How do I change the primary email address that is used to access my Zoho Invoice account?
[et_pb_section fb_built="1" _builder_version="4.9.3" _module_preset="default"][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]How do I change the primary email address that is used to access my Zoho Invoice account? To change your primary email address, kindly follow the below mentioned steps: Log into accounts.zoho.com Select My Profile Info and click on the Email Preferences tab. Click on the Add Email button present on the top-right corner and enter the email address which you would like to make as primary. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"] Enter your account’s password and click on the Add Email button. Now, hover your cursor over the newly added secondary email, and click on the green mailbox icon. This action will make the newly added email address into your new primary email address. You can now use this primary email address to access all the Zoho applications. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png" alt="How can I convert an estimate into an invoice?" title_text="Make payment collection a breeze with Zoho Invoice" url="https://go.zoho.com/HzZ%20https://go.zoho.com/KwD" url_new_window="on" align="center" _builder_version="4.9.3" _module_preset="default"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]What happens when I import the same file twice in Zoho Invoice? Will the already existing data get overwritten? When you import the same file twice, the entries of the file won’t replace the already existing files. Instead, it skips the existing entries and imports the ones that are new. PS: This rule does not apply if you choose “Overwrite” option while importing data in the Contacts and Items modules. By clicking this, all the values in the existing records will be replaced with the imported ones and cannot be restored[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Is it possible to add SPF and DKIM records to validate transactional emails from Zoho Invoice? Yes. You can include zoho.com to your SPF (Sender Policy Framework)record. This entry represents all mail sending services of Zoho, and therefore including this entry would be sufficient if you use any other Zoho Product as well. Note: Configuring this helps in cases where emails sent from customer addresses, might sometimes be caught in the recipient’s spam filter. To avoid this, we recommend you to add zoho.com in the SPF record of your domain’s DNS settings. We hope that adding SPF record would be enough and there would no need for adding our public DKIM keys. However, feel free to contact support[at]zohoinvoice[dot]com should you require any assistance on this regard.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Can we use an external SMTP to send emails from Zoho Invoice? No. Currently we do not have an option to use external SMTP to send emails from our service.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_video src="https://youtu.be/4g9T20wRdio" _builder_version="4.9.3" _module_preset="default"][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]How do I change the theme of my organization? To change the theme of your organization, kindly follow the instructions below: Click on the Gear icon on the top-right corner and select Preferences. Now click on the Branding tab. Scroll down to the Themes section. Click on the drop-down and select a theme that you wish to apply to your organization. Changing the theme for an organisation will also reflect in its respective client portal. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]I have three organizations under a parent organization. Will I be able to create individual organizations and monitor their activities in one place? You can create multiple organizations in Zoho Invoice and switch between them whenever necessary. But, you cannot monitor the activities of all the organizations in one place. This feature is currently not available in Zoho Invoice.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png" alt="How can I convert an estimate into an invoice?" title_text="Zoho Invoice - a one-stop solution to all your invoicing requirements" url="https://go.zoho.com/KwD" url_new_window="on" align="center" _builder_version="4.9.3" _module_preset="default"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]I have two stores with different names and addresses. How can I use Zoho Invoice for both the stores? Do I need to buy two separate subscriptions? Actually, no you don’t have to get two separate subscriptions, since there is a workaround for this. You can create two templates and customize one of them to show your alternate address, by replacing your organization’s address. Here is how you do this: Open Settings and click on Templates. Clone your Default template and name it appropriately. Hover your cursor over the cloned template and click on Edit. Under Template Properties, uncheck the box that says Show Organization Logo. Next, navigate to Header & Document Information and click on Customize your header content. Type in the other store’s name and address and click on Preview. Don’t forget to hit Save, present on the top. Now you can use this template for your transactions, by scrolling down on your editor screen, click on the edit option present beside the Template field, and choose the alternate template. Please refer to the gif file present below for further clarity:[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_image src="https://www.zoho.com/invoice/kb/images/general/org-address-change-workaround.gif" _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]How does the Configure Emails option work? The Configure Emails option helps you to add additional email addresses to your organization. Transactions can be sent to your customers from any one of these email addresses as well. To do so: Click Configure Emails. Click the +Add Additional Contact option to enter the name and the email address of the contact and hit Save. An email would be sent to that email address with the verification link. The owner of the email address will have to forward that mail to you. You need to click the verification link to complete the verification process. To send transactions via the newly added email id, just move your mouse on the side of the email addresses and hit Mark as primary. