10/6/2023 0 Comments Zoho editorAccountant accessįigure C Image: Zoho Books. However, Zoho Books Premium, Elite and Ultimate users can see a quick overview of the business’s cash flow directly from their dashboard. Zoho Books doesn’t include cash flow tracking with its free plan or two cheapest paid plans. The Zoho Books Premium plan and upward includes cash flow forecasting for the upcoming fiscal year plus access to the previous year’s cash flow data. Cash flow trackingįigure B Image: Zoho Books. Zoho Invoice adds crucial features like time tracking and project tracking, plus more payment and billing features. Zoho also has a separate, completely free invoicing product, Zoho Invoice, that integrates with Zoho Books. But Zoho’s level of detail makes its invoices both more complex and potentially more useful than streamlined, freelance-focused invoices from competitors like FreshBooks. The comprehensive fields might make Zoho Books’ invoices seem more complex upfront for first-time business owners who have previously used free invoicing templates with basic details. For instance, with Zoho Books’ invoices, you can include your business’s personalized terms and conditions, notes for customers, business salesperson or point of contact, shipping charges and up to 10 relevant documents. Zoho Books’ customizable invoices contain more fields than other comparable invoicing software. Zoho Books’ customizable invoices can be configured with details like your company’s terms and conditions and your preferred online payment method. Zoho Books’ key features Recurring customizable invoicesįigure A Image: Zoho Books.
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