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 corner inside the Invoices module.
Method 2: From Sales order:
Navigate to the Sales Order that you wish to be invoiced. * Click on the Create button on the top of the page. * Select the Invoice option from the drop down. * You can also create invoices by clicking on the Invoices tab of the Sales Orders page and choose the option called New Invoice.
Method 3: From Contacts:
You can raise an invoice for a customer from the contacts module as well.
To do so:
- Go to the Contacts page.
- Navigate to the preferred contact.
- Click on the New Transaction button.
- Choose the invoice option from the drop down.
- A new invoice page will open up.
- Fill all details and click Save to create an invoice.
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 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 create a drop shipment?
To create a drop shipment in Zoho Inventory: Go to your sales order section. Select the sales order for which a dropshipment has to be created. Click on the More button and choose the Dropship option. Select whether you want to dropship the sales ...
How to create a purchase order?
Purchase Order is created in the following fashion: Click on the quick create (+) icon next to the Purchase Order tab or the +New icon placed on top of the purchase order window to create a new purchase order. You will be navigated to a new window ...
Create Zip files
Easily create zip files to back up multiple files and folders in WorkDrive web. If you want to store this data in your computer, you can simply download the zip file at any time and extract its items. To create a zip file: 1. Go to My Folders or a ...