Plus
For reps who use the assistant every day.
5x the Free usage
$23/ month
Try Plus14-day free trial, then billed monthly
- 5x the Free usage
- All supported CRM actions
- Approval controls
- Includes the MCP connector
List overdue invoices to call in Zoho CRM
The Zoho CRM AI Assistant lists invoices past their due date that are not paid, grouped by account with the amount and the contact on the invoice. Once you approve, it creates a call task for each account owner.
Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.
the problem
The invoice is overdue and nobody has called
The due date passed last week. Finance thinks the account owner is on it, the owner thinks finance sent a reminder, and the client has heard from no one. Looking through the Invoices module does not tell you who to call first.
the solution
Get a call list by account. Approve the tasks.
Say which statuses mean the invoice is settled in your CRM:
List invoices past their due date whose status is not Paid or Cancelled, grouped by account, with the total due and the contact on the invoice. After I confirm, create a task for each account owner to call.
It reads invoices whose Due Date has passed and whose Status is not one you named, groups them by account, and shows each account with its overdue invoices, the total, the Contact Name on the invoice and the account owner.
Nothing is written until you approve. When you do, it creates one task per account, assigned to the account owner and linked to the account, with the invoices listed in the task.
- Reads invoices, their accounts and contacts.
- Writes tasks only, and only after you approve.
- An invoice that was paid but not marked Paid in the CRM shows as overdue.
Loading demo…
pricing
Start with 14 days of Plus. Stay on Free after that.
Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.
Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled at signup, then monthly
- 25x the Free usage
- 5x the usage of Plus
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Max
For the heaviest CRM workloads.
125x the Free usage
$500/ month
Get MaxBilled at signup, then monthly
- 125x the Free usage
- 5x the usage of Pro
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Free
Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
No card, and permanent
By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
use cases
Explore use cases
Find won deals with no sales order in Zoho CRM
“Find deals marked Closed Won this month that have no related sales order. After I confirm, create a task for each owner to raise the sales order.”
- Current use case
List overdue invoices to call in Zoho CRM
“List invoices past their due date whose status is not Paid or Cancelled, grouped by account, with the total due and the contact on the invoice. After I confirm, create a task for each account owner to call.”
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open the Invoices module and create a custom view.
- Set the criteria: Due Date is before today, and Status is not your paid or cancelled statuses.
- Add the Account Name, Grand Total, Contact Name and Invoice Owner columns, and sort by account.
- Add up each account’s invoices, find its owner, and create a call task for each one.
The view lists the invoices; totalling them by account and creating a task for each owner is done by hand.
faq
Frequently Asked Questions
Will it change my invoices?
No. It creates tasks, and only after you approve. Invoice statuses, amounts and due dates are not edited.
Will it email my clients?
Not unless you ask. It does not chase anyone by email in this request. If you ask, it can send one email at a time from your own Zoho-approved address, without attachments, and each email asks you to confirm before it goes out.
Which statuses count as paid?
The ones you name. Teams use different statuses for paid, part-paid and cancelled invoices, so say which ones should be left off the list.
Who is the contact on the list?
The contact in the invoice’s Contact Name field. Invoices with that field empty show no contact; you can ask it to use a contact from the account instead.
Can it be wrong?
It works from the invoice records. Payments recorded in an accounting system but not in Zoho CRM do not show, so an invoice can look overdue when it has been paid. The total is the sum of each invoice’s Grand Total, so a part payment is not subtracted unless your CRM records it. Check with whoever records payments before the calls.
Will it work on my Zoho CRM edition?
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The Invoices module is available only in some Zoho CRM editions. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.
Want to ask something?
Write to the team at hello@zsetup.com.