How To Send Professional Invoices With Zoho Books?

How To Send Professional Invoices With Zoho Books?



Administrative tasks can be pretty challenging to manage. However, you won't get paid if you don't submit your bills on time! Excel or Word are still frequently used by new businesses and smaller organisations to create client invoices. However, this approach is quite time-consuming. You don't have a precise picture of your sales, and keeping track of payments and identifying overdue bills is challenging. And it may be expensive.

A straightforward, user-friendly, cloud-based solution to automate & simplify your finances is Zoho Books. Small business owners can manage their money more easily with the help of Zoho Books accounting software. In addition, running your firm using automated workflow processes for finance, accounting, and other activities is beneficial so that everyone in your organisation can work cooperatively and effectively.

Many practical features in Zoho Books enable small businesses to automate numerous business activities, such as bank reconciliation and recurring invoices. However, for autonomous contractors and small business owners, billing and accounting are sometimes among the more tiresome chores. 

Invoicing With Zoho Books

Zoho Invoice is an online invoicing tool that enables you to create attractive invoices, issue automatic payment reminders, and receive payments more quickly. The invoicing tool from Zoho makes it easy and free to manage, submit, and receive payment requests from clients. In addition, it has many tools and customization choices that can help you automate the accounting for your company. It is especially appropriate for small business owners, independent contractors, and solopreneurs searching for a more structured approach to managing their payments because it is a free service.

When using Zoho Invoice, teams can track estimates, turn them into invoices, and remind clients to make any unpaid invoices. Users can also make assignments, collect project payments in advance, and monitor their past invoices.

Manage and keep track of invoices easily with Zoho Invoice. Because of its user-friendly UI, you only need a few clicks to create and send invoices. With pre-designed templates, you can brand and customise your invoices. Furthermore, all of the invoices you produce are saved so you can refer to them or utilise them as needed in the future.

Send Professional Invoices With Zoho Books

You can take payments through the platform, maintain track of invoices sent and received, offline record payments, view invoice histories, and manage payments. In addition, you may select from various invoice templates and then modify each to reflect your company's identity and aesthetic—a fantastic approach to give your invoicing process a professional feel. With the customization options, you can alter the appearance of the item table, generate invoices in various languages and currencies, put tax-related information on your invoice, and make multiple invoices for different clients.

Customers can access and change their billing information, examine and accept estimates, pay for their invoices, and download statements in the self-service section of the Zoho Invoice client portal. In addition, customers who use your live chat support have the option to start a request immediately from the portal.

1. Easy payments and easier recurring payments
Send customised invoices to clients by selecting one of the many elegant templates available or starting from scratch. 
Maintain brand consistency using the company's logo, styles, and fonts. Zoho Books makes payments less painful. Your customers will always have a choice for successful transactions based on what suits their needs, from cash to check to the web.
  1. You can view the transactions for pending payments.
  2. You can edit the bills you're paying.
  3. You can add other advanced details such as label name and type of Data. 

2. Create invoices in several languages and currencies.
Send your customers bills in their currencies, alter the base currency, and quickly examine the revalued balances. 
  1. Zoho invoice is Additionally bilingual and fluent in 17 languages
  2. With Zoho Books, you can bill customers in their local currency and keep track of it.

3. Validate your transactions with e-signatures
Use your digital signature to stop someone from altering or forging your invoice. The highest level of security is guaranteed by our Zoho Sign integration, which complies with ESIGN and eIDAS e-signature laws.
  1. Create a procedure that uses e-signatures to approve each transaction, enabling your team to collaborate. 
  2. Before delivering invoices to your clients, this validation removes the possibility of a flawed procedure.

4. Create recurring invoices.
Spend far less time billing your clients. Create a recurring billing profile to automatically bill and invoice your frequent clients for periodic services or goods if you have them. Remind your consumers to make their payments automatically to ensure prompt payment.

5. Easily print and share invoices
With Zoho Invoice, sharing invoices is simple. You can make copies, print copies, or email them. You can also send out invoice links with expiration dates or schedule emails for a later time and date.

6. Make invoices for payment in advance.
Use a retainer invoice to keep track of the advance payments your clients make. Then, apply this to your final invoice and send it to the customer as soon as the service is provided.

7. Send invoices effortlessly
Using Zoho Invoice makes it easier to ensure your clients receive the invoices you send them. Clients might also value polite reminders to pay past-due bills and avoid fees.
  1. You can send invoices using the client portal, email, and SMS.
  2. You can observe the status of clients' invoices.
  3. You can send automated payment reminders as a follow-up.

8. Get paid timely
You can get paid on time if the payment process is straightforward. Provide your consumers with various secure payment alternatives from which to pick.
  1. You can enable various localised payment gateways.
  2. You can accept cash, checks, credit cards, and bank transfers.
  3. You can automatically collect recurring payments

9. Reports
More than 30 reports are supported by Zoho Invoice, providing you with in-depth information on your company's financial situation. You can keep tabs on important indicators like top-selling products, invoice statuses, pending payments, and more with the help of these real-time reports.