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"] NOTE: This flow of email address verification has been set in this pattern, to ensure authentication of the users. As, your Zoho Invoice account contains critical financial information, we make sure that only the right person gets access to it.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_button button_url="https://go.zoho.com/KwD" url_new_window="on" button_text="Access Free Invoicing Software" button_alignment="center" _builder_version="4.9.3" _module_preset="default" custom_button="on" button_text_color="#FFFFFF" button_bg_color="#0C71C3" button_border_width="0px" Read MoreCan I use Zoho Invoice for free?
[et_pb_section fb_built="1" _builder_version="4.9.3" _module_preset="default"][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Can I use Zoho Invoice for free? Yes, you can! Zoho Invoice is forever-free invoicing software that helps small businesses manage their invoices and collect payments effortlessly. It’s packed with features that are essential for taking care of all your billing needs. With it, you’ll be able to: Create invoices, retainers, and credit notes Automate payment reminders Collect online & offline payments Record expenses Offer a self-service portal for your customers Log work-hours and bill clients for projects View multiple reports And much more, all available fully free of cost! Get Started with Zoho Invoice Now[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png" alt="How can I convert an estimate into an invoice?" title_text="Zoho Invoice - a one-stop solution to all your invoicing requirements" url="https://go.zoho.com/KwD" url_new_window="on" align="center" _builder_version="4.9.3" _module_preset="default"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]How do I backup my data? To backup all the data of your Zoho Invoice account, kindly follow the below mentioned steps: Click on the gear icon present on the top-right corner of the page, and select Data Backup. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_image src="https://www.zoho.com/invoice/kb/images/subscription/data-backup-screen.png" _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"] Click on the Backup Your Data button. A few minutes after you click the button (approx. 30 minutes), you will receive an email with a link to download your data. Note: Backing up your data today will not allow you to initiate another backup for the next 15 days.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Is it possible to change the email address with which I access my Zoho Invoice account? Yes. You can change the email address with which you access your Zoho Invoice organization. You can find the list of scenarios and the corresponding steps you could use to change your email address. Case 1: If you’ve signed up for Zoho Invoice using your personal email address and plan on using your organization email to access your Zoho Invoice account. In this case, you can change the email address by following steps mentioned here. Note: Kindly make sure that the email address to which you wish to switch shouldn’t already have a Zoho account. Case 2: You’re in the paid plan and you wish to access your Zoho Invoice account using another email address. To add a new email address, kindly follow the instructions below: Click on the Gear icon on the top and select the Users option. Click Invite User and enter your new email address. Choose the user role as Admin and click Send. You/the user will receive an email invitation to join the organization. Accept the invitation and log into the organization using the new email address. Now, head to the Users section and delete the user with the old email address. Note: If you belong to the free plan/exceed the user limit, you cannot add more than one user. In that case, send us an email to support[at]zohoinvoice[dot]com and we will provide you permission to add another user. Once we’ve enabled the option, we’ll let you know and you can follow the above steps to add your new email address.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_video src="https://youtu.be/4g9T20wRdio" _builder_version="4.9.3" _module_preset="default"][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Why am I not able to send invoices, estimates, etc. when I use an AOL email address as my primary email address? If you create your Zoho Invoice account using an AOL email address, you won’t be able to send invoices, estimates to your customers as AOL’s DMARC policy does not allow Zoho Invoice to send emails on behalf of users/businesses using AOL addresses. Hence, we advise you to change your primary email address created under a different domain. To know more about how to change your primary email address, kindly click here.