Posted 06 Jan 2023 , 08:00

Master the process of creating invoices in Zoho Books

Guide to Creating Invoices

Zoho Books is a cloud-based accounting software that is designed to make invoicing easy for businesses. Some of the reasons why Zoho Books is easy for creating invoices include:

  • A user-friendly interface: Zoho Books has a clear and intuitive interface that makes it easy for businesses to create and send invoices. The software includes helpful features such as the ability to select products and services from a list and to automatically calculate totals.
  • Customization options: Zoho Books allows businesses to customize their invoices to include their own branding and to include any additional details that they want to include. This can help businesses to create professional-looking invoices that reflect their brand identity.
  • Automatic reminders: Zoho Books can send automatic payment reminders to customers to help ensure that invoices are paid on time. This can help businesses to reduce the time and effort required to follow up on unpaid invoices.
  • Multiple delivery options: Zoho Books allows businesses to send invoices via email or to print them and mail them to customers. This gives businesses flexibility in how they deliver their invoices to customers.

Guide to creating invoice in Zoho Books

  1. Go to the “Invoices” tab in the main menu.
  2. Click on the “New Invoice” button or click on plus icon on invoice tab directly.
  3. Select the customer for the invoice from the dropdown list. If the customer is not in the list, you can add them by clicking on the “Add Customer” button.
  4. Select the products or services that you are including on the invoice. You can either enter them manually or select them from your product and service list.
  5. Enter the quantity and price of product or Service name in Zoho Books will automatically calculate the total amount due for the invoice.
  6. Add any applicable taxes and discounts.
  7. Enter any additional details, such as the due date and payment terms, in the “Notes” section.
  8. Preview the invoice to make sure everything is correct.
  9. When you are ready to send the invoice, click the “Send” button. You can choose to send the invoice via email or to print it and mail it to the customer.
  10. If you want to save the invoice as a draft instead of sending it, click the “Save as Draft” button.

Nimblefincorp team can make invoicing time-saving by setting up templates, automating tasks, providing training, and providing ongoing support. This can help businesses to streamline their invoicing process and save time, while still ensuring that invoices are accurate and professional. We provide expertise and support to help businesses create and send invoices efficiently and effectively.

Need a help to create recurring invoices in Zoho Books?

Reach out to us and try a free consulting.