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Zoho books invoice template for Financial Services

let's see how to create an invoice in Soho books under sales tab click on this plus icon right next to embosses we'll start by adding the customer for whom you're invoicing if you have already added this customer in your organization Zoho books will list them in the drop down or you can also add a new customer right here next is the invoice numbers which can be auto-generated or manually added each time you can choose one of the default payment terms or simply specify the exact date on which you expect the payment by selecting the custom option choose the item for which your invoicing here if you have already added the item it will be available in the drop down you can also add a new item using this option you can enter the quantity taxes will be automatically added based on your customer you can add multiple line items you can add discounts if you would like to if your customer has any unbuild expenses which you have to include in this invoice you can click here to add them you can add shipping charges and adjustments as per your requirement [Music] zhamuhe box is integrated with major online payment gateways to help you collect money online so you can connect with the payment gateway and associate the payment gateway here with this invoice you can add your invoice terms in condition here you can pre configure them under settings or you can type them here and check this box if you would like zero books to remember the content and use it for future transactions zhamuhe books offers multiple invoice templates which you can customize and use here I have few which I've customized I'm going to select the one you can also make a certain template default which means they will be automatically selected when you create an invoice once you're done you can save this invoice in the draft format or send it out directly here's a preview of your invoice in the draft status you can edit them download them or print using this options you can choose to send the invoice at a different time using this option and you can click your descend the invoice out your print button click more you will find other options and you can add notes and comments for the symbols right here so when your customer makes an online payment invoice will be marked as paid and a payment reciprocity automatically created and you can find them here under the payments tab when you click on the recipe number you can see the recipe here with more information for off limb payments you can simply click on this record payment button enter the amount here followed by the bank charges you can also record partial payments we can fill in other details and when you check this box as soon as you save this an email will be sent across to your customer notifying about the payment which you have received you can customize the content of the email under settings as well I'm going to save this now the invoice is successfully created and you have recorded an offline payment for this invoice you can also convert an existing estimate to an invoice in the click of a button where all the information will be automatically prefilled in from the estimate [Music] or you can also automate this by configuring estimate settings such a way that when your customer accepts an estimate Zoho box will automatically convert them to an invoice and will send them to your customer