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Zoho Review Operational Efficiency

ZOHO OPERATIONAL EFFICIENCY REVIEW

Will it streamline my existing workflow and save me Admin hours?

Zoho streamlines the most common aspects of your invoicing process.

Auto Recurring Invoices

For your regular Clients, you can simply automate invoice generation. Create the profile once (i.e. invoice frequency, amount,etc) and Zoho will diligently send it out for you.

Auto Payment Reminders

You can simply set-up late notices that will automatically be sent at the intervals you set. You can set up until 3 reminders. This eliminates the need for you to individually monitor your outstanding invoices. Furthermore, it eliminates the need for you to forever deliberate whether to remind your Client about that outstanding payment or not. With Zoho, late payment reminders will be sent out, without fail, because they are set-up in your process.

Zoho Payment Reminders

You can even have the late fees accessed automatically whenever invoice payment is delayed. There’s no need for you to manually calculate your late fees. This of course assumes that your terms & conditions have been appropriately communicated and agreed with your Client upfront.

Zoho Payment Terms and Late Fees

Estimate Conversion to Invoice

Zoho allows you to create great looking quotes or estimates for your Clients. Upon Client approval, you can convert them into invoices, hassle free.

Others

Zoho supports Tax at the item level, as well as multiple currency. Great flexibility for international Virtual Assistants. Also, as mentioned earlier, Zoho Invoice’s advantage, at least where Virtual Assistants or Freelancers are concerned, lies in its integration with the whole Zoho Application Suite.

Zoho Suite is a Virtual Assistants’ digital best friend. You have this most comprehensive digital tools, all of which are running at FREEmium model. If you have a couple of minutes to spare now, do try the Zoho Business. You can manage all your emails (from gmail/yahoo/your own website) in one view. And here’s the coolest thing, on the same page you can work on your calendar, planner, docs, sheets, forums, chats, wiki, and whatever you need to manage your Virtual Assistance Business. And because it is in the clouds, you can continue working on your Clients’ request whether you are having coffee in Starbucks, shopping in the mall, or waiting at the daycare. Visit | Zoho Application Suite.

Zoho’s overall invoicing process is good. A lot of the non-value added activities in invoicing have already been automated. But to take productivity to the next level, you’ll need to try the other Zoho applications.

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