Invoices

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When your customers create bills for the goods or services they purchase from you, Zoho ERP displays them as invoices in the portal. You can use the Invoices module to view, add comments, download or print those invoices.

To view the invoices in the portal:

• Go to Invoices on the left sidebar.
• Select the invoice you want to view.

The invoice will be displayed.

Filter Invoices

To filter invoices in the portal:

• Go to Invoices on the left sidebar.
• Navigate to the Invoices tab.
• Click the All Invoices dropdown in the top left corner, and select the required filter:
  • All Invoices: Displays all the bills sent by your customer.
  • Overdue Invoices: Displays the list of invoices for which you customer didn’t make payment.
  • Paid Invoices: Displays the list of invoices for which payment has been completed.
  • Partially Paid Invoices: Displays the list of invoices for which a portion of the payment was recorded.

The invoices will be filtered, based on your preferences.