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]How do I make my company’s logo visible on all my invoices? To make your logo visible on your invoice, you will have to upload your logo on to the organizational profile of your Zoho Invoice account. To upload your organization logo: Login to your Zoho Invoice account and click on the Gear icon present on the top right corner of the page. Select the Organization Profile option. Click on the Upload your logo option to upload your organization’s logo from your computer. Kindly make sure that the preferred image size for your logo is 240px x 240px @ 72 DPI (Maximum size of 1MB.) Once you upload your logo, click on the Save button for the changes to take effect. Now, your organization logo will be visible in all your invoices. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"] After uploading the logo, kindly make sure that the option to display your organization logo on all your invoices is enabled. To do that: Click on the gear icon present on the top right corner of the page and select Templates. Choose the invoice template of your choice and click on the Edit button. Tap on the Header section and check whether the Show Organization Logo option is checked. If not, check it and click on the Save button. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]I forgot the password for my Zoho Invoice account. How do I reset it? Click on the Forgot Password link in the Zoho Invoice login screen. Enter your registered email address, enter the captcha code and hit Request. You will receive an email to the registered email address with the password reset link. Click the link and reset the password. You will now be able to login to your Zoho Invoice account with your new password.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Can I select my country as India but, have USD as the base currency? Yes, you can. In order to create an Organization with India as Country and Base Currency as USD, Create an organization with some other country name (say Singapore) and choose the currency as USD. Once the organization has been created, click on the Gear icon, select Organization Profile and edit the country name as India and finally click Save. Note: This case can be applicable for all the organizations having their country Read MoreHow do I create a recurring invoice? How do I make an existing invoice recurring?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] creating a recurring invoice A Recurring Invoice can be created either from : Recurring Invoices module Invoices module To create a recurring invoice : Go to the Recurring Invoices module. Click ”+” icon and proceed to create a recurring invoice as usual. You will be prompted to enter data relevant to recurring invoices, such as Start and End time, and Recurring frequency. Enter the information according to the specifications which you want your recurring invoice to possess. Save the changes by clicking on the Save. To make an invoice recurring, all you need to do is : Go to the Invoices module. Select the specific invoice you want to make recurring. Click on More –> Make recurring. Fill in the appropriate fields. [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Also, a New Invoice can be made Recurring using the button Make Recurring given at the bottom right of the Invoice creation page. [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] [/et_pb_text][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][et_pb_post_slider posts_number=”5″ include_categories=”139″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreWhat are the different options to create and send recurring invoices to my customers?
[et_pb_section fb_built="1" _builder_version="4.9.3" _module_preset="default"][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Different options to create and send recurring invoices[/et_pb_text][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png" alt="How can I convert an estimate into an invoice?" title_text="Make payment collection a breeze with Zoho Invoice" url="https://go.zoho.com/HzZ%20https://go.zoho.com/KwD" url_new_window="on" align="center" _builder_version="4.9.3" _module_preset="default"][/et_pb_image][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Follow these steps to customize how and when recurring invoices are sent out. Click on the gear icon on the top right corner and select Preferences from the drop down. Now click on Recurring Invoices, here you can select how you want to handle recurring invoices, Create Invoices as drafts - Your recurring invoices are only saved as drafts. You can review them, make changes and send them out manually. Create and send invoices - Your recurring invoices are sent out to the customers for payment automatically once they’re created. Create, Charge and send invoices - The customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent out for their reference. [/et_pb_text][et_pb_button button_url="https://go.zoho.com/KwD" url_new_window="on" button_text="Access Free Invoicing Software" button_alignment="center" _builder_version="4.9.3" _module_preset="default" custom_button="on" button_text_color="#FFFFFF" button_bg_color="#0C71C3" button_border_width="0px" button_border_radius="22px" button_use_icon="off" filter_saturate="74%" button_text_shadow_style="preset2" box_shadow_style="preset3"][/et_pb_button][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"] [/et_pb_text][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png" alt="How