How Can You Create and Send Professional Invoices in Zoho Books?
Zoho Books allows you to generate GST/VAT-compliant, customizable invoices with automation for recurring billing, reminders, and payment collection.
Create a New Invoice:
Go to Sales → Invoices → Click + New.
Select a customer, add products/services, and apply tax if applicable.
Customize Invoice Template:
Go to Settings → Templates → Invoices → Customize layout, colors, and logos.
Enable Online Payments:
Link payment gateways (Razorpay, Stripe, PayPal) for faster collections.
Send and Track:
Email directly from Zoho Books or share via client portal.
View invoice status: Sent, Viewed, Paid, or Overdue.
Why This Workflow Matters:
Professional, automated invoicing reduces errors, speeds up payment cycles, and improves customer experience while maintaining tax compliance.
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