In which cases should a service provider use Zoho Invoice instead of Zoho Books?
While Zoho Books is a full accounting suite, Zoho Invoice is ideal for scenarios such as:
Freelancer or Solo-preneur Clients: Where the client needs simple invoicing but not full bookkeeping.
Project-Based Billing: For short-term consulting or fixed-cost engagements.
International Clients: Where quick, multilingual, and multi-currency invoice generation is needed.
Mobile Invoicing: Lightweight usage via mobile app for field professionals.
Time-Tracking & Billing: Especially for legal, IT, or creative agencies.
Related Articles
What steps should a service provider follow to set up a new client in Zoho Books?
Setting up a new organization in Zoho Books involves these structured steps: Create the Organization: Choose base country, currency, and tax regime. Define Chart of Accounts: Customize per industry or import from client’s legacy system. Configure ...How can a service-based business use automation in Zoho Projects to manage client deliverables?
For service firms like agencies, consultancies, or software providers, Zoho Projects automation boosts delivery efficiency. Use-cases include: Auto-Creation of Projects: When a deal is marked "Closed-Won" in Zoho CRM, a new project is auto-created in ...How can a managed marketing service provider use Zoho to plan, execute, and track multi-channel campaigns for clients?
Managed service providers (MSPs) can leverage Zoho’s marketing ecosystem—especially Zoho Marketing Automation, Zoho Campaigns, and Zoho Social—to deliver end-to-end marketing campaigns across email, social media, and web channels for multiple ...How Do You Use Zoho Books on Mobile for Invoicing, Expense Tracking, and Approvals?
The Zoho Books mobile app enables business owners and accountants to manage finances on the go—available on both Android and iOS. Install and Log In: Download from the App Store/Play Store and sign in with your Zoho credentials. Key Features: ...How Do You Integrate Zoho Books with Zoho CRM for Seamless Sales-to-Invoice Workflow?
Zoho Books integrates with Zoho CRM to sync contacts, deals, products, and financial documents, streamlining your entire sales and finance process. Set Up the Integration: Go to Settings → Integrations → Zoho Apps → Zoho CRM → Connect. Map Modules: ...