Sales

Create Estimates

2:34

Negotiate with your customers about the price of the services or products that you're selling them, by creating an estimate. Once the customer accepts the estimate, you can convert it to an invoice. Watch this video to know how this can be done in Zoho Books.

Create Retainer Invoices

2:45

Kick start your sales by accepting down payments from customers. In this video, learn how to create a retainer invoice in Zoho Books to record advance payments, and later apply them to customer's invoices.

Create Sales Orders

4:12

Seal the deal with your customer by sending them a sales order to confirm the sale. Take a look at this video to learn how you can create a sales order. You will also learn how to create custom statuses to represent the different stages of your order.

Create Invoices

4:12

Streamline your sales process by creating and sending invoices to customers in Zoho Books. Watch this video to know how to create an invoice, and record both online and offline payments.

Create Recurring Invoices

4:45

Want to invoice your customers at regular intervals? Create a recurring invoice profile to auto-send invoices to your customers. This video explains how you can create a recurring invoice, and charge your customers automatically.

Payment Reminders for Invoices

1:10

Sending payment reminders to your customers can increase the chances of getting paid faster. In Zoho Books, you can set up automatic payment reminders for invoices based on the due date. Watch this video to learn how.

Create Credit Notes

2:11

Credit notes keep a tab on the debts that you owe your customers. This video explains how you can create a credit note in Zoho Books, apply them to customer's existing invoices or refund the amount.

Custom Fields for Invoices

1:09

Add more information to your invoices by creating custom fields in Zoho Books. This video will guide you on adding more fields to invoices to capture business specific information.