How do we create a recurring invoice?

Posted on August 14, 2021 by admin

A Recurring Invoice can be created either from :

Recurring Invoices module
Invoices module

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To create a recurring invoice :

Go to the Recurring Invoices module.
Click ”+” icon and proceed to create a recurring invoice as usual.
You will be prompted to enter data relevant to recurring invoices, such as Start and End time, and Recurring frequency. Enter the information according to the specifications which you want your recurring invoice to possess.
Save the changes by clicking on the Save.

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To make an invoice recurring, all you need to do is :

Go to the Invoices module.
Select the specific invoice you want to make recurring.
Click on More –> Make recurring.
Fill in the appropriate fields.

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Also, a New Invoice can be made Recurring using the button Make Recurring given at the bottom right of the Invoice creation page.

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How Zoho Books Works |Getting Started| Help|

Posted on August 14, 2021 by admin

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.

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Accessing Zoho Books

To access Zoho Books, you’ll have to sign up for the free 14-day trial period during which you can test the product for free. The free trial version of Zoho Books contains all the features in the Professional plan of Zoho Books. If you are already a registered user, then you can directly log in to Zoho Books. Learn more.

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Plans

After your free trial expires, you can subscribe to any one of the paid plans to continue using Zoho Books. Learn more.

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Migrating from another software

If you are migrating from another software to Zoho Books, you would need to import various modules such as the opening balances, items, customers, vendors, and sales and purchase transactions. Learn more.

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Dashboard

The Dashboard will give you a clear picture of your company’s finances. It gives you an overview of the Total Receivables, Total Payables, Cash Flow, Income & Expense, Top Expenses, Projects, and Bank & Credit Cards. Learn more.

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Opening Balances

Before you start accounting with Zoho Books, you would need to import the closing balances of your previous financial year as the opening balances for the current year. Learn more.

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Customize your Zoho Books account

Set up Zoho Books as per your business needs. Learn how to update your email address and password, change the theme of your organization, change the default organization, and various other functions in Zoho Books. Learn more.

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Items

Items are the goods or services in your organization. Add or import items and price lists into Zoho Books. Learn more.

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Customers & Vendors

Add your customers & vendors in Zoho Books to create various sales and purchase transactions for them. Learn more.

Start Invoicing

Create and send invoices to your customers. Receive payments for all the invoices online or manually mark them as paid. You can track all the payments received in different accounts and also record partial payments for invoices. Learn more.

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Sales transactions

Create different sales transactions for your customers, such as:

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Purchase transactions

Create different purchase transactions for your vendors, such as:

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Accountant

The Accountant module takes care of all accounting-related aspects in Zoho Books. This module consists of:

Settings

Configure general and module-specific settings of your organization. You can configure Users & Roles, Currencies, Templates, Reminders, Reporting Tags, Automation, Data Backup and Domain Mapping. Learn more.

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Banking

With the Banking module, you can learn how to set up your bank or credit card account in Zoho Books, receive bank feeds, reconcile transactions, and perform various other banking operations. Learn more.

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Banking

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Transaction Approval

Transaction Approval allows you to verify and approve the transactions that your employees create in Zoho Books. You can choose which users get access to this module by giving them the required level of access. Learn more.

Time Tracking

The Timesheets module is for businesses that charge their customers based on the time spent in finishing a project. Record time using timesheets and bill your customers for the projects you create for them. Additionally, the Client Approval allows you to get your time entries verified and approved by the clients you’re working for. Learn more.

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Documents

The Documents feature in Zoho Books will help you streamline and store all your documents in one place. You can upload any document like receipts and attach them to transactions like expenses or bills. Learn more.

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Client Portal

The Client Portal allows your clients to keep track of all the transactions that have taken place between them and your business. Bid goodbye to lengthy emails and collaborate efficiently. Learn more.

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Integrations

Zoho Books can be integrated with various third-party apps as well as its own apps like Inventory, CRM, etc. You can also integrate Zoho Books with multiple payment gateways to receive payments from your customers. Learn more.

Web Tabs

Web Tabs are similar to browser tabs, but accessible within Zoho Books. It enables you to access web pages or applications that provide you with an embed URL, to be embedded within other applications. Learn more.

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Checks

Pay your vendors by writing and printing out a check directly from Zoho Books, ensuring a secure form of payment. Learn more.

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Reports

The Reports module in Zoho Books contain 40+ reports related to your business, accounting and taxes. Learn more.

