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Brexit FAQ: How prepared are you?

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Q. What is Brexit?

Brexit stands for “British exit.” It refers to the United Kingdom’s decision to leave the European Union. On June 23, 2016, the UK voted on the Brexit referendum, and the result was a slight 51.6% majority in favor of leaving the EU.

The UK officially left the EU on 31 January 2020, which marked the beginning of a transition period that is set to last until 31 December 2020.

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Q. Why has Brexit taken so long?

David Cameron, the Prime Minister at the time, campaigned for Britain to remain in EU. After the referendum results, he resigned. To avoid leaving the EU without a deal (known as “hard Brexit” or “no-deal Brexit”), the government provided an extension twice to create time for negotiations.

A deal with the EU is important. No country has ever left the EU before, so this has created a lot of issues for the UK parliament and EU government to work out. Through negotiations, the UK hopes to retain a thriving economy and appease those that were not in favor of leaving the EU. Meanwhile, the EU provides its member countries with certain benefits, like trade agreements and the freedom for EU citizens to travel from country to country without strict visa requirements. The EU government does not believe it’s fair to allow the UK to leave but still hold on to those same benefits.

After Cameron stepped down, Theresa May took over the Prime Minister’s position. While in power, she aimed to pass the deal which she had negotiated with the EU, called the Brexit withdrawal agreement. After parliament rejected this proposition three times, May stepped down from her position on June 7, 2019.

Q. When is Brexit happening? 

The UK already left the EU on 30 January 2020 at 11pm (BST). At the moment, the UK is in a transition period that will end on 31 December 2020.

Q. Is the withdrawal agreement completed? What does it cover?

Yes, the withdrawal agreement has been decided. It sets the rules for the UK to leave the EU in an orderly manner. The document covers information on common provisions, citizens’ rights, problems due to separation across borders, a negotiable transition period, financial settlement, and more.

If there is a “no-deal” Brexit, there will be no withdrawal agreement.

Q. Will a no-deal Brexit happen?

As the end of transition period draws closer, the UK is facing another no-deal situation. Without this agreement in place, the EU’s laws and other agreements will no longer be applicable during interactions between the UK and the rest of the EU.

In the absence of a deal, the EU will treat the UK as a ‘third country,’ and trade between the UK and the EU will be regulated by the World Trade Organisation (WTO). This sudden change in rules may lead to higher trade tariffs.

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Q. How else will Brexit affect trade?

The consequences of the UK leaving the EU will depend on how trade costs change post-Brexit. There are two scenarios in this situation. One, the UK could enjoy the same status as that of Norway with respect to its EU trade relations. Norway has a free trade agreement with the EU, which means no tariffs. It is also a member of the EU single market and complies to the policies and regulations in place to reduce non-tariff barriers.

Two, the UK is unable to cut a trade deal with the EU. Should this be the case, then following Brexit, trade between the UK and the EU will be governed by the World Trade Organization’s rules.

Post-Brexit, the UK will no longer be a part of the EU free trade area. This situation will have a spiralling effect. A few of the affected areas will be the import and export of goods and services, the employment of EU citizens in the UK and vice versa, transport and logistics, copyright, trademarks and patents, environmental industrial standards, and the transfer of personal information across borders.

Operation Yellowhammer mentions the worst-case scenarios in the event of a no-deal Brexit. Some of them include new immigration checks, an increase in prices for gas and electricity, and interrupted financial services across borders. Petroleum prices and the flow of data will also be disrupted.

Q. How will Brexit affect small scale business?

Small and medium scale enterprises (SMEs) are preparing themselves for Brexit however they can. The following are a few key areas that will be affected the most:

Employment: Tighter immigration rules are likely to raise concerns when it comes to talent acquisition.  Small businesses have to revamp their skill strategies before hiring. Reports say that there has been a drop in the number of EU nationals joining UK based companies. The uncertainty caused by Brexit is causing a skill shortage across the country.

Finance: The Bank of England believes that UK banks can manage the turmoil due to Brexit. However, this would cause market fluctuations, thus restricting the banks ability to lend money to businesses. To ease this issue, the UK government might establish the UK Shared Prosperity Fund (UKSPF). The responsibility of this fund is to fight social inequality by raising productivity in economically backward areas of the country.

