2018 Review of Kashoo – Invoicing Functions

Kashoo offers cloud-based accounting functionality, and is best suited for small businesses. The product also offers a mobile app that works with both iOS and Android smart phones and tablets, allowing users to access the program from anywhere.

Kashoo makes it easy to create an invoice, with users able to create an invoice directly from the invoicing screen, choosing the appropriate customer, while adding any additional information as needed. Both default accounts and payment terms can be created for each customer, which will automatically reflect on any invoice created. A repeat option at the bottom of the invoice screen allows users to easily create recurring invoices, choosing the correct interval in which to invoice the customer. Users can also choose whether to allow credit card payments. If allowed, invoices will contain a link that will take the customer directly to the online payment option. All credit card payments are processed through BluePay and Stripe, with users notified when a customer has made a credit card payment. Kashoo offers direct invoicing and does not currently have a method for creating estimates or quotes for customers.

There are several invoice templates that users can choose from, but users can only customize existing invoices, with no option to choose an automatic invoice template prior to creating an invoice. A company logo can also be uploaded into Kashoo if desired. All invoices can be previewed in Kashoo prior to saving, with users able to export a saved invoice to Microsoft Excel, to a CSV file, or saved in Kashoo as a PDF.

Users can easily add late charges or apply discounts to any invoice, but there is no way to create these transactions automatically. Kashoo offers two statement types; the Activity Statement, which offers a detailed view of all transactions including invoices, expenses, credits, and payments, and the Summary Statement, which only displays outstanding invoices and expenses. Users can choose to provide all customers with a statement, or only send a statement to individual customers. Sales tax can also be managed in the setup process, with the invoice automatically adding sales tax information to specific invoices based on customer setup information.

Kashoo does offer multi-currency capability, with users able to both invoice customers and accept payments in a variety of currency types, with a report available that displays any payment differences based on default and foreign currency amounts. Users can also access the Unpaid Invoices report, which offers a list of all open invoices by customer, with invoice aging provided. All Kashoo reports can be viewed on screen, printed, exported to Microsoft Excel or to a CSV file, saved as an HTML file or PDF, or sent to Google Drive.

A completely integrated accounting product, Kashoo features all integrate seamlessly. Kashoo also offers integration with a variety of banking institutes, and offers an optional payroll app as well as integration with credit card processing systems, FreshBooks, and Square.

Well-suited for small businesses, Kashoo pricing is currently $16.65 and includes product support as well as mobile access. A free 14-day trial is also available as well.

2018 Overall Rating – 4.25 Stars