Zoho Invoice

FAQ

How to add a Price List?

To add a price list, you will need to enable it first.

  • Click the Settings(gear) icon on the top right corner and select Preferences.
  • Go to Items and check the box next to I would like to enable Price Lists under Price Lists.

To create a price list,

  • Click on the + icon beside Price Lists.
  • Enter a name for the Price List.
  • You can either mark up/down the rates of all the items at once or give custom rates for all the items created.

    • Select Markup or Markdown the item rates by a percentage to mark the price up/down for all the items. Enter the appropriate percentage for mark up/down.
    • Select round off value if applicable and enter a description.
    • Click on Save.

Create credit note

  • To enter custom rates,
    Price List

    • Select the currency for which you wish to create a price list.
    • Enter the custom rates for the items you wish to change for this price list.
    • Click on Save.

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