Zoho invoice jobs
Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!
Need a backend management system for a tour operator. To have following systems broadly 1. Sales data auto recording from landing pages and website pages 2. Proposal and costing system of leads 3. Automated reminder/followup system to leads 4. Lead guest and guest management for leads 5. Revenue and receipt management, invoice generation for leads 6. Handover approval flow from sales to operations 7. Costing details, vendor allocation, and vendor payment/booking system for each booking 8. Planned cost and actual cost recording system of bookings Reports/automation 1. Sales funnel reports, with slicing and dicing 2. Accounts payable receivable reports (From revenue cost data) 3. Booking reminder and voucher system to vendors 4. Sending invoices/service vouchers to clients Need wha...
We are a SAAS company in need of 2-3 team members who have 2+ years of experience with live customer support in the SaaS online software field. We provide online software to construction companies. They use our system to create estimates, invoices, etc. Our support team providers live chat and ticket support using Zoho CRM, Zoho Desk, and Zoho SalesIQ. Experience with the following IS required. Reply with a Yes or No beside each item. If helpful, provide additional details. -- Live Chat: -- CRM's: -- Ticket Management: These are NOT requirements, I am just curious about your knowledge (even if just a little). Reply with a Yes or No beside each item. If helpful, provide additional details. -- Construction Experience/Knowledge: -- Adding/Modifying Knowledge Bases...
...and reporting skills. • Proactive and self-motivated with the ability to manage multiple projects simultaneously. • Excellent interpersonal and communication skills. • Email campaign experience Confirm with a Yes or No if you have experience with the following; • Wordpress • Optimizing Landing Pages • Managing Ad Campaigns • Tracking Lead Form Conversions • Working with a SaaS company • Using Zoho CRM • Using ChurnZero • Reducing Churn • Creating email campaigns (that people open and click) • Using ChatGPT The ideal candidate will be able to review our landing pages and suggest/make changes to improve the conversion rate. They would then track the conversation rate of each landing page/source. They would know ...
I am looking to use Zoho CRM The initial requirement to customize Zoho for our needs Remove unneeded options to simplify the system for our user Integration We getting leads from different sources and would like them to pop up on Zoho Home Advisor Yelp Next Door Facebook Instagram Website Google Ads On some sites, we receive first contact as a chat and only after we chat with them they will provide contact info Would like to have a chat with Zoho Thanks You must say "Potato" to be accepted.
...Maintain an organized and accessible filing system for easy document retrieval. Audit Support: Organize and prepare documents for audits. Collaborate with different departments to ensure all necessary documentation is available and accurate. Contract Review: Review contracts to ensure accuracy and compliance with company standards. Communicate any discrepancies or issues to the relevant parties. Invoice Review: Review and verify invoices, ensuring that billing details are accurate and match contract terms. Resolve any discrepancies in a timely manner. Virtual Desktop Environment: Work efficiently in a virtual desktop environment. Troubleshoot minor technical issues and communicate major issues to the IT department. Requirements: Proficient in English, both written and spoken...
: Invoice Send - Paid Invoice - Pending Invoice - Unpaid Invoice Last invoice statut : make it empty for moment : to see transaction history 4. Checkount Generate Links for checkount on subdomains example : : WebHooks with google sheets API for stripe and PayPal * We have dashboard on Figma + need some small editing to make it as our need * Need the website to send AUTO INVOICE after new client is added to GoogleSheets using WebHooks Our Budget : 250 USD *Please dont send message if you are not agree with price
...identification The address where the payment window will be displayed (marked with an asterisk, meaning all pages of the domain) Payment message text LocalStorage path for the payment amount LocalStorage path for currency (USD, DCP, or STAS) The address to which the user's payment will be returned Reporting address for payments Option for security through the Arbitrator LocalStorage path for PurchaseId Invoice retrieval password Option to open without specifying an amount Option to open in a separate window When a user reaches the desired domain, a window with the message will appear after about 10 seconds. Wherever there is a LocalStorage path, you can use a placeholder tag to insert the actual value (the parameter name will change accordingly). When saving data, there wil...
