Invoice & Payment Sync Widget for Zoho – Seamless Data Reconciliation

Effortlessly manage and synchronize your Invoices and Payments between your website and Zoho Books with our intuitive Web Tab Widget, designed specifically for Zoho users.

This widget enables you to:

● Search and filter records using flexible options like date range, record ID, status, or customer ID.

● Pull real-time data from your client’s website via a third-party API.

● Automatically match records against existing entries in Zoho Books.

Each record is intelligently categorized based on sync status:

● ✅ Synced – All fields in the record match perfectly.

● ⚠️ Unsynced – The record exists in Zoho Books but has field discrepancies.

● ❌ Missing – No matching record found in Zoho Books.

● ⚠️ Draft– The record exists in Zoho Books but the status is in draft mode.

With just a single click on the SYNC button, you can instantly update or insert records into Zoho Books, ensuring your financial data is always accurate and up to date.

Whether you’re dealing with a handful of transactions or bulk financial data, this widget streamlines the reconciliation process—saving time, reducing errors, and ensuring compliance.