Handling billing in a customizable subscription model can quickly become a headache. If a SaaS company offers three packages for its email client, and each package has add-on options and is available for either monthly or annual billing, there's a lot to keep track of, and that's before you consider free trial periods or introductory offers. This is where Zoho Billing plays a vital role in simplifying the entire billing process, sending timely reminders for upcoming renewals, generating invoices for different billing periods, and resolving payment discrepancies.
For even more impact, integrate Zoho Billing with a business communication solution like Zoho Cliq. The two apps are a powerful duo to keep your team in sync, ensuring that everyone receives prompt notifications for every billing action. This blog will cover the benefits of integrating Zoho Billing with Zoho Cliq, including how it can help you save valuable time, stay ahead of the game, and, ultimately, grow your business.
What are the benefits of integrating Zoho Billing with Zoho Cliq?
Say hello to the Zoho Cliq chat bar. The chat bar is a feature that appears as a small tab at the bottom of the screen in other Zoho Apps like Zoho Billing. It offers quick access to Unread Chats, Channels, and Contacts from Zoho Cliq. This feature helps you keep track of the messages you receive without having to switch to the Zoho Cliq interface, making it easier to stay connected with your teammates while working in Zoho Billing. This helps streamline communication and foster seamless collaboration among team members.
To enable the chat bar:
- Go to Settings in the top-right corner of your Zoho Billing page.
- Select Zoho Apps under Integrations.
- Click Connect next to Zoho Cliq.
- Enable the Zoho Cliq Chat Bar Within Zoho Billing option to have the quick chat bar appear at the bottom of the page in Zoho Billing.
Enable notifications
Keeping track of customers' payment information, subscription details, reviews, and comments is essential for any business owner. Without real-time notifications, communication lags may result in missed invoices, payments, or customer feedback. You can enable notifications and get alerts as soon as a customer checks or leaves a comment on your invoice, completes a payment, or starts a new subscription or when there are errors in a customer's card or bank account information. This ensures that you stay in the loop and don't miss anything important.
You can receive notifications in Zoho Cliq to help you stay on top of important events:
- Be notified whenever a customer provides their credit card or bank account details.
- Get instant alerts about new subscriptions made through your Hosted Payment pages
- Be informed when any errors are detected in your customers' card or bank account information, allowing you to take prompt action.
- Receive instant alerts for customer reviews and comments, helping you address any concerns or feedback efficiently.
To set up this integration
- Sign in to your Zoho Cliq account and Zoho Billing account using the same email address.
- Click the gear icon in the top-right corner or select Settings.
- Scroll down to find Zoho Apps under Integrations.
- Find Zoho Cliq, enable the extension, and map your notifications to your preferred Zoho Cliq channel.
To put it briefly
Integrating Zoho Billing with Zoho Cliq will help streamline your subscription and billing processes. The benefits of this integration are clear— it can save you time, reduce billing or subscription errors caused by lack of communication, and foster collaboration among your team members. For further assistance or to learn more about how these integrations work and how to set them up, please email us at support@zohocliq.com.
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