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Using Zoho Invoice to track sales and create reports

Posted by Phil Voice on January 25, 2013 at 8:56am in Business

If you are still using pen, paper and a calculator to create, send and track invoices then you might be interested in this very handy online Zoho invoice tracking system.

It's fully customisable so you can set in pounds.

There's linked estimate creation and time tracking too, as well as expense tracking. All data you upload can be viewed and printed out as a report.

But ZOHO doesn't stop there. There are a lot more online business tools to choose from.

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Tags: business, cloud, management, online, zoho
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  • Ben Lannoy January 25, 2013 at 10:54am

    Good software. I use freshbooks. It's an online tool that helps you keep track of all invoices, allows paypal, tracks everything for tax returns and makes estimates really easy. It does loads else but I'm still to explore anything past the everyday stuff!

  • rachel andrews February 12, 2013 at 8:09am

    sounds good i'm looking for an easier way to create a list of plants for quotation on small to large projects - have you come across anything for this? Seems a tedious process typing out long lists - am I missing a trick? thanks Rachel

  • PRO
    Phil Voice March 3, 2013 at 8:50am

    How are you finding it though Martin...does it feel good to use?

    Martin Rostron said:

    Is any body else using this software, just wondering if any one had any reviews on it before I commit to a monthly plan?

  • PRO
    Phil Voice March 3, 2013 at 9:02am

    I am using Xero for the LJN accounts and I can email invoice directly from there. I can also link our business bank account directly to Xero so reconciliation is easy.

    I don't need to do estimates but if I did I can get add-ons to deal with it.

    Have you considered a fully integrated accounts and workflow package?

    Martin Rostron said:

    Hi Phil, I've only been using it for a few customers and yeah I do like the feel of it, just wanted to see if any one else had any comments about it before I take the plunge and commit myself to a monthly plan. As my customer base is growing, it seems like the ideal solution for me. Maybe I just like to research things too much lol :-)

  • MWJONES March 3, 2013 at 8:04pm
    Have you looked at quickfile?

    You can link some bank accounts but also customers have their own un and password to access their account. You can add files ie pics or t&c to quotes they can except your quote on line and message them through the system to. If they do not except quote it asks for a message why.

    Www.quickfile.co.uk

    And its free.
  • Ben Cox March 6, 2013 at 11:09pm

    I use ZOHO CRM for customer management, which can also invoice. Not being using it long but seems pretty good.

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