can I convert an estimate into an invoice?" title_text="Zoho Invoice - a one-stop solution to all your invoicing requirements" url="https://go.zoho.com/KwD" url_new_window="on" align="center" _builder_version="4.9.3" _module_preset="default"][/et_pb_image][et_pb_button button_url="https://go.zoho.com/KwD" url_new_window="on" button_text="Access Free Invoicing Software" button_alignment="center" _builder_version="4.9.3" _module_preset="default" custom_button="on" button_text_color="#FFFFFF" button_bg_color="#0C71C3" button_border_width="0px" button_border_radius="22px" button_use_icon="off" filter_saturate="74%" button_text_shadow_style="preset2" box_shadow_style="preset3"][/et_pb_button][et_pb_video src="https://youtu.be/4g9T20wRdio" _builder_version="4.9.3" _module_preset="default"][/et_pb_video][et_pb_button button_url="https://go.zoho.com/KwD" url_new_window="on" button_text="Access Free Invoicing Software" button_alignment="center" _builder_version="4.9.3" _module_preset="default" custom_button="on" button_text_color="#FFFFFF" button_bg_color="#0C71C3" button_border_width="0px" button_border_radius="22px" button_use_icon="off" filter_saturate="74%" button_text_shadow_style="preset2" box_shadow_style="preset3"][/et_pb_button][et_pb_social_media_follow _builder_version="4.9.3" _module_preset="default" text_orientation="center"][et_pb_social_media_follow_network social_network="facebook" url="https://www.facebook.com/zoho" _builder_version="4.9.3" _module_preset="default" background_color="#3b5998" follow_button="off" url_new_window="on"]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network="twitter" url="https://www.twitter.com/zoho" _builder_version="4.9.3" _module_preset="default" background_color="#00aced" follow_button="off" url_new_window="on"]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network="linkedin" url="https://www.linkedin.com/company/zoho" _builder_version="4.9.3" _module_preset="default" background_color="#007bb6" follow_button="off" url_new_window="on"]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network="instagram" url="https://www.instagram.com/business_tools_online/" _builder_version="4.9.3" _module_preset="default" background_color="#ea2c59" follow_button="off" url_new_window="on"]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][et_pb_post_slider _builder_version="4.9.3" _module_preset="default" posts_number="5" include_categories="139" box_shadow_style="preset1" box_shadow_color="#0C71C3" hover_enabled="0" sticky_enabled="0" bg_overlay_color="#8300E9"][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section] Read MoreHow do I set my invoice due date?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] 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, Net 15 – Due 15 days from the invoice date. Net 30 – Due 30 days from Invoice date. Net 45 – Due 45 days from Invoice date. Net 60 – Due 60 days from Invoice date. ‘Due on receipt’ – Selecting this implies that the invoice is due on the same day as it is received. Custom – Customize the ‘due date’ by selecting the specific date from the calendar. ‘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). [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] 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, Go to Payments Received. Click on the Import Payments option from the Actions dropdown. You will be directed to another page where the data you wish to be imported needs to be uploaded. 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 [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] 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. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] 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 [/et_pb_text][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreHow can I record a refund for advance payments I’ve received?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Advance payments can be recorded either as an invoice payment or a credit note and both are displayed as unused credits on the contact details page. Both can be applied to invoices and credit notes can be refunded. To refund the excess invoice payment, You will need to first raise a credit note(/invoice/kb/credits/use-credit-note.html) for the excess payment. Later, click on that credit note and select Refund by clicking on the More button. You can check the bottom of the same page to view the refund history [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I receive payments online? Zoho Invoice supports several online payment gateways that make it easy for you to receive your payments in an instant. When you send out an invoice to your customer, simply enable the payment modes of your choice under the Payment Options field as shown below. [/et_pb_text][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] I have configured payment gateways under my settings, but they’re not working for me. Ensure you’ve followed the following two steps to receive online payments from your customers. 1) Include the payment gateway in your invoice – At the time of creating the invoice, select the payment gateway you have set up. You can do this in the ‘Payment Option’ section. 