## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/za/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Invoices

### Invoice Creation

*   [What is the life cycle of an invoice in Zoho Books?](/za/books/kb/invoices/invoice-life-cycle.html)
*   [What are the various ways to create an invoice?](/za/books/kb/invoices/ways-to-create-invoice.html)
*   [Can I include multiple expenses in an invoice?](/za/books/kb/invoices/multiple-expenses-invoice.html)
*   [How can I convert a quote into an invoice?](/za/books/kb/invoices/quote-invoice-convert.html)
*   [Who is a sales person? How can I track sales made by a sales person?](/za/books/kb/invoices/sales-person.html)
*   [How can I associate a sales person with a particular invoice?](/za/books/kb/invoices/asocciate-sales-person.html)
*   [How do I mark a draft as a sent invoice?](/za/books/kb/invoices/draft-sent-invoice.html)
*   [How do I monitor the status of my quotes/invoices?](/za/books/kb/invoices/quotes-invoices-status.html)
*   [Can I create invoices for the projects in my Zoho Projects account?](/za/books/kb/invoices/import-projects-invoice.html)
*   [How do I turn off/on auto generation of invoice numbers?](/za/books/kb/invoices/auto-generation.html)
*   [How can I change the email address in Zoho Books from which invoices are sent to my clients?](/za/books/kb/invoices/new-mail-address.html)
*   [How do I resend a verification email to associate an email ID to an organization?](/za/books/kb/invoices/resend-verification-email.html)
*   [How do I check if my customer has viewed an invoice?](/za/books/kb/invoices/client-viewed-transactions.html)
*   [How do I customize my invoice template?](/za/books/kb/invoices/inv-customize.html)
*   [Is it possible to move invoices from one organization to another, if they are under the same account?](/za/books/kb/invoices/move-invoices.html)
*   [I want to provide discounts at invoice level. Can I?](/za/books/kb/invoices/invoice-discounts.html)
*   [I give a discount of 10% on the Invoice Amount if my customers pay within a particular date. How can I record this discount in Zoho Books?](/za/books/kb/invoices/discounting-invoice.html)
*   [A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?](/za/books/kb/invoices/downpayment-invoice.html)
*   [How do I invoice my customers in foreign currencies?](/za/books/kb/invoices/invoice-in-multiple-currencies.html)
*   [How do I record partial payment against an invoice?](/za/books/kb/invoices/record-partial-payment.html)
*   [My customer has made an offline payment for an invoice. How do I record this?](/za/books/kb/invoices/record-offline-payments.html)
*   [Can I track the notification emails sent to my customers?](/za/books/kb/invoices/email-insights.html)
*   [Can I create an invoice for the services I provide?](/za/books/kb/invoices/service-invoice.html)
*   [How do I add my organisation’s address to the invoice PDF?](/za/books/kb/invoices/org-address.html)
*   [How do I customise the invoice notification email template?](/za/books/kb/invoices/invoice-email-template.html)
*   [How do I enable/disable the columns in the item table?](/za/books/kb/invoices/item-table.html)
*   [How do I add new fields to invoices for specifying additional information?](/books/kb/invoices/invoice-additional-fields.html)

### Recurring Invoice

*   [How do I create a recurring invoice? How do I make an existing invoice recurring?](/za/books/kb/invoices/invoice-recurring.html)
*   [How do I make sure that recurring invoices are sent out to the customer automatically?](/za/books/kb/invoices/recurring-invoice-automatic.html)
*   [How can I add a date to the description field while sending a recurring invoice?](/za/books/kb/invoices/add-date-recurring-invoice.html)
*   [How do I sort recurring invoices?](/za/books/kb/invoices/sort-recurring-invoice.html)
*   [I have associated a customer’s card to a recurring invoice. How do I update it with a new card or delete it?](/za/books/kb/invoices/update-delete-card.html)
*   [How do I change the payment gateway that is associated with a recurring invoice?](/za/books/kb/invoices/change-payment-gateway.html)

### Other Actions

*   [How can I include a QR code in the invoices I send to my customers?](/za/books/kb/invoices/qr-code.html)
*   [How do I clone an invoice?](/za/books/kb/invoices/invoice-clone.html)
*   [What are the various ways in which I can sort my invoices?](/za/books/kb/invoices/sort-invoices.html)
*   [How do I generate a delivery note in Zoho Books?](/za/books/kb/invoices/print-delivery-note.html)
*   [How do I monitor the status of my quotes/invoices?](/za/books/kb/invoices/quotes-invoices-status.html)
*   [How do I import/export invoices?](/za/books/kb/invoices/inv-impexp.html)
*   [How do I add more details to my organization address like VAT number, TIN number and other fields?](/za/books/kb/invoices/more-details-organization-address.html)
*   [How many files can I attach to each invoice?](/za/books/kb/invoices/multiple-attachments.html)
*   [How to avoid payment intimation emails landing into spam?](/za/books/kb/invoices/prevents-intimation-emails-spam.html)
*   [How do I create a proforma invoice in Zoho Books?](/za/books/kb/invoices/proforma-invoice.html)
*   [How do I create a debit note for my customer when there is an increase in the rate?](/za/books/kb/invoices/raise-debit-note-for-customer.html)
*   [How do I create credit note for post-sale discount?](/books/kb/invoices/raise-credit-note-for-post-sale-discount.html)
*   [How do I transfer one customer’s invoice balance to another customer?](/za/books/kb/invoices/transfer-invoice-balance.html)
*   [A customer has made payment for an invoice via a check. The bank will clear the check within a specific period of time. How do I record this payment?](/books/kb/invoices/record-payments-made-via-cheque.html)
*   [How do I apply a customer’s advance to a different customer’s invoice?](/books/kb/invoices/transfer-customer-advance.html)
*   [I need to void an invoice. Is there a way to also delink the associated sales order while voiding it?](/books/kb/invoices/void-invoice-delink-sales-order.html)
*   [The customer has made an advance payment, but my employee recorded it against an invoice. What should I do to correct this?](/om/books/kb/invoices/disassociate-credit-applied-to-invoice.html)

* * *