![]() ![]() Click Save and Send to send the invoice to your customer as an email immediately.If you quickly want to convert this invoice to a recurring invoice, click Make Recurring at the bottom right of the creation page.Click the Edit icon next to Template to change the invoice template.Select Attach from Cloud to upload a file from online drives.Select Attach from Desktop to upload a file from your device.(Optional) Click the Upload File dropdown to attach files to the invoice.Enter the Terms & Conditions related to the sale of goods or services.Enter any specific notes that you’d like to share with your customer.This enables you to consolidate all the items that you need to charge your customer into a single invoice instead of sending multiple invoices. Pro Tip: If you’ve created Billable Expenses and Projects for a customer, you can include them in the invoice while invoicing them. Custom: Choose this option and select a date, if you want to set a custom due date.Due on receipt: means that the outstanding amount on the invoice must be paid on the same day. ![]() Due end of next month: means that the outstanding amount of the invoice must be paid by the customer by the end of next month.Due end of the month: means that the outstanding amount of the invoice must be paid by the customer by the end of the current month.Net 15, 30, 45, 60: means that the outstanding amount of the invoice must be paid by the customer within 15, 30, 45 or 60 days.Select the Terms of payment for the invoice from the Due on Receipt dropdown menu. Select the date on which you’re raising the invoice.Check the auto-generated Invoice# or enter an invoice number manually, Click the Gear icon to change the prefix of the auto-generated invoice number or the change the setting to manually enter the invoice number each time.If this customer is not listed, you can add them to your contacts by clicking + New Customer and filling in the details. Select a customer from the Customer Name dropdown menu.Click the + New button or press c + i to create a new invoice.Open the Invoices module in the left sidebar or press shift + i to open the Invoices module.Receiving Payments - Recurring Invoices.Associating Projects to Recurring Invoice.These fields are case-sensitive and will only be overwritten if the value in field name matches in both the import file and Zoho Books. If the values match, then its corresponding fields will be overwritten with the data in the import file. If you choose to overwrite records, you will have to choose a unique field (Item Name, Item ID or SKU) which will be mapped with the equivalent field from the import file. You can choose to Skip or Overwrite records.You can download the sample file for your reference by clicking sample file. Click the Choose File button under Upload file.Click the Hamburger icon in the top right of the page.Go to the Items module and select Items.the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below. If you already have a list of items, you can import them into Zoho Books in the CSV, TSV or XLS format. This is how inventory tracking works in Zoho Books. Now the stock will be increased to 130 (100+30). You now decide to purchase 100 units of item A from your vendor and create a bill for the same. For example, let’s say you enter the opening stock for item A as 100. Then, you make an invoice for a customer by selling 70 units of Item A . Now, the stock will get reduced to 30 (100-70). Whenever you make sales or purchase transactions for items in Zoho Books, this stock gets auto-calculated accordingly. In Zoho Books, you can enter an opening stock for your items. After entering all the required details, click Save.įields in red are mandatory, others are optional.You can also associate reporting tags to items in Zoho Books. The vendor from whom you wish to purchase this item. Quantity of the item which you have in hand on the opening balance date.Ĭost at which you purchased the item for the opening stock.Īfter the stock of the item reaches this level, you will receive a notification. Select the box Track Inventory for this item.Īccount which tracks the inventory of the item.Record Transactions For Customers/Vendors. ![]()
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