How do I create an invoice?

To create an invoice:

  • Go to the Sales module on the left sidebar.
  • Select Invoices.
  • Click the + icon or the + New button on the top right corner of the page.
  • Fill in details such as Customer Name, Invoice Date, Item Details and so on.
  • Click Save.

Learn more about Creating an Invoice.

  1. You need to select the VAT Treatment of your customer if it has not been selected while creating the contact.
  2. Fields in red are mandatory, others are optional.

Creating New Invoice
Creating New Invoice
Creating New Invoice

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial


VAT ready accounting
software for small