REMOVE COUNTRY FIELD FROM ZOHO INVOICES PDF

Adding a markup: If you incur an expense of $100, you can mark up the expense amount and invoice $105 to the customer.Invoicing the actual cost: If you incur an expense of $100, you will invoice the same amount to the customer for them to pay.

There are two common methods of invoicing customers: The expenses that you incur on behalf of your customers, which you will invoice them later are billable expenses. To view all the sales done by different sales persons in your organization, go to Reports > Sales > Sales by Sales Person. To enable sales persons for your organization, check the I want to add a field for salesperson option. If you have sales persons in your organization who manage different sales transactions, then you can associate them with the corresponding transactions (like an invoice) in Zoho Invoice. If this option is enabled, your transaction amount will be rounded off to the nearest whole number. Round off the sales amountĬheck this option if you want your sales transaction’s total amount to be a whole number. If you choose the Tax Inclusive or Tax Exclusive option, then you can choose if you want your item rates to be tax inclusive or not while creating a transaction. Tax on item ratesĬhoose if your item rates are inclusive of tax or exclusive of it. These additional charges will show up when you are creating transactions like an invoice. You can add shipping charges and adjustments for your invoices by enabling them here. If you select a discount to be applied at transaction level, you can also choose to apply the Discount Before Tax or Discount After Tax. If you have applied taxes on the line item(s), you can choose whether the discount should be inclusive or exclusive of tax.ĭiscount is provided on the whole amount in the transaction.

If you don’t give discounts to your customers, then select this option.ĭiscount is provided for every item individually in a transaction (like an invoice) Choose how discounts are applied in transactions: If you give discounts to your customers, you can select the level of discounts applicable on the transactions.

REMOVE COUNTRY FIELD FROM ZOHO INVOICES PDF

I would like to encrypt the PDF files that I send: Checking this option will prevent the user from editing the PDF files or converting them into another file formats. Leave it unchecked if you do not to include the PDF file.

PDF attachmentĪttach PDF file with the link while emailing the invoice & estimate?: Check this option if you want to attach a PDF of your invoice & estimate while emailing them to your customer. The day you choose here will also affect the reports you generate in Zoho Invoice. When you create an invoice and select the invoice date, this is how the calendar will be displayed. This will be useful when you are selecting dates for sales and purchase transactions, and other modules.įor example, let’s say you’ve set the first day of the week as Monday. When you change the first day of your work week, the days and dates in the calendar will be updated accordingly. However, you can change the first day of your work week to Sunday, Monday, or Saturday. First day of work weekīy default, the first working day of the week is Sunday in Zoho Invoice. You’ll be able to access and configure these modules only when you enable them in this page. Once you enable a module, that module will be available in the left sidebar of your Zoho Invoice account for you to use them. Enable modulesĬheck the modules you want to enable in Zoho Invoice. Through the General Settings, you can customize your Zoho Invoice account by selecting your preferences for the various options provided below.

Go to Settings > Preferences > General.

Receiving Payments - Recurring Invoices.

Associating Projects to Recurring Invoice.

Remove country field from zoho invoices