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

                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                          • Zoho CRMの流入元について

                                                                                                            Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、
                                                                                                          • Error While Sign in on Zoho Work Drive

                                                                                                            Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser
                                                                                                          • Choosing a portal option and the "Unified customer portal"?

                                                                                                            I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                          • Unified Directory : How to Access ?

                                                                                                            I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?
                                                                                                          • Translation support expanded for Modules, Subforms and Related Lists

                                                                                                            Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
                                                                                                          • Unified task view

                                                                                                            Possible to enable the unified task view in Trident, that is currently available in Mail?
                                                                                                          • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                                                                                            Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                                                                                          • Importing data into Assets

                                                                                                            So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
                                                                                                          • Allow instruction field in Job Sheets

                                                                                                            Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
                                                                                                          • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

                                                                                                            Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen
                                                                                                          • The dimensions of multilingual power

                                                                                                            Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好,来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho
                                                                                                          • Multi-line address lines

                                                                                                            How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
                                                                                                          • Accessing Zoho Forms

                                                                                                            Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
                                                                                                          • Archiving Contacts

                                                                                                            How do I archive a list of contacts, or individual contacts?
                                                                                                          • Cost of good field

                                                                                                            Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
                                                                                                          • How to add image to items list in Invoice or Estimate?

                                                                                                            Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
                                                                                                          • Issue with the Permission to Zoho Form

                                                                                                            I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account
                                                                                                          • CRM templates

                                                                                                            Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
                                                                                                          • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                            Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                          • Where to integrate Price Book and Product List Price

                                                                                                            Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
                                                                                                          • Pending Sales Order Reports

                                                                                                            Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
                                                                                                          • Zoho Mail SMTP IP addresses

                                                                                                            We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
                                                                                                          • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                            Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
                                                                                                          • Zoho Campaigns - Why do contacts have owners?

                                                                                                            When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
                                                                                                          • One Contact with Multiple Accounts with Portal enabled

                                                                                                            I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                                                                                          • email forwarding not working

                                                                                                            Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
                                                                                                          • Google Ads Conversions Not Being Tracked in Zoho CRM

                                                                                                            We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
                                                                                                          • Enable Locations for Expense

                                                                                                            Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
                                                                                                          • Currency abbreviations

                                                                                                            Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
                                                                                                          • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

                                                                                                            in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
                                                                                                          • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                            Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                                                                                          • Syntax for URLs in HTML Snippets

                                                                                                            What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to
                                                                                                          • Rate Limiting in Zoho Flow (OpenAI API)

                                                                                                            Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
                                                                                                          • Placing a condition before converting the LEAD

                                                                                                            Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
                                                                                                          • it is possible to open a widget via deluge script function

                                                                                                            I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
                                                                                                          • Creator - Portal Custom Domain

                                                                                                            I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare
                                                                                                          • steps and options to change Domain DNS/Nameservers settings

                                                                                                            Please share the options or steps to change  Domain DNS/Nameservers settings 
                                                                                                          • Employees in Leave Policy exceptions

                                                                                                            In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
                                                                                                          • Next Page