How do I create and manage bills in Zoho Books?
If you are a business owner or accountant, you may need to create and manage bills in Zoho Books in order to keep track of your expenses and ensure that you are paying your vendors on time. Zoho Books is a cloud-based accounting software that allows you to easily create and manage bills, as well as track payments and generate reports. Knowing how to create and manage bills in Zoho Books can help you stay organized and ensure that your business is running smoothly.
Grace Everwood
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16 steps
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52 seconds
Zoho
1
Go to [https://www.zoho.com/books/](https://www.zoho.com/books/) and log in to your account.
2
Click the "Create" button in the top right corner of the page.
3
Select "Bill" from the drop-down menu.
4
Enter the customer information in the "Customer" field.
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Enter the bill date in the "Bill Date" field.
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Enter the due date in the "Due Date" field.
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Enter the bill number in the "Bill Number" field.
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Enter the bill description in the "Description" field.
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Enter the bill amount in the "Amount" field.
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Click the "Add Item" button to add items to the bill.
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Enter the item details in the "Item" field.
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Enter the quantity in the "Quantity" field.
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Enter the rate in the "Rate" field.
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Enter the tax rate in the "Tax" field.
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Click the "Save" button to save the bill.
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Click the "Send" button to send the bill to the customer.