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Track Payment Dues With Zoho Calendar

Zoho Calendar is a scheduling app that lets you create events, set reminders, and organise your team’s schedule. The Track Payment Dues extension connects it with Zoho Billing so you can monitor invoice due dates and outstanding payments directly from your calendar.

Scenario: Aaron Brown, an accounts manager at Zylker Consulting, manages a large number of customer invoices each month. Tracking which invoices are due and which are still unpaid takes up time he'd rather spend on follow-ups. By connecting Zoho Billing with Zoho Calendar, Aaron can view all invoice due dates directly in his calendar at-a-glance, so he can act on them right away.

Key Benefits

  • Sync all invoices with the Sent, Overdue, or Paid status from Zoho Billing to your Zoho Calendar automatically.

  • Select the specific calendar you want to track payment dues in, and keep your billing schedule separate from your other calendars.

  • Open any due date event in Zoho Calendar to view the individual invoices, the customers they were raised for, and the exact amount owed for each invoice.

  • Get a consolidated view of all payments due on a date by viewing the Unpaid event, and track what your customers have already paid by viewing the Paid event.

Install the Extension

To install the Track Payment Dues With Zoho Calendar extension:

  • Go to Zoho Marketplace and search for the Track Payment Dues With Zoho Calendar for Zoho Billing extension.
  • Click Install at the top band.
  • In the pop-up that appears:
    • Verify your details in the Use of Personal Details section.
    • Select the organisation for which you want to install the extension from the dropdown next to the Portal Name field in the Installation details section.
    • Read and agree to the terms and conditions of your vendor and Zoho Marketplace.
    • Click Install to proceed with the installation of the extension.
  • On the following page, check the I agree to the Terms and Conditions of the integration, and authorize Track Payment Dues With Zoho Calendar to access and process my data as needed option and click Next.
  • Authorise the Zoho Calendar and Zoho Billing - Track Payment Dues With Zoho Calendar connections.
    • To authorise the Zoho Calendar connection:
      • Hover over Zoho Calendar and click Connect.
      • On the new page that appears, click Connect.
      • Zoho Flow requires access to your app data to fetch the necessary data. Click Connect to continue.
      • On the following page, the details about the data collected by Zoho Flow will be displayed. Read the details and click Accept.
    • To authorise the Zoho Billing - Track Payment Dues With Zoho Calendar connection:
      • Hover over Zoho Billing - Track Payment Dues With Zoho Calendar and click Connect.
      • On the new page that appears, click Connect.
      • Zoho Flow requires access to your app data to fetch the necessary data. Click Connect to continue.
      • On the following page, the details about the data collected by Zoho Flow will be displayed. Read the details and click Accept.
  • Once you authorise both connections, you will get a confirmation message. Click Next at the bottom of the page.
  • On the following page, select the calendar in which you want to track the overdue payments from the Calendar Name dropdown.
  • Click Install Extension at the bottom of the page.

The Track Payment Dues With Zoho Calendar extension will be installed in your Zoho Billing organisation.

Insight: Once you install the Track Payment Dues With Zoho Calendar extension, Zoho Billing will automatically perform an instant sync with Zoho Calendar. During this instant sync, invoices that are created in the month in which you installed the extension, and that have due dates falling between the installation date and the end of the year, will be added to your Zoho Calendar.
Note:
  • Only invoices in Zoho Billing that are in the Sent, Overdue, or Paid status will be synced with Zoho Calendar.

Track Payment Dues in Zoho Calendar

Note: In Zoho Calendar, you can only view the invoices in the Sent, Paid or Overdue status.

Once the extension is installed, you can track the payment due on a particular due date. Here’s how:

  • Go to Zoho Calendar.

  • In the Calendar tab, select the calendar you chose to track the payment dues when installing the extension.

  • Two events will be added to each due date based on the invoice’s status. You can track your payment dues using these events:

    • Unpaid: This event provides an overview of the total amount due on the due date for invoices that are in either the Sent or Overdue status.

    • Paid: This event provides an overview of the total amount paid by your customers on the due date for invoices that are marked as Paid.

Note: When you select an event, you can view details such as the invoices, the customers for whom each invoice was created, and the amount of each invoice.

Uninstall the Extension

To uninstall the Track Payment Dues With Zoho Calendar extension:

  • Go to Settings in the top right corner of the page.
  • Click Marketplace under Integrations & Marketplace.
  • Click the Installed Extensions tab.
  • Click View Details at the bottom of the Track Payment Dues With Zoho Calendar extension card.
  • Click Uninstall in the top right corner of the page.
  • Click Yes in the confirmation pop-up.

The extension will be uninstalled from your Zoho Billing organisation.

Note: After uninstalling the extension, new invoices you create in Zoho Billing will not be synced to Zoho Calendar. However, you can still track payment dues in Zoho Calendar for invoices that were already synced before uninstallation.
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