Ideas to put to work
Billing that follows the work, and receivables partners can see at a glance.
Invoices from delivered work
Sofia reads completed Asana tasks for each project and creates the invoice, with your approval.
Estimates from proposals
Sofia reads the proposal in Word, creates the estimate, and marks it accepted once the client signs in DocuSign, with your approval.
Payments recorded from remittances
Sofia reads remittance advice in Outlook and records each payment against its invoices, with your approval.
Receivables by client
Sofia compares invoices with payments and credit notes and builds an Excel view of who owes what and for how long.
What Sofia can do with Zoho Invoice
Sofia reads and keeps current
- Invoices
- Customer payments
- Estimates
- Contacts
- Expenses
- Credit notes
- Projects
Sofia does, with your approval where you want it
- Create or update an invoice
- Record a payment against invoices
- Create or update an estimate
- Mark an estimate as accepted or declined
- Create or update a contact
- Log an expense
- Issue a credit note
- Void an invoice
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- AsanaWork management for projects and tasks
- Microsoft WordWord processor for letters, reports and contracts
- DocuSignElectronic signatures and agreement workflows
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft ExcelSpreadsheets for numbers, models and trackers
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations
Let Sofia prepare your Zoho Invoice billing
Score your firm in three minutes, or talk to our team.