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Accounting

Taking overdue Zoho Books invoices into collection

Zoho Books is the cloud accounting software from Zoho, offered in Canada as Zoho Books Canada. On request, Fortis Inkasso can review how open receivables and customer data could be taken over.

Being added: on request

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.

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How Fortis works with Zoho Books

Provided the integration is activated individually after review, Fortis can manage overdue Zoho Books invoices as collection cases and contact the debtors. Case status and payments received are returned to you in the agreed form, helping you keep your receivables in Zoho Books up to date.

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 invoices
  • Receivables per customer
  • 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. 1

    Submit a request

    Choose your system and tell us briefly which receivables data you want to send.

  2. 2

    Review by Fortis

    We review your request and align the technical requirements with you.

  3. 3

    Individual activation

    Once approved, you send open receivables to Fortis directly from your system.

Prefer to connect through the Fortis API?

After review, you can link your own systems to Fortis through an individual API integration.

Go to the Fortis API

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.