Category Archives: FinancePlus

How to send all my invoices at one go?

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  • Go to the Invoices module on the left sidebar.
  • Select all the invoices by clicking the box next to the Date column.
  •  Read More

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  • Click the envelope icon on the top to send all the invoices at once.

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How do I record partial payment against an invoice?

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Here we discuss how do we record partial payment against an invoice. Recording partial payments against an invoice can be done in two ways: When you manually record payments for your invoices, and when customers pay for their invoices through an online payment gateway.

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When you manually record payment for your invoices

  • Click on the Record Payment button present on the top of your chosen invoice.
  • Enter the amount for which you wish to record against the invoice, and click on the Record Payment button. This will change the status of the invoice to Partially Paid.
  • When you revisit the invoice and record the balance payment, the status of the invoice will get changed to Paid.

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When customers pay for their invoices through an online payment gateway

    • Make sure Allow customer to make partial payments for this invoice option is selected for that particular invoice on the invoice creation page. Only then it’s possible to receive partial payments for that invoice via online.
    • Your customer can then click on the Pay Now button to pay. This will change the status of the invoice to Partially Paid.
    • Paying the balance amount will change the status of the invoice to Paid.

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Know More…

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I want to provide discounts at invoice level. Can I?

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Yes you certainly can,

  • Just click on the gear icon on the top right corner and select Preferences.
  • Select General and scroll down. Here you can find a section titled Do you give discounts?
  • Now, you can choose to avoid discounts, give one at invoice level or even at individual item level by checking the respective option.
  • You can also choose to apply the discount before or after tax from the drop down.

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Also remember to enable a field to display discounts on your invoices. To do this,

 

  • Click on the gear icon –> Templates –> Invoices –> Edit.
  • Tap the ‘Item Table’ tab on the left pane and check the box for Discount .
  • Click on the Save button to save the changes.

Read more..

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How do I record transaction in Zoho Invoice?

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A client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Invoice?

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Click on Payments Received module on the left panel of Zoho Invoice and select + New.

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Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for this customer.

[/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/Unused-credits2.jpg” alt=”Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for customer.” title_text=”Unused-credits2″ _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/Invoicing-made-easy-with-Zoho-Invoice.png” alt=”Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for customer.” title_text=”Invoicing made easy, with Zoho Invoice” url=”https://go.zoho.com/KwD” _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”]

If an invoice has already been created, you can also enter the amount under Payment against the invoice.

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These Unused Credits can be used for multiple transactions, based on available credits.

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How can I associate a sales person with a particular invoice?

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[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/Invoicing-made-easy-with-Zoho-Invoice.png” alt=”How can I associate a sales person with a particular invoice” title_text=”Invoicing made easy, with Zoho Invoice” 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_text _builder_version=”4.9.3″ _module_preset=”default”]

Here discuss about that how we associate sales person with a particular invoice

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Enable sales person field from Preferences

  • Click the Settings(gear) icon on the top right corner and select Preferences.
  • Go to General and select the box next to I want to add a field for salesperson.
  • Hit the Save button at the bottom of the page to save these changes.
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  • Now, go to the specific invoice and scroll to the ‘Sales person’ field.
  • Select an existing sales person from the drop-down to associate him/her with the invoice.
[/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/asocciate-salesperson.png” alt=”associate sales person” title_text=”asocciate-salesperson” _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/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”associate sales person” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/HzZ” 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_text _builder_version=”4.9.3″ _module_preset=”default”]
  • You may also create a new entity if a new sales person is going to be handling that transaction. To do so, click on Manage Sales Persons.
  • In the pop-up that follows, click on + New Salesperson, enter the name of the person, and select the Save and Select button.
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  • You can also disable or delete existing sales persons from here.
  • Therefore, the new name you enter will be stored under the ‘Sales person’ drop-down whenever you create a new invoice.
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How do I customize my invoice?

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  • Go to Settings > Templates and select the Invoices tab.
  • You can edit the predefined invoice templates by clicking on the Edit button that appears when you hover over them.
  • You can also create a new invoice template by selecting the +New button on the New Template box.
  • Know More

[/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 do I customize my invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” _builder_version=”4.9.3″ _module_preset=”default” min_height=”134px” custom_padding=”0px|||||”][/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_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/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How do I customize my invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/KwD” _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_post_slider posts_number=”10″ _builder_version=”4.9.10″ _module_preset=”default” hover_enabled=”0″ use_text_overlay=”on” bg_overlay_color=”#0C71C3″ text_overlay_color=”RGBA(0,0,0,0)” sticky_enabled=”0″][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column _builder_version=”4.9.10″ _module_preset=”default” type=”4_4″][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][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 mark a draft as a sent invoice?

