Creating a new Invoice

In order to clearly communicate how much we are requesting the client to pay when providing a service, we send our client an invoice.

To create a new invoice, open Zoho Books and go to the 'Sales' heading. Then click on 'Invoices'. This takes you to the invoice listing which shows every invoice we've created.

From this screen, click the 'New' button up in the top right, which opens the New Invoice window.

Fig 7 - The New Invoice window. Ensure you have all required parts completed

There are quite a few sections that can be edited. For our clients, ensure that you have completed the below parts;

• Customer Name -Select from customer list options
• Invoice Date - Ensure there is a date inputted, unless you need to change it from today's date, then you won't need to touch this box.
• Terms - As a default, select 'Due on Receipt' as usually payment is required the same day as the service is provided. (Note - until this is reviewed, vocal lesson clients can operate under a 'pay before your next lesson' goodwill policy)
• Item Details - Select an option from the dropdown list (this will autopopulate the table, edit if necessary)
• Quantity - Enter the relevant quantity of the selected item to invoice for
• Rate will autopopulate, ensure there is an amount here
• Tax - will autopopulate, ensure that an option is selected here
• Customer Notes - This will autofill but if needed, copy and paste the below payment information for the invoice;

"Payments for this invoice can be made via bank transfer using either PayID or account details below:

PayID - [email protected]

BSB - 802-985

Account number - 51-935-2302

Name - Christopher Sims (please use invoice number [INV-XXX] as reference) Thank you for keeping the music alive."