📌 Zoho Invoice — Complete Course Module (Practical + Conceptual)

Zoho Invoice is a powerful cloud-based invoicing and billing software widely used by freelancers, startups, and businesses to manage invoices, payments, expenses, and financial reports efficiently. This practical training module is designed to help students gain hands-on experience with Zoho Invoice by learning how to create professional invoices, manage customers, track payments, generate GST-compliant bills, and analyze business reports.

By mastering Zoho Invoice tools and workflows, students will develop industry-ready billing and financial management skills essential for careers in commerce, accounting, entrepreneurship, and business operations.

Module 1 — Introduction & Getting Started

Objective: Understand what Zoho Invoice is and how to begin using it.

1. What is Zoho Invoice?

   • Overview of Zoho Invoice as a cloud-based invoicing tool.

   • How it helps businesses with billing, payments, and financial tracking.

2. Setting Up Your Account

   • Creating a Zoho account and logging into Zoho Invoice. 

   • Overview of the Zoho Invoice homepage & dashboard navigation. 

3. Organization Setup

   • Adding organization name, business details, address, currency, time zone.

   • Uploading logo and branding for invoices. 

4. General Settings

   • Configuring GST, tax settings (especially for Indian users).

   • Setting default invoice terms, payment terms, and preferences.

---

Module 2 — Mastering Contacts & Items

Objective: Know how to manage core business data used in invoicing.

1. Contacts Management

   • Creating and managing customers.

   • Adding customer details, billing addresses, payment terms. 

2. Item & Service List

   • Adding products/services.

   • Description, SKU, price, and tax settings.

   • Creating a price list for services offered.

3. Best Practices

   • Tips for organizing contacts and products.

   • How this improves workflow and reporting.

---

Module 3 — Creating & Sending Invoices

Objective: Learn to generate real invoices.

1. Invoice Creation

   • Step-by-step: Create a new invoice.

   • Adding items, quantities, taxes, discounts. 

2. Customizing Invoice Templates

   • Choosing and editing templates.

   • Adding logos, company info, terms & conditions. 

3. Sending Invoices

   • Sending via email, PDF, message, or invoice link. 

4. Invoice Status

   • Paid vs unpaid vs overdue invoices.

---

Module 4 — Quotes (Estimates)

Objective: Understand how to create sales quotes.

1. Creating Quotes

   • Prepare and send a quote/estimate to a customer.

   • Set expiration dates & custom fields. 

2. Converting Quotes to Invoices

   • Once approved, convert quotes into invoices with one click. 

---

Module 5 — Payments & Recording Transactions

Objective: Learn how to record money movements.

1. Recording Payments

   • Marking invoices as paid manually.

   • Handling offline payments (cash, cheque) entries. 

2. Online Payments

   • Setting up payment gateways.

   • Collect payments via cards, UPI, net banking.

3. Refunds & Credit Notes

   • How to issue a refund or credit note.

4. Automated Reminders

   • Setting up payment reminders for overdue invoices. 

---

Module 6 — Recurring Transactions

Objective: Automate recurring business workflows.

1. Recurring Invoices

   • Setting frequency, start & end dates. 

2. Auto-Charge Setup

   • Automatic payment collection on recurring invoices. 

3. Best Use Cases

   • Subscription billing.

   • Monthly fees, retainers, or rental payments.

---

Module 7 — Expenses & Time Tracking

Objective: Track expenses and time for projects.

1. Recording Expenses

   • Logging business expenses, categorizing them.

   • Attaching receipts & converting billable expenses into invoices. 

2. Time Tracking & Projects

   • Create projects.

   • Log hours with timesheets.

   • Convert tracked time into billable invoices. 

---

Module 8 — Reporting & Dashboard Insights

Objective: Use data to understand business performance.

1. Overview Dashboard

   • Analyzing the company dashboard: sales, receivables, expenses. 

2. Built-in Reports

   • Tax reports, payment received reports.

   • Custom reports (date range, customer, item). 

3. Exporting & Sharing Reports

   • Downloading PDF/CSV.

   • Scheduling reports.

---

Module 9 — Customer Portal

Objective: Enable customer self-service.

1. Portal Setup

   • How customers can log in and view invoices. 

2. Customer Actions

   • Approve quotes.

   • Pay invoices.

   • View transaction history.

3. Feedback & Collaboration

   • Comments and feedback through portal. 

---

Module 10 — User Roles, Permissions & Security

Objective: Manage access & protect data.

1. Adding & Managing Users

   • Invite team members.

   • Assign roles & restrictions. 

2. Security Best Practices

   • Two-Factor Authentication (2FA).

   • User activity logs.

---

👍 Teaching Approach (Practical Session)

✔ Live Demo Walkthroughs: Show real navigation inside Zoho Invoice UI (dashboard, invoice creation).
✔ Hands-on Exercises: Let students create invoices, customer profiles, and run reports.
✔ Scenario-Based Tasks: E.g., recurring billing for a tutoring center, expense tracking, project invoicing. 
✔ Assessment & Q&A: Quick tests on modules & real-time queries.

---

📚 Bonus Add-Ons

🔹 Best Practices for Small Business Invoicing
🔹 GST Compliance & Invoicing in India
🔹 Integrations with Zoho CRM / Payments / Analytics

🔹 Export & Backup Data 

Would you like a session to develop the confidence level of your employees?

Reach out at  training@compassclock.in / +917845050100 😊