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Everything You Need to Know About GST E-invoices

Posted on August 13, 2021 by admin

What is an e-invoice and an e-invoice under GST?

E-invoices, often known as electronic invoicing, is a GST-compliant electronic authentication technique. All B2B and export invoices generated by a business must be registered with the government system, the Invoice Registration Portal (IRP), and each invoice must be assigned a unique identification number called an Invoice Reference Number (IRN). In addition to IRN, the IRP will create a digitally signed QR code with selected invoice details and digitally sign the invoice data that is provided. As a result, an e-invoice is a document that contains an IRN and a digitally signed QR code printed on it.

After an IRN has been generated and an invoice has been authenticated, the details of the invoice must be made available on the GST and EWB portals.

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Who requires the creation of an E-Invoices?

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Based on AATO (Aggregate Annual Turnover):

E-Invoice has been gradually introduced in the country, based on the companies’ aggregate annual turnover. On October 1, 2020, the first phase went live for companies with a turnover of more than Rs.500 crore. On January 1, 2021, the second phase went live for enterprises with a turnover of more than Rs.100CR.

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On the basis of the fiscal year:

AATO in any preceding Financial Year from 2017-18 onwards must be evaluated to determine the applicability of the E-Invoicing obligation, according to Not. No. 13/2020, as amended by Not. No. 70/2020 and Not. No. 88/2020. The AATO is calculated based on GST returns. On the E-Invoice Portal, the GST System has also made it possible to examine the applicability.

Based on the Entity Type:

Suppliers are the only ones who can generate an e-invoice. E-Invoices cannot be generated by recipients or transporters. On behalf of the sellers on their platforms, e-commerce operators can generate e-invoices. E-Invoicing is something that E-commerce operators should be aware of.

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Who doesn’t need to create E-Invoices?

According to GST notification No. 13/2020-Central Tax dated March 21, 2020, the following individuals are exempt from issuing e-invoices:

Company that provides insurance.
A financial institution.
Financial establishment.
NBFCs.
GTA.
Passenger transportation service provider.
Admission to the screening of cinematograph films in multiplex screens is provided by a service provider.

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What kind of documents must be reported to the GST system as part of the E-Invoicing process?

The following papers must be reported to the e-invoice system by the taxpayers.

Supplier’s invoice.
Supplier’s Credit Note
Supplier’s Debit Note

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As a result, E-Invoicing does not require the reporting of Bills of Supply and Delivery Challan/Job Work Challan.

How can I create E-invoices (electronic invoice)?

The taxpayer’s system generates an invoice, which is subsequently transmitted to the Invoice Registration Portal (IRP) for approval. The invoice data is updated with IRPs digital signature and a QR Code, as well as the Invoice Registration Number, once it has been authorised (IRN). An E-Invoice is what this is called.

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What should an e-invoice receiver look for?

The extra-information relating to invoice reference number will now be included in the e-invoices received from suppliers (to whom the mandate applies) (IRN). As a result, recipients of e-invoices must be aware of the mandate’s applicability to their vendor list. Not only that, but the receivers must also know ahead of time the documents they will get.

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What influence will e-invoicing have on the procurement cycle?

As a recipient of standard e-invoices, the accounting systems can now automate the recording of purchase invoices, resulting in increased efficiency and accuracy of data in source systems. Furthermore, because IRN is unique to each invoice, it might be useful for identifying similar invoices and hence for reconciliation.

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Under the new e-invoicing system, all business to business (B2B) invoices will get electronically authenticated by GSTN. As done in the past, all businesses will continue to generate invoices on their respective ERP.

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10 best invoicing practices to maintain a steady cash flow during the COVID-19 crisis

Posted on August 13, 2021 by admin

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We’re all witnessing the effect that COVID-19 is having on businesses throughout the world. As CX expert Shep Hyken remarked: “In difficult times, it is more important than ever to maintain or boost the customer experience.” While standing up for customers is definitely a priority, it’s equally important to have a positive cash flow and ensure you don’t run low on reserves. Here are a few best invoicing practices that can help you maintain a balance:

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Best Invoicing Practices

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1. Communicate clearly and candidly with your customers

Customers might have to make tough choices during these uncertain times, and they may have questions regarding cancellation and refund policies or your Business Continuity Process (BCP). A clear communication strategy can not only address those ambiguities but can also build trust with your customers.

If you offer a self-service portal where your customers can log in and view their transactions, you can display information about these policies there.

