## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/om/billing/llms.txt

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

# Other Actions for Invoice

There are a host of actions that you can perform upon an invoice in Zoho Billing.

### Print Invoice

To print an invoice in Zoho Billing:

*   Go to **Sales** > **Invoices** and select that which you want to print.
    
*   Click the **PDF/Print** dropdown and select Print.
    
*   Check the invoice preview and click **Print**.
    
    ![Print Invoice](/billing/images/help/images/invoice/manage-invoices/invoice-print.png)

* * *

### Additional Charges

In Zoho Billing, you have the option to add two additional charges:

*   Shipping Charges
*   Adjustment

To configure these charges:

*   Go to **Settings** > **Preferences** > **General**.
*   Scroll down to **Select additional charges you’ll like to add**.
*   Mark the box **Shipping Charges** and **Adjustments** as per your requirement.
*   Click **Save** at the bottom of the page.

Now, you will find these fields in the transactions below the item table.

**Note:** Shipping Charges and Adjustments won't be displayed in Retainer Invoices and Payments Received.

* * *

### Discounts

Discounts can be applied on two levels in Zoho Billing:

*   **Item level** - Discount is applied individually on each item in a transaction.
*   **Invoice level** - Discount is applied on the total amount of the invoice.

To configure the discount preferences in Zoho Billing:

*   Go to **Settings** > **Preferences** > **General**.
*   Scroll down to the **Do you give discounts?** section.
*   Select **At line item level** for item level discounts or **At invoice level** for invoice level discount.
*   Select **I don’t give discounts** if you don’t wish to give discounts in any of your transactions.
*   Click **Save** at the bottom of the page.

* * *

### Clone Invoice

If you want to create an invoice with the same details as an existing one, you can choose to clone it rather than create a new invoice. Here’s how:

*   Go to **Sales** > **Invoices** and select the invoice to clone.
*   Click **•••** and select **Clone**.
    *   Make necessary changes in the **New InvoiceAttach billing/images to Invoice"/manage-invoices invoice-attachments** to create a new cloned invoice.

* * *

### Attach Files To Invoice

You can attach up to 5 files of 5MB each to an invoice. To attach files to an invoice:

*   Go to **Sales** > **Invoices** and select the invoice for which you want to attach the file(s).
    
*   Click **Attach File(s)** on the top right corner of the page.
    
*   Select your upload option.
    
    ![Attach Files to Invoice](/billing/images/help/images/invoice/manage-invoices/invoice-attachments.png)

**Upload options**

**Description**

Drag & Drop

Upload files from your device.

Cloud

Upload files from your cloud account.

Documents

Upload files from documents saved in your Zoho Billing account.

You can **Download**, **Delete** or **Remove** the files by clicking the options below the uploaded files.

**Note:** If you \*\*Delete\*\* a file, it will be permanently deleted from your account. If you \*\*Remove\*\* a file, it will be removed from the transaction but will still be present in your documents tab.

* * *

### Void Invoice

Once you void an invoice, it will not reflect on any of your sales transactions or reports. To void an invoice:

*   Go to **Sales** > **Invoices** and select the invoice to void.
    
*   Click on **•••** and select **Void**.
    
*   Enter a reason and click **Void it**.
    
    ![Void Invoice](/billing/images/help/images/invoice/manage-invoices/invoice-void.png)

In case you want to make the invoice valid again, you can mark it as active. This is a better alternative to deleting an invoice permanently, letting you retain any information in the invoice.

To make an invoice active:

*   Go to **Sales** > **Invoices** and select the invoice which is in the Void status.
*   Click **Convert to Draft**.
*   Enter a reason and click **Convert to Draft**.

* * *

### Write Off Invoice

When your customer doesn’t pay you for an invoice and all attempts at making them pay has failed, you can write it off. The amount of the invoice that you write-off will reflect on the **Bad Debt** account in the **reports**.

To write-off an invoice:

*   Go to **Sales** > **Invoices**.
    
*   Select the invoice you want to write off.
    
*   Click **Record Payment > Write Off**.
    
    ![Write Off Invoice](/billing/images/help/images/invoice/manage-invoices/invoice-write-off.png)
*   Enter the **Reason** for the write off.
    
*   Click **Write it off**.
    

If you want to revert the write off, click the **Cancel Write Off** button in the top right corner of the page.

* * *

### Export Invoices

You can export all your invoices to your system in CSV, XLS, or XLSX formats. Here’s how:

*   Go to **Sales** > **Invoices**.
    
*   Click the **Hamburger** icon in the top right corner of the page.
    
*   Select **Export Invoices**.
    
    ![Export Invoices](/billing/images/help/images/invoice/manage-invoices/invoice-export-dropdown.png)

Fill in the following fields:

**Fields**

**Description**

Select Status

By default, all invoices will be exported. If you want to export invoices based on their status, you can select the status here.

Date Range

Select a **From** and **To** date between which you want to export the invoices. This will filter all Invoice with the invoice date in between the from and to dates.

Fields in Export File

 If you want to export only certain fields, you can select a template under **Fields in Export File**. If you don’t have an export template, you can create a new template by clicking **\+ Add New**.

Export As

Select the format of your export

Personally Identifyable Information (PII)

If you want to export the PII along with the export file, mark the **Include Sensitive Personally Identifiable Information (PII) while exporting** option. The PII fields such as your customer’s address, email address, phone number, bank account number, and any sensitive custom field will be included in the export file.

Password

Enter a password to secure your export file.

*   Click **Export**.
    
    ![Export Invoices Popup](/billing/images/help/images/invoice/manage-invoices/invoice-export-popup.png)

* * *

Was this document helpful?

![](/billing/images/ue-resources/common/thumbs.svg) Yes

![](/billing/images/ue-resources/common/thumbs.svg) No

Was this document helpful?

Enter your comments or feedback on this page

Enter your email address

![](#) Refresh

Type the characters you see in the image above

By clicking Submit, you agree to our [Privacy Policy](https://www.zoho.com/privacy.html) .

Submit Cancel

            Submit

         Submit

![](/billing/images/ue-resources/common/smiley.svg)

Thank you for your feedback!