Zoho Books – Main Modules

Invoicing:

Zoho Books simplifies invoicing and receivables management. With Zoho, you can accept payments in multiple currencies and provide your clients with customised statements. You can create polished VAT-compliant invoices with the click of a button and customise invoices in such a way as to reflect the business brand. For our regular clients, we can set up automated follow-ups, credit cards for secured payments, and recurring invoicing.

Quotes:

With Zoho Books, you can create quotes quickly and give you complete freedom to make the template as per the business requirements. With Zoho Sign integration, digitally sign quotes before sending them to customers for approval and add an extra level of security to your documents. It also lets you know when a quote is accepted or a comment is made by your client. When your client approves a quote, you can turn it into an invoice right away. With the help of our quote and invoice software, you can quickly turn quotes into invoices and avoid having to enter the same information repeatedly.

Banking:

Fetch your bank transactions, categorise, and reconcile your accounts with ease. You can use bank rules to filter and classify transactions automatically, thereby ensuring all the transactions are classified. You can integrate various banks directly into Zoho, allowing for the categorization of transactions and regular updates to the books of accounts. Zoho Books identifies the best matches and other possible matches for your transactions, making the matching process a breeze.

Inventory:

Zoho is an all-in-one accounting and inventory tracking software for your growing business that monitors inventory levels to identify fast-moving items and keep them well stocked. Organise your inventory using essential information such as SKUs, product photos, vendor information, prices, and stock-on-hand. Create a customised pricing list with markups or markdowns and distribute it to your favourite vendors and customers. Set reorder criteria and receive alerts before the stock level goes below the minimum, allowing us to manage inventory more easily.

VAT:

With Zoho Books, you can complete business transactions, manage customers and vendors, issue VAT-compliant documents, generate reports, and file tax returns with a few clicks.

Documentation:

Simplify, organise, and connect all your documentation to transactions in one location. The auto-scan option in Zoho Books captures your document details automatically, so you can convert them into an invoice, expense, bill, sales order, or purchase order. Attaching pictures of invoices or receipts to the transaction will make it easier for the accountant to interpret cash transactions. Additionally, you have the option to store tax-related documents online for the accountant to access.