Zoho Invoice

FAQ

How do I monitor the status of my estimates/invoices?

It’s possible to view the real time status of all your estimates and invoices. To do this, go to the estimate/invoice column which can be found on the panel to the left on the Home page of Zoho Invoice, and select the drop down to view the status divisions.

Monitor Estimate Status

Estimates can be viewed according to whether they’re ‘Sent’, ‘Accepted’, ‘Declined’, ‘Invoiced’, ‘Client Viewed’ or ‘Expired’ (Note : An accepted estimate might show up under all three of ‘sent’, ‘accepted’ and ‘invoiced’ categories’).

Sort your estimates

Monitor Invoice Status

Invoices can be viewed according to the level of payment completed on them (Partial, Full, Overdue, ‘Client Viewed’, or Unpaid)

Sort your invoices

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