Welcome to the Ultimate Platform designed for your all Accounting solutions
Let your business get easy access to all your financial chores with our most innovative accounting software
We provide your business with a comprehensive package of accounting tools in one place, enabling you to resolve all of your account-related concerns.
How we help you to enable your business to run smoothly
We provide you with a single, comprehensive support desk to make it possible for your invoice system to function effectively and systematically. In this particular module, we will discuss the impactful working of our software and how we can make your invoices work professionally in all spheres
Invoices
Sales Invoice
In this specific module, we are presenting you with the step by step guide that how we create effective sales invoices for your business. Here you can easily add new items with new customers and new payments anytime whenever you require.
- A header with the business name and logo
Our software will provide the name of your company and its logo at the very top of the accounting page every time. - Invoice Sr number
Here the sr of the invoice will be auto-generated, also you can add sr. manually as well. - Customer Name
Choose a customer here to create sales invoices. You may also add new customers here - Email address
If you have already written the email in the customer account, it will appear here automatically when you choose the customer. Here, you can modify the email - Terms(Days)
The terms (Days) will automatically appear here as you pick the client if you have specified them in the customer account. You can modify the terms here (Days). - Due Date
The due date will be set automatically as you write the Terms (days)
- Select from many invoice templates following your company’s demands.
- Helps one create and add fields to an invoice according to their company needs.
- Fills in client and item information automatically on the invoice
- Makes it possible to quickly seek up HSN codes to check for mistakes.
- Keeps up with the most recent government laws and is future-proof
- Enables quick and simple document exchange with consumers
- Receive instant access to e-way bills, e-invoicing, and GST
Let's have a glance at the step-by-step Functioning of zoom accounting
- On the left sidebar, select the Sales invoice module.
- Either select Generate Invoice from the menu options or press Alt+N.
- A window will appear, fill in all the desired information and then click on the save tab
- Your invoice will be created easily
- Click on the invoices written on the left sidebar.
- Select the credit note option and you will get a form window to appear
- Fill in the all essential details accordingly as asked
- You can add new lines by clicking on the add new lines and your particular new lines will be created
- In case, if you want to display a message on the credit note or the statement, you can easily write them in the boxes given below the add new lines option, and your messages will be written as a draft
- After filling in the details, click on the save and send button. Your whole information will be saved and sent to the one whom you want to receive it
Web-based shopping
When you send a bill to a consumer, the following step is to collect payment from them. The lack of an easy payment option for clients might make collecting dues or other fees difficult. It is possible to integrate your accounting software with various online payment processors, giving your clients a convenient and secure payment method. When customers make a purchase, your payment gateway will record the transaction and file it in the appropriate invoice in your accounting software. Moreover, they provide several methods of payment to their clientele, such as wire transfers, debit and credit cards, and even PayPal.
Cost control
Keeping tabs on your expenditures is crucial for managing your cash flow. With the help of accounting software, you can easily keep tabs on your spending and organize it to reveal where your money is going. Expense receipts may be scanned and sent to accounting software to have the corresponding data entered automatically. This eliminates the problems associated with paper receipts, such as losing them. With the help of accounting software, it is much less of a hassle to bill customers for the money you spend on their behalf.
Comparison of financial institutions.
Accounting software streamlines one of the essential accounting tasks, bank reconciliation. Once you link your bank account to your bookkeeping program, your bank feed statements will be downloaded automatically into your accounts. Imported bank transactions may be automatically categorized and matched based on your accounting software’s criteria and the bank’s requirements. You need to verify your identical transactions to complete your account reconciliation. In addition to streamlining bank reconciliation, accounting software ensures that your business is audit-ready all year.
Project management and timesheet administration
