Introducing the default invoice templateĮcwid uses a default template for the invoice - it is created to be universal and to fit any business. You can also additionally customize the invoice template so that it meets your specific business needs.
You can add a logo, a tax ID, a footer message or extra business information to your invoice, if you like.
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You can also include printed invoices in shipments or save them as PDF and resend to your customers if needed. You can keep invoices for your records or use them as packing slips to ensure that all ordered products are inside a box before it's shipped out.
An invoice is a summary of order details that confirms a successful order placement. In case special invoicing is required in your country, you can also use tax invoices.īoth you and your customers can print out an invoice for each order. If you wish to switch to another organization, click the organization drop-down present in the top right corner and select the organization to which you wish to switch.This article is about regular invoices/printable orders. Soon after completing the setup, you will be taken to the dashboard of your newly created organization. Here, you can choose the organization and the module(s) to be cloned.Ĭlick No, I will set it up myself if you wish to create a new organization.Įnter the relevant details of the new organization, click Save, and you are done! Clicking Yes, clone settings will prompt you to a new screen.A pop-up screen will appear asking you to either clone the exisitng organization’s settings or to set up a new organization by yourself.Click the New Organization button provided on the top right of the screen.Click the drop down button next to your organization’s name, and click the Manage option.This way, you can manage your various business accounts under a single Zoho Invoice login and get a comparative view of the financial health of your group of companies. Zoho Invoice gives you the option of adding multiple organizations to your account.
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Ex: Name, Account number, Alternate Contact, License Details, etc. This is specific to company’s regulatory requirement.Īdditional Fields: Add additional fields on your invoice with this option. Tax ID: In case you also wish to display your tax ID on the invoice you can add it here. Company ID is the jurisdictional requirement for every company and is country specific. You can edit if required.ĭate Format: Select your preferred date format mostly prevalent in your country or specific to your organization.Ĭompany ID: In case you wish to display your company ID on the invoice you can add it here. Time Zone: Zoho Invoice populates the time zone based on the location you choose during sign up. Learn more about setting up sender email preferences.įiscal Year: Different companies follow different fiscal year, select the one that best suits your organization’s accounting and regulatory needs. If you want to change it or want to set up multiple sender email addresses, click Configure Email Preferences.
Primary Contact: The name and email address entered during the quick setup would be set as the Primary Contact of your organization.on a separate address other than the company address you have provided above. Remittance Address: You can enable this option, to receive payments etc. You can add an additional address to receive payments.
Industry: Select the industry type your business falls under.Ĭompany Address: Provide a detailed postal address along with other contact details such as phone number, website etc. Organization Name: You can edit your organization name entered during quick setup, in this field. The preferred size of the image is 240px*240px with 72 DPI. Insight: The file size cannot be more than 1 MB. Receiving Payments - Recurring Invoices.Associating Projects to Recurring Invoice.
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