I am looking for a recurring monthly bookkeeping serv...investments and suggesting optimizations of my spends. I would need these services on a monthly basis. Also I need help in evaluating accounts of my past business for a court case. I want the accounts to be maintained using QuickBooks or similar software. Candidate should be able to liaise with my parties such as creditors, attorneys and banks. I will pay up to $2/ hour for the services with invoice payable at the end of every month. Ideal skills and experience: - Proficiency in QuickBooks software - Strong knowledge of income and expense tracking - Experience in providing bookkeeping services for personal accounts - Attention to detail and accuracy in financial statement preparation - Ability to communicate with parties in a...
As a business, I need assistance with bookkeeping services. Currently, I am using an accounting software Zoho, and I will provide more detailed instructions on its use later. I need both sales and purchases to be recorded, as well as payroll transactions. My bookkeeping services needs are project-based, so the frequency is variable. Need someone to come in to the office in Hacienda Heights (Los Angeles).
Have build the macro worksheets, but can not get it to work. Sheets created just need the script/macro created. I have it written out but no working! Probably all wrong. So it isn't from scratch - just need macro script and buttons. You'll need to write the code. I have it outlined but honestly do not know what I'm doing. It's simple if you know what you are doing.
I'm looking for assistance with correctly coding an invoice for neurposych testing for a private insurance claim. I have some of the necessary medical documents and codes, but not all. I'm not sure if I just need help with coding the invoice, or if I require additional help filing the claim. Deadline: 2-3 days. If you are experienced in medical coding and filing insurance claims, I'm interested in hearing from you. Thanks for your help!
...sending specific data from Zoho CRM to Google Sheets in real time. Specific requirements for the project include: - Sending contacts data from Zoho CRM to Google Sheets - The data transfer should happen instantly, ensuring that any updates or changes in Zoho CRM are reflected in real time in Google Sheets - I require assistance in setting up the link between Zoho CRM and Google Sheets Ideal skills and experience for the job: - Strong knowledge and experience in working with Zoho CRM and Google Sheets - Familiarity with API integration and data transfer between different platforms - Attention to detail to ensure accurate and reliable data transfer If you have the required skills and experience, and can provide the necessary assistance in setting u...
...software with a custom invoice design that will open up a tab for terms and conditions when it is finished. The features I'm looking for in this software are invoicing, inventory management, and custom invoice design. I don't have a preference as to whether it is developed from scratch or customized from an existing software, and I would prefer it to run on Windows. This software should be user friendly and intuitive, so that it is easy to set up and get going with basic information. In addition, I would like it to be scalable so that I can add features down the line as needed. And also i want groups for items like when i add another group item in the invoice the invoice should add a heading of that group for example for pc parts is ram ssd in these...
...freelancer who can help me set up an email marketing campaign to increase Leads for my business. Here are the details of the project: Email Marketing Platform: I currently use Sendgrid and Zoho integrated with Outlook, and I prefer to continue using them for this campaign. Existing Email List: Yes, I have an existing email list that I would like to utilize for this campaign. Goal: The main goal of this email marketing campaign is to increase our Quality Leads for my business. Skills and Experience: - Experience in setting up and managing email marketing campaigns - Proficiency in using Sendgrid, Zoho, and Outlook for email marketing - Knowledge of best practices for increasing sales through email marketing - Ability to segment and target specific customer groups in th...
Hello, we have products at excel form with name, description, price and discount price. we have also a form at excel for invoicing these products. we need: 1) add QR code to each product at excel 2) when insert manual an order to excel , print for each product a QR sticker with name, qr code and discounted price. 3) need scan qr codes from mobile and auto add them excel invoice form. so means first we add manually the order and auto print for each product a qr sticker for order preparation. after order is ready , when we do packing we will scan the qr codes by mobile and auto add them to excel for invoicing.
