Invoices
Invoice Creation
- Can I pull multiple expenses to an invoice?
- How can I convert an estimate into an invoice?
- Who is a sales person? How can I track sales made by a sales person?
- How can I associate a sales person with a particular invoice?
- How do I mark a draft as a sent invoice?
- How do I turn off/on auto generation of invoice numbers?
- How do I change the email address from which invoices are sent to my customers/clients?
- How do I check if my client has viewed the estimate/invoice that I’ve sent him?
- How do I customize my invoice?
- Can I move invoices from one organization to another, if they are under the same account?
- I want to provide discounts at invoice level. Can I?
- I give a discount of 10% on the Invoice Amount if my customers pay within a particular date. How can I record this discount in Zoho Invoice?
- A client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Invoice?
- How do I record partial payment against an invoice?
- How to download the PDFs of all the invoices in bulk?
- How do I remove the Zoho branding or watermark from my invoice’s footer?
- How do I add a QR code to my invoice?
Recurring Invoice
- How do I create a recurring invoice? How do I make an existing invoice recurring?
- What are the different options to create and send recurring invoices to my customers?
- How can I add a date to the description field while sending a recurring invoice?
- How do I sort recurring invoices?
- Is it possible to create a single recurring invoice that targets multiple customers at once?
Other Actions
- How do I clone an invoice?
- What are the various ways I can sort my estimates and invoices in? Where can I do this?
- How do I generate a delivery note in Zoho Invoice?
- How do I monitor the status of my estimates/invoices?
- How do I import/export invoices?
- How do I import data from a different software?
- How do I add my bank details on invoices to receive payments directly into my bank account?
- How do I modify or update my bank account number to receive payment for my invoices?
- Where can I enter the tax withheld while recording payments?
- How many files can I attach to each transaction?
- How to avoid payment intimation emails landing into spam?
- Can I schedule a regular invoice to be sent out at a later date automatically?
- Can I do e-invoicing in Zoho Invoice?
- What do I do when the emails I send to my customers are undelivered?