Efficient Tracking
Monitor customer payment reliability without manual tracking.
Octfis Techno LLP · Zoho Books Extension
Rate Customer Payments.
Right Inside Zoho Books.
Automatically assign customer ratings based on payment history and due dates. Keep ratings up to date with each payment and view them directly in the customer module.
Customer Rating Preview Sample record
CustomerCustomer Record
Payment HistoryReviewed Automatically
Due DatesConsidered in Rating
Rating StatusUpdated After Payment
Illustrative rating preview, not a live Zoho Books screen
★ Ratings update when payments change
Smart RatingsBased on payment reliability
Automatic UpdatesRefresh after payment changes
Customer OverviewView ratings in Zoho Books
Extension Overview
Track, Rate & Grow – Smarter Customer Management.
Easily assign and track customer ratings using payment history and due dates. Ratings are automatically updated and displayed in the Zoho Books customer module.
Watch the overview to learn how the customer rating extension works.
Talk to Our Team ↗Core Capabilities
Powerful Features for Smarter Customer Management.
Automate payment-based customer ratings and make customer reliability easier to understand.
Smart Rating System
Assign customer ratings based on past transactions and payment due dates.
Automatic Rating Updates
Refresh ratings whenever a payment is added or modified.
Customer Overview
Access updated ratings directly in the Zoho Books customer module.
How It Works
From Payment Activity to Customer Ratings.
Evaluate payment behavior with a simple, consistent workflow inside Zoho Books.
01
Review Payment History
The extension analyzes customer payments and their due dates.
02
Apply Rating Rules
Configured rating criteria evaluate payment behavior and reliability.
03
View Updated Rating
After a payment is added or modified, the rating refreshes in the customer module.
Business Benefits
Better Decisions.
Stronger Relationships.
Understand customer payment behavior, save time on manual reviews, and build more reliable customer relationships with automatically maintained ratings.
✓ Evaluate customer payment reliability
✓ Save time with automated ratings
✓ Identify payment-related risks
✓ View ratings directly in Zoho Books
Frequently Asked Questions
Everything You Need to Know.
What is the Customer Rating Extension for Zoho Books?
It is an Octfis Techno LLP extension that rates customers using their payment history and due dates in Zoho Books.
When are customer ratings updated?
Ratings refresh automatically whenever a customer payment is added or modified.
How are customer ratings calculated?
The extension analyzes payment behavior and due dates according to configured rating criteria.
Where can I see customer ratings?
Ratings are displayed in the customer module in Zoho Books for convenient access.
Can rating criteria be customized?
Yes. You can configure rating rules based on your preferences.
