Zoho Books
Manage your business from start to finish! Manage sales and purchase orders and invoices, collections, payments, account statements and banking.
THE BEST WAY TO STREAMLINE ADMINISTRATIVE TASKS
Take control of your business
Get control and greater agility in your administrative tasks, working efficiently with a robust software in the cloud, collaborate with your team and automate repetitive processes!
Manage your customers and suppliers
Monitor the account status of each customer and supplier to know if they have overdue invoices, if they need to renew their contract or if there is a lack of payment.
Send invoices with a single click
Easily create purchase and sales invoices with templates customized to your organization's image and send them immediately or request prior approval.
Create credit notes if necessary
Manage refunds and returns with credit notes and apply them to your customer's future sales in simple steps.
Manage your customers and suppliers
Monitor the account status of each customer and supplier to know if they have overdue invoices, if they need to renew their contract or if there is a lack of payment.
Send invoices with a single click
Easily create purchase and sales invoices with templates customized to your organization's image and send them immediately or request prior approval.
Create credit notes if necessary
Manage refunds and returns with credit notes and apply them to your customer's future sales in simple steps.
Issue AFIP electronic invoices
From Etixen we developed an AFIP Integration for Zoho Books. Thanks to it, you can create VAT reports on purchases and sales, reports of withholdings and perceptions of gross income by jurisdiction, issue invoices A,B,C,E and debit and credit notes. This software, together with its AFIP integration, is only suitable for Argentina and is not suitable for companies that are sales withholding agents.
Manage your time wisely
Eliminate repetitive tasks by issuing recurring invoices, allowing Zoho Books to automatically send each one of them. Automate reminders to track your customers' payments and make sure you get paid in a timely manner, streamlining your administrative processes!
Zoho BOOKS
Get a quick overview of the status of payments and receivables
Create and explore dynamic reports that encompass your receivables, payables, payments and more. Achieve a complete analysis to build solid and up-to-date business plans and make the right decisions at the right time. Share the results with your team!
Schedule weekly, monthly, quarterly or annual reports.
Generate reports such as profit and loss statement, balance sheet and cash flow statement whenever you need them.
View your reports and client statements wherever you want thanks to its mobile application.
Complement your analysis with Zoho Analytics by customizing your reports.
FUNCTIONALITIES
Simplified management for on-the-spot results
Make your way with the support of a tool that will allow you to reach your goals in a faster and simpler way, remove obstacles and speed up your day-to-day tasks!
Organize your inventory by integrating it with Zoho Inventory to obtain vital information, manage orders and restore stock.
Use mailing templates to quickly send your invoices or orders.
View all the platform information in its mobile application and request approvals.
Offer your customers the online payment option to receive payments faster with Mercado Pago integration.
Provide information to your customers or suppliers through their portals.
Work together with your team thanks to role-based access, add your colleagues and your accountant so they can log time, view reports or manage your accounts.
Organize your inventory by integrating it with Zoho Inventory to obtain vital information, manage orders and restore stock.
Use mailing templates to quickly send your invoices or orders.
View all the platform information in its mobile application and request approvals.
Offer your customers the online payment option to receive payments faster with Mercado Pago integration.
Provide information to your customers or suppliers through their portals.
Work together with your team thanks to role-based access, add your colleagues and your accountant so they can log time, view reports or manage your accounts.
INTEGRATIONS
From start to finish, manage your administrative process
Zoho Books connects and integrates with various applications so you can maintain an agile exchange of information for better customer service and less wasted time.