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...
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...
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...
