Zoho Books: invoices and payments
Let kaylin look up customers and invoices, send invoices and record payments.
Zoho Books connects through your own Zoho account, the same way as Zoho Mail. Each person connects their own.
- 1Go to Integrations and find the Zoho card.
- 2Not connected yet: tick Zoho Books (and Zoho Mail and Calendar if you use them), then press Connect Zoho.
- 3Already connected: press Add Zoho Books. You sign in to Zoho once more; Mail and Calendar keep working.
- 4If your Zoho login belongs to more than one Zoho Books organization, pick The organization kaylin uses.
No organization yet means this Zoho login isn't part of a Zoho Books organization. Create one in Zoho Books, or ask its admin to invite you, then press Check again.
Ask kaylin
In Chat, or by texting kaylin, ask things like "Who hasn't paid?", "What does Acme owe?" or "Show me Acme's invoices". kaylin answers from Zoho Books with amounts and due dates.
Ask kaylin to "create an invoice for Acme for a website setup". It's saved in Zoho Books as a draft right away, like saving without sending, and the card says so.
Ask kaylin to "send" it and Zoho Books emails it with your usual invoice email. It's then sent, with a due date.
Tell kaylin "Acme paid invoice 1042 by check" and the payment is recorded the same way. Recording a payment never emails your customer.
Each invoice or payment is made only once, even if you ask twice. Everything kaylin does there is listed under Bookkeeping in Settings → Activity.
Sending invoices
kaylin emails an invoice only when you ask it to. The Zoho Books switch under Available tools on your Zoho card is for autopilots: Off, the invoice drafts they'd save wait on Waiting for you.
If your Zoho Books organization approves invoices, kaylin submits and approves the invoice with your Zoho login before sending it. If your login can't approve invoices, it waits for approval in Zoho Books and the card says so.
If something doesn't work
"Reconnect Zoho" means kaylin lost access: press Reconnect on the Zoho card. "Zoho Books is busy" means Zoho's limit for this minute (or day) was reached; try again a little later.
Related guides
- QuickBooks Online: invoices and paymentsLet kaylin look up customers and invoices, make and send invoices, and record payments.
- Connect email and calendarLet kaylin read and draft your email and check your calendar.
- Chat with kaylinAsk kaylin anything about your calls, contacts and business, and have kaylin draft or do things.
- AutopilotWork kaylin does on its own, after something happens or on a schedule.
