Hylobiz Product Update — Bulk Payment, Zoho Invoice Integration and a new avatar to Receivables
One promise we always make to our customers is Getting Paid on time and hashing the manual job of accounting and tracking.
On 20 thMar 2021, Hylobiz skilled team took a step closer to our goal with its new features of simplifying payments for our users.
The new features are targeted to help Business Owners, Sales and Accountants to update payment details, keep a track of their Collection on monthly and daily views and integration with Zoho Invoices for seamless invoice. Let’s have a look -
I can now do a Bulk Status Update for Invoices
At Hylobiz, our focus is to make payments faster and hashing the manual tasks. Bulk payment update is one of the new feature that can make Business Owners, Accounting life easier. The objective of this feature is that the customer can do bulk offline payments for the Pending and Partially Paid Invoices.
To use this feature , following are the steps -
4. Select the filter and click Apply
5. Select the Payment mode, this would check all the invoices for the set criteria
6. Click on update
7. After processing, this would give you the successful batch update confirmation
I can now view my payments received yesterday, today and for this month in real-time on Dashboard
As a business owner have you ever wondered how many payments got cleared today or yesterday? Hylobiz Receivables tab offers the business owner to view the payment received today, yesterday for this month with no clicks. Just goto the Receivables tab and view it, no setting filters, no saving views.
I can now integrate Zoho Invoice to Hylobiz for faster payment collections.
You can now integrated Zoho Invoice with Hylobiz that would help you
- To sync in all invoices in Draft/Sent status on Zoho Invoice.
- Edits/Amends in Zoho Invoice can be updated in Hylobiz
- All payment will sync from Hylobiz to Zoho Invoice and vice versa
- Ledgers will also be created/updated from Zoho Invoice to Hylobiz
- Zoho Invoice is available for both India and UAE markets
To use these powerful features, and make invoice collection faster , follow these steps -
2. Goto Business Settings
3. Click on Connect to 3 rdParty Application
4. Click on Connect your Zoho Invoice Account -> Connect
5. This would take you to Zoho Invoice screen where you can connect and integrate the system.
Happy Invoice Collection!
Hylobiz is a Digital-first platform for all your Offline and Online Invoice Payments Collection on Time
Hylobiz is a platform that offers business owners, accountant ,sales and marketing teams a way to get invoices paid faster.Loaded with features of seamless integration to ERP’s and Banks, it could boost your business in streamlining payments and recognizing revenues.
Hylobiz automates manual processes, lowers transaction costs, and speeds up invoice collection.
Here are some of the features Hylobiz offers -
Invoice Collection — Hylobiz Receivables help you digitizing your collection process. You get the power to send your invoices or pro forma to your customers with a secured payment links giving multiple payment methods to your customers to make digital payments
ERP Integration — Access your ERP with our pre-integrated ERP list with Hylobiz or just upload your invoice file to kick start your digital collections with a simple two-step process
Automated Reconciliation — Hylobiz helps you with automated reconciliations of your banking transactions. All your receivables and payables are consolidated and updated in a single report with a Unique Payment Identity Number.
Credit Card, loans and Insurance — Get Business Credit Card, loans and health or inventory insurance. You can also extend these benefits to your customer who pay on time.
If you want to know if Hylobiz and your company can be a perfect match, schedule a free demo today.
Originally published at https://hylo.biz.