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Customers & Vendors
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Invoices
Invoice Creation
What is the life cycle of an invoice in Zoho Books?
What are the various ways to create an invoice?
Can I include multiple expenses in an invoice?
How do I convert a quote into an invoice?
How do I track sales made by a salesperson?
How can I associate a salesperson with a particular invoice?
How do I mark an invoice as sent?
How do I monitor the status of my invoices?
Can I create invoices for the projects in my Zoho Projects account?
How do I configure auto-generation of invoice numbers?
How do I change the email address from which invoices are sent to my clients?
How do I check if my customer has viewed an invoice?
How do I customize my invoice template?
Is it possible to move invoices from one organization to another, if they are under the same account?
How do I provide discounts at invoice level?
I give a discount of 10% on the Invoice Amount if my customers pay within a particular date. How do I record this discount in Zoho Books?
A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?
How do I invoice my customers in foreign currencies?
How do I record partial payment against an invoice?
My customer has made an offline payment for an invoice. How do I record this?
Can I create an invoice for the services I provide?
How do I add my organisation’s address to the invoice PDF?
How do I customise the invoice notification email template?
How do I enable/disable the columns in the item table?
How to configure taxes for the items I sell?
How do I add new fields to invoices for specifying additional information?
Recurring Invoice
How do I create a recurring invoice?
How do I create a recurring invoice from an existing invoice?
How do I customize how and when my recurring invoices are sent out?
How do I display the start and end date in a recurring invoice’s PDF?
How do I sort recurring invoices?
I have associated a customer’s card to a recurring invoice. How do I update it with a new card or delete it?
How do I change the payment gateway that is associated with a recurring invoice?
Other Actions
How can I include a QR code in the invoices I send to my customers?
How do I share a customer invoice with someone whose contact information is not stored in Zoho Books?
How do I clone an invoice?
What are the various ways in which I can sort my invoices?
How do I generate a delivery note in Zoho Books?
How do I import or export invoices in Zoho Books?
How do I add my bank details to an invoice?
How do I add more details to my organization profile like VAT number, TIN number, and other fields?
How many files can I attach to each invoice?
How do I prevent payment intimation emails landing into spam?
Can I track the notification emails sent to my customers?
How do I create a proforma invoice in Zoho Books?
How do I create a debit note for my customer when there is an increase in the rate?
How do I create credit note for post-sale discount?
How do I transfer one customer’s invoice balance to another customer?
A customer has made payment for an invoice via cheque. The bank will clear the check within a specific period of time. How do I record this payment?
How do I apply a customer’s advance to a different customer’s invoice?
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