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How Can We Change Its Name In Zoho Invoice?

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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.

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How do I check if my client has viewed the invoice that I’ve sent him?

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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 client viewed estimates and invoices can be filtered for separate viewing,

  • Go to the estimate or invoice tab under Sales on the home page of Zoho Invoice.
  • Click on the drop down next to All estimates or All Invoices on the top left hand corner, and select Client-viewed.
  • You can now see only the estimates/invoices viewed by the client.

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Alternatively, you can simply click on the particular estimate or invoice and check if it has been viewed by the client. A tiny eye icon on the right corner of the estimate/invoice page accompanying the words Viewed suggests that the client has viewed it.

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How do I turn off/on auto generation of invoice numbers

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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 by going to a created invoice and clicking on ‘Edit’. For imported invoices, we provide an option to enable or disable auto generation before the upload..

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Zoho invoicing software- Dashboard

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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.

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Total Receivables

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The Total Receivables section displays how much money your customers owe you. This section is divided into two parts:

  • Current: The amount that you are yet to receive for invoices that have not crossed the payment due date.
  • Overdue: The amount you are yet to receive for invoices that have crossed the due date.

Clicking these numbers will redirect you to the Aging Details report.

The Aging Details report, typically reports the total receivables that are currently due, as well as receivables that are past due.

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Sales and Expenses

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The Sales and Expenses section displays the Total Sales, Total Receipts and Total Expenses of your organization.

  • Total Sales: Displays the total sales done till date for the current year. This Sales, includes the total invoice value i.e. it is inclusive of taxes and credits received from the customer. Clicking this will take you to the Sales by Customer report.
  • Total Receipts: Displays the amount received from your customers. Clicking this will take you to the Payment Received report.
  • Total Expenses: Displays all the costs your business incurred through its operations. Clicking this will redirect you to the Expense Details report.

Read More

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Projects

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The Projects section displays the following information:

  • Project Name
  • Client Name
  • Number of unbilled hours
  • Number of unbilled expenses

Clicking on any one of the projects listed here, will redirect you to the Project Details page in the Timesheet module.

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Your Top Expenses

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This section displays your top expenses across different categories in the form of a pie chart. This pie chart is auto-generated, based on the Expense by Category report of your organization.

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Sales, Receipts, and Dues

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This section displays your organization’s sales, receipts, and dues for different time periods.

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Can I move invoices from one organization to another, if they are under the same account?

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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.

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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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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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