Sales
Estimates Lifecycle (7:06)
Learn how to create an estimate, convert it to an invoice, and record payment for the same.
Creating an Invoice and Recording Payments (5:25)
Wondering how invoicing works in Zoho Invoice? Learn how to create an invoice, send it to the customers, and record payments from them.
Configuring Recurring Invoices (5:53)
Do you have customers who order the same product or service repeatedly? You can create recurring invoices for them.
How Credit Notes Work (6:08)
Have you received excess payment from your customer, or is there a sale return? You can use credit notes to handle such cases. Watch how credit notes work in Zoho Invoice.
Customer Portal Overview (5:28)
With Customer Portal, your customers can easily manage their estimates, invoices, payments, and other transactions all in one place.