Introduction - Invoices

An invoice is a financial document which indicates the supply of goods or services between a vendor and a customer.

How does an invoice work? The workflow of an invoice in Zoho Books is as follows:

In this page…

Create Invoice

You can create an invoice in Zoho Books from the sales module or directly from the dashboard.

From the Sales module

New Invoice

Insight: Click the ellipsis (the three horizontal dots) near the item table to associate any project or reporting tags with the items.

Item Details

Pro Tip: You can update the project or reporting tags for all line items at once by clicking the option Bulk Update Line Items above the item table.

Insight: The new TCS rates will be applicable only on the amount received after 1 October 2020. You would be required to collect TCS only if your turnover has exceeded Rs 10 crore in the last financial year and the sale of goods to a customer that exceeds Rs 50 lakh in the current financial year.

Item Details

Note: Fields in red are compulsory, others are optional.

From the Dashboard

You can also create invoices directly from the Dashboard.

Invoices Dashboard

Import Invoices

Do you already have invoices in your business? Zoho Books provides you the option to import invoices in the CSV, TSV or XLS format.

To import invoices:

Import Invoices

Choose File

Map Fields

Import Invoices

Types of Invoices

In Zoho Books, you can create different types of invoices based on how you want to collect money from your customers, the time intervals in which you want to invoice customers and a lot more.

Recurring Invoice

Create an invoice for a recurring time period. You can choose between the standard time period  weekly or  monthly or even set a custom time period.

Retainer Invoice

If you collect advance payments from your customers, you can using retainer invoices.

Next >
Record Payment for Invoice

Manage your receivables with invoice management software.

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