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Zoho Books New Donation
Create a donation invoice and apply a credit note to pay for it.
Created by ThreeStone
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14 steps
books.zoho.com
1
Navigate to
books.zoho.com/app
2
From the Dashboard, click "New" and select "New Invoice"
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3
Click "Select Customer"
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4
Click the "Type or click to select an item." field, and select an item.
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5
Adjust the quantity and add any additional items.
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6
Click "Save as Draft"
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7
Click the "..." menu icon and select "Create Credit Note"
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8
Click "Add another line" and select "Food Pantry Donation"
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9
Adjust the rate amount to the total of the items on the invoice that you want to credit. In this case $27.
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10
Delete the items off of the credit note that you are paying for with the credit note.
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11
Click "Save"
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12
Click "Invoices" and Select the invoice you just made to open it.
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13
Click "PDF / Print" and select "Print"
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14
Click "Print"
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