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Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.ProfitWell Integrations
It's easy to connect Zoho Invoice + ProfitWell without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Add a new customer on your profitwell account.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
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Zoho Invoice is an online invoicing software that helps small and medium-sized businesses, freelancers and startups to create and send professional invoices, track payments and manage expenses.
Features of Zoho Invoice:
Customize your invoice with a logo, cpor scheme and contacts.
Sending invoice is as easy as sending an email. You can also add customers and clients information to the email body.
Easy to track payments through integrated payment gateway. You can also block or unblock users if needed.
Allows you to add notes like late payment, late fee, etc. to the invoice.
Manage your expenses through expense management feature.
ProfitWell is a cloud-based accounting software for freelancers and small businesses that helps them to grow their business and save time by automating various accounting processes. It’s a one stop spution for accountants as well as business owners. It integrates with other accounting softwares like Xero, QuickBooks, Freshbooks, Wave, Invoice Ninja, Chargify, and Bill.com.
Features of ProfitWell:
Integration with Zoho Invoice. You can now send invoices right from ProfitWell and track payments.
Dashboards that show financial health of your business in detail. You can also perform real time analysis on various aspects of your business which will help you to make better decisions regarding your business. You can even export data from dashboards and download it as CSV for analyzing later.
Recurring billing feature that helps you to create recurring bills and payments automatically. You can choose the frequency of bill creation from daily, weekly, monthly and yearly. Recurring payments can be created based on days in advance or on chosen future date. Payments can also be scheduled based on number of times it is paid before reaching due date. If there is no payment made then it keeps getting due again and again until payment is made. You can also cancel auto payment before it is actually charged. This way you won’t pay for services not used or paid.
Manual entries support allows you to enter transactions manually if needed instead of using automatic sync function with accounting software like QuickBooks or Xero. You can also make changes to reconciled transactions later if needed. This feature helps when some manual transactions are not synced properly and you need to correct them later before reconciling them with your accounting software. You can even use ProfitWell to handle 1099 or w2 forms for your employees if needed.
Reports contain financial reports like income statement, cash flow, income statement, balance sheet, budget report, etc. You can print these reports as PDF or download PDF as Excel spreadsheet. ProfitWell supports many formats such as CSVs, XMLs, YAMLs and OFXs for importing data from external sources like banks, accounting software, etc. You can also add custom fields to any report if needed. Reports can be scheduled as per your convenience and emailed to all concerned parties when ready. They can also be exported in CSV format for further analysis on desktop or mobile devices by yourself or by your accountant if needed. All reports are interactive so that you can drill down into details for more analysis by clicking on any data point in report headers or chart points. You can filter reports by date range, entity names or tags if required. You can also export data into Excel spreadsheet or CSV file if needed for further analysis by yourself or by your accountant if needed.
Automated reminders feature sends out emails to clients or customers about due bills, expenses etc. at the time they are scheduled to be due according to recurring billing feature mentioned above. You can also schedule the timing of reminder emails from 1 day before due date till 2 weeks before due date for each reminder email you create in ProfitWell. This way you don’t have to keep checking manually for due dates of bills every day for each bill you create in ProfitWell. Automated reminders can also be sent out to employees for reporting hours on given date ranges as configured by you in ProfitWell dashboard settings page. This is helpful for companies that do not use payrpl software like QuickBooks or Xero but still need their employees to report hours worked daily or weekly via an excel spreadsheet or a Google Spreadsheet. Report hours worked daily or weekly along with other important information in automated reminder email so it is easier for employees to simply copy and paste this information into their own spreadsheet and then submit it back to you. With automated reminders feature you don’t have to spend time creating Excel spreadsheets manually anymore when you need to send out reports on hours worked daily or weekly to multiple employees at the same time! Use automated reminders instead! No more manual data entry! ProfitWell will take care of everything else! Highly efficient!
The process to integrate Zoho Invoice and ProfitWell 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.