Zoho Invoice is a cloud-based invoicing and billing software designed to help businesses streamline their invoicing processes and manage billing efficiently. With features like invoice creation, payment tracking, expense management, recurring billing, and client portals, Zoho Invoice simplifies financial operations and improves cash flow management. It also integrates with a wide range of applications, enabling businesses to automate workflows and synchronize financial data across systems.

Business use cases

Automating Invoice Generation

Frends can integrate Zoho Invoice with ERP, CRM, or e-commerce platforms to automate invoice creation workflows. For example, when a deal is marked as "Closed-Won" in Zoho CRM or when a customer places an order in an e-commerce platform like Shopify, Frends can automatically generate an invoice in Zoho Invoice and email it to the customer.

Synchronizing Customer Data Across Systems

Frends can connect Zoho Invoice with CRM platforms like Salesforce, HubSpot, or Zoho CRM to ensure customer data remains consistent across systems. For example, when a new client is added to the CRM, Frends can automatically create the same client in Zoho Invoice, ensuring that invoices are tied to up-to-date customer profiles.

Managing Recurring Billing Workflows

Frends can automate recurring billing by integrating Zoho Invoice with subscription management platforms like Chargebee or Stripe. For example, Frends can create recurring invoices in Zoho Invoice for subscription payments, track payment statuses, and send reminders to customers for pending payments.

Streamlining Payment Reconciliation

Frends can integrate Zoho Invoice with payment gateways like PayPal, Stripe, or Square to streamline payment workflows. For instance, when a customer makes a payment via Stripe, Frends can automatically update the payment status of the corresponding invoice in Zoho Invoice, reducing manual reconciliation efforts.

Automating Tax Compliance

Frends can connect Zoho Invoice with tax compliance tools like Avalara or TaxJar to automate tax calculation and reporting. For example, Frends can calculate taxes based on customer location and ensure that invoices generated in Zoho Invoice include accurate tax rates. Tax summaries can also be synchronized with accounting systems to simplify reporting.

Generating Advanced Financial Reports

Frends can extract financial data from Zoho Invoice and integrate it with business intelligence (BI) tools like Power BI, Tableau, or Google Data Studio to create advanced financial dashboards. For example, businesses can visualize revenue trends, payment statuses, and overdue invoices to make data-driven financial decisions.

Supporting Multi-Currency Invoices

For businesses dealing with international customers, Frends can integrate Zoho Invoice with forex platforms or currency APIs to automate multi-currency billing workflows. For example, Frends can fetch real-time exchange rates and apply them to invoices generated in Zoho Invoice, ensuring accuracy and compliance with global trade standards.

Enabling Real-Time Notifications

Frends can integrate Zoho Invoice with communication platforms like Slack or Microsoft Teams to enable real-time invoice notifications. For example, when a high-value invoice is overdue, Frends can notify the finance team via Slack or Teams, ensuring timely follow-ups and improved cash flow.

Automating Expense Tracking

Frends can connect Zoho Invoice with expense management tools like Expensify or Concur to streamline expense workflows. For example, approved expenses recorded in these systems can be synced with Zoho Invoice, enabling the creation of reimbursable invoices for clients or internal reporting.

Providing Customer Portals for Invoice Management

Frends can enhance the utility of Zoho Invoice by integrating it with client portals. For example, customer-facing portals can be automatically updated with all active invoices, payment statuses, or credit notes recorded in Zoho Invoice, allowing customers to easily access and manage their financial information.

Synchronizing Accounting Data

Frends can connect Zoho Invoice with accounting platforms like QuickBooks, Xero, or Zoho Books for seamless synchronization. For example, invoices and payments processed in Zoho Invoice can be automatically updated in the accounting system, ensuring accurate bookkeeping and reporting.

Simplifying Service Invoicing

Frends can integrate Zoho Invoice with service management platforms like ServiceNow or Jira to automate service-based invoicing. For instance, when a service request is resolved or a milestone is completed, Frends can create an invoice in Zoho Invoice and send it to the customer with the relevant details.

Automating Refunds and Credit Notes

By connecting Zoho Invoice with payment gateways and CRM systems, Frends can automate refund workflows. For example, when a refund request is initiated in the CRM, Frends can create a corresponding credit note in Zoho Invoice and sync it with the payment gateway for processing.

Managing Freelance Payments

For businesses working with freelancers or contractors, Frends can integrate Zoho Invoice with time-tracking tools like Toggl or Harvest. For example, logged time from these tools can be automatically converted into invoices in Zoho Invoice, ensuring accurate and timely billing for freelance services.

Handling Overdue Payment Escalations

Frends can automate overdue payment workflows by connecting Zoho Invoice with email or SMS platforms. For example, overdue invoices can trigger automated reminders or escalation emails to customers via email or SMS, increasing the likelihood of timely payments and improving cash flow.

Archiving Financial Records

Frends can ensure compliance and data security by automating the archival of invoices and payment records. For example, invoices generated in Zoho Invoice can be periodically exported and stored in secure cloud platforms like AWS S3, Google Drive, or Azure Blob Storage, ensuring easy access and backup.