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...
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...
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...
Access Free Invoicing Software 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...
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...
