Zoho Books

Capture all your Transactions

• With Zoho Books, you can easily keep a record of all your estimates, invoices, credit notes and even recurring invoices together. Convert estimates to invoices in just a click and use the filter to track invoices which need your attention.

Brand your Invoices

• Customize your invoices and estimates and make it stand out from the rest. Pick a template from the template gallery and customize it the way you want. Add your brand logo and extend your brand's personality in every document you send.

Track your Payments

• Record every online and offline payment received from your customers. Connect your online payment gateway and make it convenient for your customers to pay you online.

Get Notified and Remind on Time

• Set up automatic payment reminders that'll chase the late payments for you. Zoho Books will automatically update the online payment received and even notify you of the money coming in. You can also send a quick 'Thank You' for the prompt payment received.

Email or Snail Mail it!

• Zoho Books lets you print invoices and send a single invoice or multiple invoices all in one go. If you want your clients to receive the invoice in their mailbox, we can snail mail it for you!

Sell Global with no Worries!

• Having business across the world? Not a problem! Zoho Books allows you to send invoices in multiple currencies. Base currency adjustments can be made easily and you can analyze the revalued balances and the corresponding gain or loss to your bank and credit card accounts.

Greater Visibility on your Expenses

• A better organization of your expenses results in an accurate reflection of your spending. Zoho Books helps you break up your expenses into categories, which in turn helps you with tax deductions like car and truck expenses, mileage, etc.

Attach Expense Receipts

• It is easy to lose a receipt or two, when there are too many to keep track of. Capture all your receipts in one place using Zoho Books. Quickly take a picture of your paper receipt on your iOS or android app and upload it to Zoho Books.

Pay Bills on Time

• Get on the good side of your vendors by paying on time. With Zoho Books you can prioritize your bills, by keeping track of when and how much owe your vendors and make payments based on that.

Don't Lose Out on Reimbursable Expenses

• Organize your expenses into billable and non-billable and know their status: unbilled, invoiced or reimbursed, using Zoho Books. And when it is time to send an invoice to your customers, you can easily include the associated billable expenses.

Create. Track. Manage

• Convert Purchase Orders to Bills

  After you've received and paid for the goods, convert the PO to a bill with a click of a button. Convert multiple purchase orders that you have sent to a vendor into one single bill.

• Customize your Purchase Orders

  Create customized purchase orders to match your business needs, with your brand logo on them. Right from changing the font size, font color to including or excluding tabs, customize it the way you want it.

• Create and Send Purchase Orders

  Create highly detailed purchase orders capturing all your requirements, like quantity, price, expected delivery date and more. Communicate your requirements to the vendor with clarity.

• Track Open Purchase Orders with Reports

  Open purchase orders demand your immediate attention. With reports on open purchase orders, see what hasn't been delivered to you and which ones you have to pay for. Ensure you receive your goods at the right time and pay for the purchases.

• Purchasing will now be a lot simpler with Zoho Books.

More than just Orders

• Powerful Reports and Analytics

  To make better purchasing decisions for the future, look at purchase orders reports by vendor or PO Status for useful insights.

• Multi Currency

  Purchase from anywhere around the globe. Zoho Books supports multiple currencies. Create and send purchase orders in the currency you choose.

• Vendors List

  Create and maintain your own list of vendors. Capture all their details under their contact for future use.

• Purchase Items

  Create and manage your purchase items with a defined price. You can even use the item for sales with a different price.

• Make your purchasing process perfect.

Create Track Manage

• With Zoho Books, your shipment will now be quick and error free.
• Customized Sales Orders

  Some clients order multiple products, some order different sizes, and some different colors. Customize your Sales Order to match your business needs. You can even include your brand logo on them.

• Estimate to Invoice, One single document

  At any stage of the business, an estimate is all you need. Using Sales Orders, you will find it easy to convert an approved estimate into a Sales Order, and, later into an invoice! It is that simple.

• Ship what you have ready, Sell as you make

  Your client orders 50 products and want you to ship these to them immediately. You have only 20 ready. Using Sales Orders in Zoho Books, you will be able to instantly create a partial invoice for the 20 products and ship them to your client.

• Convert Sales Order into a Purchase Order

  Shortage of stock? Customer suddenly wants more goods and not enough time to produce? Instantly convert a Sales Order into a purchase order and send it to your vendor.

