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 any existing invoice:

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:

Send Invoice


Mark Invoice as Sent

You can manually mark an invoice as sent. Here’s how:

Mark as Sent

Note:   To record payment for invoices, it must first be marked as Sent.


Share Invoice Link

You can share an invoice which you have created in Zoho Books with your customers. All you have to do is generate a link for that invoice and send it to them. Using this link, your customer can view and/or pay for that invoice.

Here’s how you can do it:

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

Share Invoice Generate Link Private & Secure Link Client Portal

To take a print out of an invoice in Zoho Books:

Print Invoice


Discounts

Discounts can be applied on two levels in Zoho Books:

To configure the discount preferences in Zoho Books:

Discounts


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:

Clone Invoice


Attach Files To Invoice

You can attach up to 5 files for each invoice. The size limit for each file is 5 MB. To attach files to your invoice:

Attach Files To invoice

Upload options Description
Drag & Drop Upload files from your system.
Cloud Upload files from your cloud account.
Documents Upload files from documents saved in your Zoho Books account.

You can DownloadDelete or Remove the files by clicking the options below the uploaded files.

Note:

Attach Files To invoice


Void Invoice

What does voiding an invoice do?
It makes it no longer valid. The invoice won’t be reflected in any of your sales transactions or reports.

To void an invoice:

In case you want the invoice to be 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:

Void Invoice


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.

To write off an invoice:

Write Off Invoice 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.

Cancel Write Off

Note:
The amount on the invoice which has been written off will reflect in the Bad Debt account in Reports.


Export Invoices

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

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 it here.
Date Range Select a From and To date between which you want to export the invoices
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 one by clicking + Add New.
Export As Select the format of your export
Personally Identifyable Information (PII) If you have any PII that you are exporting, mark the box Include Sensitive Personally Identifiable Information (PII) while exporting.The PII fields include your customer’s address, email address, phone number, bank account number and any sensitive custom field.
Password Enter a password to secure your export.

Export Invoices


Next:
Troubleshooting >

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