5/9/2016 Simple Invoicing Software For Small Business : Zoho Invoice

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Welcome to Zoho Invoice!

Zoho Invoice is the fastest way to simplify customer invoicing and automate payment collections.

This user guide is designed to help you understand how to use Zoho Invoice.

If you haven’t signed up for Zoho Invoice already, click here.

(https://www.zoho.com/us/invoice/help/getting-started/signing-up.html)

If you’ve already signed up and wish to con�gure your account based on your requirements, know

more about the Settings section. (https://www.zoho.com/us/invoice/help/settings/index.html)

Using Zoho InvoiceTo access Zoho Invoice, all you need is a web browser and a working internet connection.

If you’re a mobile user, you can download the Zoho Invoice mobile app

(https://www.zoho.com/invoice/mobile/) based on your phone’s operating system.

Getting to Know Zoho InvoiceLet’s get started by looking at the dashboard of Zoho Invoice.

5/9/2016 Simple Invoicing Software For Small Business : Zoho Invoice

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Dashboard - Gives an overview of your company’s sales and expenses; top projects; due

receivables, and lot more. To know more about various sections of the dashboard, click here.

(https://www.zoho.com/us/invoice/help/dashboard/index.html)

Sidebar - Allows you to switch between di�erent modules of the product. You can raise estimates,

invoices, etc. from the Sales module; Record expenses from the Purchases module.

Quick Create - Instantly create transactions with a single click.

Gear - Lets you access the settings section, where you can con�gure and customize Zoho Invoice for

your business.

Help - The help icon give you quick access to help documentation or access to our Support team.

Noti�cations - Noti�es you on what’s happening in your client portal

(https://www.zoho.com/us/invoice/help/client-portal/index.html) and also updates you on what new

feature has been added to the product.

Organization - Allows you to manage/switch between multiple Zoho Invoice organizations.

Recent History - View recently visited transactions

Create and send an invoice in 4 simple stepsIf you’re a new user, and you wish to generate invoices instantly, kindly follow the steps mentioned

below:

1. Add customer(s)

Add your customer data into Zoho Invoice and easily choose between them while sending out an

invoice. If you have a huge list of customers to be added, use the import option to add customer

information in bulk.