Working with Invoices

Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the customer along with the goods or services shipment. It usually contains the Purchase Order reference number, Date, Billing Address, Shipping Address, Terms of Payment, Line Items (products/services) with quantities and prices. In a typical organization, invoicing completes the sales process and begins the accounting process where accounts receivable is managed by the Accounts/Finance teams.

In Zoho CRM, you can create invoices directly from the Deals, Accounts, Quotes, or Sales Order modules.

Availability

Permission Required

Access to the Invoices Tab that includes View, Create, Edit and Delete permissions.

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• Creating Invoices

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• Can I change the autonumber field for quotes and invoices?

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