How do I configure auto-generation of invoice numbers?
- Click the Settings icon next to Invoice#.
- Choose to either enable or disable auto-generation.
You can configure this while converting a quote into an invoice, or later while editing an invoice. For imported invoices, you can enable or disable auto-generation before uploading the file.
Note: You cannot disable auto-generation of invoice numbers if you are converting accepted quotes to invoices automatically.
Related Articles
Why was my expense not auto-categorized?
Your expense was not auto-categorised because this is the first time Zoho Expense has detected this merchant. If you are creating an expense with a new merchant, it has to be categorised manually. Once this is done, Zoho Expense learns the ...
How do I send out customized reminders for my invoice payments?
Zoho Books offers both automatic and manual reminders, 1) Automatic reminders can be enabled automatically by going to Settings – More Settings – Reminders . Go to Automated Reminders and select ‘Turn On’. Upto 30 automatic reminders can be enabled, ...
How do I provide discounts at invoice level?
You can provide discounts to your customers at the invoice level. Here’s how: Go to Settings > Preferences. Under General, scroll down to Do you give discounts? and choose one of the options. Option Desription I don’t give discounts Choose this ...
How do I customize my invoice template?
To customize your invoice templates in Zoho Books: Go to Settings > Templates. Select the Invoices tab from the left sidebar. Hover your pointer over the template you want to customize and click Edit. You can also create a new template by clicking + ...
How do I mark an invoice as sent?
Once you send an invoice to a customer, its status automatically changes to Sent. To manually mark an invoice as sent: Open an invoice which has its status as Draft. In the invoice details page, click Mark as sent. The status of this invoice will be ...