Send Invoices, Payment Reminders & Ledgers on WhatsApp with Zoho Books
Deliver digital tax invoices, payment links, estimate approvals, and outstanding balance reminders straight to your customers’ WhatsApp chats directly from Zoho Books.
Hi, I would like to request a quote for 50 licenses of the enterprise plan.
Hello John! I have matched your enquiry with our Enterprise package and synced your deal directly into Zoho Books. Your dedicated account manager will connect shortly!
Conversational Billing & Invoicing Made Simple
Connect accounting precision with the speed of WhatsApp messaging.
Automated Invoice Dispatch
Automatically send a PDF invoice and payment link on WhatsApp whenever an invoice is created in Zoho Books.
Payment Due Reminders
Schedule automated, polite payment follow-ups 3 days before and on the due date.
Instant Receipt Acknowledgement
Send instant payment confirmation receipts and ledger balance updates upon successful settlement.
Connect Zoho Books in 3 Steps
Direct integration with your Zoho Books organization.
Connect Organization
Log in with your Zoho Books admin account to link your ledger.
Select Notification Events
Choose when to trigger messages: new invoice, estimate, or payment reminder.
Set Up Templates
Select pre-approved templates with dynamic invoice total and payment link variables.
Built for Modern Growth Teams
Inbound Lead Acceleration
Respond to new leads within seconds on WhatsApp.
Automated Updates
Send delivery confirmations, reminders, and alerts.
Zoho Books Integration FAQs
Everything you need to know about setting up and using the Zoho Books integration.
Get Paid Faster with Zoho Books + WhatsApp
Reduce manual follow-up calls and speed up receivables today.