Zoho Invoice Questions & Answers

To create and manage multiple organizations in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the 'Organization Profile' section
• Utilize the 'Add Organization' feature to manage multiple entities.

To create purchase transactions in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Go to 'Purchases' section
• Press on the 'New Purchase Order' option to create transactions.

To change or upgrade your Zoho Invoice organization to a paid plan or subscription in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to 'Settings'
• Click on 'Subscription'
• Choose a paid plan to upgrade to.

To add a mobile number to your Zoho Invoice account and verify it, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to 'Account Settings'
• Change your mobile number
• You will receive an OTP for verification.

To add a bank account specifically for a particular customer in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the customer's profile
• Navigate to payment details
• Add a bank account.

To change the customer’s name on an invoice that’s already billed in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the specific invoice
• Hit 'Edit'
• Alter the customer details as per your requirements.

To assign a user to handle all the transactions for certain customers in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the 'Users and Roles' section
• Assign a user to manage a certain project or client.

There are essentially two steps in syncing selective accounts/contacts from Zoho CRM into Zoho Invoice, they are as follows:

Create a custom view in Zoho CRM:

• Open your Zoho CRM account
• Navigate to 'Setup'
• Go to 'Modules and Fields' under 'Customization'
• Click on the module you wish to sync
• Include 'Zoho Invoice' as a new checkbox field in the layout.
• Make a new view and make sure that the ‘Zoho Invoice’ filter is selected.

Set up Zoho Invoice integration:

• Open your Zoho Invoice account
• Navigate to the integration settings
• Choose 'Zoho CRM' as the source of integration
• Choose the custom view you made using the 'Zoho Invoice' filter when deciding which view to sync.

To add a secondary email address to customers in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the Customer’s profile
• Hit the ‘+’ button next to ‘Contact Persons’
• Add the secondary email address.

To add new fields to my customers in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to 'Settings'
• Click on 'Customers'
• Press on the 'Custom Fields' option to add new fields.