Thozo Invoicing – Complete Customer Billing & Invoice Management Solution

Overview

Thozo Invoicing is a powerful billing application that enables businesses to create professional invoices, manage customer payments, issue credit notes, track outstanding balances, and automate invoicing workflows. It integrates seamlessly with Sales, CRM, Accounting, Inventory, Subscriptions, Projects, and eCommerce to simplify billing and improve cash flow.

Complete Invoicing Workflow

Quotation
      │
      ▼
Sales Order
      │
      ▼
Customer Invoice
      │
      ▼
Send Invoice
      │
      ▼
Customer Payment
      │
      ▼
Bank Reconciliation
      │
      ▼
Financial Reports

Key Features

🧾 Customer Invoice Management

Create professional invoices within minutes.

Features:

  • Unlimited customer invoices
  • Draft invoices
  • Posted invoices
  • Invoice numbering
  • PDF invoices
  • Email invoices
  • Professional invoice templates
  • Customer references
  • Payment terms
  • Due dates
  • Tax calculation
  • Invoice history

Invoices can be created manually or automatically from Sales Orders, depending on your workflow.

📄 Professional Invoice Templates

Generate branded invoices including:

  • Company Logo
  • Business Details
  • Customer Information
  • Product Details
  • Tax Breakdown
  • Payment Terms
  • QR Code (where supported)
  • Digital Signature (with related apps)

📦 Product & Service Billing

Invoice:

  • Physical Products
  • Digital Products
  • Professional Services
  • Consulting Services
  • Subscriptions
  • Rental Services
  • Maintenance Contracts
  • Training Services

💰 Multiple Invoice Types

Supports:

  • Customer Invoice
  • Credit Note
  • Debit Note
  • Customer Refund
  • Down Payment Invoice
  • Partial Invoice
  • Final Invoice
  • Recurring Invoice (with Subscription app)

💳 Payment Management

Record customer payments using:

  • Cash
  • Bank Transfer
  • UPI
  • Credit Card
  • Debit Card
  • Online Payment Gateway
  • Cheque

Features:

  • Partial Payments
  • Full Payments
  • Advance Payments
  • Payment Tracking
  • Outstanding Balance Tracking

Payments can be registered against invoices and reconciled with bank transactions.

🌍 Multi-Currency Support

Invoice customers in different currencies.

Features:

  • Unlimited currencies
  • Automatic exchange rates
  • Currency conversion
  • Foreign customer invoicing
  • International billing

🧮 Tax Management

Supports:

  • GST
  • VAT
  • Sales Tax
  • Service Tax
  • Reverse Charge
  • Withholding Tax
  • Tax Groups
  • Tax Reports

Tax configuration depends on your country's localization package.

🏢 Multi-Company Support

Manage invoicing for:

  • Multiple Companies
  • Multiple Branches
  • Different Business Units
  • Separate Invoice Sequences

📧 Email Invoice Delivery

Send invoices directly from Thozo.

Features:

  • Email Templates
  • PDF Attachments
  • Customized Messages
  • Invoice Tracking
  • Automatic Sending
  • Reminder Emails

Payment Terms

Configure flexible payment terms.

Examples:

  • Immediate Payment
  • Net 7 Days
  • Net 15 Days
  • Net 30 Days
  • Net 45 Days
  • Installment Payments
  • End of Month Billing

🔔 Payment Reminders

Automatically remind customers about unpaid invoices.

Features:

  • Reminder Emails
  • Follow-up Notices
  • Overdue Notifications
  • Collection Management

Advanced follow-up automation is available with the accounting features.

💸 Credit Notes & Refunds

Handle:

  • Product Returns
  • Service Refunds
  • Pricing Adjustments
  • Invoice Corrections
  • Customer Refunds

Credit notes maintain an accurate audit trail.

📊 Invoice Dashboard

View:

  • Draft Invoices
  • Posted Invoices
  • Paid Invoices
  • Overdue Invoices
  • Cancelled Invoices
  • Customer Balances
  • Payment Status

📈 Invoice Reports

Generate reports such as:

  • Invoice Analysis
  • Sales by Customer
  • Outstanding Invoices
  • Paid Invoices
  • Overdue Invoices
  • Revenue Reports
  • Tax Reports
  • Customer Statements

🔍 Smart Search & Filters

Search invoices by:

  • Customer
  • Invoice Number
  • Salesperson
  • Status
  • Date
  • Amount
  • Payment Status
  • Company

📎 Attachments

Attach:

  • Purchase Orders
  • Delivery Notes
  • Contracts
  • Images
  • PDF Documents
  • Customer Files

📱 Mobile Access

Manage invoices anywhere.

Features:

  • Create invoices
  • Send invoices
  • Register payments
  • View customer balances
  • Track invoice status

Thozo also provides mobile support for invoicing workflows.

🌐 Customer Portal

Customers can securely:

  • View invoices
  • Download PDF invoices
  • View payment history
  • Pay invoices online (when payment providers are configured)
  • Track outstanding balances

🔐 Security & User Roles

Role-based access for:

  • Billing Staff
  • Finance Team
  • Sales Team
  • Managers
  • Administrators

Integration with Other Thozo Apps

Thozo Invoicing integrates with:

  • CRM
  • Sales
  • Accounting
  • Inventory
  • Purchase
  • Subscription
  • Rental
  • Project
  • Timesheets
  • Expenses
  • Point of Sale (POS)
  • Website
  • eCommerce
  • Documents
  • Payment Providers

This integration allows invoices to be generated automatically from business transactions.

Business Benefits

  • Faster invoice creation
  • Professional invoice design
  • Automated billing
  • Improved cash flow
  • Faster payment collection
  • Reduced manual work
  • Better customer experience
  • Real-time invoice tracking
  • Accurate tax calculations
  • Centralized billing management
  • Secure financial records

Industries We Serve

  • Manufacturing
  • Retail
  • Wholesale
  • Distribution
  • Healthcare
  • Education
  • Construction
  • Real Estate
  • Logistics
  • Hospitality
  • Food & Beverage
  • E-Commerce
  • IT & Software
  • Professional Services

Why Choose Thozo Invoicing?

  • Professional invoice templates
  • Fast invoice creation
  • Automated invoice generation
  • Multi-currency support
  • Flexible payment terms
  • Online payment integration
  • Credit notes & refunds
  • Payment reminders
  • Customer portal access
  • Mobile invoicing
  • Detailed reports & analytics
  • Seamless ERP integration
  • Cloud & On-Premise deployment

 

Ideal For

  • Trading Companies
  • Manufacturing Businesses
  • Retail Stores
  • E-Commerce Companies
  • Service Providers
  • Healthcare Organizations
  • Educational Institutions
  • Construction Companies
  • Logistics Companies
  • Hospitality Businesses
  • Professional Service Firms
  • Startups and SMEs

Thozo Invoicing Modules

  • Customer Invoices
  • Credit Notes
  • Debit Notes
  • Payment Registration
  • Payment Terms
  • Tax Management
  • Multi-Currency Billing
  • Customer Statements
  • Invoice Reports
  • Online Payments
  • Customer Portal
  • Reminder Management
  • PDF Invoice Templates
  • Invoice Analytics

Thozo Invoicing is an end-to-end billing solution that helps businesses create professional invoices, automate payment collection, monitor receivables, and integrate invoicing with sales, inventory, accounting, and customer management. It reduces manual effort, accelerates collections, and provides complete visibility into the billing process.