How can i duplicate the details of an existing project onto a new one?
Project duplication can be done by cloning a project in Zoho Invoice, and this will create a new project retaining the same tasks,users, billing method and customer details from an existing project. The new project can be edited after creation to change some of the...
When do I mark an expense as billable?
When your company incurs operational expenses while selling a product/service to your customers(For example, Shipping Costs), it is marked as billable. This is done so that the company could bill the customer and get it reimbursed.Can I add a new category if needed?To...
Where do I print the Customer Statement report?
A Customer Statement Report is a report that has a consolidated list of all the transactions carried out for a customer. To print the customer statement report: Click on the Contacts tab on the left sidebar. Select the contact for whom you wish to generate and print...
Does Zoho Invoice support barcode scanning? If yes, how does it work?
Yes, Zoho Invoice supports barcode scanning in the web app, as well as the Android mobile app. Here is how it works in the web app: Prerequisite: You have to key in the bar code of the item as the SKU of said item in Zoho Invoice. Open any transaction (that involves...
Is it possible to sync my CRM products in Zoho Invoice?
Yes, Zoho CRM-Zoho Invoice integration supports two way product sync. Navigate to Gear icon > Integrations > Zoho Apps. From the Zoho CRM app listing, select Show Details. Under Enable modules to be synced, you will find the Contacts and Item configuration....
When I export my invoices as PDF, my items are not shown. Why is that?
If you’re using foreign characters (such as Chinese, for example) on your invoice, you need to make sure the template you’re using in Zoho Invoice for this transaction, supports these characters. This will ensure that these characters are supported when the invoice is...
Will tax be calculated for each item when I invoice my customer?
When you create an invoice with multiple items, the total tax liable is calculated on the final invoice amount and displayed at the bottom. The tax amount is split up with respect to the different tax groups the invoice items fall under, rather than the tax calculated...
A unified platform for all your back office needs.
From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all of your back office operations. Zoho Finance Plus is a unified platform for all your back office needs. Everything you need to manage your operations and...
How do I invoice my customers in foreign currencies?
In Zoho Invoice, item prices will always be saved in the base currency. To invoice a customer in a foreign currency, you’ll have to associate that currency with the customer. This will be reflected when you create an invoice for that particular customer and the item...
How can I record this discount in Zoho Invoice?
Let us consider an example where you create an invoice on 20th July. You mention in the Customer Notes section that if the customer pays before 25th July, he/she gets a discount of 10% on the invoice amount i.e. if the invoice amount is $100, the customer gets a...
