Invoices
Invoice Creation
- What is the life cycle of an invoice in Zoho Books?
- What are the various ways to create an invoice?
- Can I include multiple expenses in an invoice?
- How can I convert a quote into 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 as a sent invoice?
- How do I monitor the status of my quotes/invoices?
- Can I create invoices for the projects in my Zoho Projects account?
- How do I turn off/on auto generation of invoice numbers?
- How can I change the email address in Zoho Books from which invoices are sent to my clients?
- How do I resend a verification email to associate an email ID to an organization?
- How do I check if my customer has viewed an invoice?
- How do I customize my invoice template?
- Is it possible to move invoices from one organization to another, if they are under the same account?
- I want to provide discounts at invoice level. Can I?
- I give a discount of 10% on the Invoice Amount if my customers pay within a particular date. How can I record this discount in Zoho Books?
- A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?
- How do I invoice my customers in foreign currencies?
- How do I record partial payment against an invoice?
- My customer has made an offline payment for an invoice. How do I record this?
- 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?
- How do I add new fields to invoices for specifying additional information?
Recurring Invoice
- How do I create a recurring invoice? How do I make an existing invoice recurring?
- How do I make sure that recurring invoices are sent out to the customer automatically?
- How can I add a date to the description field while sending a recurring invoice?
- How do I sort recurring invoices?
- I have associated a customer’s card to a recurring invoice. How do I update it with a new card or delete it?
- How do I change the payment gateway that is associated with a recurring invoice?
Other Actions
- How can I include a QR code in the invoices I send to my customers?
- How do I clone an invoice?
- What are the various ways in which I can sort my invoices?
- How do I generate a delivery note in Zoho Books?
- How do I monitor the status of my quotes/invoices?
- How do I import/export invoices?
- How do I add more details to my organization address like VAT number, TIN number and other fields?
- How many files can I attach to each invoice?
- How to avoid payment intimation emails landing into spam?
- 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 a check. 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?
- I need to void an invoice. Is there a way to also delink the associated sales order while voiding it?
- The customer has made an advance payment, but my employee recorded it against an invoice. What should I do to correct this?
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