Invoicing
Zoho Books: invoices that raise themselves.
Retainer and commission invoices raised automatically, status synced back, closed months locked.
What Fabrik reads
- Invoices and their status, kept current by Zoho's own notifications
- Receivables, by how long each invoice has been open
What it powers
- Retainer invoices raised from each contract, automatically
- Commission invoices worked out each month from each client's own sales
- Months locked once closed, so the figures stop moving
- Cash and receivables, with what each client still owes
Setting it up
Connect Zoho Books from agency Settings, Integrations, then set the items and invoice details each contract uses.