Blog tagged as Zoho Books

Lantera's venue bookings and payments were manual, with no centralised availability and real fraud risk. Zoho Bookings now handles reservations while Zoho Books with Payex automates quotes, invoices, and payments.

Expert Media Global's departments worked in silos since their old cloud tool couldn't connect teams. Aplikasi linked Zoho CRM, Books, People, Projects, and Expense, giving HR and finance real-time cross-team visibility.

Nexagate juggled disconnected tools — Sage accounting, an underused CRM, manual leads, and Excel quotes. Aplikasi migrated them onto Zoho CRM, Books, and Projects, automating leads, quotes, and sales-to-delivery handoffs.

Aplikasi grew from a Zoho Recruit customer in 2018 to a Zoho partner in 2019, landing major clients by 2020 and earning APAC's first Zoho MVP title before reaching Premium Partner status in 2023.

This guide shows how to set up Payex as a payment gateway inside Zoho Books, letting businesses collect payments directly within their accounting platform. It reduces manual entry errors for small businesses.