An invoice is a document you give to your customer on the sale of goods or services. It is a record of goods or services sold and implies that the customer owes you money for the same. A payment term can be set within which the customer is required to pay the amount. Let’s look at Charles, who runs a Gardening Service firm to understand invoices better.
Scenario: Charles receives orders to provide gardening services. He does gardening on his customer’s property and creates an invoice for the services including the additional costs incurred for manure. He sends the invoice mentioning payment due date before which they have to make the payment. His customer views the invoice through the client portal and makes the payment immediately.
Similarly, you can create invoices for the goods or services that you sell to your customers. You can create an invoice afresh or convert an already issued estimate to an invoice. The following diagram will help you understand the life cycle of an invoice in Zoho Invoice.
Life Cycle of an Invoice
Create & Send Invoices
Creating a New Invoice Bill your customers by creating an invoice. Here’s a quick guide to create a new invoice.
Creating an Invoice from a Project Do you run projects for your customers in Zoho Invoice? Learn how to bill your customers from the project you work on.
Payments Received View a list of payments received for invoices sent to customers.
Recording Payments Manually Have a customer who prefers making payments through cash? Learn how to record these offline payments.
Managing your Invoice
Editing your Invoice If you need to make changes to the billing information provided in the invoice, use the edit option.
Attaching Files to your Invoice Attach bills, documents, sample files, product photos or any attachment that you need to provide your customers on your invoice.
Download, Print and Delete your Invoice In Zoho Invoice, you can download invoices as PDF, print and delete them.
Convert your Invoice into a Recurring Invoice Need to bill your customers on a regular interval for the same amount of product or service? Convert your invoice into a recurring invoice.
Create Credit Note Create a credit note to record the amount owed to customers in case of goods being returned, damaged or a service that was billed in advance but not rendered.
Cloning your Invoice Create a duplicate of the invoice you had created previously in Zoho Invoice.
Write-Off or Making your Invoice Void Write-off an unpaid invoice and close it. Void an already sent invoice, and create another without changing the numbering order.
Customizing your Invoice
Adding Custom Fields Need for extra fields on your invoice can arise depending on your business model. In Zoho Invoice, you can add extra fields to your invoice to provide information to your customers.
Organization & Customer’s Address Formats Address formats differ with individuals and companies. Here you will learn about changing the address formats as per your choice.
- Custom Views
Custom Views are specific filters to list your credit notes based on your criteria.