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How do we disable a reminder?

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Steps For Disable A Reminder

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Once you have set up a reminder, you can disable it at any time. Let’s check how do we disable a reminder

  • Go to Gear icon(Settings) > Reminders.
  • Under Automated Reminders, you can see the list of all reminders.
  • A reminder can be simply disabled by clicking the Turn Off button next to it.

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How does a expected payment date based reminder work?

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Once you set a reminder based on expected payment date, you will receive a reminder from Zoho Invoice reminding you about the payments those are nearing their date or payment dates that has already been crossed.

 

To set these reminders

  • Click on the gear icon present on the top right corner of the page, and select the Reminders option.

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  • Hover to the section ” Based on Expected Payment Date “.
  • Click on the Turn On button next to the details.
  • In the pop up that appears, enter the number of days you want to be reminded before/after the expected payment date.
  • You can also cc and Bcc the mail to other related organisation staff.
  • Click on Save.

Note : You must set an Expected Payment Date to use this reminder feature.

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How can we edit an existing tax rate?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”||54px|||”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”21px|||||”][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_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”]

Edit an existing tax rate

Let’s see the steps for edit the existing tax rate

  • Click on the Gear icon found on the top right hand side corner of the screen and click on Taxes from the drop-down.
  • In the Edit Tax screen, edit the desired fields such as Tax Name, Rate and select if it is a compound tax.
  • Click Save for the changes to take effect.

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How do we change the tax amount for an expense manually?

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  • If this tax has already been applied in some transactions, you will asked to confirm if you wish to update the new tax rate in those transactions as well.

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How to delete a reminder in the invoice?

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  • Click on the reminder which needs to be deleted.
  • In the next window, a Delete this reminder button will be available on the right-bottom corner.
  • Click on the button and the reminder will be deleted instantaneously.

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Deleting The Reminder

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How do we change the tax amount for an expense manually?

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There might be cases wherein the tax amount in a transaction, say an expense, varies because your vendor calculates the tax applied on the transaction differently.

Zoho Invoice allows you to account for these minor variations by allowing you to manually change i.e override an automatically calculated tax amount, once you apply a tax to a transaction.

Let’s take an example where you print two sets of flyers, A5 (100 Nos.) and A4 (50 Nos.) to give it out to customers at a Sales conference.

The receipt of the expense has the following details:

A5 Flyer (100 Nos.) – $ 123.45

A4 Flyer (50 Nos. ) – $ 123.46

Sub Total – $ 246.91

The vendor also adds a 10% tax for every item in the bill.

10% of 123.45 = 12.345 => 12.35 (Rounded for 2 decimal places)

10% of 123.46 = 12.346 => 12.35 (Rounded for 2 decimal places)

Now tax amount will be 12.35+12.35 = $24.70

Total – $ 246.91 + $ 24.70 = $ 271.61

However, when you attach the receipt and add the expense details in Zoho Invoice, you will enter the sub total of $ 246.91 and you will choose the tax of 10% from the drop-down (or create a new one) and mark it as Tax Exclusive.

Now, the tax in Zoho Invoice will be calculated for the whole amount ($ 246.91) rather than how it was done by the vendor (apply tax to each item). This would result in a tax amount of $24.69.

From the above calculation you can observe a small variation between the calculations done by the vendor and Zoho Invoice.

Under such cases, you can maually adjust these variations using the Tax override feature.

In this case, all you have to do is manually change the tax amount that was initially calculated to reflect the actual tax amount spent.

While creating an expense, click on the Change option next to the Tax Amount to modify the tax rate that has been calculated automatically.

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I tried duplicating the tax name but was unable to do so. Please resolve my issue.

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How do I add a new reminder to the invoice?

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A new reminder can be added only for cases based on due date.

  • Go to Reminders – Automated Reminders – Invoices.
  • You can click on the Turn On button beside any one of the reminders. You can edit the reminder template as per your wish and hit the Save button.
  • If you would like to create a new reminder, click on +New Reminder option.
  • In the new window, enter the Name of the reminder to be created.
  • Select who should be reminded, either you, the customer or both from the Remind drop down.
  • Set the due date criteria and modify the content if necessary using Placeholders for help.
  • Click on Save.

Read More

 

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How can we add a new tax?

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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 Can We Change Its Name In Zoho Invoice?

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We can change name in zoho invoice. You can edit the title from ‘Estimate’ to ‘Quote’ or vice-versa easily by performing the following steps:

 

  • Click on the Gear icon on the top right corner.
  • Navigate to Templates -> Estimates.
  • Choose the template and click on Edit.
  • Click on the Header option on the left pane.
  • Under Document Title , edit the Title field from Estimate to a text of your choice(Eg: Quote).
  • Click Save for the changes to take effect.

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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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