Working with Invoices | Online Help - Zoho CRM

Working with Invoices

Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the customer along with the goods or services shipment. It usually contains the Purchase Order reference number, Date, Billing Address, Shipping Address, Terms of Payment, Line Items (products/services) with quantities and prices. In a typical organization, invoicing completes the sales process and begins the accounting process where accounts receivable is managed by the Accounts/Finance teams.

In Zoho CRM, you can create invoices directly from the Deals, Accounts, Quotes, or Sales Order modules.

Availability
Permission Required
Access to the Invoices Tab that includes View, Create, Edit and Delete permissions.




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                                                                                          • Related Articles

                                                                                          • Creating Invoices

                                                                                            In Zoho CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, please ...
                                                                                          • Creating Inventory Templates

                                                                                            With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
                                                                                          • Inventory Management

                                                                                            Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...
                                                                                          • Standard Fields in Invoices

                                                                                            Following are the list of Zoho defined standard fields available in the Invoices module: Field Name Description Data type Maximum Limit Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup   Subject Specify the name of ...
                                                                                          • How can I create inventory templates?

                                                                                            Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed.  Follow the steps below to create a template: ...
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