2) Ensure the placeholders are placed in the notification email – Check for the payment link URL in the notification email you send to your customer. If the payment link is not included, then you can add it by following the steps below: Go to Settings – Email templates – Invoice Notification. Click on the Show Mail Content option and tap on Insert placeholders – Online payment. Select Set this to default if you would like to save that template as your default template. Hit on the Save button to save the changes made.Best Zaps to Create when Using Invoicing Software [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I add or delete a payment mode? To set a payment mode, kindly follow the below-mentioned steps: Open the Contacts tab and select a customer Click on New Transaction and select Invoice Payment. You can select the payment modes from the Payment Mode drop down. You can also add your own payment mode by clicking +Configure Payment Mode. To delete a payment mode, kindly follow the below mentioned steps: Click on the Payment Mode drop down and select +Configure Payment Mode. Hover over the options provided and a X symbol will be visible next to the option. Click on the symbol to remove the particular payment mode. Click on Save. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreHow do I add a Primary Client to fetch timesheets from Zoho Projects?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-30px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] With the enhanced Zoho Invoice – Zoho Projects integration, only projects that are associated with a Primary Client will be able to fetch timesheets from Zoho Projects. To make existing clients as primary clients in Zoho Projects: Go to the Users module from the left sidebar of Zoho Projects. Click the Client Users tab. Click the other actions button in the top right corner and select Change Primary Client. Select the client company and click Update. You can also make a client as a primary while adding a new client company by selecting the Make as Primary Client option. [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-23px|||||”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-61px|||||”] Why are some of my time entries not fetched from Zoho Projects? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-23px|||||”] Your time entries will not be fetched from Zoho Projects if: They are not billable. They haven’t been approved in Zoho Projects yet. They are General Timesheets, which do not contain any tasks or bugs. Their logged hours exceed the maximum limit set in Zoho Books. They belong to a project that hasn’t been associated with a primary client yet. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” custom_margin=”-23px||2px|||” custom_padding=”||6px|||” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” min_height=”122.3px” custom_margin=”-11px|||||”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-34px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Can I log time in Zoho Invoice using a Chrome extension? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-25px|||||”] Yes, you can log time in Zoho Invoice using the Timer extension for Chrome. Downloading the extension Click here to add the extension to Chrome, or search for “Zoho Invoice Timer” at the Chrome Web Store. How to use it? Click on the Zoho Invoice Timer icon from the Chrome toolbar or press Alt+shift+I to open the extension Select the required Project and Task. Provide a note if needed. Start the timer. [/et_pb_text][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-32px|||||”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Can I clone a particular timesheet entry? . [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-45px|||||”] Yes. You can clone a timesheet entry by clicking on the gear-shaped icon, present on the right of the entry, and clicking on Clone. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_post_slider posts_number=”5″ _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-70px|||||”][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreHow can I permit my TimesheetStaff to record expenses?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-82px|||||” custom_padding=”|0px||||”] First you will need to create a new role by cloning the existing TimesheetStaff role, and provide permission to record expenses for associated project(s). To create this role, Click the Gear icon and select Users & Roles. Go to Roles tab under Users & Roles. Click the clone button next to TimesheetStaff to duplicate this existing role. You will be navigated to the New Role creation form. Uncheck the Prevent timesheet staff(s) from recording expenses for associated project(s) option under Timesheets. Click Save. Assign this newly created role to your users and they will be able to record expenses for associated project(s). [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=” TimesheetStaff” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.10″ _module_preset=”default” min_height=”175px” custom_margin=”-33px|||||” custom_padding=”0px|||||”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-46px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I start the timer for a project? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-22px|||||”] To start the timer for a project, kindly follow the steps mentioned below: Click on the Timesheet tab on the left sidebar. Select the Projects tab and choose the project for which you wish to start the timer. Click on the Log Time button present on the top-right corner. Choose a task and click on the Start Timer button. Once you do that, you will see the timer running on the left bottom corner of the screen. To stop the timer, hover the mouse over the running timer and click on the Stop button. