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

                                                                                                            • two columns layout

                                                                                                              it's actually frustrating to not have this feature, I actually had to convince my employer to subscribe to zoho forms and integrate it with zoho crm, but because of this feature not beeing provided, our forms looks unnecessarly long and hideous. 
                                                                                                            • Sync Zoho Desk Help Center Category Icons to SalesIQ Articles

                                                                                                              Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from our Zoho Desk Knowledge Base into SalesIQ. While this integration works well for syncing article content, we’ve noticed a visual inconsistency:
                                                                                                            • Company Name not pre-populating when using Quick Create: Contact

                                                                                                              Hi Devs, This has bugged me for a long time, and it's a simple UX design change to solve it. Problem: Users creating Contacts not linked to Companies/Accounts Cause: When a user creates an Opportunity where after browsing the Contacts they realise they
                                                                                                            • Spell Checker in Zoho desk

                                                                                                              Is there a way to set always check spelling before sending? Outlook does this and it is a handy tool to avoid typos
                                                                                                            • Enable Sync of SalesIQ Article Interactions to Zoho Analytics for Unified Knowledge Base Reporting

                                                                                                              Dear Zoho SalesIQ and Zoho Analytics Teams, Greetings, We’d like to formally request an enhancement to enable SalesIQ article interaction data to be synced with Zoho Analytics, so that we can obtain a unified view of our knowledge base performance metrics
                                                                                                            • How to enter membership share, sold or reimburse

                                                                                                              Hello, First, I am just begining taking care of the accounting of my organisation, and new also to Books. In Books, our accounting plan has an account #3900 - Share capital, that cumulates the share our member pay. How do I write a sale or a reimbursement
                                                                                                            • Ability for me to take the issued PDF certification on successful completion of a course then push to zoho sign in order that it is digitally certified

                                                                                                              How can I take the issued PDF certification on successful completion of a Zoho Learn course then trigger a workflow to push to Zoho Sign in order that it is digitally certified, hosted on the blockchain and then push to Zoho Workdrive to be hosted off
                                                                                                            • Candidates rejection process

                                                                                                              Is there a way to get ZOHORecruit to automatically send out an email to candidates that are rejected?
                                                                                                            • Multi file upload

                                                                                                              Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
                                                                                                            • Passing the image/file uploaded in form to openai api

                                                                                                              I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
                                                                                                            • Calendar Year View?

                                                                                                              Is there a way I can view the calendar in year view? Maybe create a page with a view like this?
                                                                                                            • ABN Amro

                                                                                                              Hi, We are trying to add Abn AMRO as a bank in Zoho Books. However we get the following error: Type of Error: User Action Required Description: The request cannot be completed because the site is no longer supported for data updates. Possible workaround: Please deactivate or remove the account. Suggested Action: The site will no longer be supported by Zoho Books and should be removed. Does that mean it's no longer supported? Thanks!
                                                                                                            • Add bank transfers via a webhook or API

                                                                                                              Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a transaction from an external (unsupported bank) in the moment there is a transaction
                                                                                                            • Books does not allow 19% tax rate for invoice - Please help!

                                                                                                              Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get the
                                                                                                            • When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?

                                                                                                              Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration
                                                                                                            • Admin Access to Subscriber Information for System/Default Bots in Zoho Cliq

                                                                                                              Dear Zoho Cliq Team, Greetings, We would like to request an enhancement to Zoho Cliq's bot management capabilities. Specifically, we are asking for the ability for organization administrators to view the list of subscribers for system/default bots, such
                                                                                                            • zoho webmail keeps opening an empty tab when on log in/vist webmail

                                                                                                              as the the title says, whenever i log in or visit the page in a new tab, zoho webmail with open a new tab, but it errors out (see attachment). how do you stop it from doing this?
                                                                                                            • FSM work order creation on books quote approval

                                                                                                              I have followed https://help.zoho.com/portal/en/kb/fsm/custom-integrations/zoho-books/articles/perform-actions-in-zoho-fsm-on-estimate-approval-in-zoho-books#Step_1_Create_a_connection_for_Zoho_FSM_in_Zoho_Books in order to create a work order in FSM
                                                                                                            • Tip of the week #46 - Stay more organized by moving threads between inboxes

                                                                                                              Have you ever come across a thread in your inbox that should have been handled by a different team or inbox? Or maybe you've wrapped up your part of the conversation, but another team needs to step in to finish the task or assist further? Keeping such
                                                                                                            • Text summarization and field detection with Zia, Zoho's AI assistant

