Tailor the invoices based on your needs
You can do the preliminary customization through the Invoice Preferences.
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1. Click the Quick Create icon from the Invoices module (under Sales tab).
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2. Choose your preferred Discount from the options.
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3. Select additional charges like Shipping Address and Adjustments.
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4. Choose your Tax Preferences for items while creating sales transactions.
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5. Add a field for the Sales Person if you wish to include it in the invoice.
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6. Click on Save & Continue.
![](/books/welcome-guide/images/preferences.png)
Create and Send an Invoice
Create Invoice
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1. Click the Quick Create icon from the Invoices module (under Sales tab).
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2. Fill the invoice fields in the New Invoice page.
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Customer Name
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Invoice Number
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Invoice Date
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3. Add or Select the Item(s) that you wish to invoice your clients.
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4. Enter the Customer Notes & Terms & Conditions
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5.Attach Files such as images or documents to your invoices and send it to your customers.
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6. Click on Save and Send button.
![](/books/welcome-guide/images/invoice.png)
Email Invoice
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1. The From field will have your organization's email address.
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2. The Send To email address will be your customer's email address.
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3. Email content will give an overview of the invoice.
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4. If you wish, you can attach the Customer Statement and change the name of the Invoice PDF attachment.
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5. Attach Files along with the invoice (File Size is up to 11MB).
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6. Click on Send button to email the invoice.
![](/books/welcome-guide/images/mail.png)
Record Payment
Invoice Payment
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1. Click the Record Payment button from the invoice details page.
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2. Enter the Amount Received from the customer.
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3. Update payment details such as Payment Date, Payment Mode and Deposit To account.
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4. Use the Reference# field and Notes fields to enter the payment information.
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5. Attach Files such as images or documents to your payment receipts.
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6. Enable the option to send a Payment Thank You email to the customer.
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7. Click on Record Payment button.
![](/books/welcome-guide/images/payment.png)
Customer Payment
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1. Get into the Contacts tab and choose a contact from the list.
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2. Click on New Transaction button.
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3. Select Invoice Payment from the drop-down list.
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4. Enter the payment details such as Amount, Payment Date, Payment Mode and Deposit To account.
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5. Attach Files such as images or documents to your payment receipts.
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6. Enable the option to send a Payment Thank You message to the customer.
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7. Click on Save button.
![](/books/welcome-guide/images/customer-payment.png)
Record Expenses and Bills
Record Expenses
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1. Click the Quick Create icon from the Expenses module (under "Purchases" tab).
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2. Enter the expense details such as Date, Expense Account, Paid Through account and Amount.
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3. Attach Expense Receipt (Maximum file size allowed is 7MB).
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4. Click on Save button.
![](/books/welcome-guide/images/expenses.png)
Record Bills
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1. Click the Quick Create icon from the Bills module (under " Purchases" tab).
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2. Enter the fields such as Vendor Name, Bill#, Bill Date, etc.,.
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3. Select the Item(s) for which you've incurred the bill
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4. Attach Files such as images or documents to your bills for your reference.
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5. Click on Save button.
![](/books/welcome-guide/images/bill.png)
Manage your customers and vendors
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1. Click the Quick Create icon from the Contacts module to add new clients.
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2. Filter the contacts and vendors by clicking the "All Contacts" drop-down field.
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3. You can Sort the contacts and import the contacts by clicking on the options menu.
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4. Click on the contact from the list-view to see the contact details.
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5. The contact details section displays the transactions and gives an overview of a specific contact.
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6. You can Add Contact Person from under a contact.
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7. Click on Edit button to edit an existing contact.
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8. The New Transaction button lets you create a sales or a purchase entry for the selected contact.
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9. Click on More button to perform special actions.
![](/books/welcome-guide/images/contact.png)
Manage Projects and timesheets
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1. Click the Timesheet module from the navigation panel.
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2. From the list-view, you can choose between Projects and Timesheets.
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3. From the respective views, you can Create Projects and Log Time entries.
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4. Choose between List View and Calendar View for the logged timesheets.
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5. Perform the Bulk Action to delete the unbilled timesheet entries.
![](/books/welcome-guide/images/timesheet.png)
Link your bank accounts and credit cards
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1. Click the Banking module to add and manage your banks and credit cards.
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2. Add Bank or Credit Card button lets you connect your bank with Zoho Books.
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3. Use the Search Bar to search for your bank or credit card.
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4. If your bank isn't listed for automatic feeds, you can Enter your account manually.
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5. You can categorize the transactions from the Uncategorized Transactions view.
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6. If the bank is manually added, you can Import Statements.
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7. Add Transaction button from the bank details section allows you to add entries such as:
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Transfers, Deposits,
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Record Expenses, Record Payments,
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Owner Drawings, Owner's Contribution, etc.,.
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8. The Settings icon lets you do some special actions such as:
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Managing Rules
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View Reconciliation History
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Delete the account and more...
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![](/books/welcome-guide/images/banking.png)
Generate reports and see how your business is doing
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1. Click the Reports module from the navigation panel.
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2. Select a report from the left pane.
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3. You can choose your preferred Date Range.
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4. Click on Run Report button.
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5. Print or export the report as PDF.
![](/books/welcome-guide/images/report.png)
Connect and collaborate
Connect with your staffs, colleagues and accountants.
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1. Click on Users from under the Settings icon.
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2. Invite User button allows you to add more people to your Zoho Books account.
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3. Enter the user's Name, Email address and select a user Role.
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4. Click on Send button.
![](/books/welcome-guide/images/user.png)
Collaborate with your clients
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1. Enable the Customer Portal from the Organization Profile settings.
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2. Click the Settings icon from the Contact Details section and Configure Customer Portal.
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3. Get Feedback from your customers by requesting them to rate your products and services.
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4. Add Comments from under the transaction history section and select Display in customer portal.
![](/books/welcome-guide/images/customer-portal.png)
Online payment gateways
You can configure the online payment gateways in Zoho Books and can get paid from your clients faster and easier. For more information, visit this link.
![](/books/welcome-guide/images/payment-gateway.png)
Accounting on the go
Manage your invoices, quotes, track payments and upload expense receipts right from your phone at anytime, anywhere. For more information, visit this link.
![](/books/welcome-guide/images/devices.png)