Zoho Bookings integration with Zoho Invoice guide

Zoho Bookings

Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. It gives you complete control over managing those scheduled events. Clients will be able to access this information anytime online, choose a required service, choose an available date and time of their choice, and book an appointment with ease. Cancellations and rescheduling of appointments are seamlessly handled; your clients and staff get notified of any changes via automated reminders. 

Bookings are powered to expand the payment method of your services so Zoho Invoice is useful for creating invoices. When an appointment is booked at the time, Zoho Invoice generates a new invoice and it can remind your customers to pay by sending invoices to customers' email.

Zapier

Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

Zapier intermediate is there to link Zoho Bookings with Zoho Invoices. Zoho Invoice apps will generate invoices when booking an appointment.

Steps to Integrate Zoho bookings with Zoho Invoice

Before integration, you must log in/sign up for Zoho Bookings, Zoho Invoice, and Zapier accounts.

Step:1

      Open zapier and click Create Zap button

Step:2

     Trigger -> Search app -> search name of the app which you need to trigger  for zap (Zoho Bookings)

Step:3

      Choose the trigger event (When the appointment is booked)

Step:4

      Click -> continue and choose an account (Merge your Bookings account)

Step:5

      Click -> continue and next step is click ->Test & Trigger, it triggers the event.

Step:6

      Click -> continue and select the action app-> search box (Zoho Invoice)

Step:7

      Choose an action event (Create New Invoice)

Step:8

      Click -> continue and choose an account (Merge your Zoho Invoice account)

Step:9

      Click -> Continue and Set Up action -> Required fields ->

1. Choose organization name 
   
2. Customer name ( Choose from dropdown option - Customer name)
   
3. Line item name (Choose from dropdown option - Service name)
   
4. Line item rate ( Choose from dropdown option - Cost )
   
5. Line item quantity (Put 1)
   

Step:10

      Click -> continue and the next step is click -> Test & Continue and finally click -> turn on zap.

Zoho Invoice

An invoice is an itemized list of records that the products or services you provided to your customers. It helps you craft professional invoices, send payment reminders, and get paid faster online.

Zoho bookings with Zoho invoice integration leads to generating an invoice of bookings customers and also customers added in the customer portal.

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