Zoho Invoice User Manual
Welcome to Zoho Invoice user manual, a resource designed to help you set up and use our online invoicing service.
Zoho Invoice is an online invoice generation and tracking tool. It helps –
- Create and send branded invoices, quotes or estimates with ease.
- Automate repeated invoicing with recurring invoices.
- Customize the layout, look and feel of the invoices with templates.
- Print and save invoices as PDF.
- Track invoices and send overdue reminders.
- Accept customer payment online.
- Track customer payments, acknowledge receipts.
- Expand your business overseas, with support for multi currency.
- Visualize the latest business standings with powerful reports.
It makes the whole process of invoice creation, sending, tracking and follow-up very simple there by reducing the time you spend on these activities and allows you to remain focused on your business.
Hope this page was helpful, feel free to post your comments about this page. You can also -
I make an invoice and send it
Whilst a record of the invoice is kept I cannot trace the information that it has actually been sent and what date and time and the email address I sent it to
Grateful for your advice
Hello,
We appreciate your suggestion and have added it to our TODO list. We will work on it and will update you on its completion. Thanks for your patience.
Happy Invoicing!!!
Regards
Nagendra
Zoho Invoice Team
I made a template for a french invoice
the paiement conditions are only available in english ("due on date specified") while I would like "du à l'échéance"
and for the customers' "salutation" its fine on the screen (Mme) whereas when converting to pdf it prints "Mrs" instead of "Mme"....
did I miss something? thanks for your help
Hello,
Sorry for the inconvenience. As we understand that you can view "Due on date specified" instead of "du à l'échéance", also you can view "Mrs" instead of "Mme" in the invoice PDF. We acknowledge the issues that you have mentioned. We will fix it and will update you. Thanks for your patience and understanding.
Hi
I like your service a lot.
How about the report-module. Any plans on adding export-functions to pdfs etc?
Hello,
We have plans to add export options to reports. We have it in our TODO list. We will update you as we progress.
Thanks for your patience.
Regards
Nagendra
On my computer I cannot seem to get the send, print buttons etc to work it just keeps saying error on page - they seem ok on other computers I use. Do I need to adjust a setting on mine?
Hi Jules,
We would like to know your browser information. Also there is no need to change any setting in your PC. Please send your browser information to support [at] zohoinvoice [dot] com.
Regards
Nagendra - Zoho Invoice Team
I love Zoho Invoice! It has made my invoicing much faster & easier! I think it would be nice if each of the Reports provided $ Totals at the end of the page. Also, I have noticed that sometimes the aging account information is incorrect. It seems as if it is not counting some invoices and also not aging them out properly...any thoughts on this? Thank you!
Hi,
Thanks for your uplifting words.
Regarding Totals in each reports, we have displayed totals in Sales by customer and Sales by Item reports page. we do have plans to display totals in each reports page. We will update you once it gets done.
About aging account information, we are analyzing this issue and get back to you.
Thanks for your patience and understanding.
Regards
Vinayagamoorthy - Zoho Invoice Team
Hi owlcreek,
We have tried hard to reproduce the aging account information issue in our testbed. We are unable to reproduce it. Can you please give us more information on that.
If possible, can you please send us a screenshot of the page to support [at] zohoinvoice [dot] com.
Regards
Vinayagamoorthy - Zoho Invoice Team
Hi,
I was looking through the entire solution offered by zoho, and I was wondering if Invoice is also part of the featured being offered by Zoho business.
I have a few issue in mind I hope you would be able to clear my doubt:
I noticed that your invoice number are generated based on prefix and number. Is it possible to include a year/month/date element into it?(I am asking because my business would need it)
Second, is it possible to have several user from Zoho business to use the same account to send the invoice, and each invoice reflect the name of the sender?(This is important as I need all my staff to be able to generate their own invoice)
Hope you could help answer my question.
