Bill in Zoho Books. An accepted estimate becomes the work.

Deal won, draft invoice waiting

A deal won in HubSpot, Pipedrive or ActiveCampaign, or an opportunity won in GoHighLevel, Salesforce or Keap (on Max Classic), becomes a draft Zoho Books invoice for the same client, with one line for the amount.

Job completed, draft invoice waiting

A job completed in ServiceM8 becomes a draft Zoho Books invoice for the same client, dated the job day, with its materials as lines.

Estimate accepted, work created

An estimate accepted in Zoho Books becomes a Jobber job or a ServiceM8 work order for the same client, with its lines, or a CompanyCam project at the customer's address.

Estimate sent, deal or opportunity created

• A sent Zoho Books estimate becomes a HubSpot, Pipedrive or ActiveCampaign deal, or a Salesforce or Keap opportunity, that follows it (Keap on Max Classic).
• Accepted moves it to won.
• Declined or expired moves it to lost.

Not connected to Zoho CRM

• Zoho already keeps Zoho Books and Zoho CRM in step itself, so this platform does not pair them.
• Running both would write the same record twice.

Active customers only, no vendors

Inactive customers, vendors, bills, expenses and credit notes stay in Zoho Books.

No customer filter when Zoho Books sends

• Zoho Books does not tell a paying client from a lead, so when Zoho Books sends, every client travels.
• Customers only and Leads only are offered when the other system sends on a one way sync.

Zoho Books numbers its own records

• It keeps the other system's number as the reference on the invoice or estimate and finds the record again by it.
• Lines, the total and the message are set when the invoice or estimate is created; later line edits stay where they were made.

Marked sent, never emailed

• An invoice sent in the other system is marked sent in Zoho Books.
• The sync never emails your client.

Payments for the amount newly paid

A part payment tops Zoho Books up by exactly the new amount, so an instalment is never counted twice.

An invoice that received money is not voided

• A void from the other system voids the Zoho Books invoice too, unless Zoho Books has already recorded a payment on it: then it is left alone, because voiding would turn that money into credit.
• Void it in Zoho Books if that is what you want.

No invoice below zero

An invoice below zero is not created, because Zoho Books would book it as a negative invoice. A credit stays in the system it was made in.

A sellable item is required

• Zoho Books needs at least one active item that can be sold (Sales, Sales and Purchases or Inventory) before an invoice or estimate can be created.
• An item without a tax of its own is used first, so Zoho Books never adds tax on top of the Tax and other charges line.
• Without one, the sync says to make an item sellable under Items.

Amounts are never converted

• A client is billed in one currency in Zoho Books.
• A record in another currency is written in the client's currency with its amounts unchanged.

A limit on calls

• Zoho caps daily calls per organisation, from 1,000 on Free to 10,000 on top plans.
• Only records changed since the last run are read.
• When Zoho asks for a pause, the run waits and continues where it stopped.
• A first sync on a small plan can take days, so choose a sync from date.