Zoho Books for Zoho Desk

View customer accounting and billing information from inside support tickets.

Built for: Desk Developed by: Zoho Corporation
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Zoho Books is your comprehensive platform for managing your accounting tasks and organizing your transactions. It's a single secure location to keep up with your company's bills and invoices, reconcile your bank statements, control your spending, oversee projects, and collaborate with accountants online. The Zoho Books extension for Zoho Desk provides you with real-time access to your customers' accounting information. You can view, create, and manage the status of invoices and estimates from inside tickets, contacts, and accounts.

Key Features:

  • Create and view invoices and estimates from inside tickets.
  • Change the status of estimates and invoices linked to a ticket.
  • Get a contextual view of accounting information (unused credits, outstanding receivables, billing address, etc.) for Zoho Desk contacts and accounts.

Tags

Deployment type Built-in integrations
Published date Feb 24, 2021
Version 1.0
Category Finance
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One

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