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.

Sign up for Zoho Books today.

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

    • Recent Topics

    • Sales Order, Invoice and Payment numbers

      Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

    • Missing information data Zoho inventory

      there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • Zoho Desk app update: AI powered features

      Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

    • How to Automate Email Sequence

      I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

    • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

      Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

    • Credit Management: #3 Setting Credit Limit for Customers

      Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Adding Reports to Portals

      Is there a way to add Reports to portals so only the user can see report templates relevant to them?

    • Update on the client portal URL for Guest users

      We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Enhancements to Zoho Maps integration tasks

      Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

    • Unable to see Zoho contacts in Zoho app on ios

      Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

    • Task Due Date greater than 10 years.

      We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

    • External User onboarding for zoho connect is not really intuitive.

      So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Hosting external websites on Zoho?

      How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.

    • How to Add Time Formula Duration (hh:mm)

      Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Live Webinar: Getting Started with Zoho WorkDrive - A Complete Overview

      Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyone

    • Marketing Tip #4: Build your email list early

      Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

      Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."

    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • I want to add my other zoho account in same pc

      why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

    • Search in Zoho Community Not Working

      I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

    • Capture Stripe’s Customer ID

      Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.

    • Custom Modules - Where are Comments??

      In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,

    • スマホでキャンペンメールを見ると正しく表示されない

      キャンペーンのメール（HTML）を作成しましたが、スマホ表示に切り替えると正しく表示されません（添付参照）過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか？

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Color of Text Box Changes

      Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

    • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

      Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • CUSTOM FUNCTION GIVE ERROR #EVAL!

      CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

    • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

      In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.

    • Shortcut to fill a range of cells

      Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

    • Next Page