Accounting on the Go Series-33: Effortless Invoicing: Recording Instant Payments within Zoho Books iOS App
Hello everyone,
Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving payments promptly and others navigating longer payment cycles.
With today’s feature, businesses can seamlessly record payments at the time of invoice creation. This action automatically adjusts the balance due and generates a payment receipt instantly. Moreover, it eliminates the need for an additional manual step in recording payments, ensuring that all transactions are accurately logged in the system. Do not worry, we have extended this feature in our mobile apps as well.
Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving payments promptly and others navigating longer payment cycles.
With today’s feature, businesses can seamlessly record payments at the time of invoice creation. This action automatically adjusts the balance due and generates a payment receipt instantly. Moreover, it eliminates the need for an additional manual step in recording payments, ensuring that all transactions are accurately logged in the system. Do not worry, we have extended this feature in our mobile apps as well.
Imagine you operate a landscaping company, and you've dispatched your team to a client's property to provide landscaping services. Upon completion, the client promptly pays the amount to your team and requests an Invoice. Leveraging the convenience of the Zoho Books app, your team can efficiently generate an Invoice for the customer while simultaneously recording the payment.
This seamless process ensures that your customers receive immediate confirmation of their payment, greatly enhancing their overall experience. It also demonstrates your business's professionalism and efficiency, strengthening your relationship with customers and increasing the likelihood of repeat business.
Note: This feature will not work if "Sales Approval" is enabled.
Note: This feature will not work if "Sales Approval" is enabled.
How it works in Zoho Books iOS app:
➤ Open the Zoho Books iOS app.
➤ Open the Zoho Books iOS app.
➤ Navigate to the Invoice module.
➤ Click on the “+New” button to create a new Invoice.
➤ Enter the Customer details, item details and other relevant information.
➤ Scroll down and tick the option that says “ I have received the payment” and enter the payment details , save and send it to the customer.
➤ Automatically, the Invoice will be marked as Paid and it will generate a payment receipt that can be shared with the customer.
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How it works in Zoho Books Android app:
➤ Open the Zoho Books Android app.
➤ Go to the navigation drawer in the left side and head to Sales >> Invoice
➤ Click on the “+New” button to create a new Invoice.
➤ Enter the Customer details, item details and other relevant information.
➤ Scroll down and tick the option that says “ I have received the payment” and enter the payment details , save and send it to the customer.
➤ Automatically, the Invoice will be marked as Paid and it will generate a payment receipt that can be shared with the customer.
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Such features can be handy for business owners who are constantly on the move, allowing them to handle important tasks promptly and efficiently without being tied to their office workspace. Do try these features by downloading the app now from this link or simply scan the QR code below.
Should you have any concerns,write to us at support+mobile@zohobooks.com.
Regards,
Tanisha Choudhury
Zoho Books