Welcome to Zoho Invoice User PlayBook

Welcome to Zoho Invoice User PlayBook

Start here. This page walks through Zoho Invoice the way you actually use it.

What you'll find


Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the post before it, so you can start anywhere.

How to use this page

Read in order if you're new — it follows the arc of setting up, sending, and getting paid. Every question is written the way you'd ask it, so it should match what you typed.

Posts also carry an On your phone tip wherever the mobile app does things differently.

One ask

The comments are the point. If a post doesn't answer your version of the question, say so underneath it. And if you have a workaround that took you three weeks to figure out, this is a good place to put it.


Table of Content

      Post #1- Day 1: I signed up, now what?