Zoho mail zoho books projects tasks
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- ZOHO MAIL ZOHO BOOKS PROJECTS TASKS FULL
- ZOHO MAIL ZOHO BOOKS PROJECTS TASKS ANDROID
- ZOHO MAIL ZOHO BOOKS PROJECTS TASKS SOFTWARE
- ZOHO MAIL ZOHO BOOKS PROJECTS TASKS PROFESSIONAL
Like invoicing, you can add recurring bills as well, and when you return an item, you can record the vendor issued credit in the Credits option. Purchase orders can be entered and managed in the application, and for bill payment, head over to the Bill option to enter the details, and then return to the Payments Made option when you're ready to pay them. Payment terms and currency preferences can be assigned to vendors - a great option if you sell your products globally.Įasily enter your expenses in Zoho Books, where you can also record mileage or add expenses in bulk.
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The Purchases function offers a ton of features, including good vendor management and custom fields to track additional details. You'll also be able to create credit notes for returned products or cancelled orders and issue a refund or add the credit to the customer account. Zoho Books also offers excellent customer management, so you can track a lot of details about your customers. When your customer pays an invoice, you can record it in the Payments Received function. You can also create a sales order, which can later be converted to an invoice when you’re ready to bill. These types of helpful features are found throughout Zoho Books and go a long way toward making you comfortable with the application. If you're new to invoicing, check out the “Life cycle of an Invoice” at the bottom of the invoice entry screen.
ZOHO MAIL ZOHO BOOKS PROJECTS TASKS FULL
You'll likely spend the majority of your time in the Sales function in Zoho Books, which is chock full of features, including customer tracking, estimates, sales orders, invoices, payments received, recurring invoices, and credit notes. In turn, all transactions will be automatically imported to the application, allowing easy categorization of both income and expense transactions. You can connect all of your bank accounts and credit cards directly to Zoho Books if you choose. However, you'll need to remember that once you create a transaction for a product, you cannot turn the inventory tracking feature off. Items can be tracked in different units of measurement, and you can add both the selling price and the cost price to any item entered into inventory. Zoho Books includes good inventory management capability, though you can also use it if you sell services instead of products.
ZOHO MAIL ZOHO BOOKS PROJECTS TASKS ANDROID
A mobile app for iOS and Android smartphones is available as well.
ZOHO MAIL ZOHO BOOKS PROJECTS TASKS PROFESSIONAL
Zoho Books includes a dashboard where you can view metrics such as receivables and payables totals, income and expenses for the year, and top expenses, so you can see where your money is going.Īdditional features such as bills, vendor credits, reporting tags, and purchase approvals are available in the Standard plan, and the Professional plan also includes purchase orders, sales orders, inventory, and a client portal.įor those selling online, or who wish to offer their customers online payment options, Zoho Books integrates with a dozen payment gateways as well as ACH payments, giving your customers a lot of ways to pay their bills on time. The following features are available in all three Zoho Books plans: Zoho Books offers a long list of features in the Professional plan, including inventory, customer and vendor management, estimates, sales orders, invoices, payments received, recurring invoices, recurring expenses, purchase orders, recurring bills, payments made, time tracking, and a client portal. The only downside to the application is the lack of integration with a payroll application, which can create additional work for you if you have employees to pay.
ZOHO MAIL ZOHO BOOKS PROJECTS TASKS SOFTWARE
Designed with a long list of comprehensive features, this accounting software works particularly well if you have inventory to manage. If you're a sole proprietor, freelancer, or just starting out, Zoho Books is made for you.