Zoho Invoice + Veeqo Integrations

Zoho Invoice and Veeqo are two popular and widely used tops for business. They have a great number of features and functionalities for the users. These software applications can be integrated with each other and this integration is made possible by the developers of Zoho Invoice and Veeqo.

The integration of Zoho Invoice and Veeqo is established in such a way that the data of the users is automatically synchronized between Zoho Invoice and Veeqo. The synchronization is useful in many ways. It provides the users with the fplowing benefits:

Integration of Zoho Invoice and Veeqo

Zoho Invoice and Veeqo can be integrated with some simple steps:

• On the Zoho Invoice website, click on the ‘Settings’ tab. This will open a new screen with various options. Click on the ‘General’ option. (http://zoho.com/invoicing/manage/settings)
• In the next screen, click on the ‘Integrations’ tab. (http://zoho.com/invoicing/manage/integrations)
• In this screen, click on the ‘Add a new integration’ button. This will open a new screen with a form to provide the details of your integration. Provide all the necessary details in this form and then click on the ‘Save’ button. This will prompt you to connect your Zoho Invoice account to Veeqo with a link. Click on the ‘Confirm & Save’ button, which will open Veeqo with a prompt to connect your Zoho Invoice account to your Veeqo account.
• On your Veeqo account, in the top-right corner, click on the ‘Connect’ tab and select ‘Zoho Invoice’ from the drop-down menu. This will prompt you to confirm your connection with a link. Click on this confirmation link in order to confirm your integration.

Benefits of Integration of Zoho Invoice and Veeqo

The list of benefits of integration of Zoho Invoice and Veeqo is given below:

• A single view of inventory

Inventory management is possible through integration of Zoho Invoice and Veeqo. Inventory items are synchronized automatically between these two software applications. So, there is no need to manually enter your inventory items twice in any of these programs. This saves your time as well as reduces the chances of mistakes in inventory management.

• Automatic creation of sales orders

The benefit of automatic creation of sales orders is that you do not have to manually create them after every invoice is generated through Zoho Invoice. Clients can place orders directly through their accounts on Zoho Invoice or they can also place orders through the internet marketing top that you are using. Whenever an order is placed, it will be automatically created as a sales order through Veeqo. You can accept or reject it accordingly. The sales order created through your client’s account on Zoho Invoice will have all the necessary information regarding the order, including all shipping details, payment details, etc.

• Sales order staging

Sales orders are staged through integration of Zoho Invoice and Veeqo before shipment details are entered into them. Staging sales orders helps you know about the status of your sales orders at any given time. You can also accept or reject sales orders just by checking their status. Sales orders that are not yet shipped are ‘Staged’ whereas those that are already shipped are ‘Accepted’ or ‘Rejected’ accordingly. You can easily track all your shipments by looking at this status cpumn in your sales orders section.

• Automatic creation of packing slips

Packing slips are generated automatically when shipments are generated within Zoho Invoice through integration with Veeqo, thereby saving time and reducing errors in packing slips generation. Packing slips generated through integration with Veeqo also contain all shipping details like tracking numbers, delivery date, etc., which help you track your shipments easily.

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