Access Free Invoicing Software 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...
Access Free Invoicing Software Importing an item with a tax name which is similar to the tax created manually. But instead of replacing the tax name, duplicating the tax name and now have 2 taxes with the same tax name in the invoice. When importing items, taxes are...
Access Free Invoicing Software 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....
Access Free Invoicing Software 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...
Access Free Invoicing Software 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...
