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The due date of an invoice can be set during the invoice creation by choosing the payment terms, labeled ‘Terms’ on the invoice creation page. The options available for selection are,

1. Net 15 – Due 15 days from the invoice date.
2. Net 30 – Due 30 days from Invoice date.
3. Net 45 – Due 45 days from Invoice date.
4. Net 60 – Due 60 days from Invoice date.
5. ‘Due on receipt’ – Selecting this implies that the invoice is due on the same day as it is received.
6. Custom – Customize the ‘due date’ by selecting the specific date from the calendar.
7. ‘New term’ – Use this to create a new due date by specifying a duration of your choice (eg: Net 120 – Invoice due 120 days from date of creation).

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How can I import and export invoice payments?

Not just Invoice payments, you can import and export any data into and out of Zoho Invoice.

To Import Invoice Payments,

1. Go to Payments Received.
2. Click on the Import Payments option from the Actions dropdown.
3. You will be directed to another page where the data you wish to be imported needs to be uploaded.
4. Data can be uploaded as a CSV (Comma Separated Value) or TSV (Tab Separated Value) file from your hard drive. Also, select the character encoding based on your import file and click on Next.

   How can I record a refund for advance payments I’ve received? 

To Export follow similar steps to importing,

• Click on the Export Payment option from the Actions dropdown.
• A pop-up will appear with Invoice Payments already selected as the entity.
  
• Pick a format in which it needs to be exported to your hard drive. CSV or XLS.
• Click on Export

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How can I adjust my invoice total to include shipping charges and miscellaneous adjustments?

Any miscellaneous amount you may want to associate with your estimates or invoices can be added as ‘Adjustments’. The amount entered as the adjustment is added to the invoice total. The ‘Adjustments’ field is displayed right at the bottom of the estimate/invoice creation page.

While entering the invoice creation page for the first time, you will be asked to enable this. In case you miss it, you can do it later by following the below-mentioned steps:

• Go to Settings and choose Preferences > General.
• Scroll down to the section titled Select any additional charges you’d like to add and check the boxes Adjustments and/or on Shipping charges to include these on your estimates and invoices.
• Hit the Save button when you’re done.

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How do I send out customized reminders for my invoice payments?

Zoho Invoice offers both automatic and manual reminders,

1) Automatic reminders can be enabled automatically by going to Settings – Reminders. Go to Automated Reminders and click ‘Turn On’. Up to 30 automatic reminders can be enabled, with an option to remind both the customer and yourself that the due date for payment is approaching/has passed a certain number of days. They are automatically sent out on the set reminder dates.

2) Manual reminders are available for overdue and sent invoices. To send manual reminders out, first, you need to enable and configure them. To do this,

• Go to Settings – Reminders.
• Go to the ‘Manual Reminders’ section.
• You can configure the reminder text to suit the message you want to convey.
• Save the reminder.
• To send a manual reminder out, go to the invoice on which payment is due. Click More – Send Reminder.

  Best Zaps to Create when Using Invoicing Software

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