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 number details here. Only on clicking Save, the invoice will be generated.
Whereas, when you create an instant invoice, as soon as you click the Instant Invoice option under the Invoices tab, your invoice will be generated and saved. This will skip the details page, take all the data from your corresponding sales order and convert it into an invoice instantly.
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 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 ...
How do I customize my invoice?
Go to Settings > More Settings > Templates and select the invoices tab. You can edit the predefined invoice templates by clicking on the Edit button that appears when you hover over them. You can also create a new invoice template by selecting ...
How do I record partial payment against an invoice?
Recording partial payments against an invoice can be done in two ways: When you manually record payments for your invoices, and when customers pay for their invoices through an online payment gateway. When you manually record payment for your ...
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 ...