                                                                                                              Have lengthy documents that take forever to read and sign? Tired of placing fields into hundreds of pages? Here's a single solution to solve both challenges: Zia, Zoho's AI assistant. With Zia's integration with OpenAI, you can summarize long documents
                                                                                                            • Sending Links to Functions in CRM

                                                                                                              Maybe I'm crazy, but currently there's no way to send someone a link to a custom function. The only link you can get is to the myfunctions page, which is very frustrating. This should work like workflow rules where when you click on one, it should have
                                                                                                            • zohoからの自動メールについて

                                                                                                              zohoからの自動メールにおいてちょっと困ったことが起こっており、サポートにも相談中なのですが ほかの方にも同現象が発生していないか相談したい。 ▼事象 zohoからの自動メールにおいて時折「このメールが送信者からのものであると確認できないため、このメールに安全に返信できない可能性があります」とメーラーから警告が出る。 ▼状況 発信元:設定した独自ドメイン SPF/DKIM設定:済 利用メーラー:outlook 発生頻度:稀(連続するときもあるが、パタッとでなくなる時もある) サポートへの連絡:ただいま継続相談中
                                                                                                            • Using Deluge scripting to create/update data in TabularSections

                                                                                                              I am having following Form structure with some other usual fields, and a tabular section which allows putting question, self rating and lead rating. (pic below) I am trying to create a record of this form via Deluge, but can't figure out way to populate
                                                                                                            • Zoho Recruit: How to link lookup fields using record ID instead of name during import?

                                                                                                              Hi, I'm having an issue with lookup fields in Zoho Recruit during data import. When I import records into a module that includes a lookup field (e.g., to an Interview record), Zoho Recruit matches the lookup by the display name (string) instead of the
                                                                                                            • Add a "Success" Route to the "Forward to Operator" Card in Zobot

                                                                                                              Hello Zoho SalesIQ Team, We hope you're doing well. We would like to request an enhancement to the "Forward to Operator" card in Zobot. Current Limitation: At present, the "Forward to Operator" card provides the following routes: Operator Not Available
                                                                                                            • Power of Automation :: Auto-update Project status based on Tasklist completion

                                                                                                              Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                            • Multi Module Lookup Fields

                                                                                                              🎯 Use Case: In many custom implementations, especially those involving financial tracking, service operations, or project-based work, a single record (e.g. an invoice or bill) often relates to one of several different modules — but only one at a time.
                                                                                                            • How to Download a File from Zoho WorkDrive Using a Public Link

                                                                                                              How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teams
                                                                                                            • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                              Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                                                                                            • Introducing AI Modeler—a no-code approach to adding AI to your business applications

                                                                                                              Forward-thinking businesses today are embracing AI to make life easier for themselves, their employees, and their customers. But if you haven't started yet, you might be concerned that your business will be left behind. Or maybe you're worried because
                                                                                                            • Tip #20 - Three things you probably didn't know you can do with picklists

                                                                                                              Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
                                                                                                            • Zoho People how do i view the history of leave taken

                                                                                                              Hi All What is the report that i am unable to view the history of the leave taken for an individual and team?
                                                                                                            • UK Registration for VAT with existing stock/inventory

                                                                                                              We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to
                                                                                                            • Trigger action after workflow

                                                                                                              I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we
                                                                                                            • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

                                                                                                              We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
                                                                                                            • Unable To Enable Google Calendar Sync

                                                                                                              Hi Folks, I am unable to enable google calendar sync. I get Internal Error, Problem Occurred Internally. Screenshot attached. How do I solve this?
                                                                                                            • Export to Zoho CRM Not Triggering Workflow Rules

                                                                                                              Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a Schedule
                                                                                                            • 【Zoho Projects】サンドボックス機能(テスト環境)リリースのお知らせ

                                                                                                              本投稿は、本社のZoho コミュニティに投稿された以下の記事を参照し作成したものです。 Sandbox - Your Secure Testing Space in Zoho Projects ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Projects のサンドボックス機能リリースについてご紹介します。 サンドボックス(テスト環境)とは? Zoho Projects の「サンドボックス」は、新たな設定を作成、検証、そして既存の処理を妨げることなく本番環境に適用することができるテスト環境です。
                                                                                                            • Sending from domain alias

                                                                                                              In the Control Panel/Domains, I have set up some domains as aliases for my main domain. Only my main domain has mail hosting. The other domains are verified as aliases for the main domain, and emails sent to <user>@<alias domain> arrive successfully at
                                                                                                            • Difficult to Purchase More users

                                                                                                              It's surprisingly difficult and un-intuitive to purchase more user licenses in Zoho One under the new UI. It's not actually possible to do it anywhere from the admin interface. You have to leave the admin/directory section, then click your profile icon,
                                                                                                            • Next Page