By creating an invoice you can bill your customers for the product/service you sell. Invoices contain your customer, items & payments details. Your customer can make an online payment for your invoice through the payment gateways provided in Zoho Invoice.
Create & Send Invoices
Creating a New Invoice
Bill your customers by creating an invoice. Here’s a quick guide to create a new invoice.
Sending Invoice to your Customers
Send your invoices by email or a hard copy to your customer’s address. Here’s how you do it.
Creating an Invoice from a Project
Do you run projects for your customers in Zoho Invoice? Learn how to bill your customers from the project you work on.
View a list of payments received for invoices sent to customers.
Recording payments manually
Have a customer who prefers making payments through cash? Learn how to record these offline payments.
Managing your Invoice
Editing your Invoice
If you need to make changes to the billing information provided in the invoice, use the edit option.
Attaching Files to your Invoice
Attach bills, documents, sample files, product photos or any attachment that you need to provide your customers on your invoice.
Download, Print and Delete your Invoice
In Zoho Invoice, you can download invoices as PDF, print and delete them.
Convert your Invoice into a Recurring Invoice
Need to bill your customers on a regular interval for the same amount of product or service? Convert your invoice into a recurring invoice.
Create Credit Note
Create a credit note to record the amount owed to customers in case of goods being returned, damaged or a service that was billed in advance but not rendered.
Cloning your Invoice
Create a duplicate of the invoice you had created previously in Zoho Invoice.
Write-Off or Making your Invoice Void
Write-off an unpaid invoice and close it. Void an already sent invoice, and create another without changing the numbering order.
Customizing your Invoice
Customize the way your invoice looks. Customize the information to be shown on the invoice, header, footer, item table, font size and colors.
Adding Custom Fields
Need for extra fields on your invoice can arise depending on your business model. In Zoho Invoice, you can add extra fields to your invoice to provide information to your customers.
Adding Additional Charges
Discounts, shipping charges & adjustments can be added to your invoice according to your requirement.
Organization & Customer’s Address Formats
Address formats differ with individuals and companies. Here you will learn about changing the address formats as per your choice.
- Custom Views Custom Views are specific filters to list your credit notes based on your criteria.