FAQ
Global
United States
United Kingdom
Canada
Australia
India
United Arab Emirates
Saudi Arabia
Bahrain
Help
Developers
Resources
What's New
Feedback Forum
Blogs
Sign In
Sign Up
Help
Developers
Resources
What's New
Feedback Forum
Blogs
Sign In
Sign Up
x
CLOSE
General
Contacts
Items
Banking
Estimates
Sales Order
Invoices
Credits
Expenses
Purchase Order
Bills
Accountant
Timesheet
Cheque
Client Portal
Templates
Subscription
Payments
Reminders
Taxes
Reports
Automation
Integrations
Year End Accounting
GDPR
transaction-approval
Invoices
Invoice Creation
Can I include multiple expenses in an invoice?
How can I convert an estimate 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 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 client has viewed the estimate/invoice that I’ve sent him?
How do I customize my invoice?
Can I 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 client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?
What should I do if I wish to invoice my customers in various 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?
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 do I clone an invoice?
What are the various ways I can sort my estimates and invoices in? Where can I do this?
How do I generate a delivery note in Zoho Books?
How do I monitor the status of my estimates/invoices?
What is snail mail?
How do I import/export invoices?
How do I add bank details to my invoices?
How do I add more details to my organization address like VAT number, TIN number and other fields?
Can I create invoices for the projects in my Zoho Projects account?
Where can I enter the tax withheld while recording payments?
How many files can I attach to each transaction?
How to avoid payment intimation emails landing into spam?
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.
Start my free 14-day trial
Online accounting software
for small businesses.
Try Now
Maybe Later