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2. Be approachable

If you are sending out automatic payment reminders but your customers are having problems paying, they need a way to contact you quickly and discuss their options. Make sure you include all your contact information in the reminder emails that you’re sending.

This extends to cancellations as well—if a customer decides to call you before canceling the service, it’s a chance to figure out a solution so you don’t lose their business. Make sure you take advantage of these opportunities!

3. Relax deadlines

Your customers’ priority at this moment will be keeping their family and loved ones safe. So your estimates might be accepted a little later than usual, and your invoice payments may come in a little later too. Instead of bombarding customers with multiple reminder emails, consider relaxing these deadlines for a little while.

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4. Allow partial payments for invoices

As a business owner, your goal is (and should be!) to get every invoice 100% paid on time, every time. However, in times like this, if your customers are willing to make partial payments rather than a bulk single payment, allowing them to do so helps improve your cash flow. And so it is one of the invoicing practices.

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5. Invoice factoring

Factoring invoices is an option that businesses can use to meet their immediate cash needs. The businesses get paid a reduced amount upfront by the factoring companies, who in turn collect payments from customers when they are due.

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6. Offer credits and discounts

By offering discounts for your outstanding invoices, you are proving that you care enough about your customers to give them a bit of a break.

Alternatively, you can offer credits to be applied on their next subscription renewal.

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7. Pause, don’t cancel

With worldwide travel restrictions and shutdowns in place, businesses have already started slowing down. It’s only natural for your customers to cancel some of their services. To keep them from churning permanently, provide an option to pause the subscription for a while, instead of canceling it altogether.

Alternatively, you can extend the next subscription renewal date by a month or two without charging the customers. Think carefully before offering this, though, because not all businesses can afford to continue offering services free of charge.

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8. Write off invoices in special cases

Even after you offer a discount or extend the deadline for payment, if a customer is severely impacted by this pandemic and won’t be able to pay you back any time soon, you can try to collect partial payments and write off the remaining invoice amount.

Writing off an invoice is the last resort. To ensure you don’t write off too large a portion of your receivables, it’s good to regularly monitor your bad debt incurred during this period. And so it is the on of the best invoicing practices.

9. Increase credit limits for loyal customers

If a customer has been with you for a long time and is sticking with you during this period, an increased credit limit is a good way to thank them for their business. By increasing their credit limit, you are letting them know that you continue to want their business.

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10. Know why your customers leave

If your customers choose to cancel their subscription, you should definitely ask them if they’d like to give a reason. This information can not only help you understand your customer trends, but also reduce your churn. Depending on the reason they enter, you can have your customer support or retention team give them a call and try to win them back.

Though some of these tips might have a negative effect on your finances temporarily, they can gain you long-term benefits like customer loyalty and customer retention, which will help your business recover more easily. And hence helpful for invoicing practices.

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To help you implement these strategies, Zoho’s invoicing solutions—Zoho Invoice and Zoho Subscriptions—offer all of these functions either directly or through integrations.

Did you find these tips useful? Can you think of some other cash flow strategies that businesses can use to get through difficult times? Let us know in the comments.

Take care and stay safe! We’ll get through this together.

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How do I change the primary email address that is used to access my Zoho Invoice account?

Posted on July 27, 2021 by admin

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How do I change the primary email address that is used to access my Zoho Invoice account?

To change your primary email address, kindly follow the below mentioned steps:

Log into accounts.zoho.com
Select My Profile Info and click on the Email Preferences tab.
Click on the Add Email button present on the top-right corner and enter the email address which you would like to make as primary.

Enter your account’s password and click on the Add Email button.

Now, hover your cursor over the newly added secondary email, and click on the green mailbox icon.

This action will make the newly added email address into your new primary email address.
You can now use this primary email address to access all the Zoho applications.

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What happens when I import the same file twice in Zoho Invoice? Will the already existing data get overwritten?

When you import the same file twice, the entries of the file won’t replace the already existing files. Instead, it skips the existing entries and imports the ones that are new.

PS: This rule does not apply if you choose “Overwrite” option while importing data in the Contacts and Items modules. By clicking this, all the values in the existing records will be replaced with the imported ones and cannot be restored

Is it possible to add SPF and DKIM records to validate transactional emails from Zoho Invoice?

Yes. You can include zoho.com to your SPF (Sender Policy Framework)record. This entry represents all mail sending services of Zoho, and therefore including this entry would be sufficient if you use any other Zoho Product as well.