Invoice In Zoho Books

The cloud-based invoicing service Zoho Invoice is created to assist businesses with invoicing, expense monitoring, and receiving online payments. Some key features are project billing, time tracking, reporting, customizable templates, and a client portal.

Get paid quicker and easier with online invoicing in Zoho Books.
 
  1. Create an invoice
  2. Send it to your customer's email address or save it as a draft to be changed later (Save as Draft) (Save & Send).
  3. The invoice status switches to Overdue if it is paid after the deadline.
  4. You can record payment for the invoice once your client receives payment.
  5. When a payment is received, the invoice's status changes to Paid and various sales reports will reflect this.
  6. The Payments Recorded module under Sales allows you to view all of the payments that have been recorded for your clients.

Conclusion

Zoho Books offers a multitude of features to make your invoicing easy. You can begin converting your sale orders or estimates to invoices with a few clicks. You may change the invoice and drag and drop the lines to reorder them. You can plan them to send later or send them instantly as well.


Thank you for reading! I hope you found the information and insights shared valuable and relevant. If you have any further questions or would like to share your thoughts, please don't hesitate to reach out in the comments section below. Until next time, stay informed and keep growing!


Cheers!

Abhishek

Seasoned Zoho Partner


Feel free to contact me if you have any queries

abhishek@encaptechno.com

My LinkedIn

    Access your files securely from anywhere











                            Zoho Developer Community





                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                              How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                            • Zoho Desk blank page

                                                                                                              1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                            • I hate the new user UI with the bar on the left

                                                                                                              How can I reverse this?
                                                                                                            • Question regarding import of previous deals...

                                                                                                              Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                            • Client Script also planned for Zoho Desk?

                                                                                                              Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                            • One person/cell phone to manage multiple accounts

                                                                                                              Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                                                                                            • Tracking KPIs, Goals etc in People

                                                                                                              How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                                                                                            • Zoho Desk: Ticket Owner Agents vs Teams

                                                                                                              Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                                                                                            • Can not Use Attachment Button on Android Widget

                                                                                                              this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                                                                                            • Announcing new features in Trident for Mac (1.24.0)

                                                                                                              Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                                                                                            • Vendor Master Enhancements for Faster Purchase Entry

                                                                                                              I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                                                                                            • Mass Mail Statistics - Number of unsent emails

                                                                                                              How do I find out which emails were not sent?
                                                                                                            • Est-il possible d'annuler l'envoi d'un mail automatique ?

                                                                                                              Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
                                                                                                            • embed a form in an email

                                                                                                              Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
                                                                                                            • Zoho Bookings - Reserve with Google

                                                                                                              Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                            • How to add Zoho demo site page designs to my Zoho Sites website

                                                                                                              Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
                                                                                                            • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                              Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
                                                                                                            • Text snippet

                                                                                                              There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                            • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

                                                                                                              Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
                                                                                                            • Add Analytics function for Title case (capitalising each word in a string)

                                                                                                              At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
                                                                                                            • How to conditionally embed an own internal widget with parameters in an html snippet?

                                                                                                              Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
                                                                                                            • Where can I find rejected inbound mails and their reason for rejection

                                                                                                              Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
                                                                                                            • Sync more than one Workdrive

                                                                                                              Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
                                                                                                            • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                                                                                              I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                                                                                            • Base Currency Adjustment Reversal

                                                                                                              Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
                                                                                                            • Please implement UAE Central Bank FX rates

                                                                                                              Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
                                                                                                            • Search Records returning different values than actually present

                                                                                                              Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
                                                                                                            • Super Admin Access to All Courses and Spaces in Zoho Learn

                                                                                                              Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
                                                                                                            • Print checks for owner's draw

                                                                                                              Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
                                                                                                            • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

                                                                                                              [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
                                                                                                            • Revenue Management: #10 Common Mistakes while Recognizing Revenue

                                                                                                              We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
                                                                                                            • Windows Desktop App - request to add minimization/startup options

                                                                                                              Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                                                                                            • integarting attachments from crm to creator

                                                                                                              when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
                                                                                                            • Search Option

                                                                                                              🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
                                                                                                            • Mobile Chat Window - Full Screen

                                                                                                              Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
                                                                                                            • Is it possible to customize ZC Themes?

                                                                                                              I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
                                                                                                            • Is it possible to create Custom function-based Lookup field in Zoho CRM

                                                                                                              Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
                                                                                                            • @mention in comments no notification

                                                                                                              Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
                                                                                                            • Zoho unified inbox

                                                                                                              The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
                                                                                                            • Add "Running Balance" column to Account Transaction Reports

                                                                                                              Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
                                                                                                            • Next Page