- #Setup slack client portal software
- #Setup slack client portal professional
- #Setup slack client portal free
Track your employees’ work time accurately and bill your clients based on the number of work hours. View the projects and tasks recorded in Zoho People, right from Zoho Invoice. Sync employee and contact details from Zoho People to Zoho Invoice.
#Setup slack client portal professional
Sync project and timesheet information from Zoho Projects and use it to send professional invoices with Zoho Invoice.
Make it easier for your project managers and finance assistants to generate estimates for their clients at the start of the project and also invoice their expenses. Create estimates and invoices for your customers directly from Zoho CRM without having to switch between apps. Sync customer data from Zoho Invoice and provide all the necessary information to the sales team-including customer contact details and transaction history-in one place. Get contextual invoicing information like unused credits, outstanding receivables, and billing addresses for contacts and accounts in Zoho Desk. Zoho DeskĬreate, view, and manage the status of invoices and estimates from inside Zoho Desk tickets, contacts, and accounts. This way, your entire team can stay up to speed without having to log in to Zoho Invoice each time. Post notifications on your preferred Cliq channel for key events relating to your estimates, invoices, and payments. Get access to Zoho’s fully featured business intelligence (BI) and reporting tool and let it interpret and package your Zoho Invoice data to create any report or dashboard you need. Zoho AnalyticsĬreate highly customizable reports and dashboards to visualize and track key metrics from your Zoho Invoice data. Avoid double-entering expenses and reimbursements and offer more insight into your organization’s spending by categorizing expenses based on expense type, customer, or project. Integrate Zoho Invoice with Zoho Expense to manage your invoicing and expense management together. Import users and contacts from Google Workspace in Zoho Invoice, attach files to transactions directly from Google Drive, and more. Link email conversations directly to transactions, such as estimates and invoices, so you can easily refer to them at any time. Invite users from your Office 365 account, view email conversations from Outlook in Zoho Invoice, and more. Office 365Įnable quick and easy importing for contacts and employees from Office 365 into Zoho Invoice. This saves time for your entire team by making all of this information available in one place. Post notifications on your preferred Slack channel for events that affect your estimates, invoices, payments, and customer activities in the client portal. Do more with Zoho Invoice by setting up triggers and workflows, auto-syncing data between different platforms, and more.
#Setup slack client portal free
We are now extending our promise to make your life, even more, easier with 12 new, absolutely free extensions that you can connect with Zoho Invoice without writing a single line of code. Making our app 100% free doesn’t change what we stand for, either Zoho Invoice does not have any hidden fees, ads, or contracts.
It was our small gesture to give back to the SME community which has helped us grow.
#Setup slack client portal software
Earlier this year in July 2021, we introduced Zoho Invoice: a powerful invoicing software and one of our earliest products to be 100% free for all small and medium-sized businesses.
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