Zoho Invoice Features
Bill Generation (9)
-
Templates
Provide standard invoice templates that can be customized by users
-
Digital Billing
Ability to convert invoices to digital formats such as PDF
-
Recurring Billing
Automatically generates invoices at pre-defined time intervals
Hourly Billing
Business model that charges based on the amount of time spent on an hourly basis
Contingency Billing
Business model where clients pay their lawyer a fee only if the case is won/settled successfully
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Multi-Period Recurring Billing
Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Deferred Billing
Buyer isn't billed until the period is up without any interest charges
Bill Processing (15)
-
Batch Invoicing
Ability to create multiple types of invoices
-
Management
Manage invoicing for different types of products or services
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Document Management
Store, manage, and track all electronic documents in a centralized location
Email Management
Manage, store and organize emails within the system or via third-party apps
Client Management
Manage contact details and communication with clients
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Master Data Management
Verify, organize, manage & store enterprise data assets in a centralized repository
Refund Management
Oversee the process of issuing refunds
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Recurring Invoicing
Generate recurring invoices
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Integration (4)
-
Accounting
Provide integration with accounting and financial management software
-
Payments
Integrates with other payments software
Mobile Payments
Clients can submit payments via mobile devices
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Agentic AI - Billing (1)
-
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (59)
File Encryption
Encrypts data within the file, which can only be decrypted using a password or encryption key
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Multi-Language
Manage and support multiple languages
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Invoices
Invoices that can be tailored according to company's branding, payment terms and personalized information
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Quotes/Estimates
Generate quotes or estimates for customers
Fraud Detection
Identify and prevent suspicious activity
Real-Time Data
Receive data and information in real time
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Dynamic Pricing
Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
Credit Note
Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Invoice History
Store and view prior invoices for each account/client
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Billing Portal
Gateway through which end users can view past bills and pay current invoices
Accounting Integration
Integrate with a third-party accounting system
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Customizable Branding
Add customized logos and colors to align with company branding
Bulk Send
Process of sending a large number of documents, messages or emails to multiple recipients at once
Invoice Creation
Create invoices from scratch or have recurring invoices
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Projections
Estimate or forecast of a future scenario based on the study of present trends
Multi-Currency
Manage and handle various international currencies
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Automated Receipt Matching
Match digital receipt images or data with corresponding expense entries
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Payment Processing
Accept, record, and reconcile financial transactions
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Email Reminders
Reminders sent via email
Mobile Access
Access software remotely via mobile devices
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Customer Accounts
Record customer information, purchase history, and other notes
Customizable Fields
Customize data fields to support various needs and use cases
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multiple Payment Options
Process payments via multiple modes directly through the application
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Payment Tracking
Track sent and received payments, invoices, and bills.
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
For Small Businesses
Designed for small businesses
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows


