Invoice Preferences
Let’s have a look at the various settings you can configure for the Invoices module in Zoho Billing.
In this page…
Basic Settings
To configure your invoice preferences:
- Go to Settings > Preferences.
Select Invoices in the left menu.
Allow editing of Sent invoice
You can change details of an invoice which is already sent to your customer.
Associate and display expense receipts in invoice PDF
You can choose to display any expenses associated with the invoice in the Invoice PDF.
Consolidated Billing
If you have customers who have multiple subscriptions with multiple billing dates, you can choose to combine all their invoices into a single invoice. The consolidated invoice’s billing date will be the same as the customer’s first subscription. This helps your customers pay for all their subscriptions at the same time every month.
Note: This feature is currently in early access for a few regions. Reach out to our support team at support@zohobilling.com to enable it for your organization.
Scenario: Zylker offers high quality furniture for rent to their customers. Aaron Brown rented a cabinet on 5th April, a bed on 10th April and a table on 15th April. Instead of charging Aaron Brown separately on the 5th, 10th and 15th of every month, Zylker can enable consolidated billing, and send a single invoice for Aaron’s subscriptions. This enables Aaron to conveniently pay for all his subscriptions on the 5th of every month.
Here’s how you can enable Consolidated Billing for your customers:
- Go to Settings from the top-right corner.
- Click Invoices under Sales.
- Navigate to the Consolidated Billing section.
Click Generate a consolidated invoice for multiple subscriptions.
Click Save.
Now, Consolidated Billing will be applicable to all the customers in your Zoho Billing organization.
Customer Level Consolidated Billing
There might be cases when you would want to enable or disable Consolidated Billing only for certain customers. To enable or disable customer level consolidated billing:
- Navigate to the Customers module.
- Select a customer.
- Scroll down to Consolidated Billing under Other Details in the customer’s Overview page.
Click the gear icon and select Enable or Disable as required.
Note: If you enable or disable Consolidated Billing for a customer, it will override the existing organization preference configured from Settings > Invoices > Consolidated Billing.
Payments
Get notified when customers pay online
You will receive a notification when your customers pay you.
Do you want to include the payment receipt along with the Thank You Note?
The payment receipt containing the payment details is also sent along with the Thank You note when a customer pays for an invoice.
Automate thank you note to customer on receipt of online payment
Whenever your customer makes an online payment for your invoices, a Thank You note will be sent to them.
Delivery Note Settings
A Delivery note is a document that is sent while goods are shipped. It contains the items and their quantities being delivered. In Zoho Billing, you can create a delivery note directly from an invoice.
There are a host of preferences that you can configure for the Delivery Notes in Zoho Billing.
- Go to Settings > Preferences.
- Select Delivery Note Settings in the left menu.
The delivery note contains all the above fields, which will be displayed while printing the delivery note. You can choose to:
- Edit the field name(s)
- Enable the fields to be displayed
Packing Slip Settings
A packing slip is a document that is sent from the store along with the package to be delivered. It lists all the items in the package and other details of the delivery. In Zoho Billing, you can create a delivery note directly from an invoice.
There are a host of preferences that you can configure for Packing Slips in Zoho Billing.
- Go to Settings > Preferences.
- Select Package Slip Settings in the left menu.
The packing slip contains all the above fields, which will be displayed while printing the packing slip. You can choose to:
- Edit the field name(s)
- Enable the fields to be displayed
Field Customization
You can add multiple custom fields for the Invoices module and assign different data types for each of them. Learn more about Field Customization.
Custom Buttons & Links
You can create new buttons in the Invoices module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add.
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