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Average Ratings 4 Ratings

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features
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support

Description

* Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system. * Reduce Human Resources: Our invoice collection software functions as an additional member of your accounting team. This comprehensive solution streamlines your cash flow by automating your accounts receivable.

Description

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes 
Stripe Yes 
Analytify AI No 
Aritic PinPoint No 
Cleomitra No 
CloudPayroll No 
Codeless Platforms BPA Platform No 
DOKKA No 
Ema No 
Iconicus Commerce No 
Link4 No 
MindCloud No 
Monitor360 No 
OVVI POS No 
Online Check Writer No 
Proposify No 
Square Payments No 
Stripe Billing Yes 
TROCCO No 
Togai No 

Integrations

Authorize.Net Yes 
Stripe Yes 
Analytify AI Yes 
Aritic PinPoint Yes 
Cleomitra Yes 
CloudPayroll Yes 
Codeless Platforms BPA Platform Yes 
DOKKA Yes 
Ema Yes 
Iconicus Commerce Yes 
Link4 Yes 
MindCloud Yes 
Monitor360 Yes 
OVVI POS Yes 
Online Check Writer Yes 
Proposify Yes 
Square Payments Yes 
Stripe Billing No 
TROCCO Yes 
Togai Yes 

Pricing Details

$49.00/month
Sole Proprietor - $49.00/month
Small Business - $99.00/month
Enterprise - $199.00/month
Free Trial Yes 
Free Version No 

Pricing Details

$10.00/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

InvoiceSherpa

Founded

2016

Country

United States

Website

www.invoicesherpa.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/us/books

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

GST

GST Accounting Yes 
GST Billing & Invoicing Yes 
GST Compliance No 
GST Inventory Management No 
GST Reporting No 
GST Tax Credits No 
GST Tax Filing Yes 

School Accounting

Accounts Payable Yes 
Attendance Management No 
Billing & Invoicing Yes 
Budgeting & Forecasting No 
Class Loading No 
Fixed Asset Management No 
For Private Schools Yes 
Fund Accounting No 
General Ledger No 
K-12 Yes 
Payroll Management No 
Purchasing No 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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