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hello everyone in this video we will show you how to create your first invoice to begin head to invoices under the sales tab and click on this icon to create a new one select the fields that you wish to display on your invoices you can choose to include discounts and specify whether the discount should be calculated before or after tax you can also choose to show the shipping charge adjustment and sales person fields on your invoice the invoice you are about to create has four sections the invoice details section the item detail section footer section and the payment section invoice details section lets start by adding the customer you are invoicing if you have already added this customer into your organization zoho books will list them under the drop down or you can add a new customer right here next is the invoice number which can be auto generated or manually added each time you can choose one of the default payment terms or simply specify the exact date on which you expect payment
