Zoho Invoice set-up checklist
Zoho Invoice customization checklist:
- Check whether you have set up your company profile.
- Check whether you have changed the logos, both for the invoices and for the service.
- Check whether you have updated your time zone and currency.
- Check whether you have specified your invoice preferences, including the way invoice numbers has to be generated, the payment terms to be shown while invoice creation etc.
- Check whether you have specified your taxes.
- Check whether you have customized the e-mail templates.
- Check whether you have set up the online invoice payment details, if you have one such account.
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