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 –...
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...
Access Free Invoicing Software A client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Invoice? Click on Payments Received module on the left panel of Zoho Invoice and select + New. Select the customer...
Once you send a drafted invoice through Zoho Invoice, its status is automatically changes to ‘Sent’. Alternatively, you can manually change its delivery status by following these steps, Click on the Invoices tab on the left pane. Select an invoice which is in Draft...
Who is a sales person? A sales person refers to the person assigned to that particular invoice, and will represent you in all the transactions that take place with that particular customer. When you generate reports to review your overall business for a particular...