Hi Qiyang,
It is possible to add year/month/date format to the invoice name, please disable the "Auto generate invoice number." option to enter invoice numbers manually. Here are the steps to disable to option-
1. Login to Zoho Invoice.
2. Click on "Settings" on the top of the page.
3. Click on "Preferences" under "Invoice Settings" on the left side panel.
4. Click on "Auto generate invoice number." field to remove the checkmark on it.
5. Click on "Save" button.
We are yet to support multiple users to access the same account. We are working on the feature and hope to add it in our service around July 2009. Please watch our blog posts for updates.
Regards
Nagendra
Zoho Invoice.
Hi,
Thank you for your prompt reply.
Since I require about 5-7 staff to be able to send invoice from the same place, and it would be impossible for them to synchronise the run of the serial number, perhaps I might suggest you guys include it in the next feature. I believe it is a crucial feature to have.
Thanks anyway. :-)
I want to send more than one invoice to the same client attached to one email. Can this be done?
Hello,
As of now we are yet to send multiple invoices in a single mail. As a workaround you can export the invoices as PDF and attach them to the invoice notification mail to send it to your customers. Hope this helps!
Regards
Nagendra
I used Dutch invoices all the time., but now I need to make some in English, including English terms for AMount etc. Can I do both, having Dutch invoices and English at the same time??
Hello voelspriet,
It is possible to send invoices in Dutch language and English language invoices at the same time. Please use our custom template feature to create templates in Dutch and English. Following steps will guide you to create a custom template -
1. Log into Zoho Invoice.
2. Click on "Settings" at the top right corner.
3. Click on "Templates" under the "Invoice Settings" on the left.
4. Select the "Custom Template" tab.
5. Click the "Add Template" button.
6. Select any one of predefined templates, give a name and click on "create new" button.
7. Translate all the English words (such as Invoice Date, Terms, Items,etc) into Dutch language words. Please do not change the words inside %% . e.g. %CustomerName%, %CompanyStreetAddress1%. These are placeholder which will be replaced, while you generate PDF.
8. Click on "Save" button.
You can create another template in English or use one of our predefined templates for the English language invoices. Please watch our video on custom template at -
http://www.zoho.com/invoice/video/invoice_template/Invoice_template.html
Hope this helps.
Regards
Nagendra
Zoho Invoice Team
Hi, your templates a very helpful. However is there any chance for us to edit the "Invoice" heading during the printing process? I was trying to put "Proforma Invoice" instead. Thanks.
Hello,
As of now we do not support changing invoice title during printing. However, as a workaround, you can create a custom template and use it while printing invoices. Here are the steps -
Steps to create a custom template -
1. Log into Zoho Invoice.
2. Click on "Settings" at the top of the page.
3. Click on "Templates" under the "Invoice Settings" on the left side of the page.
4. Select the "Custom Template" tab.
5. Click on "Add Template" button.
6. Select any one of predefined templates, give a name and click on "Create new" button.
7. Edit the Heading at the top of the page.
8. Click on "Save".
Please do not change the words inside %% . e.g. %CustomerName%, %CompanyStreetAddress1%. These are place holders which will be replaced with data, while generating PDF.
Here is our video on custom template - http://www.zoho.com/invoice/video/invoice_template/Invoice_template.html
Once the template is ready, you can assign it to an invoice and print the invoice.
Steps to select the custom template while printing -
1. Log into Zoho Invoice.
2. Click on "Invoices" tab.
3. Select the Invoice from the list.
4. Click on "Edit" button.
5. Assign the new custom template in the template field.
6. Click on "Save" button.
You can print the invoice using the "Print" link. Once you have printed the invoice, you can reassign the original template for the invoice.
Hope this helps. Let us know if you need further assistance.
Regards
John
Zoho Invoice Team
How to make a branded invoice? with a image background?? thank you
Hi,
Please send us a sample invoice and the background image. We will check if it is possible in Zoho Invoice. Please send the files to support [@] zohoinvoice [dot] com and we will help you with the template.
Regards
Nagendra
Zoho Invoice Team