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class=""> <a href="/books/kb/automation/">Automation</a> </li> <li class=""> <a href="/books/kb/integrations/">Integrations</a> </li> <li class=""> <a href="/books/kb/wave-migration/">Wave Migration</a> </li> <li class=""> <a href="/books/kb/year-end-accounting/">Year End Accounting</a> </li> <li class=""> <a href="/books/kb/gdpr/">GDPR</a> </li> </ul> </div> <div class="help-content content "> <div id="answer"> <div id="searchbox-in-help-container"></div> <h1 id="invoices">Invoices</h1> <h2 id="invoice-creation">Invoice Creation</h2> <ul> <li><a href="/books/kb/invoices/invoice-life-cycle.html">What is the life cycle of an invoice in Zoho Books?</a></li> <li><a href="/books/kb/invoices/ways-to-create-invoice.html">What are the various ways to create an invoice?</a></li> <li><a href="/books/kb/invoices/multiple-expenses-invoice.html">Can I include multiple expenses in an invoice?</a></li> <li><a href="/books/kb/invoices/service-invoice.html">Can I create an invoice for the services I provide?</a></li> <li><a href="/books/kb/invoices/quote-invoice-convert.html">How do I convert a quote into an invoice?</a></li> <li><a href="/books/kb/invoices/sales-person.html">How do I track sales made by a salesperson?</a></li> <li><a href="/books/kb/invoices/asocciate-sales-person.html">How can I associate a salesperson with a particular invoice?</a></li> <li><a href="/books/kb/invoices/draft-sent-invoice.html">How do I mark an invoice as sent?</a></li> <li><a href="/books/kb/invoices/quotes-invoices-status.html">How do I monitor the status of my invoices?</a></li> <li><a href="/books/kb/invoices/import-projects-invoice.html">Can I create invoices for the projects in my Zoho Projects account?</a></li> <li><a href="/books/kb/invoices/auto-generation.html">How do I configure auto-generation of invoice numbers?</a></li> <li><a href="/books/kb/invoices/new-mail-address.html">How do I change the email address from which invoices are sent to my clients?</a></li> <li><a href="/books/kb/invoices/client-viewed-transactions.html">How do I check if my customer has viewed an invoice?</a></li> <li><a href="/books/kb/invoices/inv-customize.html">How do I customize my invoice template?</a></li> <li><a href="/books/kb/invoices/move-invoices.html">Is it possible to move invoices from one organization to another, if they are under the same account?</a></li> <li><a href="/books/kb/invoices/invoice-discounts.html">How do I provide discounts at invoice level?</a></li> <li><a href="/books/kb/invoices/discounting-invoice.html">I give a discount of 10% on the Invoice Amount if my customers pay within a particular date. How do I record this discount in Zoho Books?</a></li> <li><a href="/books/kb/invoices/downpayment-invoice.html">A customer has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Books?</a></li> <li><a href="/books/kb/invoices/invoice-in-multiple-currencies.html">How do I invoice my customers in foreign currencies?</a></li> <li><a href="/books/kb/invoices/record-partial-payment.html">How do I record partial payment against an invoice?</a></li> <li><a href="/books/kb/invoices/record-offline-payments.html">My customer has made an offline payment for an invoice. How do I record this?</a></li> <li><a href="/books/kb/invoices/org-address.html">How do I add my organisation’s address to the invoice PDF?</a></li> <li><a href="/books/kb/invoices/invoice-email-template.html">How do I customise the invoice notification email template?</a></li> <li><a href="/books/kb/invoices/item-table.html">How do I enable/disable the columns in the item table?</a></li> <li><a href="/books/kb/invoices/invoice-additional-fields.html">How do I add new fields to invoices for specifying additional information?</a></li> </ul> <h2 id="recurring-invoice">Recurring Invoice</h2> <ul> <li><a href="/books/kb/invoices/invoice-recurring.html">How do I create a recurring invoice? </a></li> <li><a href="/books/kb/invoices/new-recurring-existing.html">How do I create a recurring invoice from an existing invoice?</a></li> <li><a href="/books/kb/invoices/recurring-invoice-automatic.html">How do I customize how and when my recurring invoices are sent out?</a></li> <li><a href="/books/kb/invoices/add-date-recurring-invoice.html">How do I display the start and end date in a recurring invoice’s PDF?</a></li> <li><a href="/books/kb/invoices/sort-recurring-invoice.html">How do I sort recurring invoices?</a></li> <li><a href="/books/kb/invoices/update-delete-card.html">I have associated a customer鈥檚 card to a recurring invoice. How do I update it with a new card or delete it?</a></li> <li><a href="/books/kb/invoices/change-payment-gateway.html">How do I change the payment gateway that is associated with a recurring invoice?</a></li> </ul> <h2 id="other-actions">Other Actions</h2> <ul> <li><a href="/books/kb/invoices/qr-code.html">How can I include a QR code in the invoices I send to my customers?</a></li> <li><a href="/books/kb/invoices/share-link.html">How do I share a customer invoice with someone whose contact information is not stored in Zoho Books?</a></li> <li><a href="/books/kb/invoices/invoice-clone.html">How do I clone an invoice?</a></li> <li><a href="/books/kb/invoices/sort-invoices.html">What are the various ways in which I can sort my invoices?</a></li> <li><a href="/books/kb/invoices/print-delivery-note.html">How do I generate a delivery note in Zoho Books?</a></li> <li><a href="/books/kb/invoices/inv-impexp.html">How do I import or export invoices in Zoho Books?</a></li> <li><a href="/books/kb/invoices/more-details-organization-address.html">How do I add more details to my organization profile like VAT number, TIN number, and other fields?</a></li> <li><a href="/books/kb/invoices/withhold-taxes.html">Where can I enter the tax withheld while recording payments?</a></li> <li><a href="/books/kb/invoices/multiple-attachments.html">How many files can I attach to each invoice?</a></li> <li><a href="/books/kb/invoices/prevents-intimation-emails-spam.html">How do I prevent payment intimation emails landing into spam?</a></li> <li><a href="/books/kb/invoices/email-insights.html">Can I track the notification emails sent to my customers?</a></li> <li><a href="/books/kb/invoices/proforma-invoice.html">How do I create a proforma invoice in Zoho Books?</a></li> <li><a href="/books/kb/invoices/raise-debit-note-for-customer.html">How do I create a debit note for my customer when there is an increase in the rate?</a></li> <li><a href="/books/kb/invoices/raise-credit-note-for-post-sale-discount.html">How do I create credit note for post-sale discount?</a></li> <li><a href="/books/kb/invoices/transfer-invoice-balance.html">How do I transfer one customer’s invoice balance to another customer?</a></li> <li><a href="/books/kb/invoices/record-payments-made-via-cheque.html">A customer has made payment for an invoice via a check. The bank will clear the check within a specific period of time. How do I record this payment?</a></li> <li><a href="/books/kb/invoices/transfer-customer-advance.html">How do I apply a customer’s advance to a different customer’s invoice?</a></li> <li><a href="/books/kb/invoices/sign-inv.html">How do I add my signature in the invoice PDFs?</a></li> <li><a href="/books/kb/invoices/display-trn.html">How do I display my TRN on my invoice?</a></li> </ul> <hr> </div> <div class="rating-section clearfix"> <div class="want-feature"> <div class="rating-qtn"><i>Want a feature?</i></div> <a class="suggest-btn" href="http://zohofinance.uservoice.com/forums/283818-zoho-books" target="_blank" rel="noopener noreferrer">Suggest</a> </div> </div> <br> <br> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> </div> <div class="free-trial-banner"> <b> Switch to smart accounting software. 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