Quotes, Invoices, and Payments
Zoho can help you streamline and automate aspects of your quote-to-cash process. We have a few different options depending on your requirements.
Option 1: Prepare quotes and invoices for free with Zoho Invoice
Create quotes and send invoices with the forever free Zoho Invoice. Automatically turn accepted estimates into invoices. Automate reminders to collect payment faster, or setup recurring invoices. Invoice for fixed items or use time tracking to bill for hours. Choose a payment gateway to collect online payments.
Option 2: Connect your sales, billing, and payment processes with Zoho
If you're using Zoho's sales tools, you can connect billing and payment processes with the Zoho Finance Integration. This gives you all the benefits of Zoho Invoice as described above, plus a double-entry accounting system in Zoho Books, an inventory and order management tool in Zoho Inventory, and even subscription billing with Zoho Billings.
- Quotes & invoicing
- Sales management
- Accounting
- Stock & order control
- Accounting
- Online payments (via Razorpay, Stripe, etc.)
Manage expenses
Get a complete view of where money is being spent with Zoho Books. Track expenses, categorize them, and bill them to your customers when necessary. Record bills so you can track them until they're paid. Upload receipts so they can get scanned automatically to manage expenses. Create and submit expense reports and reimbursements.
Record transactions and reconcile accounts
Record transactions in journals and ledgers with Zoho Books so you can track your cash flow and be prepared for tax season. Connect your bank account to fetch bank statements and set up custom criteria to reconcile accounts in minutes.
Monitor your business health with insightful reporting
Use out-of-the-box reports to get a complete view of how your business is performing. Track profit and loss, cash flow statements, balance sheets, payables, receivables, inventory, and more. Create filtered reports by associating tags with transactions. Oversee changes made to your transactions with activity logs and audit trails.
