# AOZO Accounting

> AOZO Accounting is invoicing and accounting software with quotations, items, expenses and reports. Payments are tracked as Paid, Partially paid, Unpaid or Overdue, and everything is connected to CRM deals and customers.

Canonical page: https://aozo.in/us/accounting
Last updated: 2026-11-12
Audience: Startups, growing businesses and agencies in the United States
Contact: support@aozo.in

## Features
- **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.

## 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.

## From deal to receipt
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.

## In detail
### 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

### 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

## Frequently asked questions
**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.