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Zoho Books Vendor Bills Related List For Zoho CRM

Zoho Books Vendor Bills Related List For Zoho CRM

Zoho Books integrates with Zoho CRM, showing bill payment status, balance, and vendor credits easily.
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Features

Features

Seamless Integration of Zoho Books Bills

You can get bills directly from Zoho Books to Zoho CRM.

Payment Status Visibility

You can know the status of the payment whether it is partially or fully paid.

Balance and Payment Details

You can notice the balanced amount and amount paid.

Vendor Credits Monitoring

You can notice the vendor credits here.
Prerequisites

Prerequisites

  1. You must be the Zoho CRM's super admin.
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  2. Zoho CRM Enterprise edition or higher is required.

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Support

Frequently asked questions

Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

Use Cases

  1. ‍Improved Account and Vendor Relationship Management
    • Provides a comprehensive view of each vendor’s billing history, enhancing negotiation and partnership decisions.‍
  2. Streamlined Procurement Approvals
    • Simplifies approval processes by displaying vendor bills within CRM, eliminating the need to switch systems.‍
  3. Expense Tracking and Budget Control
    • Enables precise budget monitoring with consolidated vendor spend data, helping teams avoid over-expenditures.‍
  4. Sales Margin Analysis
    • Supports profit margin calculations with access to vendor costs, aiding in pricing and discount strategies.

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Pricing

Plans that fit your scale

Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Monthly billing
Annual billing
Save 20%

Basic plan

Flexible monthly pricing options available.
$3.00
FEATURES
Everything in our free plan plus....
Access to basic features
Remote Assistance
Technical support
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Basic plan

Yearly plans offer significant savings.
$30.24
FEATURES
Everything in our free plan plus....
Access to basic features
Remote Assistance
Technical support
Call Support
Pay Now
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