Invoice template, how to change the text under ... - Zoho …
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
Adding Percentage Fees to Invoice - Zoho Corporation
Is there a way to add a percentage fee to the invoices? Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?
Zoho Invoice Communauté
Zoho Invoice is a user-friendly invoicing application using which you can create estimates, invoice clients, manage expense, log time using timesheet, collect payments online and get insightful reports that helps make informed business decisions.
How do I create and assign a custom template to my invoices?
Those are placeholders which will be replaced with data, while you generate the invoice PDF. Click the "Save" button. click the "set as default" link to make it as the default template to all new invoices . To assign a custom template to my invoices: Click the "Invoices" tab. Click the "Edit" link of an invoice in invoice list.
Zoho Finance Suite Integration - Online Help - Zoho CRM - Zoho …
The Zoho Finance Suite integration allows you to integrate your Zoho Books, Zoho Invoice, Zoho Expense as well as Zoho Subscription accounts with Zoho CRM. As a result, you can view and monitor invoices, estimates, purchase orders, sales orders, expenses, expense reports and subscription details related to customers within your Zoho CRM account.
Importing Multiple Invoices with Multiple Line Items ... - Zoho …
Hello, I'm pretty new to Zoho so this may be an easy one. I would like to upload multiple invoices from one csv file to zoho but the problem that I have is that each invoice will have multiple line items. Is it possible to import multiple invoices that have several line items/different parts to the invoice? For example the invoice that I need to import has the following fields: Customer …
How to add image to items list in Invoice or Estimate? - Zoho …
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our …
Function #8: Add additional charges to invoices - Zoho Corporation
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region, or transaction fees), this function would save you a good deal of time and effort by doing it ...
Split one invoice into multiple invoices - Zoho Corporation
For example, if I send an invoice for $13,000 and the client asks me to split the invoice into multiple invoices that are $5000 or less, I would have to create 3 invoices. Two $5,000 invoices and a third $3,000 invoice.
Timesheet and Invoice | FAQ's | Zoho Projects - Zoho Corporation
Zoho Books or Invoice Integration You can create a project budget, invoice time logs, and record expenses for all your projects by integrating Zoho Projects with Zoho Invoice or Zoho Books. Project managers can create budget to view the planned versus actual cost in real time.