Zoho Invoice Questions & Answers

Zoho Invoice is free for small businesses, freelancers, and entrepreneurs. You can create professional invoices, manage expenses, and automate payment reminders without any cost. If you're looking for more advanced features, you might want to explore Zoho Billing, which offers paid plans starting at $25 per organization per month when billed annually.

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.