How do I create an invoice in Zoho CRM? | Scribe

How do I create an invoice in Zoho CRM?

Creating an invoice in Zoho CRM is an important part of managing customer relationships and tracking payments. It allows you to easily keep track of invoices, payments, and other financial information related to your customers. With an invoice in Zoho CRM, you can quickly and easily generate invoices, track payments, and manage customer accounts. Knowing how to create an invoice in Zoho CRM can help you streamline your customer relationship management and ensure that you are accurately tracking payments and other financial information.
Created by Ghostwriter from Scribe | 8 steps
Click the “Invoices” tab in the left navigation bar.
Click the “+ New Invoice” button.
Select the customer from the “Customer” drop-down menu.
Enter the invoice details in the “Invoice Details” section.

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