1. Automate Invoicing & Payment Reminders
Save time by creating recurring invoices and setting up automatic payment reminders.
✅ How to Set It Up:
Go to Invoices → Recurring Invoices
Choose frequency (weekly, monthly, etc.)
Enable auto-reminders for late payments
💡 Pro Tip: Accept online payments via PayPal, Stripe, or Razorpay directly through Zoho Books.
2. Track Expenses & Capture Receipts on the Go
Snap a photo of receipts with the Zoho Books mobile app, and expenses are automatically recorded and categorized.
📱 Bonus: Link your bank account or credit card for real-time expense tracking.
3. Generate Insightful Financial Reports
Zoho Books provides real-time reports, including:
Profit & Loss Statements
Cash Flow Forecasts
Tax Summary Reports
Use these to make data-driven decisions and plan ahead.
📊 Shortcut: Customize reports with filters (by date, project, or client).
4. Simplify GST & Tax Compliance
Zoho Books automates GST calculations, e-way bills, and tax filings, ensuring compliance with minimal effort.
🇮🇳 For Indian Businesses: Generate GSTR-1, GSTR-3B, and TDS reports with a single click.
5. Manage Inventory & Projects Efficiently
Track stock levels with inventory management
Bill hours worked using time tracking
Assign expenses to specific projects
🔄 Integration Tip: Sync with Zoho Inventory for advanced stock control.
6. Collaborate with Your Accountant in Real Time
Grant your accountant secure access to your books without sharing login details.
🔒 Security Note: Set role-based permissions to control access levels.
7. Integrate with Other Business Apps
Zoho Books connects seamlessly with:
Zoho CRM (for sales & invoicing)
Payment gateways (Stripe, Razorpay)
E-commerce platforms (Shopify, WooCommerce)
🛠️ Explore More: Check out Zoho Marketplace for 300+ integrations.