All Videos - Sales

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

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

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

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

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