Zoho Billing is an online billing and subscription management app that can handle the customer subscription lifecycle from signup to payment. It offers you multiple currency invoicing, discounts, trials, dunning, and so much more. This extension for Zoho Desk helps you view customer subscription information alongside their tickets, thus assisting you to build a better customer conversation.
Key Features:
Create contacts and fetch their information (like unused credits, outstanding receivables, billing address, shipping address, etc.) from Zoho Billing.
View subscription details such as plans, subscription statuses, amounts, and renewal dates inside a ticket, contact, and account record.
Check the payment status of an invoice associated with subscriptions.
View a list of sales transactions and invoices created by the contact
Could be much more useful. I wish there was a link to the subscription in the module so i could go right to in in zoho billing. Also I REALLY wish I could add ticket charges to unbilled charges in zoho billing.
In case anyone runs into this again, zoho books to zoho desk integration works wonderfully. You add a help desk contact as a books contact then there is a widget popup where you can select all tickets to go into an invoice and it is rolled into books and processed through books, which includes all of your settings for payment gateways and due dates and reminders and client portals for payments with other products and all your CRM stuff and everything. This billing module seems to be a low end version that doesn't work well so I would encourage getting books going
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Hello,
I would recommend you to try Zoho Billing for Zoho Desk. It would add a lot more value to your Desk account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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