Go to the Invoices module in the left sidebar or press shift + i to instantly navigate to the Invoices module.You can add your own comments whenever necessary to record any important information related to the invoice which might help you in the future. This allows you to review all actions performed on an invoice and also identify who performed them. You can view a brief history of all the actions performed on an invoice in the History and Comments section, at the top in the invoice details section. You can write off an invoice when your customer might not the pay the due amount. You can stop all the payment reminders that are sent to a customer anytime using this feature. You can record the expected payment date for an invoice if your customer had informed you regarding the payment date already. When you have default payment, you can send a payment reminder to your customer asking them to make the payment immediately. You can convert an invoice in the draft status to the open status without actually sending an invoice using this option. You can export your invoices to download a copy of the invoices that you have in Zoho Invoice.Īctions on Draft Invoices Invoice Actions Perform this action when you don’t want to have a record of the invoice in Zoho Invoice. Print a Packing Slip to attach it with the product that you’re shipping to your customer. Print a Delivery Note to send it along with the products to your customer. Void an invoice to maintain a record of the invoice while not allowing it to affect the accounts. If you want to create a new invoice with the exact copy of an already existing invoice, you can clone an invoice. You can create a credit note if you owe your customer any money. You can convert a normal invoice into a recurring invoice if the sale is going to be recurring over a specific period of time. You can share the invoice as a link so that anybody with the link can access the invoice. You can send a copy of an invoice as a snail mail through postal service using this feature. You can attach relevant files related to the sale to the respective invoice. Send the invoice as an email to your customer. You can print your invoice to send or give a copy of the invoice to your customer.
#Open invoices pdf
This option allows you to downlaod the invoice in PDF format. However, if the invoice has been sent already, you need to send a copy of the invoice to your customer again.
#Open invoices update
You can edit the invoice and update the information.
Associating Projects to Recurring Invoice.Creating and Sending Recurring Invoices.
0 kommentar(er)
