Who hasn't paid.
Ask "Who hasn't paid?" and kaylin answers from Zoho Books with amounts and due dates.
Who hasn't paid?
Two invoices are open. Lakeside Hotel owes $480, due Oct 30. Northside Gym owes $150, overdue since Oct 12.
Get paid on time
Know who owes you. Send the invoice in a sentence.
Connect Zoho Books or QuickBooks Online. Ask kaylin who hasn't paid, create and email invoices, and record payments.
How it plays out
1
Ask. "Who hasn't paid?" kaylin answers from Zoho Books with amounts and due dates.
2
Check the card. The invoice or the payment shows on a card in the chat.
3
It's done. "Email Lakeside their invoice." kaylin does it and shows you what it did.
Your invoices, one question away
Who owes whatAmounts and due dates, straight from Zoho Books or QuickBooks Online.
Invoices in a sentence"Invoice Lakeside Hotel for the wedding party" puts the invoice on a card.
Emailed by Zoho BooksWith your usual invoice email and a due date.
Payments recorded"Lakeside paid invoice 1042 by check." Recording a payment never emails your customer.
From your phoneText kaylin from your mobile: "What does Northside Gym owe?"
From "who owes me?" to paid
Ask, and it's done.
The invoice, sent.
Ask kaylin to invoice Lakeside Hotel and email it. kaylin does it, and the card shows who it went to.
Invoice Lakeside Hotel $480 for the wedding party and email it.
Done. Invoice 1043 is in Zoho Books and was emailed to Lakeside Hotel.
Monday morning.
An autopilot you described once, "Every Monday, tell me who's overdue," sends you the list.
Autopilot ran
Who's overdue
One invoice is overdue: Northside Gym, $150, since Oct 12.
kaylin
Fade & Co.
Who hasn't paid?
Ask kaylin…
Questions
Which accounting app does kaylin work with?
Zoho Books or QuickBooks Online. Each person connects their own account.
Will kaylin email an invoice without me?
Only when you ask. Invoices an autopilot would email, and payments, wait for you.
Can I see what kaylin did in Zoho Books?
Yes. Everything is listed in your workspace's activity.
