Tag Archives: free invoice generator

How can we add a new tax?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/new-tax.gif” alt=”How do I add a new tax” title_text=”new-tax” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

Add a new tax

  • Go to Settings > Taxes and click on +New Tax.
  • Enter a tax name and provide a Rate(%) for your tax.
  • Check the Yes, this is a compound tax box to define it as a compound tax, if necessary.
  • Click on Save.

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How do we change the billing/shipping address in an estimate/invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/estimate-change-address.gif” alt=”How do I change the billing” title_text=”estimate-change-address” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]

Billing/shipping address can be changed in these modules by,

  • Navigating to the module and select the estimate/invoice already created.
  • You can also create a new estimate/invoice and change the billing/shipping address after entering the customer name.
  • Click on the location notification in blue that appears below the customer name field.
  • Select the ‘edit’ icon present next to the shipping and billing address fields to enter the new address.

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How do we check if our customer has viewed the estimate/invoice that we have sent them?

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Steps To check Estimate/invoice

 

To check if your customer has viewed the estimate/invoice you sent, you need to have client portal enabled for your customer.

Once your client views the estimate/invoice, an ‘eye’ icon will be shown next to the invoice/estimate denoting that the customer has viewed the estimate/invoice and will also be seen in the estimate/invoice window.

A history notification ‘Estimate viewed in portal’ or ‘Invoice Viewed in portal’ will also be available in the estimate/invoice window notifying you.

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You will also receive a notification when your customers view the estimates that you’ve sent them. To view the notification, click on the bell-shaped icon present on the top right corner of the page.

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Can accepted estimates be automatically converted to invoices?

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To automatically convert accepted estimates to invoices,

  • Navigate to Settings > Preferences > Estimates
  • Under the Automatically convert accepted Estimate to Invoice,
    • Check Yes, Save as Draft – Convert to invoice and save it in draft state.
    • Check Yes, Save and Send – Convert to invoice and send it to the customer directly.
  • Hit the Save button to save this action.                                                         Know more…

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How do I provide default customer notes, terms & conditions on my estimates? How do I retain these on the converted invoice?

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To set a default customer notes and terms & conditions for the estimates created

  • Navigate to Settings > Preferences > Estimates.
  • Fill the Terms & Conditions and Customer Notes boxes with the content you wish to have on all the estimates you create.
  • Click on the Save button.

 

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To transfer the content on the estimate for customer notes and terms & conditions to the converted invoice

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  • Navigate to Settings > Preferences > Estimates.
  • Under Select estimate fields that you’d like to keep the same on your invoices as well section, check on the Customer Notes and Terms & Condition boxes. This will retain the content on the invoices.

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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 record transaction in Zoho Invoice?

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A client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Invoice?

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Click on Payments Received module on the left panel of Zoho Invoice and select + New.

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Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for this customer.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Unused-credits2.jpg” alt=”Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for customer.” title_text=”Unused-credits2″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Invoicing-made-easy-with-Zoho-Invoice.png” alt=”Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for customer.” title_text=”Invoicing made easy, with Zoho Invoice” url=”https://go.zoho.com/KwD” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

If an invoice has already been created, you can also enter the amount under Payment against the invoice.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Unused-credits3.jpg” alt=”How do I record transaction in Zoho Invoice?” title_text=”Unused-credits3″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Unused-credits4.png” alt=”How do I record transaction in Zoho Invoice?” title_text=”Unused-credits4″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How do I record transaction in Zoho Invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/HzZ” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

These Unused Credits can be used for multiple transactions, based on available credits.

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Can I pull multiple expenses to an invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”invoice” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/HzZ” url_new_window=”on” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”||-25px|||” custom_padding=”32px||0px|15px||”]

Yes, you can.

When you create an invoice, Zoho Invoice will prompt all the unbilled expenses associated with the contact (as shown in the image below).

You can choose to add the expenses to the invoice right there. You can select and add only the expenses you want to associate with that invoice, the remainder of the expenses will remain and will be similarly prompted the next time you select that particular contact to invoice.

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How can I convert an estimate into an invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-24px||||false|false”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

To convert an estimate to an invoice, follow the below steps.

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  1. Click on the Estimates tab on the left pane.
  2. Select the the estimate you want to convert to invoice.
  3. Click on Convert to invoice.
  4. Check the required details, and make any changes you want to the estimate, before saving it as an invoice.
  5. Select Save as draft if you want to keep the invoice in the balance for now, and click Save and Send if you want the invoice to be sent out immediately.

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