Zoho Books is an online finance management tool that offers the following features:
- Invoicing: Allows you to create personalized invoices and accept online payments.
- Estimates: Allows you to create professional quotes and convert them to invoices in one click.
- Customer portal: Allows your customers to view their transactions in one place.
- Expenses: Allows you to upload receipts to stay organized and know where the money is going.
- Invoices: Allows you to generate invoices to track the payments you owe to your suppliers.
- Banking: Allows you to retrieve bank transactions, categorize them and reconcile them with accounts in a simple way.
- Projects: Helps keep track of every billable minute with timesheets and turn time into money.
- Inventory: Helps monitor stock levels and maintain a good supply of fast-moving items.
- Orders: Allows you to send purchase orders and confirm each sale before shipping the goods to customers.
- Buy online: Allows clear communication requirements to suppliers.
- Tax: Keep track of tax owed and stay prepared for tax season at all times.
- Online Payments: Allows you to accept simple, fast and secure online payments from customers.
- Reports: Allows you to schedule reports and obtain the necessary data in real time to optimize the business.
- Automation: Save time by automating workflows and focus on growing the business.
- Documents: Streamline and archive all documents in one place and attach them to transactions.
- Supplier portal: Allows you to give your suppliers the means to manage their transactions with you themselves via a dedicated portal.
