{"id":5696,"date":"2025-06-26T10:13:54","date_gmt":"2025-06-26T15:13:54","guid":{"rendered":"https:\/\/agilean.ca\/produit\/zoho-billing-general\/"},"modified":"2025-06-26T10:13:54","modified_gmt":"2025-06-26T15:13:54","slug":"zoho-billing-general","status":"publish","type":"product","link":"https:\/\/agilean.ca\/en\/produit\/zoho-billing-general\/","title":{"rendered":"Zoho Billing &#8211; General"},"content":{"rendered":"<h3><strong>1. Training Structure<\/strong><\/h3>\n<p><strong>Required Materials:<\/strong><\/p>\n<ul>\n<li>Stable internet connection<\/li>\n<li>Zoho Billing account (trial or business version)<\/li>\n<li>Up-to-date web browser<\/li>\n<\/ul>\n<p><strong>Assessment Methods:<\/strong><\/p>\n<ul>\n<li>Interactive hands-on exercises at the end of each module<\/li>\n<li>Real-time feedback during demonstrations<\/li>\n<li>Knowledge validation questionnaire at the end of the session<\/li>\n<\/ul>\n<ol start=\"2\">\n<li><strong> Learning Objectives<\/strong><\/li>\n<\/ol>\n<p><strong>Overall Objective:<\/strong><br \/>\nBy the end of this training, participants will be able to configure and use Zoho Billing to efficiently manage invoicing, subscription management, and payment tracking, while generating relevant reports.<\/p>\n<p><strong>Specific Objectives:<\/strong><\/p>\n<ul>\n<li>Discover the Zoho Billing interface and understand its role within the Zoho ecosystem<\/li>\n<li>Configure the tool (general settings, currencies, taxes, payment gateways)<\/li>\n<li>Create and manage invoices, recurring invoices, and subscriptions<\/li>\n<li>Track payments and set up workflows for approvals and dunning management<\/li>\n<li>Generate and analyze billing reports for improved financial monitoring<\/li>\n<li>Integrate Zoho Billing with other Zoho applications for centralized management<\/li>\n<\/ul>\n<h3><strong>2. Training Content and Flow<\/strong><\/h3>\n<p><strong>Module 1: Introduction to Zoho Billing <\/strong><\/p>\n<p><strong>Objective:<\/strong> Discover the tool, its use cases, and its positioning within the Zoho platform.<\/p>\n<ul>\n<li>Overview of Zoho Billing and its benefits for billing management<\/li>\n<li>High-level overview of the interface and key features<\/li>\n<li><strong>Interactive exercise<\/strong>: Quick exploration of the interface and identification of key areas<\/li>\n<\/ul>\n<p><strong>Module 2: Zoho Billing Configuration <\/strong><\/p>\n<p><strong>Objective: <\/strong>Configure Zoho Billing to meet the company\u2019s specific needs.<\/p>\n<ul>\n<li>General configuration (currencies, taxes, billing settings)<\/li>\n<li>Setup of payment gateways and quotation options<\/li>\n<li><strong>Hands-on exercise: <\/strong>Initial setup and customization of billing settings<\/li>\n<\/ul>\n<p><strong>Module 3: Invoice and Subscription Management <\/strong><\/p>\n<p><strong>Objective:<\/strong> Master the creation and operational management of invoices and subscriptions.<\/p>\n<ul>\n<li>Creation and customization of invoices and recurring invoices<\/li>\n<li>Subscription management and associated payments<\/li>\n<li>Payment tracking and automation of reminders and approval workflows<\/li>\n<li><strong>Hands-on exercise<\/strong>: Simulation of creating a complete invoice, validation, and payment follow-up<\/li>\n<\/ul>\n<p><strong>Module 4: Reports, Analytics, and Integration <\/strong><\/p>\n<p><strong>Objective: <\/strong>Leverage billing data and ensure integration with the Zoho ecosystem.<\/p>\n<ul>\n<li>Generation and analysis of billing reports (revenue, payments, reminders)<\/li>\n<li>Use of analytical tools to monitor financial performance<\/li>\n<li>Integration of Zoho Billing with other Zoho applications (CRM, Books, etc.)<\/li>\n<li><strong>Interactive exercise: <\/strong>Creating a summary report and discussing integration with other tools<\/li>\n<\/ul>\n<p><strong>Module 5: Q&amp;A and Wrap-Up <\/strong><\/p>\n<p><strong>Objective<\/strong>: Validate learning outcomes and address participants\u2019 questions.<\/p>\n<ul>\n<li>Q&amp;A session to clarify topics covered during the training<\/li>\n<li>Recap of key features and best practices<\/li>\n<li><strong>Final evaluation:<\/strong> Satisfaction survey and feedback<\/li>\n<\/ul>\n<h3><strong>4. Evaluation and Follow-Up<\/strong><\/h3>\n<p><strong>Participant Evaluation:<\/strong><\/p>\n<ul>\n<li>Hands-on exercises at the end of each module<\/li>\n<li>Knowledge validation questionnaire at the end of the session<\/li>\n<\/ul>\n<p><strong>Training Evaluation:<\/strong><\/p>\n<ul>\n<li>Collection of feedback through a satisfaction survey<\/li>\n<li>Real-time feedback to improve future sessions<\/li>\n<\/ul>\n<h3><strong>5. Expected Outcomes<\/strong><\/h3>\n<p><strong>For Participants:<\/strong><\/p>\n<ul>\n<li>Understand and navigate the Zoho Billing interface<\/li>\n<li>Configure the tool according to their organization\u2019s specific needs<\/li>\n<li>Efficiently manage the creation and tracking of invoices, subscriptions, and payments<\/li>\n<li>Generate and analyze reports to improve financial decision-making<\/li>\n<li>Integrate Zoho Billing into the Zoho ecosystem for centralized management<\/li>\n<\/ul>\n<p><strong>For the Company:<\/strong><\/p>\n<ul>\n<li>Optimize billing operations management and tracking<\/li>\n<li>Improve transparency and responsiveness of payment processes<\/li>\n<li>Facilitate analysis and centralization of financial data<\/li>\n<\/ul>\n<h3><strong>6. Training Key Strengths<\/strong><\/h3>\n<ul>\n<li>Interactive training focused on concrete, hands-on exercises<\/li>\n<li>\u201cLearning by Doing\u201d approach that encourages engagement and immediate application<\/li>\n<li>Clear presentation of configuration, usage, and analysis steps<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>By the end of this training, participants will be able to configure and use Zoho Billing to efficiently manage invoicing, subscription management, and payment tracking, while generating relevant reports.<\/p>\n<p>Target Audience: Finance managers, accountants, billing teams, and anyone looking to discover and master Zoho Billing to optimize billing management. &hellip; <a href=\"https:\/\/agilean.ca\/en\/produit\/zoho-billing-general\/\">Read More<\/a><\/p>\n","protected":false},"featured_media":839,"template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"product_brand":[96],"product_cat":[100],"product_tag":[90],"class_list":{"0":"post-5696","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_brand-zoho-en","7":"product_cat-finances-en","8":"product_tag-training","10":"first","11":"instock","12":"virtual","13":"sold-individually","14":"taxable","15":"purchasable","16":"product-type-simple"},"_links":{"self":[{"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/product\/5696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/types\/product"}],"version-history":[{"count":0,"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/product\/5696\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/media\/839"}],"wp:attachment":[{"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/media?parent=5696"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/product_brand?post=5696"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/product_cat?post=5696"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/agilean.ca\/en\/wp-json\/wp\/v2\/product_tag?post=5696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}