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All Videos - Sales

  • Creating Estimates

    7:06

    Estimates Lifecycle

    Learn how to create an estimate, convert it to an invoice, and record payment for the same.

    Creating Estimates

    7:06

    Learn how to create an estimate, convert it to an invoice, and record payment for the same.

  • Creating Invoices

    5:25

    How Invoicing
    Works in Zoho Invoice

    Wondering how invoicing works in Zoho Invoice? Learn how to create an invoice, send it to the customers, and record payments from them.

    Creating Invoices

    5:25

    Wondering how invoicing works in Zoho Invoice? Learn how to create an invoice, send it to the customers, and record payments from them.

  • Creating Recurring Invoices

    5:53

    Configuring
    Recurring Invoices

    Do you have customers who order the same product or service repeatedly? You can create recurring invoices for them.

    Creating Recurring Invoices

    5:53

    Do you have customers who order the same product or service repeatedly? You can create recurring invoices for them.

  • How Credit Notes Work

    6:08

    How Credit Notes
    Work in Zoho Invoice

    Have you received excess payment from your customer, or is there a sale return? You can use credit notes to handle such cases. Watch how credit notes work in Zoho Invoice.

    How Credit Notes Work

    6:08

    Have you received excess payment from your customer, or is there a sale return? You can use credit notes to handle such cases. Watch how credit notes work in Zoho Invoice.

  • Customer Portal Overview

    5:28

    Customer
    Portal

    With Customer Portal, your customers can easily manage their estimates, invoices, payments, and other transactions all in one place.

    Customer Portal Overview

    5:28

    With Customer Portal, your customers can easily manage their estimates, invoices, payments, and other transactions all in one place.