Sales

  • Create Invoices

    4:12

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    Streamline your sales process by creating and sending invoices to customers in Zoho Books. Watch this video to know how to create an invoice, and record both online and offline payments.

    Create Invoices

    4:12

    Streamline your sales process by creating and sending invoices to customers in Zoho Books. Watch this video to know how to create an invoice, and record both online and offline payments.

  • Create Retainer Invoices

    2:45

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    Kick start your sales by accepting down payments from customers. In this video, learn how to create a retainer invoice in Zoho Books to record advance payments, and later apply them to customer's invoices.

    Create Retainer Invoices

    2:45

    Kick start your sales by accepting down payments from customers. In this video, learn how to create a retainer invoice in Zoho Books to record advance payments, and later apply them to customer's invoices.

  • Create Estimates

    2:34

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    Negotiate with your customers about the price of the services or products that you're selling them, by creating an estimate. Once the customer accepts the estimate, you can convert it to an invoice. Watch this video to know how this can be done in Zoho Books.

    Create Estimates

    2:34

    Negotiate with your customers about the price of the services or products that you're selling them, by creating an estimate. Once the customer accepts the estimate, you can convert it to an invoice. Watch this video to know how this can be done in Zoho Books.

  • Create Credit Notes

    2:11

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    Credit notes keep a tab on the debts that you owe your customers. This video explains how you can create a credit note in Zoho Books, apply them to customer's existing invoices or refund the amount.

    Create Credit Notes

    2:11

    Credit notes keep a tab on the debts that you owe your customers. This video explains how you can create a credit note in Zoho Books, apply them to customer's existing invoices or refund the amount.

  • Payment Reminders for Invoices

    1:10

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    Sending payment reminders to your customers can increase the chances of getting paid faster. In Zoho Books, you can set up automatic payment reminders for invoices based on the due date. Watch this video to learn how.

    Payment Reminders for Invoices

    1:10

    Sending payment reminders to your customers can increase the chances of getting paid faster. In Zoho Books, you can set up automatic payment reminders for invoices based on the due date. Watch this video to learn how.

  • Custom Fields for Invoices

    1:09

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    Add more information to your invoices by creating custom fields in Zoho Books. This video will guide you on adding more fields to invoices to capture business specific information.

    Custom Fields for Invoices

    1:09

    Add more information to your invoices by creating custom fields in Zoho Books. This video will guide you on adding more fields to invoices to capture business specific information.

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