Invoices
General
- What is the life cycle of an invoice in Zoho Books?
- What are the various ways to create an invoice?
- How do I create an invoice?
- How do I edit an invoice?
- How do I delete an invoice?
- My invoice is not getting deleted. What can I do?
- How do I filter my invoices?
- How do I clone an invoice?
- How do I see all the invoices of a particular customer?
- How do I see the invoices for which I am yet to receive payment for?
- How do I add more details to my organisation address displayed like Phone number, Fax, Website, etc?
- How many files can I attach to each invoice?
- How do I import invoices?
- How do I export invoices?
- Can I track the notification emails sent to my customers?
- Can I create an invoice for the services I provide?
- How do I add my organisation’s address to the invoice PDF?
- How do I customise the invoice notification email template?
- How do I enable/disable the columns in the item table?
- What are the various ways in which I can sort my invoices?
- How do I create a proforma invoice in Zoho Books?
- How do I create a debit note for my customer when there is an increase in the rate?
- How do I create credit note for post-sale discount?
- How do I transfer one customer’s invoice balance to another customer?
- A customer has made payment for an invoice via cheque. The bank will clear the check within a specific period of time. How do I record this payment?
- How do I apply a customer’s advance to a different customer’s invoice?
- How do I add new fields to invoices for specifying additional information?
Transactions
- How do I display my TRN on my invoice?
- How do I display my customer’s TRN on my invoice?
- How do I record payment for my invoice?
- Can I add unbilled expenses, bills or projects to an invoice?
- How do I convert a quote to an invoice?
- Who is a sales person? How can I track sales made by a sales person?
- How can I associate a sales person with a particular invoice?
- How do I mark a draft invoice as sent?
- Can I create invoices for the projects in my Zoho Projects account?
- How do I turn on/off the auto generation of invoice numbers?
- How can I change the email address from which invoices are sent to my customers?
- How do I check if my customer has viewed an invoice?
- Is it possbile to move invoices from one organisation to another, if they are under the same account?
- I want to provide discounts at invoice level. Can I?
- How can I invoice customers in foreign currencies?
- How do I record partial payment against an invoice?
- How do I prevent payment intimation emails landing into spam?
- A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?
Templates
- How can I include a QR code in the invoices I send to my customers?
- How do I change the field names in my invoice?
- How do I add my signature on the invoice?
Recurring Invoice
- How do I create a recurring invoice?
- How do I make an existing invoice recurring?
- How are recurring invoices sent to the customer?
- How do I stop a recurring invoice from being generated further?
- How can I resume my recurring invoice which has been stopped?
- How do I sort recurring invoices?
- How do I add my signature in the invoice PDFs?
- I need to void an invoice. Is there a way to also delink the associated sales order while voiding it?
Yes
No
Thank you for your feedback!