Zoho One
All Zoho apps under one subscription, with one admin console for users and permissions.
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Zoho Invoice implementation: quotes and invoices taken care of
Operion is a Zoho partner and sets up Zoho Invoice for small SME service providers and freelance-style businesses that want to send their quotes and invoices neatly and on time. We also tell you when invoicing alone is no longer enough.
What it does
What Zoho Invoice does
Zoho Invoice creates quotes and invoices in your own house style, sends them by email and keeps track of which invoices are paid. You can set up recurring invoices and let payment reminders go out automatically.
You can record hours worked and put them on the invoice. Customers can view their invoices in a portal of their own and pay online if you connect a payment method.
Who it is for
Who Zoho Invoice suits
It suits small service providers, consultants and project agencies with a manageable number of customers, who mainly want to organise their invoicing and keep their accounting elsewhere.
Zoho Invoice is an invoicing package, not accounting. It keeps no general ledger and has no stock or purchasing. If you need those, see below.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
House style and templates
How quotes and invoices look and which texts and terms appear on them.
VAT and numbering
Which VAT rates you use and how invoice numbers run on.
Recurring invoices
Which customers receive the same invoice periodically, and when it is sent.
Payments and reminders
How customers pay and when a reminder goes out.
Hours and projects
Whether you record hours and how they reach the invoice.
Connections
Connections that matter
Zoho Invoice works with Zoho CRM, where customer data comes from, and with Zoho Projects for hours worked. For the accounting we decide in the intake how the invoices reach your accountant.
If your administration grows, you can move to a package with full accounting. We then help carry the data over.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho Books
Online accounting: invoices, purchases and bank transactions.
See Zoho BooksZoho Projects
Projects with tasks, planning and time tracking.
See Zoho ProjectsZoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMGood to know
When you need an ERP
If you need a general ledger, purchase invoices, bank connections, VAT returns or stock, an invoicing package is not enough. An ERP with accounting such as Uniconta fits then, of which we are a partner.
Which combination suits you, we discuss in the intake. Zoho Books is an in-between option within Zoho, but it has no Dutch edition.
Licences
Licences and pricing
The licences and current prices of Zoho Invoice are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Is Zoho Invoice an accounting package?
No. Zoho Invoice creates quotes and invoices and keeps track of what has been paid. A general ledger, purchasing and VAT returns belong to an accounting package or ERP.
What is the difference with Zoho Books?
Zoho Books is a full accounting package and Zoho Invoice is for invoicing only. Zoho Books has no Dutch edition. We discuss in the intake what suits your situation.
Can Zoho Invoice send recurring invoices?
Yes. You set which customers receive the same invoice periodically and when it goes out.
Is Zoho Invoice part of Zoho One?
Check with Zoho which invoicing apps your Zoho One subscription includes. During the intake we record which app we set up for you.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Invoices taken care of and sent on time?
Tell us how you create quotes and invoices today. We will tell you whether Zoho Invoice fits or you need an ERP.