Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Zoho Books integration
Answer invoice questions in Tidio with the Zoho Books record already in the panel.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Zoho Books
Settle a billing question in the chat
The Zoho Books invoice, due date and status are in Tidio, so an agent answers rather than forwarding the question to whoever does the books.
Get the invoice paid while they are here
For an overdue invoice, the chat shares the Zoho Books payment link, which works better than the third reminder email.
Check what was actually billed
Line items and credit notes from Zoho Books let an agent see the charge before agreeing that it looks wrong.
Know the account you are talking to
Payment terms and outstanding balance from Zoho Books change how a request for a discount or an extension is handled.
Overview
Zoho Books holds the invoices, payments and expenses for a lot of growing businesses, and billing questions arrive in chat before they reach finance. Connect Zoho Books and Tidio with Zapier, Make or the Tidio API and the customer's invoice, its due date and payment status can show in the conversation. Credit notes and refunds stay in Zoho Books, where the ledger is.
Key features
- Invoice status in the chat The Zoho Books invoice and payment state open with it.
- Balance on the contact Agents see what the customer owes, from Zoho Books.
- Payment link shared The chat can send the Zoho Books invoice link.
- Ledger untouched Credit notes and journals are raised in Zoho Books.
Zoho Books
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Zoho Books in minutes
1
Connect Zoho Books and Tidio with Zapier or the Tidio API
The Zoho Books API covers contacts, invoices and payments. Authorize it in your automation tool, or run the calls from a service you host.
2
Match on the billing email
The person chatting is often not the billing contact. Ask for the invoice number when the address does not find a Zoho Books record.
3
Read from chat, write in Zoho Books
Status is safe to show. Credit notes, refunds and adjustments belong in Zoho Books, where reconciliation happens.
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Frequently asked questions
Common questions about the Zoho Books integration
Can an agent void an invoice from the chat?
No. Voiding and crediting change the books, so they belong in Zoho Books with the approvals your finance process expects. The chat can raise the task and set expectations.
Which Zoho Books fields should agents see?
Invoice number, amount, due date, status and outstanding balance. Reports, banking and the chart of accounts are not needed to answer a billing question.
Does this work alongside other Zoho apps?
Yes. Zoho Books shares customer records with the rest of the suite, so the same email lookup usually resolves in Zoho CRM as well, which is worth reusing.
Is the Zoho Books integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Zoho Books integration.