Zoho CRM Bill Widget
🚀 Simplify Vendor Billing with Zoho Books & Bill.com Integration
Managing bills across Zoho Books, Bill.com, and Zoho CRM can lead to inefficiencies and manual errors. Our custom Zoho CRM Vendor Bill Widget solves that by automating and syncing your entire bill workflow—all from within the Vendor module of Zoho CRM.
🔑 Key Features
✅ 1. Create Draft or Open Bills in Zoho Books
Users can quickly create a draft or open bill for a selected vendor in Zoho Books—no tab switching or duplicate entry required.
📄 2. Upload Attachments to Bills
Attach supporting documents like invoices or receipts directly to the bill in Zoho Books for easy reference and audit readiness.
🗂️ 3. Filter Bills by Year
The built-in year filter allows users to quickly view bills for the selected year—making it easier to analyze historical billing data and ensure accurate recordkeeping.
🔁 4. Sync with Bill.com & Assign Approvers
When a bill is saved as Open:
- A corresponding bill is automatically created in com using the data from Zoho Books.
- Attachments are synced from Zoho Books to Bill.com.
- A Project Manager can be assigned as the approver in Bill.com—ensuring bills follow your internal workflow.
🔄 5. Sync from Bill.com
Any updates to a bill’s status in Bill.com—approved, rejected, or paid—are synced back to Zoho Books and displayed within the widget. Everyone stays updated without switching platforms.
💳 6. View Bill.com Status and Payment Info
Users can view the current Bill.com status of each bill and any recorded payment details—all visible directly inside the widget.
🎯 Who Is This For?
- Accounts payable and finance teams using Zoho CRM, Zoho Books, and Bill.com
- Organizations with structured approval workflows
- Teams seeking full visibility over vendor payments and statuses
✅ Why It Matters
- Eliminates manual entry between systems
- Syncs critical billing data and documents
- Enables transparent approval and payment tracking
- Saves time by reducing toggling and manual updates