How do I track my mileage?

Posted on June 30, 2021 by

In Zoho Invoice, you can track mileage using the following methods:

Distance traveled – Calculated from number of miles/kilometres traveled.
Odometer reading – Calculated from the Start Reading and End Reading.

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How do I record repayment for a loan?

Posted on June 30, 2021 by

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Record a loan repayment

Go to the Expense module from the left sidebar.
From the Category Name drop down, select +New Category.

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Enter the Category Name as Loan Repayment and add a description if necessary.

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Enter the amount you would be paying as a repayment.Add Tax from the drop down if applicable.
Add any reference number or notes if necessary.
Choose the contact from whom you obtained the loan from the Customer Name drop down.
Click Save to record the expense.

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How to calculate the mileage using the odometer reading?

Posted on June 30, 2021 by

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It’s really simple. All you have to do is enter the Start reading displayed on the odometer before beginning the trip and enter the End reading displayed on the odometer once you complete the trip.

Fill in the other fields and click Save to finish.

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How do I record employee reimbursements ?

Posted on June 30, 2021 by

To record an employee reimbursement, please follow the below steps.

Click on the gear icon on the top right corner and select Expense Category.
Click on the New Category button.
Enter the Category Name as Employee reimbursements and add a description if necessary.
Hit the Save button.
Now go to the Expense module and click on the + icon to raise an expense.
From Category drop down, select Employee reimbursements and fill in the other details.
Choose the contact to whom you wish to reimburse for, from the Customer Name drop down.
Click Save to record the expense.

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How do I create a new Mileage Expense?

Posted on June 30, 2021 by

You can create a mileage expense by following the instructions below:

Go to the Expenses module from the left side bar and tap on the Record Mileage tab.

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Enter the required information and if you wish to bill your customer for this expense, select the customer and mark it Billable.

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Once all the details have been filled, hit Save to record the expense.

Note: If you are creating a mileage expense for the first time, you will see a pop-up where you will be asked to set your mileage preferences. Enter the required details and hit Save to continue.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/set-mileage-preferences.png” _builder_version=”4.9.3″ _module_preset=”default” alt=”set-mileage-preferences” title_text=”set-mileage-preferences” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_post_slider _builder_version=”4.9.3″ _module_preset=”default” posts_number=”10″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” background_color=”#3b5998″ _builder_version=”4.9.3″ _module_preset=”default” follow_button=”off” url_new_window=”on” url=”https://www.facebook.com/zoho” hover_enabled=”0″ sticky_enabled=”0″]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” background_color=”#00aced” _builder_version=”4.9.3″ _module_preset=”default” follow_button=”off” url_new_window=”on” url=”https://www.twitter.com/zoho” hover_enabled=”0″ sticky_enabled=”0″]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” background_color=”#007bb6″ _builder_version=”4.9.3″ _module_preset=”default” follow_button=”off” url_new_window=”on” url=”https://www.linkedin.com/company/zoho” hover_enabled=”0″ sticky_enabled=”0″]linkedin[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

How do I add a new mileage rate?

Posted on June 30, 2021 by

To add a new mileage rate:

Click on the Gear icon and navigate to Preferences -> Expenses.
Enter the new mileage rate by filling the START DATE and MILEAGE RATE text fields under the Mileage Rates section.
Press Enter, and your new mileage rate will be added to the list of mileage rates.
Finally click on Save to finish.

Note: You can also add a new mileage rate by clicking the + Add Mileage Rate option at the bottom of the page.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][et_pb_post_slider posts_number=”10″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” hover_enabled=”0″ sticky_enabled=”0″][et_pb_social_media_follow_network social_network=”facebook” background_color=”#3b5998″ _builder_version=”4.9.3″ _module_preset=”default” follow_button=”off” url_new_window=”on” url=”https://www.facebook.com/zoho” hover_enabled=”0″ sticky_enabled=”0″]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” background_color=”#00aced” _builder_version=”4.9.3″ _module_preset=”default” follow_button=”off” url_new_window=”on” url=”https://www.twitter.com/zoho” hover_enabled=”0″ sticky_enabled=”0″]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” background_color=”#007bb6″ _builder_version=”4.9.3″ _module_preset=”default” follow_button=”off” url_new_window=”on” url=”https://www.linkedin.com/company/zoho” hover_enabled=”0″ sticky_enabled=”0″]linkedin[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

How Can We Change Its Name In Zoho Invoice?

