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Rakesh Pandey

Rakesh Pandey

A great invoicing tool for your business!

by Rakesh Pandey,

A company’s sales invoice acts as a direct proposal to purchase goods or services from the company’s owners or sales managers. For this, Zoho Invoice is a free web application that produces invoices without charging any fees.

Here are the steps for creating an invoice with Zoho Invoice:

1. Setup organization details

Start by entering into your browser, creating an account with your email address, and adding organization details as in screenshot 1. This information will appear on the invoice

Screenshot 1: Organization detailScreenshot 1: Organization detail

2. Add business type and payment gateway

As seen in screenshot 2, enter information about your company’s industry and business type in the dashboard.

Screenshot 2: Business detailsScreenshot 2: Business details

Create a payment gateway configuration for the invoice to allow the invoice payer to choose their preferred payment gateway.

Screenshot 3: Payment gatewayScreenshot 3: Payment gateway

3. Create a template and add logo

To make a professional invoice, choose the customize option in the dashboard in screenshot 4 and edit the standard templates as shown in screenshot 5.

Screenshot 4: Customize to get templatesScreenshot 4: Customize to get templates

You can add your company’s logo to the design by selecting the option to upload one; see screenshot 5 for specifics.

Screenshot 5: Upload a logoScreenshot 5: Upload a logo

Finally, a logo will be included in the invoice to give it an official appearance.

Screenshot 6: Final customized templateScreenshot 6: Final customized template

4. Add the client’s information to a new invoice

Now is the time to receive payment. To get started, choose the Invoices option from the menu, and then click New Invoice to proceed.

Screenshot 7: Select new invoiceScreenshot 7: Select new invoice

If the customer is a new one, choose the customer name and create a new one using the company name, billing address, and shipping address of the new client.

Screenshot 8: Add customer detailScreenshot 8: Add customer detail

Customer information has been added; see screenshot 9. Add the details of the goods or services you are selling now.

Screenshot 9: Customer addedScreenshot 9: Customer added

Create a bill amount from the option to add item details by entering the Service name, quantity, rates, and taxes. The total amount will then be displayed automatically and then save and send the invoice; see screenshot 10.

Screenshot 10: Service detailsScreenshot 10: Service details

5. Email invoice to client

A new window will open after selecting save and send; enter the client’s email address here, and a proposal will be created immediately like in screenshot 11.

Screenshot 11: Email draftScreenshot 11: Email draft

The email that the customer will receive is depicted in screenshot 12; from this email, the customer can pay through the payment gateway.
The customer can click the view invoice button and then go to the payment window.

Screenshot 12: Email sentScreenshot 12: Email sent

6. Payment by client

The user can use their credit or debit card to make a purchase here by selecting “Pay Now.”

Screenshot 13: Pay now tabScreenshot 13: Pay now tab
Screenshot 14: Payment optionsScreenshot 14: Payment options

Therefore, by following the procedures described above, one can easily produce an invoice using Zoho Invoice and send it to the client and accept payments.


  • #Invoices,
  • #Web Apps