Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI.
Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.
- Managing customers and item information
Zoho Invoice helps you maintain all of your customer and item information in one place. Details such as basic contact information, billing and shipping addresses, and tax information can be added to each customer. Similarly, details such as the selling price and product description can be added for each item. When you create transactions, all you have to do is select the right customer and items, and the system takes care of the rest.
- Seamless invoicing
Zoho Invoice makes managing and monitoring invoices easy. With its intuitive interface, you can create and send invoices with just a few clicks. It gives you the ability to personalize and brand your invoices with pre-designed templates. All the invoices you create are stored and can be referenced or used later as you need them.
Besides invoices, you can use Zoho Invoice to create quotes, retainers for advance payments, credit notes for sales returns, and more.
- Time tracking
Zoho Invoice lets you track time effortlessly and bill your clients for hours spent on your projects. Once you invite users to your projects, they can log hours from their mobile device or desktop.
- Payment collection
Zoho Invoice offers integrations with 10+ payment gateways to help you collect payments on time. Payments collected through offline payment modes such as cash or checks can be recorded easily too.
Payment reminders can be sent automatically, and your users can always keep track of their customers' payments.
- Expense tracking
Zoho Invoice makes it easier for you to track your expenses—whether they're regular office expenses, mileage expenses, or reimbursable expenses incurred on behalf of customers. You can classify the expenses under different categories to make it easier to review them, and capture expense receipts right from your mobile device and attach them to your expenses.
- Client portal
The Client portal in Zoho Invoice is a self-service area where your customers can view and update their billing information, view and accept estimates, pay for your invoices, and download statements. If you offer live chat support, your customers can initiate a chat request right from the portal.
The whole experience is designed to make it as easy as possible for your customers to get what they need, leaving you free to focus on your business.
- Reports
Zoho Invoice supports over 30 reports to give you detailed insights into the financial health of your business. With these real-time reports, you can track key metrics such as best-selling products, invoice statuses, pending payments, and more.
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ManageEngine (ME) (Bringing IT together)
