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CREATE PURCHASE ORDERS

Using our exclusive Purchase Order widget you can create PO's directly from your Estimate or Sales Order. This means you can track estimated costs v's actual costs in the job budget. The create purchase order widget has many features not provided by native Zoho to support the buying process, including populating the Purchase Order record to create an efficient process with no duplication or human error.

INVOICING AND FORECASTING

This release supports creating retainer invoices for deposits and prepayments, which are allocated to your balance sheet. You can also manage payments over multiple installments and forecast invoices, supporting your cashflow management with accurate information directly from your job. You can also allocate prepayments, including credit notes and overpayments. With our Xero and Zoho Books integration, your financial data is automatically updated with funds correctly allocated to your Balance Sheet and Profit and Loss accounts.

PO RECEIVING AND MATCHING BILLS

This release supports businesses using Zoho CRM to create purchase orders by providing you with 2 exclusive widgets to support the functionality to update the goods and services received and match your purchase orders to your supplier bills.

CIS AND REVERSE CHARGES

Our new CIS and Reverse Charges releases is an exclusive solution in Zoho CRM to support the UK obligations around invoicing and tax.

Our solution ensures your invoices are correctly reflecting the CIS and Reverse Charge requirements and integrating to the correct information with your invoices to either Zoho Books or Xero accounting systems.

DO AND CHARGE INVOICING AND TIMESHEET REVENUE

If you charge clients after the work is complete, based on the actual time and materials then the 'Do and Charge' widget will support your process. This widget calculates your timesheets, rounds the minutes based on your requirements and calculates the charge out cost using your customers schedule of rates. You can add Supplier Bills, apply a mark up, add discounts, deduct payments and automatically convert these line items into an invoice.