Quotation to invoice to receipt.

Invoicing without the spreadsheets. Send a quotation, turn it into an invoice, share a PDF receipt, and see what is paid, partly paid, unpaid or overdue.

  • PDF receipts
  • Paid, partial, unpaid, overdue
  • Linked to CRM
AOZO Accounting commercial invoices, billing and receipts screen with payment status tracking and a Create Invoice button

From deal to receipt

How AOZO Accounting handles a sale.

  1. Send a quotation

    Send a proposal to your customer.

  2. Convert it

    When the deal closes, convert the quotation into an invoice in one click.

  3. Track payment

    See each invoice as Paid, Partially paid, Unpaid or Overdue.

  4. Send the receipt

    Generate a PDF receipt for your customer.

What AOZO Accounting does

Quotations and estimates

Send a proposal, then convert it to an invoice in one click. Quotations can also become pro-forma invoices, and partial invoicing is supported.

Payment tracking

Paid, Partially paid, Unpaid and Overdue tracking, with smart views for high-value and invoiced-today bills.

Expenses

Log expenses by category, amount and payment mode, and keep the books tidy.

Credit and debit notes

Issue credit and debit notes against invoices.

Recurring invoices

Set up recurring invoices and retainers for repeat billing.

Sales orders and challans

Create sales orders and delivery challans alongside your invoices.

Pro-forma invoices

Pro-forma invoices and billing receipts when a customer needs one before the final bill.

Overdue reminders

AI spots overdue payments and drafts polite reminders for your customers.

A closer look

Real screens from AOZO Accounting. Images show sample data.

Payment tracking

Know who has paid, and who hasn’t

See your totals at a glance, then jump into the invoices that need attention.

  • Total invoiced, payments collected, pending receivables and overdue invoices
  • Smart views: Paid, Partial advance, Unpaid and pending, Overdue bills, High value and Proforma invoices
  • Invoiced today in one click
  • Paid, Partially paid, Unpaid and Overdue filters
AOZO Accounting totals for invoiced, payments collected, pending receivables and overdue invoices, with smart views for paid, partial advance, unpaid, overdue, high value and proforma invoices
Connected to CRM

Invoices that know your customers

Every invoice shows its customer and its CRM connection, so sales and billing share one record.

  • Payment status, invoice number, customer, dates and billed amount in one list
  • A CRM connections column that links invoices to deals
  • Search by invoice number, client, email or phone
  • Advanced filters and column controls
AOZO Accounting invoice list with payment status, invoice number, customer, CRM connections, dates and billed amount columns, plus search and advanced filters

Built for how you bill

PDF receipts

Send customers a PDF receipt for every payment.

Linked to CRM

Invoices connect to CRM deals and customers, so sales and billing share one record.

Payment tracking

Paid, Partially paid, Unpaid and Overdue at a glance.

Credit notes and recurring billing

Correct invoices with credit notes and bill repeat customers on a schedule.

Pay for the apps you use

AOZO Accounting is its own subscription. Use it alone or alongside the other AOZO apps under one login.

See pricing

Questions, answered

Can I turn a quotation into an invoice?

Yes. Send a proposal, then convert it to an invoice in one click. A quotation can also be converted to a pro-forma invoice.

Can I log expenses?

Yes. Expenses are logged with a category, amount and payment mode.

Is it connected to CRM?

Yes. Invoices are connected to CRM deals and customers, so sales and billing share the same records.

Can I send receipts to customers?

Yes. You can generate PDF receipts and send them to your customers.

Do I need the other AOZO apps to use AOZO Accounting?

No. Each AOZO app is its own subscription. Start with AOZO Accounting and add others when you’re ready; they share the same login.

Does it work on my phone?

Yes. AOZO works on both phone and desktop.

Ready to send your next invoice?

Set up your workspace in minutes and add more apps whenever your team is ready.

  • One login for every AOZO app
  • Pay only for the apps you use
  • Roles and activity logs included