Accounting
Delinquent Zoho Books accounts and the path to collections
Zoho offers its cloud accounting software Zoho Books in regional editions, including one for U.S. businesses. On request, Fortis can review how open receivables and customer data from Zoho Books could be handed off for collections.
Markets: USA · Canada
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with Zoho Books
If your request is reviewed and the handoff is individually activated, Fortis would manage past-due Zoho Books invoices as collection cases and reach out to the debtors. Case status and payments received would come back to you in the agreed form, helping you keep your receivables in Zoho Books current.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from Zoho Books
- Open and overdue invoices
- Customer balances
- Customer contacts
- Payment terms and due dates
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Zoho Books is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.