FAQ

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What are the mandatory fields which need to be mapped while importing data into Zoho Invoice?

While importing data into Zoho Invoice, it is mandatory to map some fields to the matching Zoho Invoice field. The mandatory field however, varies based on the type of data that is being imported. We've listed them below for your reference:

Invoices:
  • Invoice Number
  • Invoice Date
  • Customer Name
  • Item Price
  • Item Name
Estimates:
  • Estimate Number
  • Estimate Date
  • Customer Name
  • Item Price
  • Item Name
Customers:
  • Customer Name
Contact Persons:
  • Customer Name
Recurring Invoices:
  • Recurring Invoice Name
  • Start Date
  • Recurrence Frequency
  • Customer Name
  • Item Name
  • Item Price
Expenses:
  • Expense Category
  • Expense Date
  • Expense Amount
Items:
  • Item Code
  • Rate
Credit Notes:
  • Credit Note Number
  • Credit Note Date
  • Customer Name
  • Item Price
Refunds:
  • Refund Date
  • Credit Note Number
  • Amount
Payments:
  • Payment Number
  • Date
  • Customer Name
  • Amount

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