Working with Invoices
Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the customer along with the goods or services shipment. It usually contains the Purchase Order reference number, Date, Billing Address, Shipping Address, Terms of Payment, Line Items (products/services) with quantities and prices. In a typical organization, invoicing completes the sales process and begins the accounting process where accounts receivable is managed by the Accounts/Finance teams.
In Zoho CRM, you can create invoices directly from the Potentials, Accounts, Quotes, or Sales Order modules.
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Generating Invoices
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Following are the list of Zoho defined standard fields available in the Invoices module: Field Name Description Data type Maximum Limit Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup Subject Specify the name of ...How do I download all my invoices?
You can view your payment history and download the invoices in Zoho Sprints. Select your Profile in the upper-right corner. Click Subscription < Change. Select the drop-down in the upper-right corner to the left of your profile. Select Your Store ...Working hours
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. This section lets you define the working hours for your business. Additionally, you can set ...