ZOHO ERP Module’s

Quotes Invoicing Sales Orders Bills Purchase Orders Projects Banking Inventory Expenses Documents Reporting Online Payments Compliance Effortless Accounting

Zoho Books – Your Complete Online Accounting Solution

Zoho Books is a powerful cloud-based accounting platform designed to simplify financial management for businesses of all sizes. From invoicing and expense tracking to inventory control and GST compliance, it offers everything you need to manage your accounts with ease. Its intuitive interface, automation capabilities, and integration with the Zoho ecosystem ensure smooth, error-free, and efficient financial operations. Whether you’re a small business owner or managing large-scale operations, Zoho Books keeps you in control—anytime, anywhere.

Quotes

Create and send professional estimates to clients in just a few clicks. Convert approved quotes directly into invoices without re-entering details. Track the status of each quote to ensure timely follow-ups. Impress customers with customizable templates for a branded touch. Save time by reusing frequently sent estimates with pre-filled details. Keep a history of all quotes for quick reference and performance analysis. Increase your win rate by following up with automated reminders.

Customize
Confirm
Configure
Check
Convert

Invoicing

Generate and send invoices instantly, complete with payment links for faster collections. Automate recurring invoices to save time on repetitive billing tasks. Track payment statuses and send friendly reminders for overdue accounts. Ensure professional branding with customizable invoice layouts. Offer multiple currency and language options for global clients. Integrate with online payment gateways to receive instant payments. Gain insights into invoice performance through detailed analytics.

Send professional invoices
Get paid faster
Minimize invoicing errors
Payment reminders
Recurring invoices

Sales Orders

Easily create sales orders to confirm customer purchases before fulfillment. Track order statuses from creation to delivery without missing a step. Prevent delays and errors with streamlined order management. Integrate with inventory for real-time stock updates. Convert sales orders to invoices or delivery challans effortlessly. Maintain complete order history for audit and reporting purposes. Keep customers informed with timely order confirmation and updates.

Customize your sales orders
Minimize human errors
Set approval workflows
Convert to invoice in a click
Set custom status
Raise a partial invoice
Convert into a purchase order

Bills

Record vendor bills and manage expenses without hassle. Keep track of due dates to avoid late payment charges. Attach supporting documents for easy reference and compliance. Categorize bills to monitor spending patterns and manage budgets effectively. Link bills directly to projects or cost centers for better expense allocation. Reconcile bills against purchase orders for accuracy. Generate reports to track vendor performance and payment history.

Quick overview of bill status
Get notified on bills due
Partial and bulk update
Direct vendor payments
Recurring bills for recurring payments
Convert purchase orders to bills
Create a bill of entry

Purchase Orders

Simplify procurement by creating purchase orders directly from Zoho Books. Maintain a clear record of ordered items, quantities, and delivery dates. Link purchase orders with bills for streamlined expense management. Prevent stock shortages by integrating with inventory levels. Send purchase orders via email to vendors directly from the system. Monitor order fulfillment progress to avoid delays. Keep historical purchase data for vendor negotiations and forecasting.

Log every order detail
Convert purchase orders into bills
Attach files to add context
Get insights into your purchases
Share to get things done faster

Projects

Manage client projects with integrated time tracking and billing. Record billable and non-billable hours to ensure accurate invoicing. Assign tasks to team members and monitor progress in real time. Keep all project-related financial data in one place for better control. Compare estimated vs. actual project costs to improve profitability. Collaborate with clients via portals for updates and approvals. Generate detailed project reports for performance evaluation.

Track time with ease
Collaborate and work better together
Manage expenses for projects
Receive advance payments for projects
Log time on the go

Banking

Connect your bank accounts to automatically fetch and categorize transactions. Reconcile statements quickly to ensure financial accuracy. Get real-time insights into your cash flow. Securely manage multiple accounts in one centralized dashboard. Set up rules to auto-categorize recurring transactions. Track incoming and outgoing payments with ease. Detect discrepancies early to avoid accounting errors.

Connect banks and Automatically fetch bank feeds
Auto-forward bank statements from your email inbox
Import bank feeds manually
Set Bank transaction rules
Categorize manually
Add transactions from the banking module
Adjust transactions to balance mismatches
Exclude duplicate and irrelevant transactions
Secure access and record keeping

Inventory

Track stock levels across multiple locations with ease. Get instant alerts when inventory is running low. Automatically adjust stock when sales orders or purchase orders are processed. Maintain accurate records to prevent overselling or stockouts. Organize items with categories, SKUs, and barcodes. Analyze inventory turnover to optimize purchasing decisions. Integrate with e-commerce platforms for unified stock control.

Manage stock and inventory accounting
Item invoicing
Item organization
Scan barcodes to add items
Categorize items with headers
Manage complex items
Inventory adjustments
Inventory Reports

Expenses

Record expenses as they happen to avoid missed entries. Categorize and tag expenses for easy reporting. Attach receipts and documents for quick verification. Get detailed insights into spending patterns to control costs. Link expenses to specific clients or projects for accurate billing. Automate recurring expenses to save manual entry time. Keep a digital archive for future audits and compliance checks.

Expense monitor
Record mileage
Recurring expenses
Vendor expenses
Expense Reporting
Expense claim add-on
Auto-scan expenses

Documents

Securely store, organize, and manage all your financial documents in one place. Link documents to transactions for easy reference. Share files with your team for seamless collaboration. Keep everything backed up and accessible from anywhere. Set permissions to control document access for better security. Search documents instantly with keyword-based search. Ensure compliance with organized and retrievable documentation.

Ensure document management essentials
Save time by forwarding documents
Collaborate easily with key stakeholders
Let vendors access and share documents with ease
Upload and scan documents on the go
Match scanned documents with existing transactions

Reporting

Generate detailed financial reports to track business performance. Customize report filters to focus on the data that matters most. Export and share reports with stakeholders in just a few clicks. Use insights to make informed business decisions. Schedule automated report delivery to your email. Compare financial periods to track growth trends. Drill down into data for deeper analysis.

Get insights from the dashboard
Make informed business decisions
Share your progress with your team
Organize data better with reporting tags
Customize business reports
Make taxes less taxing
Keep detailed audit trails
Add advanced analytics with Zoho Analytics

Online Payments

Accept payments online through multiple gateways for faster collections. Offer customers a convenient and secure way to pay invoices. Track payment statuses in real time. Reduce manual follow-ups with automated payment reminders. Support multiple currencies for international transactions. Integrate with leading payment providers for smooth processing. Maintain a complete history of payments for easy reconciliation.