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” custom_margin=”-29px|||||” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-23px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”27px|||||”] Billing Methods and their Description [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Fixed Cost for Projects – A fixed cost is set while starting the project. You bill your customer only for the total fixed cost on completion of the project. Based on Project Hours – This type of billing method can be used for service based projects where the time spent will be the key attribute. You will bill your customer on rate per hour basis. Based on Task Hours – This type of billing method can be used if your project deals with multiple tasks and each task differs in their level of difficulty or skill. You will bill your customer based on the rate per hour on the task worked. Based on Staff Hours – This type of billing method can be used if your project deals with different users and varied skill levels working on different tasks. Here you bill your customer based on the rate per hour for the users who work on the project. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How can I maintain a common task list and use it for all the projects? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-25px|||||” custom_padding=”4px|||||”] A common task list cannot be created in Zoho Invoice. As a workaround, Create a project with the common task lists you wish to have. Under Tasks, click on Import tasks from existing projects whenever you create a new project and wish to have the same set of tasks. Select a project from the drop-down in the pop-up that follows and select Import. Now the duplicate project will contain all the tasks from the existing project. You can edit the project details accordingly. [/et_pb_text][et_pb_post_slider posts_number=”10″ include_categories=”139″ bg_overlay_color=”#0C71C3″ _builder_version=”4.9.10″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreHow do I create an invoice for multiple projects?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-34px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] To create an invoice with multiple projects, Start creating a new invoice. As soon as you select the customer name, under the Items section you will find a notification to include the unbilled expenses and projects to the invoice. Click on the unbilled projects notification and select the project to be included in the invoice. To add multiple projects, repeat the process. Once the invoice with unbilled projects are created, it cannot be edited. [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-55px|||||”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-45px|auto|-45px|auto|true|”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I check the billed/unbilled hours and amount of a task/project? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”13px|||||” custom_padding=”7px|||||”] You can generate a report for the billed/unbilled hours and for billed/unbilled amount for a task in a project. With the help of this report, you can check all the details involved. To generate this report, Navigate to Reports > Projects and Timesheet > Project Details. Click on Customize Report and select the customer from the Customer Name drop down. Once the customer is selected you will be able to select the projects they are associated with from the Project Name drop down. The Report By drop down allows you to generate the report based on Task, Staff or Task & Staff. Click on Run Report after selecting the required details for generating the report. The report tables below will show the data according to the option selected in the Report By drop down From the report you will also be able to check, Logged Hours Non-Billable Hours Billed Hours Unbilled Hours and the amount corresponding to each of them. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-28px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-55px|||||”] How do I delete a time entry? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-35px|||||”] Time entry can be deleted in two ways, 1) From the Timesheet window, Navigate to Timesheet > All Timesheet. Check the box for the time entries you wish to delete. Click on the ‘Delete’ icon present on top of the timesheet window. 2) Projects, Select the project in which you would like to delete time entries. Select the timesheet tab inside the project. Hover mouse over the list of time entries and the ‘delete’ icon will appear. [/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-10px|||||”] Can I add bulk time entries? [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-20px|||||”] To create an invoice with multiple projects, Start creating a new invoice. As soon as you select the customer name, under the Items section you will find a notification to include the unbilled expenses and projects to the invoice. Click on the unbilled projects notification and select the project to be included in the invoice. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-28px|||||”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_post_slider posts_number=”5″ include_categories=”139″ _builder_version=”4.9.10″ _module_preset=”default” width=”100%” max_width=”100%” min_height=”303px” height=”583px” max_height=”750px” hover_enabled=”0″ sticky_enabled=”0″ background_color=”#0C71C3″ border_color_all=”#0C71C3″ bg_overlay_color=”#0C71C3″ use_text_overlay=”off”][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section]
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