Zoho invoicing software- Dashboard
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...
Can I move invoices from one organization to another, if they are under the same account?
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.facebooktwitterlinkedininstagram
How to send all my invoices at one go?
Go to the Invoices module on the left sidebar. Select all the invoices by clicking the box next to the Date column. Read More Click the envelope icon on the top to send all the invoices at once. facebooktwitterlinkedininstagram
How do I record partial payment against an invoice?
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...
I want to provide discounts at invoice level. Can I?
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...
How do I record transaction in Zoho Invoice?
A client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Invoice?Click on Payments Received module on the left panel of Zoho Invoice and select + New.Select the customer from the drop-down and enter the...
How can I associate a sales person with a particular invoice?
Here discuss about that how we associate sales person with a particular invoiceEnable 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...
How do I customize my invoice?
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...
How do I mark a draft as a sent invoice?
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...
Who is a sales person? How can I track sales made by a sales person?
Who is a sales person?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...
