All Videos - Sales
Creating Estimates
7:06
Learn how to create an estimate, convert it to an invoice, and record payment for the same.
Works in Zoho Invoice
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.
Recurring Invoices
Creating Recurring Invoices
5:53
Do you have customers who order the same product or service repeatedly? You can create recurring invoices for them.
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.
Portal
Customer Portal Overview
5:28
With Customer Portal, your customers can easily manage their estimates, invoices, payments, and other transactions all in one place.