About
In this online training program, we will walk you through the product, covering each module with a concept explanation, demonstration, best practices, hands-on exercises, and Q&A session.
Who can attend?
Business owners, freelancers, consultants, and finance managers.
Day One - 3 Hours
Module 1:
Introduction
- Introduction to Zoho Invoice
- Creating the organization
- General settings
- Setting up taxes
- Contacts, items, and price list
Module 2:
Day-to-day transactions
- Sales transactions
- Payments and refunds
- Recurring transactions
Module 3:
Time-based invoicing
- Projects
- Timesheets
- Zoho Projects integration
Module 4:
Reports
- Business overview
- Report customization
- Tax reports
- Activity reports
Day Two - 3 Hours
Module 5:
Customization
- Custom fields
- Custom buttons
- Custom view
- Validation rules
- Web tabs
Module 6:
Automation
- Reminders
- Workflow rules
- Custom functions, email alerts, and webhooks
Module 7:
Integrations
- Zoho CRM
- Zoho People
- Zoho Desk
Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.