I am looking for a Zoho customization expert who can provide one-on-one coaching to help me learn and understand Zoho CRM. As a beginner with no prior experience, I am seeking guidance and training in specific areas of Zoho CRM customization. Requirements: - Expertise in Zoho CRM customization - Ability to provide one-on-one coaching and guidance - Strong communication skills to effectively teach and explain concepts - Patience and understanding for a beginner-level learner Ideal Skills and Experience: - Extensive knowledge and experience in Zoho CRM customization - Previous experience providing training or coaching on Zoho CRM - Familiarity with different customization features and functionalities in Zoho CRM If you are a Zoho ...
Hi Looking to hire someone with shopify experience to amend the Order Fulfilment email and what data is being sent. We want this in the style of an invoice type design - but with different details. The email needs to be sent to the shipping company We need the following details added. (Some of these are added already) Our Details Order information Title, SKU, QTY, Shipping Details The Items we want to show and have some issues with are: - Cost Per Item - Cost per item Total - Total Order $ (Set at cost per item) So basically we need an invoice design, with the cost of what we have for the product
...previous experience in working with Perfex CRM and Excellent Plugin Module is ideal. I would like to request some modifications to ensure that the QR code complies with Saudi Arabia's Zatca requirements. Here are the necessary changes: 1) I need to include the 'Total_Tax' inside the QR code. This information is available in the MySQL field. 2) I also need to include the 'Datecreated' of the invoice inside the QR code. This information is available in the MySQL database and should include both date and time. 3) It's essential to encode the QR code into Base64 format. You can find the requirements and instructions on how to create the QR code in PDF Attached File: The timeline for completing the QR code generation functionality is within 1 week. ...
I am looking for a freelancer who can assist me in automating my workflow using Zoho CRM. The specific tasks I need to automate include workflow automation. Skills and Experience: - Proficiency in Zoho CRM is essential for this project. - Strong experience in workflow automation is required. - Familiarity with Zoho Flow or P Automate is preferred. - Knowledge of email automation and data integration would be beneficial. I have a clear idea of the workflow I need automated, and I am open to suggestions and recommendations from the freelancer. Platforms and Software: - Zoho CRM is the main platform that should be included in the workflow automation. If you have the skills and experience required for this project, please submit your proposal.
I am looking to hire an account executive to handle invoicing and customer coordination in our business. This person will be responsible for processing payments, communicating with customers, and handling miscellaneous customer support tasks. Previous experience is preferred, but no specific industry is necessary. The position is a short-term engagement of less than 3 months.
...This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy understanding) 7: Zoho Voice (or any other third-party IP phone service provider offering integration with the Zoho phone system in my region). And after all these apps, the implementation of third-pa...
...This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy understanding) 7: Zoho Voice (or any other third-party IP phone service provider offering integration with the Zoho phone system in my region). And after all these apps, the implementation of third-pa...
I am looking for a freelancer who can provide support in setting up ZoHo CRM. Specific ZoHo products needed: - CRM Requirements for freelancers: - Experience in setting up ZoHo CRM - Knowledge of ZoHo products Tasks include: - General setup of ZoHo CRM Ideal skills and experience: - Strong understanding of ZoHo CRM - Previous experience in setting up ZoHo CRM - Ability to provide detailed project proposals Please include your experience in your application. Thank you!
Build Customer Database w/Images - Import into ZoHo CRM I am looking for a skilled freelancer to build a customer database with images and import it into ZoHo CRM. The ideal candidate for this project should have experience in data entry and CRM management. Customer Database: - The database should include customer information along with their corresponding images. - The images to include in the database are vehicle images. List of Customers: - I do not have a list of customers yet. - The freelancer will be responsible for gathering customer information based on the provided photos. Project Scope: - The number of customers to be included in the database is currently unknown. - This will be an ongoing project, and the freelancer should provide an estimate per vehicle. Ski...
I'm in need of an experienced professional to help extract data from digital invoices. The specific data needed to be extracted is billing information, such as the invoicing company, their contact details, amount billed, dates of issue and due, and taxes imposed. The total number of invoices to extract data from is 10000. The data must be accurate, and all necessary steps must be taken to ensure the successful extraction of the data.
