With Bill.com and Zoho, it has never been easier to submit invoices to customers. They can be automatically sent through snail mail, email, or paid within the Bill.com network. Empower your staff to submit their own invoices with the confidence that your accounting will stay seamless.
Knowing which customers have paid and which have not is fundamental information for any CRM. Through integration with Bill.com, not only will you be able to know the status of invoices in each customer record, but you’ll also know the lifetime value of those clients and accounts. Easily manage the data at your fingertips and always be sure that you’re making the best decisions.
Allow your Zoho users to submit invoices without having access to more robust accounting or reports. With Zoho CRM’s user permissions and Bill.com’s invoicing power, you can rest assured that sensitive information is secure and only seen by those with permission.
Whether you have a day’s worth of bills or a month’s worth, Bill.com can organize your accounts in only minutes.
Need to bill a client inside of Zoho CRM? Simply use the invoicing feature and approve the invoice. It will automatically be sent to Bill.com (and properly reconciled with your accounting). From Bill.com, it will be sent to your client via email or snail mail. Clients then have the freedom of paying an invoice online via Bill.com’s simple portal or by mailing in a check.
Need to see a quick list of clients, projects, or products with their receivables status? Right inside of Zoho, you can trigger follow up automations, activate reporting, and automate virtually any other task.
Fill out the form below to speak with one of our Zoho analysts to help develop a solution that works for you and your organization. You’ll also get a FREE copy of our exclusive report The Ultimate Guide to Business Process Optimization with Zoho.