Streamline Your Workflow with a Zoho Books Invoice Template for Customer Support

Zoho books invoice template for Customer Support

hello everyone in this video we will show you how to create a regional invoices in sensor for books a lot of businesses collect an advance payment or retina for the products or services rendered by them this amount collected will not be an income but a liability to the company the revenue is on only when the product is delivered or the service is completed let's first enable regional imposes let's go to settings click on preferences here check the box and enable retain our invoices and choose the account in which you would like to keep track of the rate and a payments now you will find retailer enforces under the sales module let's click on this plus new icon to create a new read an eye invoice choose the customer here next is the retaining invoice number which can be ordered generated or manually added each time enter the reference number if any and choose the date if this region a inverse is part of any particular project which have created inside zoko box you can associate the project here into the description and the amount you can also add multiple lines if you would like to collect money online connect with the payment gateway and associate the payment gateway here enter the customer notes and Thompson conditions based on your requirement your default template will be automatically selected you can click on this icon to choose another one please note that you can create and customize templates under settings once this is done you can save the transaction as draft or you can send it out directly when you click on save and send you will be directed to this email page where you can customize the email content and send the return an invoice across your print here's a preview of three deny invoice you can edit download print using these options you will find other options at the mall you can click here to record or fill in payment for this particular eterna invoice when your customer makes an online payment regional invoice will be marked as paid and the payment recipt will be automatically created you can then apply this advanced payment to an invoice you can simply click on this apply to invoice button you will find the list of invoices which you have created for this particular client you can enter the amount and save it payments will be recorded for those invoices ing you alternatively you can go to the particular invoice created for that particular client and you will find this applied eat in a payments option on the top we can click on it and apply it in a payments