Recipes by topic

Money and invoicing

Recipes for spending, billing and getting paid. 6 recipes.

• A monthly finance pack from Zoho Books

  Profit and loss, balance sheet, bank and overdue invoices as a report, made again every month.

  Zoho Books · Reports

• A monthly sales report from your invoices

  Invoice by asking, then get a report of what was billed, paid and owed every month.

  Databases · Reports

• Ask Zoho Books questions in plain words

  Profit and loss, who owes you, what you spent and what is in the bank, asked in your own words.

  Zoho Books

• Chase overdue invoices from Zoho Books

  Overdue invoices from Zoho Books, and a personalised reminder for each saved to Drafts in one go.

  Zoho Books · Zoho Mail · Mail

• File the receipts in your inbox into Zoho Books

  Receipts in your inbox checked against Zoho Books, and the missing ones recorded with their PDFs.

  Zoho Books · Zoho Mail · Mail

• Track expenses from the receipts in your inbox

  The agent files each emailed receipt as a record, and a monthly report by category comes from the database.

  Mail · Databases · Reports

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