Credits represent the money that you owe your customer, and this can be tracked in the form of a credit note until it is paid off. The most common scenario where you might need a credit note is when certain goods that you supply are returned by the customer. This...
You can change your Zoho Invoice mail address by following these steps, Click the Gear icon on the top right corner and select Organization Profile. Click Configure Emails under Primary Contact and click + Add Additional Contact. Enter the name and the email address...
If you’ve enabled the client portal for your business in Zoho Invoice and configured it for your customers, they can view their transactions with you by logging into the portal. This includes viewing and accepting/declining estimates as well as viewing invoices. The...
To turn on/off auto generation of invoice numbers, click on the tiny settings button right next to the field ‘Invoice number’. Here you can choose to either enable or disable auto generation. This can be done while converting an estimate into an invoice, or later on...
Dashboard is the first thing you’ll see when you log into your Zoho Invoicing account. The dashboard gives you a clear picture of your company’s finances, how much you have to receive and how much you have expended and more details. Total Receivables The Total...
No, it is not possible. You will have to manually export the data out of one organization in a CSV file and use that to import into another organization. Click here to know more about the steps to import and export data. Access Free Invoicing Software What exactly do...
