How to Process an Invoice in ZOHO Books

How to Process an Invoice in ZOHO Books

Step 1: Log in to Zoho Books

• Go to: https://www.zoho.com/books/
• Enter your login credentials (email and password).

Step 2: Navigate to the Invoices Section

• From the left-hand sidebar, click on Sales > Invoices, as demonstrated below
• Click the “+ New” button or “Create New Invoice” in the top-right corner.

Step 3: Select the Customer

• From the Customer dropdown menu:
• Choose an existing customer click + New Customer to add a new one by entering
• Insert the order number, salesperson, terms of the invoice if theres need and current invoice date .

Step 4: Add Line Items

• Under the Item Table section:

• Click + Add Item
  Choose from existing items/services or click “+ New Item” to create one.

  • Add a name, description, rate, and tax (if applicable)
  • Set quantity, rate (unit prize), and applicable tax, the HS CODE will be automatically applied 
  • NB: Zoho Books will calculate total amount automatically.
    If taxes are enabled in your organization, you can apply taxes per item
    
    

Step 5: Record Payment (Once Received)

• After the customer pays:
• Click I have received payment
• Click Save

• After saving the invoice check the plugins web platform - https://plugins.fiscalharmony.co.zw/ , for any errors - in the logs  
• If there are no errors, procced to - https://app.fiscalharmony.co.zw/ to view and download the final Invoice