Access Free Invoicing Software 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....
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...