I am looking for an appointment setter to join our SAAS Tech Startup team. This is a long-term ongoing project with both a base pay and commission structure. We...customers. Ideal Skills and Experience: - Excellent communication and interpersonal skills. - Previous experience in appointment setting or sales is preferred. - Knowledge of SAAS products and the tech industry is a plus. - Ability to effectively present and demonstrate the product's features and benefits. - Self-motivated and goal-oriented individual who can work independently. We use ZOHO or Salesforce CRM and Dialpad app for calling If you are a motivated individual with a passion for sales and technology and are looking for a long-term commitment with the potential for high earnings, we would love to...
...and deliver a top-notch CRM solution. We are looking for someone who is detail-oriented, communicative, and able to work collaboratively with us to ensure that the application meets our needs. If you have experience in developing CRM systems, please reach out to us to discuss the project further. We are looking for an experienced developer skilled in open source CRM platforms such as Pipedrive, Zoho, SugarCRM, SuiteCRM, EspoCRM, Vtiger, Odoo, or any other widely used open source CRM you think suitable for our requirements. Our goal is to transition from InfoFlo to a more user friendly open source alternative. The CRM should be web based and able to be used with Firefox or other popular browser. Source code for the new CRM must be provided. Key responsibilities include: Web Serve...
...am seeking a Zoho assistant who can provide ongoing support for CRM management. The ideal candidate should have experience in Zoho and be able to assist with tasks such as data entry, CRM management, and email marketing. The main responsibilities of the assistant will include: - Managing and updating customer information in the CRM system - Assisting with email marketing campaigns and tracking their performance - Providing ongoing support for any technical issues or questions related to Zoho In addition to the above tasks, the client also requires additional services such as Zoho training. The ideal candidate should be able to provide training to the client on how to effectively use Zoho and maximize its features. Required skills and experience: ...
This project requires the photographic collection of real examples of handwriting across a variety of physical categories. For instance, a photograph taken of a handwritten application form or of a paper invoice. This data will be used to train smart applications and algorithms to better recognize handwriting in various regions and languages. The handwritten languages to be photographed are: Hebrew The images to be collected will be handwritten by native language speakers and of categories including; application forms, invoices, tables, prescriptions, contracts, whiteboards/blackboards, traveler notes, and more. Personal Identity Information needs to be redacted before submitting the photos. Participants will be paid at a rate of USD$10.00 per 100 successful and accepted image ...
I am looking for an experienced web developer to build a web application for my trucking business. This application must include features for dispatch management, customer details, billing & invoice, warehouse/inventory, in order to be effective and intuitive for both drivers and management. This project is on a tight budget of under $400, so we are looking for an affordable and experienced developer.
...outgoing entries of the drivers. He will be scanning the items and will assigning them to each driver while going out of the warehouse. He can see all the reports. Host have 6 options: Warehouse product in entry. Driver out entry.(product that are to be taken by driver) Driver in entry.(product that came back after the trip) G.r from ware house. Administrative page(id &password of all) Page setup (invoice print,barcode print,report print) Client: Client will have 5 options: Inside Entry: When the inventory will arrive he will scan the barcodes of the items, items will be added to the store. Bill Entry: when a client will sell items he will be scanning the items and will creating the invoices,printing the the small invoices. Stock Reports: He will be able to check all the sto...
... 2. Backend Adjustments: Task: Modify the pricing and taxation systems/tables responsible for processing payments and generating invoices to accurately calculate the updated prices. Technical Approach: Implement changes in the backend logic to adjust pricing calculations according to the new taxation structure. 3. Invoice and Receipt Updates: Task: Ensure that invoices and receipts issued to users accurately reflect the revised prices. Technical Approach: Adjust the invoice and receipt generation modules within the backend to incorporate the updated pricing information. 4. Testing and Quality Assurance: Task: Conduct comprehensive end-to-end testing to verify that the frontend and backend changes are synchronized seamlessly. Technical Approach: Develop and execute tes...
