Invoicing

An invoice is a financial document which indicates the supply of goods or services between a vendor and a customer.

How does an invoice work?
The workflow of an invoice in Zoho Books is as follows:

  • Create an invoice.
  • Save it as a draft to be edited later (Save as Draft) or send it to your customer’s email address right away (Save & Send).
  • In case the invoice crosses its due date, its status changes to Overdue.
  • When you receive the payment from your customer, you can Record Payment for the invoice.
  • After recording payment, the invoice status changes to Paid, and