Feature Flashback of 2017

Feature Flashback of 2017



2017 has been a feature-rich year with a lot of enhancements and updates.
As the year ends, let us look back at some of the major features that we introduced this year.

Templates

We have enhanced the template section with the following updates.

  • Exciting new templates
       Four new templates have been added  (Spreadsheet,  Spreadsheet Plus, Retail and India GST) to our  existing  collection, giving you more options to choose from. 

  • Custom-made item table
      You can adjust the width of the item  columns in your invoices according to your needs.  Learn more.

Timesheet

Manage your projects like never before with the following enhancements.

  • Estimates
       You can raise estimates for the projects and get them accepted from your customers.  Learn more.
  • Recurring invoices
       Create and send invoices to your customers on regular intervals for the projects.  Learn more. 

Pay via ACH in Client Portal

Provide your customers with ACH payment option in the Client Portal. Your customers can enter their bank details to make payments.



Custom Functions 

"Actions speak louder than words " -  Using Deluge script, you can create a set of rules to automate and customize your business workflow .  Learn more.

Custom Views

You can create a filter using custom views and list your invoices accordingly. Just set a criteria and classify your data. Learn more.

Custom Buttons

Create a customized button and add it to your transaction modules to perform a specific action.
This is available in the Professional Plan only.



Integrations

We provided three powerful integrations to help you run your business better.

  • Zoho Reports

Create any type of personalized report, and build a custom dashboard within Zoho Reports using your Zoho Invoice data. Learn more.

  • Fundbox

With the Fundbox integration, receive an advance, or credit on your unpaid invoices, and always ensure that you have the funds you need to run your business in US smoothly. Learn more.

  • Zoho Cliq

Receive notifications in Zoho Cliq when your customers accept or decline estimates, view invoices, or make payments. Learn more.


Payment Gateways

We added more payment gateways so that you can connect to your favourite one.
 

  • Square

Square lets you accept credit card payments. Learn more.

  • GoCardless

GoCardless offers credit card and ACH payment option to business owners in the UK. Learn more.


Keyboard shortcuts

Keyboard enthusiasts can now use shortcuts to perform instant actions in Zoho Invoice. 




We at Zoho Invoice are always committed to make invoicing easier and more practical for your business. So keep an eye out for new features that we will be releasing next year. 

Zoho Invoice team wishes you a very happy and prosperous new year!