Invoicing faster:
Listed below are some tips, which will help you invoice faster.- Enable auto generation of Invoice Number. Refer Invoice Preferences for details.
- Add the list of items (your product or service) to the system and have them ready before invoicing. This helps you from the pain of entering the product or service information again and again while adding a new invoice.
- Add the customers to whom you invoice your product or service. This list again avoids the pain of entering the customer information during invoice addition.
- Specify your payment terms while adding customer, so that you need not bother about it while adding invoice.
- Set up a generic customer message in your Invoice Preferences. You can customize it on those invoices, on which it is really necessary.
- Set up your invoice "Terms & Conditions" in your Invoice Preferences.
- Set up your product or service taxes (if any) in the tax settings and specify the same while adding the product or service.
- Customize the e-mail templates and have them ready.
Sending invoices using different email address:
In Zoho Invoice whenever an invoice notification mail is sent to your client, it will be sent in your name and email address. You can configure your existing email address at Zoho Invoice, please follow the steps below.
1. Login to Zoho Invoice.
2. Click on "Settings" link at the top of the page.
3. Click on "Company profile" under "Company Settings" on the left side panel.
4. Enter your name in the "Contact" field and enter your email address in the "E-mail" field.
5. Click on "Save".
Once you have configured your email address in our system, the invoice notification mail will display your name and email address in the "From" field.
Please note that in the above process you will not be receiving the sent "Invoice notification mails" in your "Sent" folder (in your personal mail).
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