Help documentation

Getting Started

Welcome to Zoho Invoice, a cloud-based invoicing and time tracking tool designed to save your time and money. Here you can read about signing up and setting your Zoho Invoice account. With secure data storage, easy navigation, and customizable features, Zoho Invoice provides a platform for small, medium businesses and freelancers to start invoicing right away.

To start using Zoho Invoice, you’ll need to create an account. Start with our free plan. It does have a few limitations in terms of adding customers and users, but all the other features are completely accessible. Check out the Pricing Plan for more details.

System & Browser requirement for Zoho Invoice

To use Zoho Invoice you only need a Web browser. Being a cloud-based invoicing and time tracking solution, you can access Zoho Invoice using any popular browser.

Currently Zoho Invoice has been tested to work brilliantly on the following browsers:

Mobile users can access Zoho Invoice web app through their smartphone’s browser, or download the Zoho Invoice mobile app that is available for their respective platforms. (iOS, Android & Windows.)

Signing Up

To get started quickly, click on the Sign Up button from our Zoho Invoice homepage. You will have to fill up a simple sign up form comprising of:

Now, click on the Sign Up button to finish your sign up process and to start setting up your account.

Signup for Zoho Invoice

P.S: A verification mail will be sent to your email address. Click on the link provided in your mail to confirm and verify your email address. Once you finish the verification, your account will be activated.

Setting Up your Account

Just after the sign up process gets over, you will be navigated to a simple 5-page setup, where we will help you in capturing the basic information required in setting up your account, and you can start invoicing immediately.

Step 1 : Organizational Details

Signup for Zoho Invoice

Fields Description
Industry Select the industry to which your organization belongs to.
Portal Name This is automatically generated. You can also set your own portal name. This is important because, client portal helps your customers to access their quotes, invoices and make online payments.
Industry Select the industry in which your company focusses itself, from the drop down.
Company Address Enter the address of your company.
Regional Settings Enter the other basic details such as Currency, Language, Time Zone and Address.

Step 2 : Taxes

Taxes in Zoho Invoice

If you collect tax from your customers for the product you deliver or the service you render, please enter your tax details.

Step 3 : Setting up an Online Payment Gateway

Payment Gateways in Zoho Invoice

To get paid faster, set up an online payment gateway. You can choose from some of the top payment gateway service providers supported by Zoho Invoice.

Step 4 : Invoice Templates

Templates in Zoho Invoice

Select a template from the list of templates we have for the invoice module. The template you select will be used while sending invoices to your customers.

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