Access Free Invoicing Software Access Free Invoicing Software 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 –...
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...
Dashboard is the first thing you’ll see when you log into your Zoho Invoicing account. The dashboard gives you a clear picture of your company’s finances, how much you have to receive and how much you have expended and more details. Total Receivables The Total...