Posted on June 30, 2021 by admin

[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]

We can change name in zoho invoice. You can edit the title from ‘Estimate’ to ‘Quote’ or vice-versa easily by performing the following steps:

Click on the Gear icon on the top right corner.
Navigate to Templates -> Estimates.
Choose the template and click on Edit.
Click on the Header option on the left pane.
Under Document Title , edit the Title field from Estimate to a text of your choice(Eg: Quote).
Click Save for the changes to take effect.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/template_change.png” alt=”How do I change its name in Zoho Invoice?” title_text=”template_change” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_post_slider posts_number=”4″ include_categories=”139″ bg_overlay_color=”#0C71C3″ _builder_version=”4.9.10″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

How can I add specific custom fields to my estimates?

Posted on June 30, 2021 by admin

[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

Steps to add custom fields to your estimates

Click on the Gear icon on the top right corner.
Navigate to Preferences -> Estimates.
Click on the Custom Fields tab and select + New Custom Field.
Now enter the necessary details and click on Save

How do we change the billing/shipping address in an estimate/invoice?

Posted on June 30, 2021 by admin

[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/estimate-change-address.gif” alt=”How do I change the billing” title_text=”estimate-change-address” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]

Billing/shipping address can be changed in these modules by,

Navigating to the module and select the estimate/invoice already created.
You can also create a new estimate/invoice and change the billing/shipping address after entering the customer name.
Click on the location notification in blue that appears below the customer name field.
Select the ‘edit’ icon present next to the shipping and billing address fields to enter the new address.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_post_slider posts_number=”5″ bg_overlay_color=”#0C71C3″ _builder_version=”4.9.10″ _module_preset=”default” background_color=”#0C71C3″][/et_pb_post_slider][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

How do I issue a refund for returned goods?

Posted on June 30, 2021 by

[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” min_height=”243.8px”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” min_height=”78px”]

You can issue a refund for returned goods by:

Directly initiating a refund for an Invoice; or
Creating a Credit Note.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” min_height=”98px”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” min_height=”9px”]

Directly initiating a refund for an Invoice

Whenever your customer returns your goods, you don’t necessarily have to create a Credit Note and apply it to the invoices that are created in the future. You can also record a refund for the return of goods. In order to do that, kindly follow the below mentioned steps:

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/credits/create-credit-note.gif” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”||0px|||”]

Go to the Invoices section on the left side bar.
Select the invoice for which you would like to record a refund.
Click on the More drop-down in the invoice and select the Create Credit Note option and hit the Save button on the following page.
A Credit Note will be created for the invoice amount.
Click on the More drop-down and select the Refund option.
Enter the amount and choose a payment method.
Click on the Save button to record the refund

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Creating a Credit Note

A refund for goods returned to you by the customer can be issued in the form of a Credit Note. You can create a Credit Note for the invoice you wish to refund and apply it to the invoices that are created in the future.

When a customer partially or fully returns the goods you’ve supplied to him,

Go to the Invoices section on the left sidebar and open the corresponding invoice that represents this transaction.
Click on More – Create Credit Note.
Under item details, specify the exact quantity that has been returned, and create the Credit Note.
You can apply this Create Note to the invoices that you create in the future.

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Category Archives: Invoices

How do I track my mileage?

How do I record repayment for a loan?

Record a loan repayment

How to calculate the mileage using the odometer reading?

How do I record employee reimbursements ?

How do I create a new Mileage Expense?

How do I add a new mileage rate?

How Can We Change Its Name In Zoho Invoice?

How can I add specific custom fields to my estimates?

Steps to add custom fields to your estimates

How do we change the billing/shipping address in an estimate/invoice?

Billing/shipping address can be changed in these modules by,

How do I issue a refund for returned goods?

Directly initiating a refund for an Invoice

Creating a Credit Note