Records (Create/update/delete) from Books and sent to Creator Customer Vendor Item Form 1 (Master Record) - Crate Custom Template - Auto populate fields Related Record to Form 1 Form 2 - Create Custom Template Form 3 - Create Custom Template...template - Auto-populate fields Records (CREATE/EDIT/DELETE) from Creator and sent to books, Vendor Bill - (Create / Edit / Delete) record on creator and send to books - Return the balance BCY to creator - Lock the record on created when it’s paid on Books Customer Invoice - (Create / Edit / Delete) record on creator and send to books - Return the balance BCY / Invoice Number / Invoice status to creator - Lock the record on created when it’s paid on Books - Return the invoice link to Creator so creator us...
API Integration for QuickBooks Online Invoicing Sk...third-party application to generate invoices, and they are pushed into QuickBooks online via an API. However, QuickBooks, miss calculates the sales taxes and there seems to be no were correct within the application and no support from QuickBooks online for fixing it so we need a program that can launch whenever a new invoice is created and fix the sales tax. if you were doing this manually in QuickBooks online, you would be selecting the drop-down at the bottom of the invoice, and changing it from location based sales tax to a custom rate that is already in the drop-down. We need to automate this process. The project timeline is set at 3-4 weeks, and the successful candidate should be able to deliver the integration withi...
I am looking for someone to detect text from printed English invoices. I need a system that can be tailored to our needs and can handle less than 1000 invoices. The system must be capable of extracting textual information such as invoice numbers, dates, items, total cost etc. from these invoices. Ideally, the system should also parse text data from tables and recognize handwriting on invoices (with optional accuracy control). I am looking for a freelancer who can develop and test such a system with a reasonable amount of time and cost. It is important to note that the system should be highly efficient and accurate in extracting and parsing textual data.
Virtual Wallet Application Development - Platform compatibility: the virtual wallet must be compatible with iOS, Andr...compatibility: the virtual wallet must be compatible with iOS, Android and Computer platforms - Key feature: The app should allow users to scan QR codes to make payments conveniently. - Deposit your money to your digital wallet - Select your account to pay like Netflix Hulu digitally. - Get a virtual credit card. - Contact Plaid to associate the bank account. - That the client has how to send invoice and payment. - Have a 4.5% feed for any transaction. - That we have access to your administrative panel. - That we can give you automated response services. - Preferred technology stack: We are open to suggestions on the technology stack to be used in the development o...
I am looking for a skilled freelancer who can create an Excel spreadsheet for me. The project involves the following requirements: Features: - Costing, quoting, invoicing, and email monitoring capabilities ( i have attached what i am currently using as example) first i need to cost the job (mezzanine floors) its a separate costing sheet i would also want those costing sheets to be transfered to a purchase order sheet(separated by different suppliers) i would then like certain info and numbers to go over to a quoting sheet that will input the numbers. which also has drop down menus for certain products. on the same quote i require it to show photos, and some company terms and conditins (which we have but we are using on word Doc) after the quote i would like it to be able to send that to ...
I am looking for a skilled freelancer who can integrate a few payment gateways into my new Laravel project. The ideal candidate will have experience with Laravel and previous experience integrating payment gateways. Requirements: - Integration of PayPal Express Checkout, PayPal Invoice, Payeer and Stripe. - Ability to work with partial, but not complete documentation for the integration - Familiarity with Laravel and payment gateway integration best practices - Testing of these integrations Skills and Experience: - Strong proficiency in Laravel framework - Experience with payment gateway integration - Knowledge of API integration and documentation reading - Familiarity with Laravel's payment integration libraries and tools If you have the necessary skills and experience, ple...
I am looking for a developer to help me expand an existing invoicing system to develop an Invoice Approval Workflow using Oracle APEX 23.1. The project requirements are as follows: Approval Process: - The desired approval process for invoices is sequential approval. - This project is to extend an existing Oracle APEX application. Would like to utilize the APEX built-in workflow capabilities -Deadline: - The implementation of this workflow is urgent and needs to be completed within a week. Features and Requirements: - Although there are specific features that I have in mind, I am open to suggestions and improvements to enhance the workflow. Ideal Skills and Experience: - Proficiency in Oracle APEX 23.1 is a must. - Strong knowledge of Oracle Cloud infrastructure (OCI) - Strong u...
