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Other Actions for Invoice

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

Edit Invoice

To change details of an existing invoice:

Go to Sales > Invoices and select the invoice whose details you want to edit.
Click the Edit icon.
Make the necessary changes and click Save.

Edit Invoice

Send Invoice to Customer

Usually, when you create an invoice, you would have saved it as a draft or sent it to your customer right away.

If you have saved it as a draft, you can send it to your customer manually. Here’s how:

Go to Sales > Invoices and select the invoice you want to send.
Click the Mail / SMS dropdown and select the way in which you want to send the invoice to the customer.
Go through the template and click Send.

Mark as Sent

Mark Invoice as Sent

You can manually mark an invoice as sent. This allows you to record payments for the invoice. To mark an invoice as sent:

Go to Sales > Invoices.
Select the invoice which is in the Draft status that you want to mark as sent.
Select Mark as Sent.

Mark as Sent

If you have enabled Client Portal for the customer, they can view the invoice in their portal and perform actions.

You can generate a link for an invoice in Zoho Books and share it with your customers. Using this link, your customer can view and/or pay for that invoice.

To generate and share an invoice link:

Go to Sales > Invoices.
Select the invoice for which you want to share the link.
Click Share.

Note: Only invoices with the Sent status can be shared.

You can generate the link for Public or Private & Secure access.

If you have selected Public, click Generate Link.
Copy the link URL and share it with your customer.

If you have selected Private & Secure, your customer can view the invoice from their Client Portal.

Print Invoice

To print an invoice in Zoho Books:

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.

Additional Charges

In Zoho books, 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 Books:

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 Books:

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 Invoice page.
Click Save 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.

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 Books 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.

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.

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

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.