The Template Properties will appear first with Header, Item Table, Total, & Footer on the left sidebar. Next, pick your template language and then Use This. Start by clicking +New on the top right and then choose your template. Now once you click on Invoices, multiple template designs will appear crafted for Zoho. Clicking on this will bring a drop-down menu of all the Templates (Estimates, Invoices, Credit Notes, Retainer Invoices, Payment Receipts, Retainer Payment Receipts, & Customer Statement) Then on the sidebar, halfway down will be Templates. First, go to Settings (cogwheel) on the upper right. Let us go ahead and start by opening up Zoho Invoice on the desktop. Today we briefly go over how to create a customized invoice template. All primary forms of payments are accepted up for whichever best molds to your business needs. It will then pull the appropriate data fields from the CRM and put them into your invoicing or estimate template to send to clients while logging the Invoice in your CRM. With CRM integration, your sales team can quickly send invoices directly from the mobile application in the field while pulling all the proper client information from the CRM. These features will help you stay on track while delivering professional & consistent invoices. With customizable templates, you can fine-tune your billing system as you see best. Zoho invoice allows you to manage estimates, invoices, payments received, expenses, and tracking revenue analytics in a clean, uncluttered application. As far as third-party applications, this online application supports both Google G Suite and Microsoft Office 365. However, one exception to the integration is Zoho Inventory, but hopefully, as we start 2020, it will be fixed this year. Of course, like the rest of the finance suite, Invoice seamlessly integrates primarily with Cliq, CRM, & Projects. It works great with both the desktop version through your web browser or the mobile app when you are in the field. Though you have all of the power in Zoho Books to do invoices, this online application keeps it simple. Select the taxes to be clubbed together by clicking on the check box, next to the desired taxes.This week on deck, we start the New Year with Zoho Invoice.Click on the + New Tax Group option present on the top right corner.To create a Tax Group follow steps as below: In such cases you will have to create Tax Group which will fullfill this regulatory requirement. It is customary in some countries to club some taxes under a common head. Confirmation pop-up screen will double check your intention. Scroll over the desired tax row and click on the trash bin icon which appears.Click on the Gear Icon found on the top right hand side corner of the screen and click on More Settings.To delete an existing tax follow steps as below: If this tax has already been applied in some transactions, you will asked to confirm if you wish to update the new tax rate in those transactions as well.Click Save for the changes to take effect.In the Edit Tax screen, edit the desired fields such as Tax Name, Rate and select if it is a compound tax.Click on the Gear icon found on the top right hand side corner of the screen and click on Taxes from the drop-down.To edit an existing tax, please follow the steps below: In certain cases, the provincial tax is applied on the total that includes the item or invoice amount as well as the federal tax amount. It is for you to pay to your local province and another to the federal authority. Insight: Compound Tax - In some countries you might have to collect more than one tax from your customers. Receiving Payments - Recurring Invoices.Associating Projects to Recurring Invoice.
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