The article will include essentials of billing and invoicing digital sources of the leading Zoho service for startups.
What you should know about invoice system
All-in-all accounting systems are worth managing for startups and midsize businesses. The standalone solution both with excellent analytics is a perfect option for business approaches. When talking about Zoho options, the company adds innovative features being always upgraded and modernized. The customizing sales function has also been added recently. The option is well-organized to compare the budget reports and track the main projects. Deep feature set and affordable pricing package is a rather attractive offer to come up with the choice and obtain the best item. Viewing its basic functions matters for qualified use.
Main peculiarities of the software
The essential thing about the software you should monitor is the price. Balancing between the cost and values is necessary to come up with the wise decision. As a key benefit, the option is also available to be purchased for free. This version doesn’t apply to the full package. Single users and five customers are allowed via the standard package. If you need 59 customers, you can straightforwardly obtain the next payment plan with $9 per month. The most popular one is organized for 500 customers. If you need an unlimited number of customers, you’d better view the Professional plan with ten users. Take into consideration that some payment fees are discounted.
Pros and cons
Taking into account that the advantages and drawbacks of the software are of utmost importance if you want to select the right tool for your business approaches. You cannot let your business come down because of the unprofessional solutions.
Reasons to buy
- Understandable features
- Deep customizability
- Available efficient mobile-optimized apps
- Effective reporting system
- Customer support
- Easy-to-navigate interface
Reasons not to buy
- Is not integrated well with Zoho inventory
- Additional functions require relevant skills
How to set up the app
If you have ever been into an invoicing system before or any other similar software, it won’t be a big deal to install the tool. It doesn’t require any special skills or training. Zoho invoice is easy to run and understand its main elements. Just come up with the customer list at first. Type in records for certain products and apply payment processing. Multiple gateways are supported with the system. PayPal and Stripe are accepted as well as debit and credit cards providing faster payments.
If you have already managed the customer list on any other platform, it is easy to move the list into a new app. You can add any needed information to the customer list including financial details and bank accounts. Record changes and transactions are visible for you in a distance of a few clicks. Links are accessible to view statements, sales and comments. Flexibility of the app gives you a satisfying set of permissions to monitor everything you need for the professional billing and invoicing service.