Collaborate on Invoice Preview for Organizations with Ease Using airSlate SignNow

Invoice preview for organizations

welcome to the zoho invoice ios app a free online invoicing application that helps you create invoices seamlessly with zoho invoice you can create intuitive and customized invoices send invoice reminders to your customers receive online payments with ease track your projects and bill your customers and manage all your expenses in one place you can download zoho invoice from the app store on any of your apple devices including the macbook iphone ipad apple tv and apple watch once you log into the app you'll be greeted with the dashboard which will give you a quick insight on the total receivables your income and expenses month over month and your top expenses in a pie chart you can access key features from the bottom menu bar you can tap more to find other options and tap edit to rearrange and drag the modules which you would need in the main menu bar you can view and manage all your customers here to add new customer click the plus icon here all the products and services that you sell can be found under the items section to add a new item you can tap the plus icon fill in the details and click save in this section you can create and manage invoices let's see how to quickly create and send invoices to your customer tap the plus icon to create a new invoice choose the customer add the item details fill in the quantity here and tap save you can add or modify invoice details such as the invoice number order number and the payment terms zoho invoice is integrated with multiple online payment gateways you can connect with any of them to receive payments seamlessly add the customer note and terms and conditions of your business once done tap save this is the preview of your invoice you can tap here to view the pdf which is exactly how your invoice would look like zoe invoice has multiple invoice templates from where you can completely customize the look and feel of your invoice tap email invoice to send this invoice across to your customer you can customize the sender of this email or choose to add a copy to other users add a subject and any attachments if required once done tap send in the top right corner the status of the invoice will be changed to send if you receive online payments from this customer the invoice status will automatically be changed to paid to record payments manually tap payments here verify all the details here and tap save the invoice status will now be changed to paid you can find all other options for this invoice under more you can view all the payments recorded in the payments received module by going to more and selecting the module the list of expenses you incur can be added and maintained in this section when you record an expense you can attach expense receipts from multiple sources like icloud or you can simply take a snap and associate the receipt you can record mileage expenses as well you have multiple options for instance you can use gps to track the distance and automatically record an expense under estimates you can create view and manage all your estimates you can manage any recurring invoices here let's say you provide a recurring service to your customers all you have to do is set up the frequency at which you wish to send across an invoice and it will be automatically generated and sent to your customers with credit notes you can track the returns and refunds under the timesheet tracking section you can create a project add a list of tasks to it and associate users as and when your users record the number of hours they worked on a particular task a timesheet will be automatically recorded once this is done you can create an invoice and bill your customers for the same we also have various widgets such as a timer widget which you can add to your home screen in the report section you can view multiple business reports you can select one preview it and also generate a pdf for it under settings you can manage your organization details and also create organizations within zoho invoice you have the option to switch between them from here you can also view your list of users here under the tax preferences you can configure taxes that are applicable for your business you can also add additional tax rates and tax groups as well under the security preferences you can set up a passcode to open the app we support passcode touch id and face id based on the device you use you can view all notifications here and you can tap here to view the most frequently asked questions hope you've got a glimpse of the features that the zoho invoice mobile app has to offer do download it from the app store and give it a try if you have any questions do write to us at support plus mobile at zohoinvoice.com and we'll be happy to assist you thank you