Growth: The UK was one of the fastest growing economies amongst the G7 countries until the June 2016 referendum was announced. The International Monetary Fund (IMF) has predicted that the growth rate for the UK will remain just above 1.5 percent as long as the UK leaves the EU in an orderly fashion. The sectors which are most concerned with growth are import and export firms.

Q. How long will it take for my business to adapt to these changes?

It is difficult to be specific about the time frame, although reports suggest that an average of 15 months is required to prepare for the change. The EU states an ideal period of nine months. Businesses will be in a transition period until the end of 2020.

If the UK walks out without a deal, the transition period for businesses will remain uncertain. It is important that businesses start planning and setting measures to cope with the change.

Q. How will Brexit affect UK businesses with mostly UK customers?

All businesses in the UK will be affected in some way or another. So, all businesses must prepare to make modifications to their business processes. For example, if you are a product manufacturing company serving UK customers, consider whether your parts are imported from outside Britain. Operation Yellowhammer clearly states that there could be import delays because of HGV congestion. Delays can even occur in custom clearance areas. Owners may now have to seek replacements from local suppliers to keep their business going.

Service based companies, like marketing agencies, may be able to serve only domestic customers. There might be delays in sharing data until GDPR regulations are changed because some businesses may hold personal information on their EU employees that will no longer be permissible to share.

Aside from finding measures to overcome potential problems, the scope of business opportunities will also decrease. Businesses should consider this when drafting their preparedness plans.

Q. What is the Northern Ireland Protocol?

This means that Northern Ireland will comply with the regulations set up by the EU and will also follow the VAT rules during the movement of goods to, from, or within the Northern Ireland region.

However, Northern Ireland will continue to be a part of the UK’s VAT system. During the exchange of services, HMRC will collect VAT and revenue in the Northern Ireland region. If the businesses in this region are already VAT registered, then they do not need to register separately for the sale of goods within Northern Ireland.

Q. How will VAT be applied on goods exchanged between Great Britain and Northern Ireland?

During the exchange of goods between Great Britain and Northern Ireland, the applicable VAT regulations will stay the same. Sellers will charge their customers VAT on invoices, but sellers cannot reclaim it as input VAT. The customer can produce this invoice to reclaim the levied VAT as input VAT.

If businesses need to move their own goods from Great Britain to Northern Ireland, VAT will be applicable and it will be counted as output VAT in the VAT return. On the other hand, when businesses move their goods from Northern Ireland to Great Britain, then VAT will not be applicable unless the goods need to be sold.

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Q. What is postponed VAT accounting?

In the Brexit Omnibus Bill 2020, one of the measures introduced is postponed VAT accounting. Once the UK leaves the EU on 31 January 2020, VAT and customs rules will be applicable on goods imported from 1 January 2021.

In the post Brexit scenario, you wont be required to declare the import VAT beforehand. Using, Postponed VAT Accounting, you will be able to declare and recover import VAT on goods on the same VAT return form. It will be applicable for goods imported into Great Britain from anywhere outside the UK and into Northern Ireland from anywhere outside the UK and the EU.

If you are not prepared to pay at the port, you can opt for postponed VAT accounting. You can record the import VAT in the VAT return under the reverse charge procedure. You may need to notify HMRC before you activate this process for your business. You may also be required to mention the EORI number and VAT number on your customs declaration form.

Q. How will Brexit affect business travel to most EU countries after the transition period?

If you are travelling from the UK to the EU, the UK passport holders travelling to the EU for work will have to follow the regulations set for the entry of personnel from a third country or non-EU nation. Visa-free travel is possible for UK passport holders visiting specific countries for certain business activities. This usually includes meetings with clients or attending conferences related to trade or work. Anything apart from this will require you to present your work visa.

You may need to confirm the purpose of your travel, show suitable arrangements for accommodation and funds, confirm that you have at least six month left on your passport before its expiry, and make sure that the trips are not more that 90 days in 180-day time spans.

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How do I sort recurring invoices?

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Sort recurring invoices

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Recurring invoices can be sorted under three categories – ‘active’, ‘expired’, and ‘stopped’.

