OCTFIS TECHNO LLP

Customer Rating Extension for Zoho Books

Assign ratings based on payment and due dates. Ratings are automatically updated with each payment and displayed in the customer module for easy tracking. Simplify processes and focus on growing your business!

Built for: Books

Developed by: OCTFIS TECHNO LLP

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Track, Rate & Grow – Smarter Customer Management

Easily assign and track customer ratings based on payments and due dates. Ratings are updated automatically and displayed in the customer module, saving time and helping you focus on business growth.

Key Features of Customer Rating Extension for Zoho Books

Why Choose Our Customer Rating Extension for Zoho Books ?

We simplify customer management by automating payment-based ratings. No more manual tracking—just clear, real-time insights that help you build stronger, more reliable customer relationships.

Efficient Tracking

Monitor payment reliability without manual work.

Smart Rating System

Assign ratings based on past transactions.

Auto Updates

Ratings refresh with each new or modified payment.

Customer Overview

Instantly view ratings in the customer module.

Customizable Rules

Configure rating criteria as per your preferences.

Benefits of Using Customer Rating Extension for Zoho Books

Simplify your multi-currency transactions with our Auto Currency Exchange Rate Updater for Zoho Books. By automating hourly exchange rate updates, you can ensure precise financial records, reduce manual effort, and maintain consistent pricing across currencies. Stay ahead with real-time data while focusing on your business growth.

Better Decision-Making

Time Savings


Stronger Relationships


How Does the Extension Work?

The extension automatically analyzes customer payment history and due dates. Each time a payment is added or modified, the rating is refreshed instantly and displayed in the customer module for quick access.

Why Is the Extension Useful?

Because it creates a transparent and reliable system to evaluate customer payment behavior—helping you avoid risks, reduce follow-ups, and manage your customers more effectively.

Get Started with Customer Rating Extension for Zoho Books

Install the extension, configure your rating rules, and let automation do the work. With real-time updates and effortless insights, you’ll save time, reduce risk, and grow your business with confidence.

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About Us

We have been ZOHO partner since last Eight years and receiving the title of Premium Partner of  ZOHO finance Suite in a very short span of time is one of our greatest achievement. ZOHO Add-On services is our specialty, in which we have been developing the custom add on modules to meet the industry specific demands for our client.

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