Follow these steps to customize how and when recurring invoices are sent out. Click on the gear icon on the top right corner and select Preferences from the drop down. Now click on Recurring Invoices, here you can select how you want to handle recurring invoices,...
Zoho Books is cloud-based smart accounting software which takes care of all your accounting needs. To fully understand how Zoho Books works, go through modules below in the given order. Accessing Zoho Books To access Zoho Books, you’ll have to sign up for the free...
Remote work has been steadily on the rise over the past decade. Recent research by GetApp found that remote work nearly quadrupled over the past 10 years. With added impetus from the COVID-19 situation, remote work has become the new normal for many workers. This...
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....
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...