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