How to · 2 minutes
How to send an invoice in Rook Dots
Bill a client for completed work and sync with Zoho Books.
Total time: 2 minutes·5 steps
- 1
Open Invoices
From the workspace sidebar, open Invoices and press New Invoice.
- 2
Pick client and project
Tie the invoice to a client and optionally to a project.
- 3
Add line items
Copy lines from the approved proposal or add fresh lines.
- 4
Choose currency and terms
Ten currencies and six payment terms are available.
- 5
Send and sync
Press Send. Zoho Books mirrors the invoice automatically.