CRM Help

Creating Invoices

In Zoho CRM, you can create invoices by entering data in the Invoice details form.

Note

  • Some of the standard fields may not be visible or editable depending on your organization business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Invoice Individually

You can create invoices individually by:

  • Filling in the details in the invoice creation form.
  • Cloning the invoices with a few changes in the existing invoice details.

To create invoices individually

  1. In the Invoices module, click New Invoice.
  2. In the Create Invoice page, enter the invoice details.
  3. Click Save.
    Note that you can add up to 100 line items in an invoice.

To clone invoices

  1. In the Invoices tab, click a particular invoice that you want to be cloned.
  2. In the Invoice Details page, click Clone.
  3. In the Clone Invoice page, modify the required details.
  4. Click Save.

Associate Invoices with Other Records

You can associate an invoice with the other records such as, activities, attachments and notes.

  • Open Activities : To add tasks and events related to invoices.
  • Closed Activities : To display the completed activities.
  • Attachments : To attach documents.
  • Emails : To view email messages.

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