More than just Orders

• The best thing about Sales Orders is that it keeps everyone updated at all times.
• Sales Order History

  View what changes you made to the order, any comments made and other updates in the order history section.

• Map the Salesperson

  By mapping a salesperson to a their lead or account, the sales team can stay on the same page as the production team on the shipment's status.

• Add Custom Fields

  If there is any unique information about your stock that has to be captured, you can add custom fields to . Add upto 10 custom fields.

Get Paid by the Clock

• Its easy for anybody to lose track of time but as business owners, you cannot afford to do so. With Zoho Books you never have to lose a minute of your billable hours. You can either log the amount of time you spent for a project daily or weekly, or use the timer widget to clock the time you spend.

Manage Multiple Projects with Ease

• It can get overwhelming for business owners to manage multiple projects with multiple employees working on it. Zoho Books makes it possible for you to control and manage multiple projects by letting you create new projects, add tasks for each project and assign specific tasks to your employees.

Give Role Based Access

• Role based access in Zoho Books lets you give restricted access to those who you are working with. You can customize your users' access by restricting their views, for instance you can let your contractors only use the timer or log time and nothing else .

Expense Tracking Simplified

• Don't waste time trying to link expenses of a certain project while billing customers. With Zoho Books, you can associate all expenses relating to a project at the time of billing, easily.

End-to-End Inventory Tracking

• Easy tracking of inventory

  Tracking of inventory begins with creation of the item. Easily enable tracking of inventory when saving the item.

• Adjust inventory, Whenever

  Damaged goods? Difference after inventory revaluation? No problem. Inventory adjustment can be done when needed. Enter the additional stock level and get back on track.

• Set Reorder level, Replenish when needed

  Stock at dangerously low levels? That can never happen with Zoho Books. Set reorder levels and get alerts before the stock level touches minimum.

• Select your Preferred vendor

  Select your preferred vendor when enabling inventory. If an item needs reordering, you can easily create and send a purchase order to that vendor.

So how does it work in Zoho Books?

• Sales Orders

  Create and send Sales orders for the goods that are ready to be shipped. Confirm the shipment and keep your production team updated. You can even create a Purchase order from Sales order when needed.

• Invoice

  Once your sales order has been confirmed, convert it into an invoice with a click of a button to your customer.

• Stock Replenishment

  Zoho Books will notify you well before your stock level goes below minimum level. Set the re-order level and even select your preferred vendor for buying when stock touches re-order point.

• Credit Notes for returns

  There are times when the customer returns a part of the shipped goods with reasons like damage, being in excess or wrong specifications. Create credit notes for returned goods.

• See how you can manage your goods as they come in and go out.
• Purchase Orders

  The first step when you order for inventory, Zoho Books lets you create and send purchase orders to your vendors.

• Create Bills for the Vendor

  Once the goods have been received, create an open bill for your goods and your stock level is automatically increased.

Inventory Summary

• Drill down into the inventory summary report and get to know the goods count in their various states.

Automatic Bank Feeds

• Why waste your precious time with manual entry of every transaction and reconciling every month, when you can mechanize this process like clockwork. Set up your bank accounts with Zoho Books once and it automatically imports every transaction from your account, which will help you make well informed business decisions right away.

Auto-Categorization of Transactions

• Need to categorize your transactions in an organized manner without spending hours on it? No problem! With Bank rules in Zoho Books, you can state and edit as many criteria as you want, to organize your accounts. The bank rules in Zoho Books simply scans across your transactions and organizes it as per your criteria.
• Easy Import of Bank Statements

  If you want to import bank statements to your Zoho Books account, we have that option too! Zoho Books allows you to easily import your financial statements in formats like .ofx , .qif , .tsv or .csv .

• Leave No Transaction Unturned

  With Zoho Books you can enter all transactions manually if you prefer. You may record a deposit, withdrawal and fund transfer. In the case of a credit card you may record credit card charges, expenses, payments and credits.

We are integrated with the best payment gateways in the world!

• Check Outstanding Easily

  Your customers can keep a tab on outstanding invoices and make partial or full payment before the due date.

• Open Up Discussion

  Share quotes with customers and start discussion to speed up estimate approval. Say bye to lengthy and time consuming email threads.

• Offer Convenient Ways to Pay

  Your clients can securely and conveniently make online payments for the invoices from the comforts of their home or office.

What can your clients do in the client portal?

