Invoicing
Keep track of customers, invoices and payments.
ZOHO BOOKS
Zoho Books: finance information closer to the business
Zoho Books brings together areas such as quotes, invoices and expenses. We help assess whether it fits your accounting requirements.
WHAT YOU CAN USE IT FOR
Three practical uses
Expenses
Bring supporting documents and costs together.
Reporting
Review finance data in a consistent structure.
AN EVERYDAY EXAMPLE
From sale to invoice
Agreed customer and order information can move from CRM to finance so invoicing uses the same data.
RELATED CONNECTIONS
Explore related tools
Apps and integrations are selected for the use case. They are not automatically included in the same licence.
QUESTIONS AND ANSWERS
About Zoho Books
Can you help if we already use Zoho Books?
Yes. We review the existing setup and the tasks you want to improve before recommending changes.
What needs reviewing before we start?
Local accounting rules, VAT, bank connections and accountant requirements must be assessed. Books is not automatically a replacement for every local accounting system.
Are configuration and licensing the same cost?
No. Licensing, configuration, integrations and any ongoing support are described as separate parts of the proposal.
TALK TO NORDIC CRM
Find the right way to use Zoho Books
Tell us about your workflows. We explore how Zoho Books can fit in and what you need to get started.