  • ‘Active’ indicates that the invoices still being sent out to the client once every recurring period
  • ‘Expired’ invoices are inactive as they have reached the ‘End’ recurring date set, and are no longer being sent to the customer.
  • ‘Stopped’ recurring invoices are those that have been manually stopped from being sent to the customer. You can make a recurring invoice STOP by selecting the invoice, clicking on ‘More Actions’ – ‘STOP’.

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Recurring invoices allow you to save time, plan ahead, and ensure you always get paid on schedule. They are often the most convenient solution for your regular or subscription customers. Here you’ll find a guide to creating Recurring Invoices and scheduling your cash flow well into the future.

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How can I add a date to the description field while sending a recurring invoice?

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Adding date to the description field

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1) You can add a date to the description field of each item, to specify start and end date of the recurring invoice. To do this, simply go to the item field, and start introducing the necessary placeholders in the ‘Item details’ section.

  • Days are represented with %(d)%, %(day)%, or %(DAY)%, *

  • Months are represented with %(m)%, %(month)%, %(MONTH)% (to depict the month as a word eg: January) or %(mm)% (to depict the month as a number eg: 1)

  • Years are represented with %(y)%, %(year)% or %(YEAR)%,

Note : You can also combine all three date components under a single placeholder too (Eg: %(d)(m)(y)% is a valid command).

2) Mentioning Time frames : Frame your start and end dates in any format using the above variations. The format used to represent days, months and years can be different

Eg: %(d)%,%(M)%,%(Year)% is a valid format even though days are represented with in small letters, months with capitals and years are represented with the word ‘Year’.).

[/et_pb_text][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_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”]

3) To add or subtract days,months or years, simply use the “+” and “-” keys. Eg: %(d+15)%,%(m+3)%,%(y)% results in 15 days and 3 months being added.

Note : The placeholders functions are very context specific, so please take care with the way they’re used.

Example : To add one month, use ‘%m+1%’ rather than ‘%d+30%’ since the latter would see your date jump from March 1’st to March 31’st (an addition of 30 days) and not April 1’st like required.

4) Delimiters are used in between the date components. The valid delimiters are the comma(,), the hyphen(-), the dot(.) and white space. If none of these delimiters are specified, space is taken as the default delimiter. Three different delimiters can be used while mentioning a date, but not more than one should be used between a pair of date components

Example :-

  • ’%(d)% , %(m)% – %(y)%’ (Two different delimiters comma and hyphen used between the components) – Valid scenario.
  • ’%(d)% ,,%(m)% – %(y)%’ (Delimiters used twice between a pair of date components) – Invalid scenario.

[/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/08/Invoicing-made-easy-with-Zoho-Invoice.png” alt=”how do we create recurring invoice” title_text=”Invoicing made easy, with Zoho Invoice” url=”https://go.zoho.com/HzZ” url_new_window=”on” align=”center” _builder_version=”4.9.10″ _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_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][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_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][et_pb_post_slider posts_number=”4″ include_categories=”139″ bg_overlay_color=”#0C71C3″ _builder_version=”4.9.10″ _module_preset=”default” box_shadow_style=”preset1″ box_shadow_color=”#0C71C3″][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section]

Different options to create and send recurring invoices

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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,

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  • 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 do we create a recurring invoice?

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A Recurring Invoice can be created either from :

  • Recurring Invoices module
  • Invoices module

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  1. 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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10 best invoicing practices to maintain a steady cash flow during the COVID-19 crisis

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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!

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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.

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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?

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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.
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  • 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

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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.

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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.

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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.
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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?

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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.

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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.

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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.
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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.

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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.

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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.

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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.

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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?

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                     creating a recurring invoice

 

A Recurring Invoice can be created either from :

  • Recurring Invoices module
  • Invoices module
  1. 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.
  1. 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.

 

 

[/et_pb_text][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_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”]

     

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

     

    [/et_pb_text][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”]

    [/et_pb_text][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_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][et_pb_post_slider posts_number=”5″ include_categories=”139″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section]

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

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    Different options to create and send recurring invoices

    [/et_pb_text][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_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]

    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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