![]() ![]() When you create an invoice and select the invoice date, this is how the calendar will be displayed. This will be useful when you are selecting dates for sales and purchase transactions, and other modules.įor example, let’s say you’ve set the first day of the week as Monday. When you change the first day of your work week, the days and dates in the calendar will be updated accordingly. However, you can change the first day of your work week to Sunday, Monday or Saturday. First day of work weekīy default, the first working day of the week is Sunday in Zoho Books. Learn more about the Zoho Inventory Add-on. ![]() Upon enabling this add-on, all the modules pertaining to the integration will be displayed in Zoho Books, from where you can access all the required features. After you integrate with Zoho Inventory, you can enable the add-on here. If you want to integrate with Zoho Inventory, you should have created an active organization in Zoho Inventory either in the Standard or Professional plan. You’ll be able to access and configure these modules only when you enable them in this page. Once you enable them, they will be shown in the left sidebar. Select the modules you want to enable in Zoho Books. Go to Settings > Preferences > General.This section lets you in enable certain modules in your Zoho Books organization and consists of other generic functions. Record Transactions For Customers/Vendors.Plenty of other options offer this feature, with QuickBooks, Freshbooks, Zoho (starting at $11 a month with a free demo tier), Xero (starting at $12 a month), and Square all allowing the user to put together customized reports of their data. These can be very useful when you want to show potential clients or investors the minute details of your business. If you’re looking to link up your ecommerce or email marketing tools, you might want to look at other options, like Xero, QuickBooks, and FreshBooks, which all support dozens of integrations.įinally, you can’t use Invoice2Go to create customizable reports that cover your invoicing data. Invoice2Go also doesn’t support any integrations with other software. Freshbooks (starting at $6 a month) is also one of the only software on the market that allows both first and third party processors. If you’re looking for a first-party payment processor, QuickBooks (starting at $15 a month) and Square are good places to start. Neither of these is inherently better than the other, so it comes down to personal preference. Invoice2Go also uses third party payment processors, like PayPal or Stripe, as opposed to a first party processor, which would operate within the software itself. ![]() If you’re tech savvy and like to figure things out, this might not be an issue, but if you like to have as much help as you need to fully grasp a new piece of software, you might want to consider Square Invoices (free with a 2.9% commission) or QuickBooks’ Advanced tier ($150 a month), as both offer phone lines and email support. One area where Invoice2Go is objectively pretty weak is its support options, as it only offers a live chat option and knowledge center. While Invoice2Go doesn’t have many massive weaknesses, it’s still a good idea to look around at any alternatives to see if you can’t find a plan that suits your business a bit more effectively. When it comes to support, all that’s on offer is a knowledge base and a live chat, so you won’t be able to email or call with any problems you run into. Then, when you want to look back over your company’s usage of Invoice2Go, the software offers analytics that sum up your total sales taxes, as well as any receivable data you’d want. And when your customers do pay, they’ll be able to do it through third-party payment processing or the Invoice2Go billing portal. When sending invoices after creating them, Invoice2Go lets you set up and track recurring invoices, as well as payment reminders for your less proactive customers. Unlike other invoice software, however, it also enables users to set up simple websites which display their business contact details. Users can add tracked hours to their invoices, calculate taxes, and use one of eight premade templates to help fit the company’s branding. When it comes to users creating invoices, there are some other important and useful tools that come with Invoice2Go. It is mainly intended for businesses on the smaller side, whether that’s freelancers or contractors, or businesses that operate in narrower jurisdictions. It lets people or businesses create and send invoices to customers and clients. Invoice2Go is an online invoicing software.
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