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Once you send a drafted invoice through Zoho Invoice, its status is automatically changes to ‘Sent’. Alternatively, you can manually change its delivery status by following these steps,

  • Click on the Invoices tab on the left pane.
  • Select an invoice which is in Draft status.
  • Click on the More drop down on the top and choose Mark as Sent.
  • The status of this invoice will now change to Sent. Know More

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Who is a sales person? How can I track sales made by a sales person?

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Who is a sales person?

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A sales person refers to the person assigned to that particular invoice, and will represent you in all the transactions that take place with that particular customer. When you generate reports to review your overall business for a particular period of time, you can choose to view the sales break up according to how many sales each person has carried out, which could be useful while deciding incentives and bonuses.

This can be done by going to the Reports tab at the bottom of the Zoho Invoice page, and selecting Sales > Sales by Sales Person.

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Click on the sales person to drill-down and view the details of the invoices associated with them.

Read more..

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Exploring Zoho Invoice

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Zoho Invoice is an easy to use invoicing platform where you can send invoices to your customers and collect payments.

We’ve focussed on keeping things simple yet packed with everything you would need to stay focussed on growing your business. We give you carefully designed invoices, remind you to collect payments, track the time you spend on projects and help you keep a record of expenses.

You don’t have to worry about crunching numbers to figure your sales is doing, we do it for you. Let’s get started and see how you can make the most of Zoho Invoice, shall we?

Before You Get Started

There are a few things that you need before you get started with Zoho Invoice. If you’re reading this, you probably have it all. Anyway, you would need:

  • a device – computer / laptop / mobile phone / tablet;
  • a stable internet connection; and
  • a browser or the Zoho Invoice mobile app in your mobile device.

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Browser Support

Zoho Invoice supports the latest version of the following browsers:

  • Chrome
  • Firefox
  • Safari
  • Edge

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Signing Up

Since you have all that you need to start using Zoho Invoice, let’s go to www.zoho.com/invoice. Signing up in Zoho Invoice is as simple as creating an email account. To sign up:

  • Click the SIGN UP FOR FREE button in the Zoho Invoice Home page.
  • Enter your Company Name, your email address and a secure password.
  • Select your business location and click the CREATE ACCOUNT button.

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Setting Up your Organization

In this page, you need to enter the basic information about your business to set up your organization in Zoho Invoice.

  • Enter your Organization Name and a Portal Name.
  • Select your Business Location and enter your business address.
  • Select the appropriate Currency and the Language.
  • Select a Time Zone.
  • Click the Upload your logo button to upload your business’s logo. This logo will be displayed in the transactions you create.
  • Click Save.

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Signing In

If you’ve already signed up in Zoho Invoice, you can directly sign in to Zoho Invoice using your email address. To sign in:

  • Click SIGN IN in the top-right corner of the window.
  • Enter your email address and your password.
  • Click Sign In.
  • If you’ve configured the TFA (Two Factor Authtication), enter the OTP (One Time Password) that is sent to your mobile phone and click Verify Code.
  • If you’ve not configured the TFA, click the Manage TFA button to configure TFA. Learn more.

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Get to know Zoho Invoice

Let’s take a look at where we’ve placed things in Zoho Invoice home so that you can navigate without a fuss.

Dashboard – Gives you an overview of your company’s sales and expenses; top projects; due receivables, and a lot more. To know more about various sections of the dashboard, click here.

Sidebar – Allows you to switch between different modules of the product easily. You can raise estimates, invoices, record expenses directly from these modules.

Quick Create – Enables you to instantly create any transaction from any page with a single click.

Gear Icon – Lets you access the application settings to configure and customize it for your business.

Help Icon – Gives you quick access to help documentation or our Support team.

Notifications – Notifies you on what’s happening in the application, your client portal and also updates you on the new features that has been added to the product.

Organization – Allows you to manage/switch between multiple Zoho Invoice organizations.

Recent History – View and go to the recently visited transactions or contacts.

 

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We’ve designed the module home page to make it very easy for you to create transactions, filter them, navigate to module settings and perform other functions.

Page Filters – Enables you to filter the list in the module based on a certain criteria, even based on your own criteria.

Creation Button – Helps you to create a transaction or contact or item depending on the module you’re in.

Hamburger Icon – Contains the options to sort the module based on created time, last modified time, date, invoice number etc., and options to import and export the data of the respective module. It also contains the option to go to the preferences and a link to the frequently asked questions of the respective module.

Action Buttons – Allows you to perform various actions on a transaction in the respective module.

Collapse Button – Allows you to collapse the sidebar providing more space to navigate within modules.

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Can I pull multiple expenses to an invoice?

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Yes, you can.

When you create an invoice, Zoho Invoice will prompt all the unbilled expenses associated with the contact (as shown in the image below).

You can choose to add the expenses to the invoice right there. You can select and add only the expenses you want to associate with that invoice, the remainder of the expenses will remain and will be similarly prompted the next time you select that particular contact to invoice.

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