Note: Configuring this helps in cases where emails sent from customer addresses, might sometimes be caught in the recipient’s spam filter. To avoid this, we recommend you to add zoho.com in the SPF record of your domain’s DNS settings.

We hope that adding SPF record would be enough and there would no need for adding our public DKIM keys.

However, feel free to contact support[at]zohoinvoice[dot]com should you require any assistance on this regard.

Can we use an external SMTP to send emails from Zoho Invoice?

No. Currently we do not have an option to use external SMTP to send emails from our service.

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How do I change the theme of my organization?

To change the theme of your organization, kindly follow the instructions below:

Click on the Gear icon on the top-right corner and select Preferences.
Now click on the Branding tab.
Scroll down to the Themes section.
Click on the drop-down and select a theme that you wish to apply to your organization.

Changing the theme for an organisation will also reflect in its respective client portal.

I have three organizations under a parent organization. Will I be able to create individual organizations and monitor their activities in one place?

You can create multiple organizations in Zoho Invoice and switch between them whenever necessary. But, you cannot monitor the activities of all the organizations in one place. This feature is currently not available in Zoho Invoice.

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I have two stores with different names and addresses. How can I use Zoho Invoice for both the stores? Do I need to buy two separate subscriptions?

Actually, no you don’t have to get two separate subscriptions, since there is a workaround for this.

You can create two templates and customize one of them to show your alternate address, by replacing your organization’s address. Here is how you do this:

Open Settings and click on Templates.
Clone your Default template and name it appropriately.
Hover your cursor over the cloned template and click on Edit.
Under Template Properties, uncheck the box that says Show Organization Logo.
Next, navigate to Header & Document Information and click on Customize your header content.
Type in the other store’s name and address and click on Preview.
Don’t forget to hit Save, present on the top.

Now you can use this template for your transactions, by scrolling down on your editor screen, click on the edit option present beside the Template field, and choose the alternate template.

Please refer to the gif file present below for further clarity:

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How does the Configure Emails option work?

The Configure Emails option helps you to add additional email addresses to your organization. Transactions can be sent to your customers from any one of these email addresses as well. To do so:

Click Configure Emails.
Click the +Add Additional Contact option to enter the name and the email address of the contact and hit Save.

An email would be sent to that email address with the verification link. The owner of the email address will have to forward that mail to you.
You need to click the verification link to complete the verification process.
To send transactions via the newly added email id, just move your mouse on the side of the email addresses and hit Mark as primary.

NOTE: This flow of email address verification has been set in this pattern, to ensure authentication of the users. As, your Zoho Invoice account contains critical financial information, we make sure that only the right person gets access to it.

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Can I use Zoho Invoice for free?

Posted on July 27, 2021 by Intern

Can I use Zoho Invoice for free?

Yes, you can!

Zoho Invoice is forever-free invoicing software that helps small businesses manage their invoices and collect payments effortlessly.

It’s packed with features that are essential for taking care of all your billing needs. With it, you’ll be able to:

Create invoices, retainers, and credit notes
Automate payment reminders
Collect online & offline payments
Record expenses
Offer a self-service portal for your customers
Log work-hours and bill clients for projects
View multiple reports

And much more, all available fully free of cost!

Get Started with Zoho Invoice Now

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How do I backup my data?

To backup all the data of your Zoho Invoice account, kindly follow the below mentioned steps:

Click on the gear icon present on the top-right corner of the page, and select Data Backup.

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Click on the Backup Your Data button.

A few minutes after you click the button (approx. 30 minutes), you will receive an email with a link to download your data.

Note: Backing up your data today will not allow you to initiate another backup for the next 15 days.

Is it possible to change the email address with which I access my Zoho Invoice account?

Yes. You can change the email address with which you access your Zoho Invoice organization. You can find the list of scenarios and the corresponding steps you could use to change your email address.

Case 1: If you’ve signed up for Zoho Invoice using your personal email address and plan on using your organization email to access your Zoho Invoice account.

In this case, you can change the email address by following steps mentioned here.

Note: Kindly make sure that the email address to which you wish to switch shouldn’t already have a Zoho account.

Case 2: You’re in the paid plan and you wish to access your Zoho Invoice account using another email address.

To add a new email address, kindly follow the instructions below:

Click on the Gear icon on the top and select the Users option.
Click Invite User and enter your new email address.
Choose the user role as Admin and click Send.
You/the user will receive an email invitation to join the organization.
Accept the invitation and log into the organization using the new email address.
Now, head to the Users section and delete the user with the old email address.

