How do I change the primary email address that is used to access my Zoho Invoice account? To change your primary email address, kindly follow the below mentioned steps: Log into accounts.zoho.com Select My Profile Info and click on the Email Preferences tab. Click on...
Can I use Zoho Invoice for free? Yes, you can! Zoho Invoice is forever-free invoicing software that helps small businesses manage their invoices and collect payments effortlessly. It’s packed with features that are essential for taking care of all your billing needs....
creating a recurring invoice A Recurring Invoice can be created either from : Recurring Invoices module Invoices module To create a recurring invoice : Go to the Recurring Invoices module. Click ”+” icon and proceed to create a recurring...
Different options to create and send recurring invoices Follow these steps to customize how and when recurring invoices are sent out. Click on the gear icon on the top right corner and select Preferences from the drop down. Now click on Recurring Invoices, here you...
How can I view CRM contacts under the customers section in Zoho Invoice? You can view the contacts imported from Zoho CRM into Zoho Invoice by opening the customers tab and selecting CRM Customers from the drop down arrow above the customers list. Doing so, filters...
How do I create a new transaction for a customer? You can create transactions for a customer by following these steps. After creating the customer, click on New Transaction under the Customer Details Page to start a new transaction. Select from the list of options...
