Picture this: You're using Zoho Books to manage invoicing and billing; however, you're finding that without real-time notifications, there are delays in communication that lead to missed updates on payments, invoices, and customer comments. This ultimately results in delayed responses and customer dissatisfaction.
This is where Zoho Cliq's integration with Zoho Books steps in to transform the way you work. With this integration, you're instantly notified in Zoho Cliq whenever customers view, comment on, approve, or reject your quotes and bills, eliminating context switching and ensuring that you're always in the loop without needing manual checks. Let's explore the key components of Zoho Books and see how its integration with Zoho Cliq enhances communication, collaboration, and efficiency in invoicing and billing.
What is Zoho Books?
Zoho Books is a comprehensive solution for managing accounting tasks and organizing transactions seamlessly. Serving as a one-stop platform, Zoho Books offers a secure space to track bills and invoices, reconcile bank statements, manage expenses, oversee projects, and navigate GST compliance effortlessly.
What are the benefits of integrating Zoho Books with Zoho Cliq?
Let's now delve into the benefits of integrating these platforms with Zoho Cliq.
Enable the quick-chat bar
Say goodbye to the hassle of toggling between your Zoho Cliq and Zoho Books tabs. With the integration, you can effortlessly activate Zoho Cliq's quick-chat bar within your Zoho Books environment. This means you can communicate instantly with all your teammates without leaving the Zoho Books interface. The quick-chat bar streamlines communication, making collaboration seamless and efficient.
To enable the chat bar:
- Go to Settings on the top right corner of your Zoho Books page.
- Select Zoho Apps under Integrations.
- Click Connect next to Zoho Cliq.
- Enable the Zoho Cliq Chat Bar Within Zoho Books option to have the quick chat bar appear at the bottom of the page in Zoho Books.
Enable contextual chats
Contextual Chat is a feature that integrates Zoho Cliq's chat bar into Zoho Books, enhancing communication and collaboration within your organization. With Contextual Chat, users can discuss transactions and records with specific participants, receive instant notifications for new discussions, share images and documents, and even initiate audio and video calls—all within the Zoho Books interface.
You can initiate a contextual chat from the following modules in Zoho Books: Items, Customers, Quotes, Sales Orders, Invoices, Credit Notes, Vendors, Expenses, Purchase Orders, Bills, Vendor Credits, Bank Accounts, and Projects. No more toggling different platforms; Contextual Chat brings all your communication needs directly to one place.
Enable notifications
Instant notifications are essential for staying updated and preventing tasks from slipping through the cracks. Without real-time notifications, communication delays can lead to missed updates on payments, invoices, or customer comments. With this integration, you can enable notifications to receive alerts whenever significant events occur. Whether it's a customer viewing your invoice, making a payment, or leaving a comment, you'll be promptly notified, ensuring you never miss a beat in your invoicing process.
Real-time payment alerts
Gone are the days of uncertainty regarding customer payments. With integrated notifications, you'll receive instant alerts whenever a customer makes a payment towards your invoice. This feature provides peace of mind and enables you to track your revenue in real time, empowering you to make informed financial decisions.Invoice or quote visibility alerts
Knowledge is power, especially when it comes to knowing when customers are viewing your invoices. With this integration, you'll instantly receive notifications when a customer opens and views your invoice. This insight allows you to gauge customer interest and follow up accordingly, improving your chances of timely payments and customer satisfaction.
Get notified on customer comments
Effective communication is key to addressing customer queries and concerns promptly. With integrated notifications, you'll receive instant alerts whenever a customer leaves a comment on your invoice. This feature enables you to engage with customers in real time, providing personalized responses and enhancing the overall customer experience.
To put it briefly
Integrating Zoho Cliq with Zoho Books allows you to streamline your invoicing process, enhance communication with customers and team members, and ultimately drive business growth and success. To enable these integrations and to streamline your invoice management processes:
- Sign in to your Zoho Cliq account and Zoho Books account using the same email address.
- Click the gear icon at the top right side or go to Settings on the left sidebar.
- Go to Zoho Apps under Integrations.
- Find Zoho Cliq, enable the extension, and map your notifications to your preferred Zoho Cliq channel.
To learn more about how these integrations work and how to set them up, or if you need further assistance, please email us at support@zohocliq.com.
Comments