• Forward invoices
• Accept or reject estimates
• Comment on estimates
• Download invoice PDF
• View payment history
• Update customer information
• View transactions
• Pay invoices online

Manual Journals

• You can receive help from your bookkeeper to record those small but important transactions which need to be entered manually, like fixed depreciation of an asset or petty cash expenses. In addition, you can rectify errors with manual journals when you want to transfer balances from one account to another.

Easy Base Currency Adjustments

• The base currency adjustment screen in Zoho Books helps you recalculate base currency balances of your foreign currency accounts. Zoho Books lets you open invoices and bills using exchange rates at the time of adjustments and quickly transfer the difference derived from existing balance and new balance, to the 'exchange gain or loss' account.

Organized Chart of Accounts

• Capture financial information related to your assets, liabilities, revenue or expense accounts and organize it in the best possible way. You can create as many accounts as you want online and post entries for your daily accounting transactions without any issues.

Simplify Tax Calculations

• Based on your business location, you can add taxes, group two or more taxes together or compound tax, accordingly. Zoho Books computes tax in just a few clicks and will help you generate tax report that you can file during tax time.

We are integrated with the best payment gateways in the world!

• Easy to Set Up

  In just a few clicks, start accepting online payments from your customers. There are no painful long forms to fill. All you need is your merchant account details and you are good to go!

• Convenient To Use

  Offer your customers the convenience to pay you from anywhere. No more standing in the queue or cash payments. Remember your payment is just a click away!

• Simple To Track

  It's a tad difficult to keep track of the cash payments. Once you receive an online payment, Zoho Books will automatically map it to the correct invoice and mark it 'Paid'. Awesome isn't it?

Beautiful Invoice Templates

• Personalize your invoices and let your business stand out from the crowd. Send professional, good looking invoices to your customers and get paid fast!

Track On The Go

IPhone/IPad

• Invite Staff to work mobile

  With user preferences, you can invite your staff to work on projects with their iPhone and clock time remotely.

• Reports

  End your day on a high! See how much sales you have made and the amount of cash you've received and spent.

• Expenses

  You do not want to forget capturing an expense or do paperwork for it. Click and attach your expense receipt.

• Intuitive Dashboards

  Plan your day with insights on your receivables, payables and sales.

Android

• Reports

  End your day on a high! See how good sales has been for the day and the amount of cash you've received and spent.

• Passcode Lock

  Why log out and log in everytime? Create a passcode lock for your app and log in quickly.

• Widgets

  Instant homescreen widgets for invoice and expense creation. It doesn't get faster than this.

• Offline Expense Recording

  You don't internet to record your business expenses. Record them offline and sync them up later.

Windows Phone/Windows Surface

• Snap & Upload Receipts

  Don't miss a single receipt. Snap a picture of your expense receipt and create an expense the minute you spend.

• Invoice Anytime, Anywhere

  Don't get tied to your desktop. Invoice your clients on the move.

• Get Quick Insights

  Check how your business is performing instantly. Zoho Books' intuitive dashboard provides quick insights.

• Create contacts

  Stepping out to meet a prospect? Create and save them right from the place where you met them.

Run your business from anywhere

• Stay connected to your business, no matter where you are. Send out quotes, track time for projects and also get business critical insights on the dashboard of your iOS, Android or Windows device.

Timer Extension for Chrome

• This little Google Chrome Timer extension allows you to log time for your projects whenever you want. Click the icon, select your project, click start and you’re ready to go!

Instant Insight on Dashboard

• Want to know how your business is faring without going knee deep into data? Simply click on the Dashboard of your Zoho Books account and view your invoice Aging Summary, Income and Expense chart, Bank and Credit Card Account Summary and Accounts Watchlist.

Clarity on Pending Activities

• In less than 5 minutes, categorize all the transactions fetched from your bank and credit card accounts. Zoho Books brings the much needed clarity into your unbilled hours and unbilled expenses of your project so you can bill them together when sending the final invoice to your client.

All-Encompassing Reports Gallery

• Get facts about your business, fast! Don't wait till the month end to prepare financial reports of your business. Zoho Books provides a wide array of financial reports like profit and loss reports, cash flow statement, tax statement and many more, for your business, which you can prepare anytime.

Share Reports Easily

• Zoho Books helps you share your financial information in any way you want and as per your needs, quickly. Your colleagues or accountants can run the report themselves or you could share it with them by exporting it as PDF file and attach it to an email or even print it.