## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/au/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Invoices

## Invoice Creation

*   [What is the life cycle of an invoice in Zoho Books?](/au/books/kb/invoices/invoice-life-cycle.html)
*   [What are the various ways to create an invoice?](/au/books/kb/invoices/ways-to-create-invoice.html)
*   [Can I include multiple expenses in an invoice?](/au/books/kb/invoices/multiple-expenses-invoice.html)
*   [How do I convert a quote into an invoice?](/au/books/kb/invoices/quote-invoice-convert.html)
*   [How do I track sales made by a salesperson?](/au/books/kb/invoices/sales-person.html)
*   [How can I associate a salesperson with a particular invoice?](/au/books/kb/invoices/asocciate-sales-person.html)
*   [How do I mark an invoice as sent?](/au/books/kb/invoices/draft-sent-invoice.html)
*   [How do I monitor the status of my invoices?](/au/books/kb/invoices/quotes-invoices-status.html)
*   [Can I create invoices for the projects in my Zoho Projects account?](/au/books/kb/invoices/import-projects-invoice.html)
*   [How do I configure auto-generation of invoice numbers?](/au/books/kb/invoices/auto-generation.html)
*   [How do I change the email address from which invoices are sent to my clients?](/au/books/kb/invoices/new-mail-address.html)
*   [How do I check if my customer has viewed an invoice?](/au/books/kb/invoices/client-viewed-transactions.html)
*   [How do I customise my invoice template?](/au/books/kb/invoices/inv-customize.html)
*   [Is it possible to move invoices from one organisation to another, if they are under the same account?](/au/books/kb/invoices/move-invoices.html)
*   [How do I provide discounts at invoice level?](/au/books/kb/invoices/invoice-discounts.html)
*   [I give a discount of 10% on the Invoice Amount if my customers pay within a particular date. How do I record this discount in Zoho Books?](/au/books/kb/invoices/discounting-invoice.html)
*   [A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?](/au/books/kb/invoices/downpayment-invoice.html)
*   [How do I invoice my customers in foreign currencies?](/au/books/kb/invoices/invoice-in-multiple-currencies.html)
*   [How do I record partial payment against an invoice?](/au/books/kb/invoices/record-partial-payment.html)
*   [My customer has made an offline payment for an invoice. How do I record this?](/au/books/kb/invoices/record-offline-payments.html)
*   [Can I create an invoice for the services I provide?](/au/books/kb/invoices/service-invoice.html)
*   [How do I add my organisation’s address to the invoice PDF?](/au/books/kb/invoices/org-address.html)
*   [How do I customise the invoice notification email template?](/au/books/kb/invoices/invoice-email-template.html)
*   [How do I enable/disable the columns in the item table?](/au/books/kb/invoices/item-table.html)
*   [How to configure taxes for the items I sell?](/au/books/kb/invoices/tax-for-items.html)
*   [How do I add new fields to invoices for specifying additional information?](/au/books/kb/invoices/invoice-additional-fields.html)

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## Recurring Invoice

*   [How do I create a recurring invoice?](/au/books/kb/invoices/invoice-recurring.html)
*   [How do I create a recurring invoice from an existing invoice?](/au/books/kb/invoices/new-recurring-existing.html)
*   [How do I customise how and when my recurring invoices are sent out?](/au/books/kb/invoices/recurring-invoice-automatic.html)
*   [How do I display the start and end date in a recurring invoice’s PDF?](/au/books/kb/invoices/add-date-recurring-invoice.html)
*   [How do I sort recurring invoices?](/au/books/kb/invoices/sort-recurring-invoice.html)
*   [I have associated a customer’s card to a recurring invoice. How do I update it with a new card or delete it?](/au/books/kb/invoices/update-delete-card.html)
*   [How do I change the payment gateway that is associated with a recurring invoice?](/au/books/kb/invoices/change-payment-gateway.html)

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## Other Actions

*   [How can I include a QR code in the invoices I send to my customers?](/au/books/kb/invoices/qr-code.html)
*   [How do I share a customer invoice with someone whose contact information is not stored in Zoho Books?](/au/books/kb/invoices/share-link.html)
*   [How do I clone an invoice?](/au/books/kb/invoices/invoice-clone.html)
*   [What are the various ways in which I can sort my invoices?](/au/books/kb/invoices/sort-invoices.html)
*   [How do I generate a delivery note in Zoho Books?](/au/books/kb/invoices/print-delivery-note.html)
*   [How do I import or export invoices in Zoho Books?](/au/books/kb/invoices/inv-impexp.html)
*   [How do I add more details to my organisation profile like VAT number, TIN number, and other fields?](/au/books/kb/invoices/more-details-organization-address.html)
*   [How many files can I attach to each invoice?](/au/books/kb/invoices/multiple-attachments.html)
*   [How do I prevent payment intimation emails landing into spam?](/au/books/kb/invoices/prevents-intimation-emails-spam.html)
*   [Can I track the notification emails sent to my customers?](/au/books/kb/invoices/email-insights.html)
*   [How do I create a proforma invoice in Zoho Books?](/au/books/kb/invoices/proforma-invoice.html)
*   [How do I create a debit note for my customer when there is an increase in the rate?](/au/books/kb/invoices/raise-debit-note-for-customer.html)
*   [How do I create credit note for post-sale discount?](/books/kb/invoices/raise-credit-note-for-post-sale-discount.html)
*   [How do I transfer one customer’s invoice balance to another customer?](/au/books/kb/invoices/transfer-invoice-balance.html)
*   [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?](/books/kb/invoices/record-payments-made-via-cheque.html)
*   [How do I apply a customer’s advance to a different customer’s invoice?](/books/kb/invoices/transfer-customer-advance.html)
*   [I need to void an invoice. Is there a way to also delink the associated sales order while voiding it?](/books/kb/invoices/void-invoice-delink-sales-order.html)
*   [The customer has made an advance payment, but my employee recorded it against an invoice. What should I do to correct this?](/books/kb/invoices/disassociate-credit-applied-to-invoice.html)
*   [The customer has made an advance payment, but my employee recorded it against an invoice. What should I do to correct this?](/books/kb/invoices/disassociate-credit-applied-to-invoice.html)

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