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A unified platform for all your back office needs.

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From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all of your back office operations. Zoho Finance Plus is a unified platform for all your back office needs.

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Everything you need to manage your operations and finances

  • Inventory
  • Books
  • Invoice
  • Subscriptions
  • Expense
  • Checkout

Know More

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ZOHO BOOKS

Manage your finances and stay on top of your cash flow.

  • Manage receivables and payables
  • Import bank feeds automatically
  • Comply with sales tax, VAT, and GST

Learn More

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Benefits of the Integrated Finance Suite for Businesses

 

  • Multiple apps, single platform

  • Improved quote-to-cash process

  • Better business decisions

  • Subscription-economy ready

  • Faster employee reimbursements

  • Ease of Administration

Learn More

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How can we edit an existing tax rate?

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Edit an existing tax rate

Let’s see the steps for edit the existing tax rate

  • Click on the Gear icon found on the top right hand side corner of the screen and click on Taxes from the drop-down.
  • In the Edit Tax screen, edit the desired fields such as Tax Name, Rate and select if it is a compound tax.
  • Click Save for the changes to take effect.

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How do we change the tax amount for an expense manually?

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  • If this tax has already been applied in some transactions, you will asked to confirm if you wish to update the new tax rate in those transactions as well.

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How do we change the tax amount for an expense manually?

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There might be cases wherein the tax amount in a transaction, say an expense, varies because your vendor calculates the tax applied on the transaction differently.

Zoho Invoice allows you to account for these minor variations by allowing you to manually change i.e override an automatically calculated tax amount, once you apply a tax to a transaction.

Let’s take an example where you print two sets of flyers, A5 (100 Nos.) and A4 (50 Nos.) to give it out to customers at a Sales conference.

The receipt of the expense has the following details:

A5 Flyer (100 Nos.) – $ 123.45

A4 Flyer (50 Nos. ) – $ 123.46

Sub Total – $ 246.91

The vendor also adds a 10% tax for every item in the bill.

10% of 123.45 = 12.345 => 12.35 (Rounded for 2 decimal places)

10% of 123.46 = 12.346 => 12.35 (Rounded for 2 decimal places)

Now tax amount will be 12.35+12.35 = $24.70

Total – $ 246.91 + $ 24.70 = $ 271.61

However, when you attach the receipt and add the expense details in Zoho Invoice, you will enter the sub total of $ 246.91 and you will choose the tax of 10% from the drop-down (or create a new one) and mark it as Tax Exclusive.

Now, the tax in Zoho Invoice will be calculated for the whole amount ($ 246.91) rather than how it was done by the vendor (apply tax to each item). This would result in a tax amount of $24.69.

From the above calculation you can observe a small variation between the calculations done by the vendor and Zoho Invoice.

Under such cases, you can maually adjust these variations using the Tax override feature.

In this case, all you have to do is manually change the tax amount that was initially calculated to reflect the actual tax amount spent.

While creating an expense, click on the Change option next to the Tax Amount to modify the tax rate that has been calculated automatically.

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I tried duplicating the tax name but was unable to do so. Please resolve my issue.

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Deletion of a tax that is no longer needed. Will it affect previous transactions?

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No, your transactions in the past will not be affected by deleting the tax linked to it. If you feel a tax you created is not of much use for your business, then you can go ahead and delete it without worrying about your previous transactions.

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Q) I want to add more than one tax to an item. How do I do this?

This can be done by adding the multiple taxes under a tax group before associating it to the item.

  • Go to Settings > Taxes.
  • Click on +New Tax Group.
  • Provide a name and associate the taxes you want to club under this tax group.
  • Save changes.

Now, you can associate this tax group to your item, either on the item creation page or invoice creation page.

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Q) Can I delete a item? It shows me an error message when I try.

 

You cannot delete an item involved in existing transactions in your account. You have to delete the concerned transactions before you come back and delete the items, or you can simply just mark the particular items as inactive.

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How do we check if our customer has viewed the estimate/invoice that we have sent them?

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Steps To check Estimate/invoice

 

To check if your customer has viewed the estimate/invoice you sent, you need to have client portal enabled for your customer.

Once your client views the estimate/invoice, an ‘eye’ icon will be shown next to the invoice/estimate denoting that the customer has viewed the estimate/invoice and will also be seen in the estimate/invoice window.

A history notification ‘Estimate viewed in portal’ or ‘Invoice Viewed in portal’ will also be available in the estimate/invoice window notifying you.

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You will also receive a notification when your customers view the estimates that you’ve sent them. To view the notification, click on the bell-shaped icon present on the top right corner of the page.

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How do I check if my client has viewed the invoice that I’ve sent him?

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If you’ve enabled the client portal for your business in Zoho Invoice and configured it for your customers, they can view their transactions with you by logging into the portal. This includes viewing and accepting/declining estimates as well as viewing invoices.

The client viewed estimates and invoices can be filtered for separate viewing,

  • Go to the estimate or invoice tab under Sales on the home page of Zoho Invoice.
  • Click on the drop down next to All estimates or All Invoices on the top left hand corner, and select Client-viewed.
  • You can now see only the estimates/invoices viewed by the client.

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Alternatively, you can simply click on the particular estimate or invoice and check if it has been viewed by the client. A tiny eye icon on the right corner of the estimate/invoice page accompanying the words Viewed suggests that the client has viewed it.

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Can I move invoices from one organization to another, if they are under the same account?

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No, it is not possible.

You will have to manually export the data out of one organization in a CSV file and use that to import into another organization. Click here to know more about the steps to import and export data.

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How do I record partial payment against an invoice?

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Here we discuss how do we record partial payment against an invoice. Recording partial payments against an invoice can be done in two ways: When you manually record payments for your invoices, and when customers pay for their invoices through an online payment gateway.

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When you manually record payment for your invoices

  • Click on the Record Payment button present on the top of your chosen invoice.
  • Enter the amount for which you wish to record against the invoice, and click on the Record Payment button. This will change the status of the invoice to Partially Paid.
  • When you revisit the invoice and record the balance payment, the status of the invoice will get changed to Paid.

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When customers pay for their invoices through an online payment gateway

    • Make sure Allow customer to make partial payments for this invoice option is selected for that particular invoice on the invoice creation page. Only then it’s possible to receive partial payments for that invoice via online.
    • Your customer can then click on the Pay Now button to pay. This will change the status of the invoice to Partially Paid.
    • Paying the balance amount will change the status of the invoice to Paid.

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Know More…

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I want to provide discounts at invoice level. Can I?

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Yes you certainly can,

  • Just click on the gear icon on the top right corner and select Preferences.
  • Select General and scroll down. Here you can find a section titled Do you give discounts?
  • Now, you can choose to avoid discounts, give one at invoice level or even at individual item level by checking the respective option.
  • You can also choose to apply the discount before or after tax from the drop down.

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Also remember to enable a field to display discounts on your invoices. To do this,

 

  • Click on the gear icon –> Templates –> Invoices –> Edit.
  • Tap the ‘Item Table’ tab on the left pane and check the box for Discount .
  • Click on the Save button to save the changes.

Read more..

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Who is a sales person? How can I track sales made by a sales person?

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Who is a sales person?

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A sales person refers to the person assigned to that particular invoice, and will represent you in all the transactions that take place with that particular customer. When you generate reports to review your overall business for a particular period of time, you can choose to view the sales break up according to how many sales each person has carried out, which could be useful while deciding incentives and bonuses.

This can be done by going to the Reports tab at the bottom of the Zoho Invoice page, and selecting Sales > Sales by Sales Person.

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Click on the sales person to drill-down and view the details of the invoices associated with them.

Read more..

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