Note: If you belong to the free plan/exceed the user limit, you cannot add more than one user. In that case, send us an email to support[at]zohoinvoice[dot]com and we will provide you permission to add another user. Once we’ve enabled the option, we’ll let you know and you can follow the above steps to add your new email address.

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Why am I not able to send invoices, estimates, etc. when I use an AOL email address as my primary email address?

If you create your Zoho Invoice account using an AOL email address, you won’t be able to send invoices, estimates to your customers as AOL’s DMARC policy does not allow Zoho Invoice to send emails on behalf of users/businesses using AOL addresses.

Hence, we advise you to change your primary email address created under a different domain. To know more about how to change your primary email address, kindly click here.

How do I make my company’s logo visible on all my invoices?

To make your logo visible on your invoice, you will have to upload your logo on to the organizational profile of your Zoho Invoice account. To upload your organization logo:

Login to your Zoho Invoice account and click on the Gear icon present on the top right corner of the page.
Select the Organization Profile option.
Click on the Upload your logo option to upload your organization’s logo from your computer.
Kindly make sure that the preferred image size for your logo is 240px x 240px @ 72 DPI (Maximum size of 1MB.)
Once you upload your logo, click on the Save button for the changes to take effect.
Now, your organization logo will be visible in all your invoices.

After uploading the logo, kindly make sure that the option to display your organization logo on all your invoices is enabled. To do that:

Click on the gear icon present on the top right corner of the page and select Templates.
Choose the invoice template of your choice and click on the Edit button.
Tap on the Header section and check whether the Show Organization Logo option is checked. If not, check it and click on the Save button.

I forgot the password for my Zoho Invoice account. How do I reset it?

Click on the Forgot Password link in the Zoho Invoice login screen. Enter your registered email address, enter the captcha code and hit Request.

You will receive an email to the registered email address with the password reset link. Click the link and reset the password.

You will now be able to login to your Zoho Invoice account with your new password.

Can I select my country as India but, have USD as the base currency?

Yes, you can.

In order to create an Organization with India as Country and Base Currency as USD,

Create an organization with some other country name (say Singapore) and choose the currency as USD.
Once the organization has been created, click on the Gear icon, select Organization Profile and edit the country name as India and finally click Save.

Note: This case can be applicable for all the organizations having their country as USA, UK, Canada,Australia and India wherein the user wishes to choose a country but have a different base currency.

I have two organizations in Zoho Invoice. How do I transfer data between both the organizations?

While it is not possible to automatically transfer data between two organizations, you can manually export data from one organization and import it into the other.

Click here to learn more about how to Import & Export data from your Zoho Invoice organization.

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I created two organizations under different email accounts.How do I bring both the organizations so that I can manage them under a single account?

Zoho Invoice allows you to manage multiple organizations under a single account. If you’ve mistakenly created two accounts to create two organizations, you can bring them together under a single account by following the below mentioned steps:

Let’s take an example where you have created two organizations, Automatic Advertising and Automatic Design under different email addresses admin@example.com and admin@example.net (in that order) and you wish to bring both of the organizations under the email address admin@example.com
Log into the account created using admin@example.net and invite admin@example.com as a user and assign the user role as Admin. (To know how to invite a user, click here.)
You will receive an email invite to join the organization.
Once you accept the invitation, log into your other account using admin@example.com and you will see both the organization’s listed under your account.
Now, after this is done, delete the user admin@example.net from the Users section of your organization (To know how to delete a user, click here).

Note: Users cannot be added to your organization if you are using the Free plan of Zoho Invoice.

Can I reset my organization?

No, it is not possible to reset your Zoho Invoice organization. The only option would be to delete the organization and create a new one.

To delete an organization, please follow the instructions below,

Click on the organization name on the top right corner and select Manage Organizations from the drop-down.
In the following page, you will see a list of all your organizations.
Click on the delete option under the organization you wish to remove.

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Confirm your action by clicking on Yes in the pop-up that follows.

Here are some things you should know:

The organization should not be under any Paid plan.
The user who is deleting the organization must be the last Admin user of the organization.
The CRM integration must be disabled.
If you’ve enabled the client portal for a few contacts, deleting the organization will not allow your customers to access/view their previous transactions with your organization.
Once an organisation is deleted, you cannot retrieve any data related to that organisation.
In case you wish to delete an organisation, but save all it’s data, you can opt for Data Backup before deleting. This option is available under the Gear icon, on the top right corner of Zoho Invoice screen.
- Select Data Backup and click on Backup Your Data. Once you have backed up your organization’s data, you can delete the organisation and still have all the related information.

