Creating Invoice In Zoho CRM (Customer Relationship Management - CRM)

Creating Invoice In Zoho CRM (Customer Relationship Management - CRM)

  • Outcome:

The outcome of this use case is the ability to efficiently generate and manage invoices in Zoho CRM, streamlining billing operations and improving financial tracking.

  • Use case Implimentation Steps:

Implementation Stage 1: Access Zoho CRM and Navigate to Invoices  

Description: Log in to Zoho CRM with appropriate permissions and navigate to the ‘Invoices’ module to initiate the invoice creation process.

Input:

  • Zoho CRM login credentials

  • Access to the 'Invoices' module


Output:

  • Invoices dashboard is displayed

  • Ready to create new invoices

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Implementation Stage 2: Create a New Invoice

Description: Begin creating a new invoice by selecting a contact/account and filling in the required billing information.

Input:

  • Customer name or account

  • Billing and shipping details

  • Due date and invoice number (auto-generated or manual)

Output:

  • Draft invoice is created with preliminary customer and billing information

  • Customer linked to the invoice record

 

 

 

Implementation Stage 3: Add Line Items (Products/Services)

Description:Add specific products or services to the invoice using the available inventory or service list.

  • Product/service details

  • Quantity and rate

  • Tax preferences if applicable


Output:

  • Line items appear in the invoice

  • Subtotal, tax, and total amounts are calculated automatically

 

 

 

 

Implementation Stage 3:Review and Customize

Description: Customize the invoice layout, add notes, terms & conditions, and verify the total amount before sending.

Input:

  • Notes or special instructions

  • Payment terms

  • Invoice format/layout preferences


Output:

  • Fully reviewed invoice

  • Ready for dispatch to customer

 

 

 


Implementation Stage 3: Send and Track the Invoice

Description: Send the finalized invoice via email and monitor its status (Sent, Viewed, Paid, etc.) through Zoho CRM’s tracking features.

Input:

  • Customer email

  • Email template (optional)

 

Output:

  • Invoice sent to the customer

  • Status updated in CRM

  • Follow-ups and reminders can be scheduled

 

 

Target Audience:  

Finance Team: Users responsible for generating and managing invoices for clients and tracking payments.

Sales Executives: Who may initiate invoices as part of customer deals and packages.

Accounts Receivable Specialists: Professionals ensuring that invoices are paid on time and managing overdue follow-ups.

Users:  

  • Payroll Executives: Handle day-to-day invoicing tasks and payment updates.

  • Managers/Supervisors: Oversee the invoice process, ensuring compliance and timely collections.

  • Zoho CRM Administrators: Manage configurations, templates, and automation related to invoices.

  • Auditors: Review invoices for accuracy and accounting records during reconciliation.

  • Flow Chart:

 

  • Tool Permission Required:

      Zoho CRM

 

 

 

 

 

 

Reference Video Required:

 

 

 

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