One promise we always make to our customers is Getting Paid on time and hashing the manual job of accounting and tracking.
On 20th Mar 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 Bulk payment details, keep a track of their Collections on monthly and daily views, and integrate with Zoho Invoices for seamless invoices. Let’s have a look –
I can now do a Bulk Payment Status Update for Invoices
At Hylobiz, our focus is to make payment faster and hash the manual tasks. Bulk payment update is one of the new features 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, the 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 the 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 Bulk payment received today, yesterday for this month with no clicks. Just go to 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 integrate Zoho Invoice with Hylobiz which 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 3rd Party Application
4. Click on Connect your Zoho Invoice Account -> Connect
5. This would take you to the 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, accountants, sales, and marketing teams a way to get invoices paid faster. Loaded with features of seamless integration to ERPs 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 digitize your collection process. You get the power to send your invoices or pro forma to your customers with secured payment links giving Bulk 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 pays on time.
If you want to know if Hylobiz and your company can be a perfect match, schedule a free demo today.