How does Zoho simplify invoice creation, distribution, and tracking for multiple clients?

How does Zoho simplify invoice creation, distribution, and tracking for multiple clients?


Info

Zoho Books and Zoho Invoice empower MSPs to manage client invoicing with precision and automation. Whether the client operates under fixed billing, time-and-material, or subscription models, the system ensures timely, compliant, and branded invoicing.

Key features include:

  • Building custom invoice templates with client-specific logos, terms, and tax details.

  • Setting up recurring invoices for retainers or subscriptions and scheduling auto-sending.

  • Integrating with payment gateways like Stripe, Razorpay, and PayPal to allow instant payments.

  • Sending automated payment reminders to reduce delays in collections.

  • Offering real-time invoice status tracking and aging reports to monitor outstanding amounts.

This ensures that billing is not only professional and error-free but also efficient across a large client portfolio.