Invoices – Overview
The Invoices module in Zoho ERP helps you create and manage customer invoices for goods sold or services rendered. Using this module, you can track receivables, monitor invoice statuses and payments, and maintain accurate sales and accounting records. Invoices play an important role in tracking payments and managing finances. For businesses, they help monitor revenue, outstanding amounts, and customer payment behavior. For customers, invoices act as proof of purchase and help verify charges and maintain accurate records.
Beyond requesting payment, invoices are essential for accounting and compliance purposes. Invoices can also be generated electronically in a standardized format, commonly referred to as e-invoices. E-invoicing eliminates the need for paper-based invoices and helps maintain accurate, consistent records across systems.
Many tax authorities across the globe mandate e-invoicing to simplify tax reporting and maintain compliance. E-invoices are typically validated and exchanged through government-approved platforms, enabling secure and reliable communication between buyers, sellers, and tax systems. Learn how Zoho ERP supports e-invoicing.
Understanding Invoices
- Create Invoices
- Invoice Operations
- Edit Invoice
- Mark an invoice as sent
- Print Invoice
- Download Invoice PDF
- Print Invoice Delivery Note
- Print Invoice Packing Slip
- Clone Invoice
- Void Invoice
- Delete Invoice
- View Invoice Journal
- Lock Invoice
- View Comments & History of Invoices
- Export Invoices
- Bulk Update Invoices
- Download Invoices in Bulk as a ZIP File
- Link Invoices
- Other Actions in Invoices
- Send invoices to customers
- Invoice Payments