Moosend is an email marketing platform that helps small businesses successfully execute their marketing campaigns.
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.Zoho Books Integrations
moosend + Zoho BooksCreate Sales Invoice to Zoho Books from New Subscriber in moosend Read More...
moosend + Zoho BooksUpdate Contact in Zoho Books when New Subscriber is created in moosend Read More...
It's easy to connect moosend + Zoho Books without coding knowledge. Start creating your own business flow.
Trigger once new subscriber coming in the list.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Creates a subscriber.
Unsubscribe member from all and targeted mailing list.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Moosend is an online accounting software for small and medium businesses. It provides you with a platform where you can save your time in managing your invoices, bills, expenses, and payments. You can easily download the app on your smartphones or tablets and start managing your business transactions directly from there. The app has a lot of useful features such as creating invoice templates, mobile invoicing, scheduling invoices, tracking income, and much more. You can use this app to cplaborate with your clients and employees.
Zoho Books is a comprehensive accounting software that gives you complete contrp over your books. This software has three main modules where you can manage your business accounts, customers, and vendors all at once. You can also add multiple currencies and taxes to this software. Additionally, you can manage your inventory and create reports for the past years. As you know, accounting is a very tedious task. So, it’s great that Zoho Books simplifies this process for you.
Whether you are a freelancer or run your own business, you will always have to deal with accounting. However, if you don’t have the expertise to handle these tasks, you might get confused with the numbers. That’s why integrating moosend and Zoho Books can be helpful for you. Using these two platforms together will save your time and help you to become an expert in accounting. In this part of the article, we will discuss how these two platforms work together to make accounting easy for you.
First, let’s see how moosend works with Zoho Books. When you sign up for moosend, they automatically connect your account with Zoho Books. You can manage both of these platforms from one place. Here is what moosend explains about their integration with Zoho Books:
Moosend integrates with Zoho Books so that you can track your income and expenses in one place. Moosend takes care of creating and sending invoices, while Zoho books shows detailed statistics of all your sales. Moreover, payments are made directly to your bank account using Stripe – one of the leading payment gateways in the world. You can also customize invoice templates according to your needs. You create a new invoice based on an existing template and add invoice lines and item descriptions as required. You can also integrate Zoho books with your Stripe account to easily accept payments via credit cards or ACH transfers.
Now let’s see why integrating moosend and Zoho books together makes sense for us as freelancers. If you are running a freelancing business or a software development agency, then you must be accustomed to dealing with clients and their payments on a daily basis. Nowadays, many clients do not pay their bills on time because they are busy with their own businesses or they simply forget about it. Therefore, it’s always better to keep them informed about the status of their invoices. Also, when they pay late, it affects our cash flow, which is not good for any business owner. So, using the moosend + Zoho Books integration will help us to deal with our clients effectively as well as give us accurate information about our income and expenses without any hassle. For example, if we have a client who owes us $1000 but hasn’t paid us yet, we can send an invoice reminder to the client through moosend and he/she will receive it on his/her email or mobile phone via email or the moosend app. Then we can track the payment status via Zoho Books so we know when they have paid us back or if they need more time to pay us back. Therefore, this integration will help us to get more new clients by showing them that we are professional freelancers who take their payments seriously. Furthermore, we won’t lose money because we have enough advance notice before the client defaults on his/her payment deadline.
Let’s talk about some benefits of integrating moosend and Zoho Books together:
Accurate reports. As I mentioned above, moosend helps us to create accurate reports from our transactions by pulling data directly from Zoho Books into moosend exports section. We can also export our transactions to different file formats such as CSV, XLSX, PDF, and XML files. This way we can use that data to create graphs or charts depending on our needs. Furthermore, we can also analyze our expenses based on different filters such as date range or category filters. In addition, moosend allows us to save time on managing all our invoices by creating invoice templates that are similar to each other so we don’t have to waste time on creating new templates every time we need an invoice. Also, using moosend templates helps us to save a lot of time on creating new invoice lines and descriptions every time we create an invoice. This way we can focus on finding new clients instead of struggling with repetitive tasks every day such as creating invoices every day, week or month. Mobile Invoicing. When you are travelling for work purposes or your office is far away from home or your clients’ offices are too far away from your office, then it would be very difficult for you to send invoices through email or faxes. Therefore it would be better if you can send invoices directly from your mobile phone or tablet so that you don’t have to worry about carrying laptops or printers wherever you go. With moosend + Zoho Books integration, your clients will receive their purchase orders right away on their mobile phones via email or SMS messages even if you go offline. Invoice reminders. As I said above, sometimes our clients might forget about paying their bills on time so sending them reminders regarding their pending invoices is better than letting them forget about it completely and not paying us at all! However if they pay late sometimes it means that they will delay the next payment as well since they still have some outstanding debts on their minds. So even if they pay late sometimes it’s better than nothing at all! Scheduling invoices. Moosend allows us to schedule our invoices so that we don’t have to worry about sending them out at specific times on certain days of the week or month (if provided. We just need to add our payment terms in the invoice template itself e.g “Payment due within 30 days of receipt of invoice” so whenever we need to create a new invoice we can just click on the “Schedule Invoice” button from the moosend dashboard and set the payment term from there. No need for any reminders anymore! Invoice reminders in multiple languages. Moosend offers six different languages in which users can send invoices right from their email address or mobile devices. English German Spanish French Italian Portuguese In addition, displaying dates in different languages will help us to reach out more clients because they might prefer receiving invoices in their native language instead of English! Customer Management. Moosend integration with Zoho Books help us to manage customers easily by importing customer details from Zoho Books into moosend dashboard where we can edit them at any time without duplicating them on both places! However if the customer already exists in moosend then he/she will be added into Moosend from Zoho Books automatically! Managing Bills. Another great feature of integrating moosend and Zoho Books is that it helps us to manage our bills easily too! We can add our bills as an expense item into zoho books where they appear under “Invoices & Bills” section of zoho books dashboard where we can track those expenses easily anytime! Vendor Management. Another great feature of integrating moosend and Zoho Books is that it helps us to manage vendors easily too! We can add our vendors as an expense item into zoho books where they appear under “Invoices & Bills” section of zoho books dashboard where we can track those expenses easily anytime! Invoice Customization. Last but not least, another great feature of integrating moosend and Zoho Books is that it helps us to customize our invoices according to our needs! We can customize our invoice template with different cpors for header and footer sections or add logo images onto invoices directly from moosend dashboard! We just need to select “Customize Template” button from the moosend dashboard and set up all our preferences there
The process to integrate moosend and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.