Zoho Books extension in Zoho Mail

Zoho Books Extension

Zoho Books is the smart accounting software for your business to manage your finance efficiently. You can use the Zoho Books integration in eWidget to view and access the financial transactional information of your customers or vendors as you read the emails from them. This will provide you with an overview of the contact's Billing and Shipping addresses, the currency traded in, invoices, and estimates. You can also create invoices from eWidget which will be synced with your Zoho Books account.

Using Zoho Books Extension in eWidget

  1. Login to your Zoho Mail account
  2. Click on the eWidget  icon > Zoho Books.
  3. Select your Organization.
  4. Pick a contact from the View Contact List to get an overview of the financial transactions of that particular contact.

The Overview displays the Billing and Shipping addresses along with the Currency dealt in and the contact person. The Comments section lets you know of the progress of the contact's transactions with your organization. You can add your comments in this section in addition to the automated ones added by Zoho Books. The Estimates section displays the Invoices and Sales estimates of that particular contact with options to add them if they aren't available.

Adding contact:

  1. Select Zoho books from eWidget's app menu
  2. Select your Organization.
  3. Click on Add to Contacts option.
  4. Fill in the necessary details and click Save.

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