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Customers & Vendors
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Items
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Quotes
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Invoices
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Invoices
General
What is the life cycle of an invoice in Zoho Books?
What are the various ways to create an invoice?
How do I create an invoice?
How do I edit an invoice?
How do I delete an invoice?
My invoice is not getting deleted. What can I do?
How do I filter my invoices?
How do I clone an invoice?
How do I see all the invoices of a particular customer?
How do I see the invoices for which I am yet to receive payment for?
How do I add more details to my organisation address displayed like Phone number, Fax, Website, etc?
How many files can I attach to each invoice?
How do I import invoices?
How do I export invoices?
Can I track the notification emails sent to my customers?
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?
What are the various ways in which I can sort my invoices?
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?
How do I add new fields to invoices for specifying additional information?
Transactions
How do I change the details of my customer that gets shown on my invoice or any other sales transaction?
How do I record payment for my invoice?
Can I add unbilled expenses, bills or projects to an invoice?
How do I convert a quote to 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 invoice as sent?
Can I create invoices for the projects in my Zoho Projects account?
How do I turn on/off the auto generation of invoice numbers?
How can I change the email address from which invoices are sent to my customers?
How do I check if my customer has viewed an invoice?
Is it possible to move invoices from one organisation to another, if they are under the same account?
How can I invoice customers in foreign currencies?
How do I record partial payment against an invoice?
How do I prevent payment intimation emails landing into spam?
A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?
Templates
How do I customise my invoice template?
How do I change the field names in my invoice?
How do I add my signature on the invoice?
How do I add bank details in my invoices?
How can I include a QR code in the invoices I send to my customers?
How do I add my signature in the invoice PDFs?
Recurring Invoice
How do I create a recurring invoice?
How do I make an existing invoice recurring?
How are recurring invoices sent to the customer?
How do I stop a recurring invoice from being generated further?
How can I resume my recurring invoice which has been stopped?
How do I sort recurring invoices?
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