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

                                                                                                            • Domain Transfer

                                                                                                              Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.
                                                                                                            • Select CRM Custom Module in Zoho Creator

                                                                                                              I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
                                                                                                            • New User - Opening Stock Aging Report

                                                                                                              I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
                                                                                                            • Bulk Receive Multiple Purchase Orders

                                                                                                              Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.
                                                                                                            • Manual Invoice

                                                                                                              How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector
                                                                                                            • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

                                                                                                              I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
                                                                                                            • Merging contacts and or accounts

                                                                                                              Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the
                                                                                                            • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

                                                                                                              I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a
                                                                                                            • Zoho Learning Management System - Certificate Upload by Employees

                                                                                                              We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
                                                                                                            • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                                                                                              Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                                                                                            • Button or Links order

                                                                                                              Is there a way to re-order the buttons or links that are created?
                                                                                                            • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

                                                                                                              It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
                                                                                                            • Request for Subform Support in Zoho CRM Webforms

                                                                                                              Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
                                                                                                            • Formatting Mailing Labels

                                                                                                              I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random
                                                                                                            • Maxima Address on FSM Customer

                                                                                                              Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
                                                                                                            • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

                                                                                                              Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts
                                                                                                            • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

                                                                                                              In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho
                                                                                                            • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

                                                                                                              ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto
                                                                                                            • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

                                                                                                              Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
                                                                                                            • Mails are not being sent from custom Deluge function

                                                                                                              We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"
                                                                                                            • Currency transition

                                                                                                              We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
                                                                                                            • Notes and Attachments visibility can now be restricted based on profiles

                                                                                                              Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
                                                                                                            • Zoho webinar--hard for agencies

                                                                                                              So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content
                                                                                                            • Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

                                                                                                              Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like
                                                                                                            • Banking > Import statements with a csv file

                                                                                                              Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.
                                                                                                            • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                              Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                            • Has anyone successfully added Microsoft Graph API Oauth2 as a connection?

                                                                                                              I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft side
                                                                                                            • Syncing Timesheets between Projects and Desk

                                                                                                              All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a client
                                                                                                            • Spell Check default language

                                                                                                              Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente
                                                                                                            • Zoho Backstage 3.0 - Boostez vos événements avec des outils malins

                                                                                                              Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilité
                                                                                                            • Portal user activity reporting

                                                                                                              Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!
                                                                                                            • Automation #11 - Auto Update Custom Fields with Values from Emails

                                                                                                              This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
                                                                                                            • Admins to set Agents Picture

                                                                                                              Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) upload
                                                                                                            • Time Tracking Reporting and Billing

                                                                                                              I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed or
                                                                                                            • Enhanced Email Signature Folding

                                                                                                              We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signatures
                                                                                                            • How to add formatting in zoho.cliq.postToUser(...) message?

                                                                                                              In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no large
                                                                                                            • How to add line breaks in zoho.cliq.postToUser(...) message?

                                                                                                              In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
                                                                                                            • Zia Agents/End of Day Reports

                                                                                                              As a manager or owner it would be nice if Zia analyzed today's (or this week's tickets) and gave an end of the day report to management team. - what important tickets were worked on or submitted today? - what agents were unproductive today and answered
                                                                                                            • Project Cost Tracking

                                                                                                              I see there are questions/concerns that Zoho doesn't track costs to a tasks in a project. We are a manufacturer and are in the early stages of tracking costs to project. I would like to expand out the COGS Chart of accounts in Books and record costs via
                                                                                                            • How to record if the payment made is return due to transaction failed.

                                                                                                              So there is Bill of $2000, and a payments made transaction to clear the bill. The amount is actually deducted from bank account. However, a few days later, I found the bank returned only $1750 cause there are $250 bank service charge for this failed transaction.
                                                                                                            • Next Page