generated Purchase Order should be created Threshold levels to be SKU-wise D. Reporting & Data Export 14. Distributor / Retailer-wise Data Download Downloadable reports for: Distributor-wise data Retailer-wise data Data to be usable for payment reconciliation