SALES MODULE

Estimate to Invoice to Payment.

Manage your entire sales cycle — from creating GST-compliant estimates and converting them to invoices, to recording customer payments and issuing credit notes. All synced to Zoho Books in real-time.

EstimatesInvoicesCustomersCredit Notes
ESTIMATES & QUOTATIONS

Create. Send. Convert.

Create professional GST-compliant estimates with line items, HSN codes, and auto-calculated taxes. Email them directly to clients. When accepted, convert to an invoice with a single click — all data carries over.

GST line items with HSN/SAC codes
Email estimates with CC recipients
One-click convert to invoice
Track status: Draft → Sent → Accepted → Declined
ZapBooks AI — Estimates & Quotations

Estimates

31 Total
Search estimates...
New Estimate
EST-2026-0031

Innovate Solutions Pvt Ltd

₹4,50,000Accepted
EST-2026-0030

Stellar Corp India

₹1,85,000Sent
EST-2026-0029

Priya Enterprises

₹72,500Draft
EST-2026-0028

Quantum Analytics LLP

₹3,20,000Declined

EST-2026-0031

Innovate Solutions Pvt Ltd • Valid till: 08 Mar 2026

Accepted
Ready to convert to invoice
Convert
ItemQtyRateGSTAmount
Web Application Development

HSN: 998314

1₹3,00,00018%₹3,54,000
UI/UX Design Package

HSN: 998314

1₹1,00,00018%₹1,18,000
Project Management

HSN: 998311

50₹1,00018%₹59,000
Subtotal₹4,50,000
CGST (9%)₹40,500
SGST (9%)₹40,500
Estimate Total₹5,31,000
ZapBooks AI — Create Customer

New Customer

Zoho Books Sync
Method:Manual EntryUpload GST Certificate
Basic InfoGST & TaxAddressesContact Persons
Rajesh Kumar
Innovate Solutions Pvt Ltd
rajesh@innovate.in
+91 98765 43210
29AABCI1234A1Z5
Valid GSTIN — State: Karnataka (29)
Registered Business - Regular
29 - KA - Karnataka
Net 30
INR - Indian Rupee
CancelSave & Sync to Zoho
CUSTOMER MANAGEMENT

Every Customer Detail, In One Place.

Create customers manually or upload a GST certificate to auto-extract all details — company name, GSTIN, address, and state code. Manage billing/shipping addresses, payment terms, and contact persons in a tabbed form that mirrors the app.

Manual entry or GST certificate upload
Auto-extract details from GST certificate
Real-time GSTIN validation with state detection
Tabbed form: Basic Info, GST, Addresses, Contacts
Instant sync to Zoho Books
INVOICES

GST-Compliant Invoicing, Made Easy.

Create invoices with full GST compliance — CGST/SGST/IGST auto-calculated based on customer location. Line items include HSN codes, quantity, rate, and tax. Track payment status and sync to Zoho Books automatically.

Auto CGST/SGST or IGST based on state
HSN/SAC codes per line item
Multi-status tracking (Draft, Sent, Paid, Overdue)
Recurring invoice automation
ZapBooks AI — Invoice Management

Invoices

247 Total
Search invoices...
Filter
New Invoice
INV-2026-089

Reliance Digital

₹4,85,000Overdue
INV-2026-088

Tata Consultancy

₹2,18,500Sent
INV-2026-087

Infosys Ltd

₹1,16,820Draft
INV-2026-086

Wipro Technologies

₹3,45,000Paid

INV-2026-087

Infosys Ltd • Due: 28 Feb 2026

Draft
ItemQtyRateGSTAmount
Web Development Services

HSN: 998314

1₹50,00018%₹59,000
UI/UX Design Package

HSN: 998313

1₹25,00018%₹29,500
Cloud Hosting (Annual)

HSN: 998315

12₹2,00018%₹28,320
Subtotal₹99,000
CGST (9%)₹8,910
SGST (9%)₹8,910
Total₹1,16,820
ZapBooks AI — Credit Notes

Credit Notes

8 Total
+ New Credit Note
CN-2026-0012

Stellar Corp India • Issued: 01 Feb 2026

Applied
Reason:Goods returned — defective batch #B2026-47
ItemQtyGSTAmount
Widget A1018%₹11,800
Widget B518%₹14,750
Applied AgainstINV-2026-0089
Credit Amount₹26,550
CREDIT NOTES

Returns & Adjustments, Handled.

Issue credit notes for returns or adjustments. Apply credits against outstanding invoices automatically. Every credit note syncs to Zoho Books with full line item detail including GST breakdown.

Issue against specific invoices
GST-compliant line items
Auto-apply credits to outstanding invoices
Full audit trail in Zoho Books