How can I associate a sales person with a particular invoice?
One sales person may be associated to a particular invoice. You can do this by,
- Opening the specific invoice.
- Go to the ‘Sales person’ field.
- Select an existing sales person from the drop-down to associate him/her with the invoice.
How to cancel items in a Sales Order?
Let us consider a scenario where some of the items in a sales order have already been packed and shipped. But in the last minute your customer decides to cancel the rest. In situations like these, you can selectively cancel items and its quantity. To ...
How is instant invoice different from creating a normal invoice?
A normal invoice creation from a sales order will lead you to an invoice creation form. Here, you can configure the details to be included in the invoice like which items and how much quantity is to be invoiced. You can also enter the batch or serial ...
How to create an invoice?
To create a new invoice: - you can do so in 3 ways. Method 1: From the Invoices module: You can create a new invoice by clicking on the quick create (+) icon near the Invoices module on the side bar or by clicking on the +New button on the right top ...
What should I do if I wish to invoice my customers in various foreign currencies?
In Zoho Books, the item prices will always be in the base currency. To invoice a customer with a foreign currency, you first need to associate that currency to your customer. This will be applied when you raise an invoice for that particular customer ...
How can I convert an estimate into an invoice?
To convert an estimate to an invoice, follow the below steps. Go to the Estimates tab under the Sales dropdown on the left navigation pane. Select the the estimate you want to convert to invoice. Click on Convert to invoice. Check the required ...