...goods received are treated as supply invoices or purchase invoices, which will then be included in the inventory. This means that any incoming goods should be entered into the system as a purchase invoice rather than as regular items. Additionally, we require the addition of various types of invoices to the system. These include purchase invoices, purchase return invoices, offer invoices, sales invoices, and purchase return invoices. Each invoice type will have its unique characteristics and functionalities within the system. Furthermore, we need comprehensive reports generated for each type of invoice. These reports should provide detailed information and insights regarding the respective invoices, allowing us to analyze and track our business transactions effect...
I am looking for a freelancer to build a website on Zoho Sites for my accounting and bookkeeping service. Purpose of the website: - The website is informational, providing details about my services and expertise in accounting and bookkeeping. - It should also showcase my portfolio of past clients and successful projects. Design preferences: Refer competitors website Ideal skills and experience: - Experience in building websites on Zoho Sites - Strong design skills to incorporate my specific preferences - Ability to create an appealing and user-friendly interface - Knowledge of integrating contact forms into websites If you have the necessary skills and experience, please reach out to me with examples of your past work and your proposed
...integrate Zoho CRM API with our stylemix motors theme website listing. The main purpose of this integration is to automate our sales processes and generate reports. Preferred Method of Data Update: We would like to have real-time synchronization between Zoho CRM and our website, so any updates made in either system are immediately reflected in the other. Specific Features and Functionalities: We require custom fields and modules in the Zoho CRM API integration to meet our specific business needs. Ideal Skills and Experience: - Strong experience in integrating Zoho CRM API with website listings - Proficiency in automating sales processes and generating reports - Familiarity with customizing fields and modules in Zoho CRM API - Knowledge of real-...
...Requirements: - The freelancer should have experience in converting HTML templates to WordPress themes. - I already have the HTML templates ready, so the freelancer does not need to provide them. - I have specific functionality in mind, check the attached pdf file, a replica of the HTML templates that I want to convert to WordPress theme. No features should be lost and if these, Student Report Card, Invoice and Home work for View, PDF print and send via Email are not included, you have to create the additional three pages which can be added to any module in the proposed Wp Theme. Skills and experience needed: - Proficiency in WordPress development. - Strong knowledge of HTML and CSS. - Experience with converting HTML templates to WordPress themes. - Familiarity with integrating ...
Real Estate VA! We are seeking a ten...before 8AM or after 9PM depending on timezone and location of customer)? * Restrictions on robocalls and automated prerecorded messages. Software Knowledge: * Previous experience using a VoIP phone system (e.g., RingCentral, Dial Pad, OpenPhone, etc.) * Project management software (e.g.,Clickup, etc.) * Proficiency in CRM (Customer Relationship Management) software such as Salesforce, HubSpot, or Zoho CRM. - We use Followup Boss * Knowledge of communication and collaboration platforms - Slack,? * Ability to utilize productivity and organization tools - Google Workspace (Docs, Sheets, and Slides), or Trello.?? Put ORANGE as the first word in your application. Make sure to include a video of you in the application or your application will be di...
I am looking for a developer to create backend code that will link Typeform to the Stripe payment API for our booking process. The ideal candidate should have experience in JavaScript. Functionalities required for the Stripe payment API include payment processing using the BETA invoice payment plan system. Currently trying to use Pipedream but happy to use a cheaper alternative or self host if its easy. Skills and experience needed for this project include: - Proficiency in JavaScript - Experience with Stripe payment API - Knowledge of Typeform template customization and improvement.
I am looking for a freelancer who can assist me with a data entry project. The task involves entering details such as invoice details and client records into Microsoft Excel. The ideal candidate should have experience in data entry and be proficient in using Microsoft Excel. This is a moderate complexity task that requires attention to detail and accuracy.