P.S. : You will be able to perform the Data Backup only once in 15 days.

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How do I create a recurring invoice? How do I make an existing invoice recurring?

Posted on July 27, 2021 by Intern

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creating a recurring invoice

A Recurring Invoice can be created either from :

Recurring Invoices module
Invoices module

To create a recurring invoice :

Go to the Recurring Invoices module.
Click ”+” icon and proceed to create a recurring invoice as usual.
You will be prompted to enter data relevant to recurring invoices, such as Start and End time, and Recurring frequency. Enter the information according to the specifications which you want your recurring invoice to possess.
Save the changes by clicking on the Save.

To make an invoice recurring, all you need to do is :

Go to the Invoices module.
Select the specific invoice you want to make recurring.
Click on More –> Make recurring.
Fill in the appropriate fields.

Also, a New Invoice can be made Recurring using the button Make Recurring given at the bottom right of the Invoice creation page.

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What are the different options to create and send recurring invoices to my customers?

Posted on July 27, 2021 by Intern

Different options to create and send recurring invoices

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,
- Create Invoices as drafts – Your recurring invoices are only saved as drafts. You can review them, make changes and send them out manually.
- Create and send invoices – Your recurring invoices are sent out to the customers for payment automatically once they’re created.
- Create, Charge and send invoices – The customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent out for their reference.

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How can I view a payment receipt for an invoice?

Posted on July 17, 2021 by

How do I set my invoice due date?

Posted on July 17, 2021 by

The due date of an invoice can be set during the invoice creation by choosing the payment terms, labeled ‘Terms’ on the invoice creation page. The options available for selection are,

Net 15 – Due 15 days from the invoice date.
Net 30 – Due 30 days from Invoice date.
Net 45 – Due 45 days from Invoice date.
Net 60 – Due 60 days from Invoice date.
‘Due on receipt’ – Selecting this implies that the invoice is due on the same day as it is received.
Custom – Customize the ‘due date’ by selecting the specific date from the calendar.
‘New term’ – Use this to create a new due date by specifying a duration of your choice (eg: Net 120 – Invoice due 120 days from date of creation).

How can I import and export invoice payments?

Not just Invoice payments, you can import and export any data into and out of Zoho Invoice.

To Import Invoice Payments,

Go to Payments Received.
Click on the Import Payments option from the Actions dropdown.
You will be directed to another page where the data you wish to be imported needs to be uploaded.
Data can be uploaded as a CSV (Comma Separated Value) or TSV (Tab Separated Value) file from your hard drive. Also, select the character encoding based on your import file and click on Next.
How can I record a refund for advance payments I’ve received?

To Export follow similar steps to importing,

Click on the Export Payment option from the Actions dropdown.
A pop-up will appear with Invoice Payments already selected as the entity.
Pick a format in which it needs to be exported to your hard drive. CSV or XLS.
Click on Export

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How can I adjust my invoice total to include shipping charges and miscellaneous adjustments?

Any miscellaneous amount you may want to associate with your estimates or invoices can be added as ‘Adjustments’. The amount entered as the adjustment is added to the invoice total. The ‘Adjustments’ field is displayed right at the bottom of the estimate/invoice creation page.

While entering the invoice creation page for the first time, you will be asked to enable this. In case you miss it, you can do it later by following the below-mentioned steps:

Go to Settings and choose Preferences > General.
Scroll down to the section titled Select any additional charges you’d like to add and check the boxes Adjustments and/or on Shipping charges to include these on your estimates and invoices.
Hit the Save button when you’re done.

How do I send out customized reminders for my invoice payments?

Zoho Invoice offers both automatic and manual reminders,

1) Automatic reminders can be enabled automatically by going to Settings – Reminders. Go to Automated Reminders and click ‘Turn On’. Up to 30 automatic reminders can be enabled, with an option to remind both the customer and yourself that the due date for payment is approaching/has passed a certain number of days. They are automatically sent out on the set reminder dates.

2) Manual reminders are available for overdue and sent invoices. To send manual reminders out, first, you need to enable and configure them. To do this,

Go to Settings – Reminders.
Go to the ‘Manual Reminders’ section.
You can configure the reminder text to suit the message you want to convey.
Save the reminder.
To send a manual reminder out, go to the invoice on which payment is due. Click More – Send Reminder.
Best Zaps to Create when Using Invoicing Software

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