## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/kw/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Invoices

# General

*   [What is the life cycle of an invoice in Zoho Books?](/kw/books/kb/invoices/invoice-life-cycle.html)
*   [What are the various ways to create an invoice?](/kw/books/kb/invoices/ways-to-create-invoice.html)
*   [How do I create an invoice?](/kw/books/kb/invoices/create-invoice.html)
*   [How do I edit an invoice?](/kw/books/kb/invoices/edit-invoice.html)
*   [How do I delete an invoice?](/kw/books/kb/invoices/delete-invoice.html)
*   [My invoice is not getting deleted. What can I do?](/kw/books/kb/invoices/no-delete-invoice.html)
*   [How do I filter my invoices?](/kw/books/kb/invoices/filter-inv.html)
*   [How do I clone an invoice?](/kw/books/kb/invoices/invoice-clone.html)
*   [How do I view the invoices for which I am yet to receive payment?](/kw/books/kb/invoices/view-cust-inv.html)
*   [How do I view the invoices for which I am yet to receive payment?](/kw/books/kb/invoices/due-inv.html)
*   [How do I add more details to my organisation address displayed like Phone number, Fax, Website, etc?](/kw/books/kb/invoices/more-details-organization-address.html)
*   [How many files can I attach to each invoice?](/kw/books/kb/invoices/multiple-attachments.html)
*   [How do I import invoices into Zoho Books?](/kw/books/kb/invoices/imp-inv.html)
*   [How do I export invoices from Zoho Books?](/kw/books/kb/invoices/exp-inv.html)
*   [Can I track the notification emails sent to my customers?](/kw/books/kb/invoices/email-insights.html)
*   [Can I create an invoice for the services I provide?](/kw/books/kb/invoices/service-invoice.html)
*   [How do I add my organisation’s address to the invoice PDF?](/kw/books/kb/invoices/org-address.html)
*   [How do I customise the invoice notification email template?](/kw/books/kb/invoices/invoice-email-template.html)
*   [How do I enable/disable the columns in the item table?](/kw/books/kb/invoices/item-table.html)
*   [What are the various ways in which I can sort my invoices?](/kw/books/kb/invoices/sort-invoices.html)
*   [How do I create a proforma invoice in Zoho Books?](/kw/books/kb/invoices/proforma-invoice.html)
*   [How do I create a debit note for my customer when there is an increase in the rate?](/kw/books/kb/invoices/raise-debit-note-for-customer.html)
*   [How do I create credit note for post-sale discount?](/books/kb/invoices/raise-credit-note-for-post-sale-discount.html)
*   [How do I transfer one customer’s invoice balance to another customer?](/kw/books/kb/invoices/transfer-invoice-balance.html)
*   [A customer has made payment for an invoice via cheque. The bank will clear the check within a specific period of time. How do I record this payment?](/books/kb/invoices/record-payments-made-via-cheque.html)
*   [How do I apply a customer’s advance to a different customer’s invoice?](/books/kb/invoices/transfer-customer-advance.html)
*   [How do I add new fields to invoices for specifying additional information?](/kw/books/kb/invoices/invoice-additional-fields.html)
*   [I need to void an invoice. Is there a way to also delink the associated sales order while voiding it?](/books/kb/invoices/void-invoice-delink-sales-order.html)
*   [The customer has made an advance payment, but my employee recorded it against an invoice. What should I do to correct this?](/kw/books/kb/invoices/disassociate-credit-applied-to-invoice.html)

# Transactions

*   [How do I change the details of my customer that gets shown on my invoice or any other sales transaction?](/kw/books/kb/invoices/cust-detail.html)
*   [How do I record payment for my invoice?](/kw/books/kb/invoices/record-payment.html)
*   [Can I add unbilled expenses, bills or projects to an invoice?](/kw/books/kb/invoices/multiple-expenses-invoice.html)
*   [How do I convert a quote to an invoice?](/kw/books/kb/invoices/quote-invoice-convert.html)
*   [Who is a sales person? How can I track sales made by a sales person?](/kw/books/kb/invoices/sales-person.html)
*   [How can I associate a sales person with a particular invoice?](/kw/books/kb/invoices/asocciate-sales-person.html)
*   [How do I mark a draft invoice as sent?](/kw/books/kb/invoices/draft-sent-invoice.html)
*   [Can I create invoices for the projects in my Zoho Projects account?](/kw/books/kb/invoices/import-projects-invoice.html)
*   [How do I turn on/off the auto generation of invoice numbers?](/kw/books/kb/invoices/auto-generation.html)
*   [How can I change the email address from which invoices are sent to my customers?](/kw/books/kb/invoices/new-mail-address.html)
*   [How do I check if my customer has viewed an invoice?](/kw/books/kb/invoices/client-viewed-transactions.html)
*   [Is it possible to move invoices from one organisation to another, if they are under the same account?](/kw/books/kb/invoices/move-invoices.html)
*   [How can I invoice customers in foreign currencies?](/kw/books/kb/invoices/invoice-in-multiple-currencies.html)
*   [How do I record partial payment against an invoice?](/kw/books/kb/invoices/record-partial-payment.html)
*   [How do I prevent payment intimation emails landing into spam?](/kw/books/kb/invoices/prevents-intimation-emails-spam.html)
*   [A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?](/kw/books/kb/invoices/downpayment-invoice.html)

# Templates

*   [How do I change the field names in my invoice?](/kw/books/kb/invoices/field-inv.html)
*   [How do I add my signature on the invoice?](/kw/books/kb/invoices/sign-inv.html)
*   [How can I include a QR code in the invoices I send to my customers?](/kw/books/kb/invoices/qr-code.html)
*   [How do I add my signature in the invoice PDFs?](/books/kb/invoices/sign-inv.html)

# Recurring Invoice

*   [How do I create a recurring invoice?](/kw/books/kb/invoices/new-rec-inv.html)
*   [How do I make an existing invoice recurring?](/kw/books/kb/invoices/invoice-recurring.html)
*   [How are recurring invoices sent to the customer?](/kw/books/kb/invoices/recurring-invoice-automatic.html)
*   [How do I stop a recurring invoice from being generated further?](/kw/books/kb/invoices/stop-rec-inv.html)
*   [How can I resume my recurring invoice which has been stopped?](/kw/books/kb/invoices/resume-rec-inv.html)
*   [How do I sort recurring invoices?](/kw/books/kb/invoices/sort-recurring-invoice.html)