Timely invoice generation with Zoho Workerly - Zoho Books integration
Hola!
Timely payments give your temp workforce a boost to work and also meet deadlines for your projects. Having a temp staffing software that enables easy invoice generation and processing is a need. Zoho Workerly does just the same. With its built-in Zoho Books integration, quickly create invoices, submit them to clients and process payments by the hour.
In our last two posts, we discussed about scheduling of temps and tracking their work hours effectively with e-timesheets. Find out in this post, how Workerly takes care of the most significant segment of timely payments, with ease. Generating invoices.
How to generate invoice in Zoho Workerly?
How to generate invoice in Zoho Workerly?
Setting up your Zoho Books integration account within Workerly involves three initial cases to start off with.
Case 1: New to Zoho Books and Zoho Invoice.
Case 2: Existing Zoho Books user.
Case 3: Existing Zoho Invoice user.
If you are new to Zoho Books and Zoho Invoice, the system will create an account as soon as you sign up for Zoho Workerly. In case of an existing Zoho Books user, navigate to the Setup page and configure the integration and an existing Zoho Invoice user will have an option to convert to Zoho Books.
Further, you can set the user permission of all the agents in your account. In the Jobs module, click on the Invoice option on the left panel. Enter the Client Name, Job, Billing Duration, and click Create Invoice.
Zoho Workerly allows you to generate invoices for all Timesheets that are approved by your clients. Maintaining regular e-timesheets helps you manage payments to temps up to date. Learn more.
* Zoho Books is an easy-to-use, accounting application, and its integration with Zoho Workerly helps agents generate timely invoices. Learn more on Zoho Books features.
Please do give this feature a try and share your feedback with us. Should you have any queries or questions, please do feel free to reach out to us. You can post your questions in the comments below or send us an email at support@zohoworkerly.com
Regards,
Team Zoho Workerly