Streamline Your Workflow with the Zoho Books Invoice Template for Operations

Zoho books invoice template for Operations

hi guys i'm rita in this episode i will show you how you can issue a sales invoice on zoho books accounting software so you can issue an invoice either clicking on blue button going through your quick links and click on invoices also you can issue an invoice by clicking on new and select new invoice or you can go to sidebar under sales under invoices you can issue an invoice clicking on this plus sign or clicking on new this is this invoice template so select your customer or add a new customer by filling in contact card for this new client or new customer in my case i will select happy limited invoice number will be automatically general generated by system but you can change your preferences on clicking on that setting icon order number if you have order number what you need to quote add it here otherwise leave blank invoice date select an invoice date and payment terms and conditions or payment terms are coming out from clients card but you still can change here for example if this invoice needs to be paid immediately salesperson and you can add a subject for example i have an event on well if i could type event on 30 or 5 2022 okay now we need to add an e uh item details so if you have product you will be able to change quantity and then it will calculate amount and etc if you have a service like in my case i have service you can still change the details at the more information if required quantity for service of courses will be one in my case rate can be amended so even if you added or defaulted on your system one rate you can still go unamended here if you provide a discount like a percentage or a set amount you can add it here otherwise you can leave blank for example i will add 10 so amount will change so rate less discount and amount will be showing there you can perform more actions clicking on this circled blue icon here you can show additional information or you can clone this item if you don't want second line click on red cross and it will disappear but if you need to add another line click on add another line there under customer notes you can add an information like i have provided bank details if you send a product and you won't charge customer for a delivery charge scorer charges or shipping charges add it here also you can provide more terms and conditions and upload some support files if required if you have opted for sending on emails to your customers or you have added an email address email addresses will show up here but you can add a new email address by click on add new and providing details of this contact person for this particular customer then we can save as a drop this invoice save and send but when you click on drop down list you can save and print this invoice save and share save and send later also you can cancel if i will click save and send you will be directed to next page which would show an email like an email sending form you can amend this form if required for example if you want bcc someone in type in details there or if you want to change subject when we go till bottom of this invoice we can attach a customer statement change date range by clicking on the pen icon otherwise just untick or do not select it if you have any other attached support files to provide click on attach files once you have filled in details and you are happy with all information click send now our invoice 2008 is provided here so this is the way how you can issue an invoice to a sales invoice to your customer on the whole books accounting software if you have any questions or require any further advice feel free to reach out to me [Music]