What's New this September 2019 in Zoho Invoice?

What's New this September 2019 in Zoho Invoice?

Hello everyone,

We have been bringing out updates to Zoho Invoice regularly, to meet your invoicing needs. Read on to know about the enhancements and features that were rolled out for the month of September.

Configure multi-level approval for sales transactions


The bigger your organization is, the higher chances are for human errors to occur. You can steer clear of these mistakes by setting up multiple levels of approvals for sales transactions.

Here's how it works: You can set up multiple levels of approvers. Once the Level 1 approver approves a transaction, it goes to the Level 2 approver for approval, and so on. The transaction's status will remain as Draft, until it has been approved by the final approver. Multi-level approvals are available for invoices, retainer invoices, estimates and credit notes.

To enable multi-level approval for your sales transactions:
  1. Go to Settings > Preferences > Approvals.
  2. Choose the option Configure multi-level approval with specific approvers.
  3. Set the Level 1 Approver.
  4. Click Add New Level to add more levels of approvers. You can add up to 10 approvers.
  5. Click Save.
Note: Only users with approval permission for the sales module can be assigned as approvers.



Send SMS notifications for estimates


Created an estimate for your customer? You can now get it approved quickly by sending them an SMS message with the estimate's details. To send text messages for estimates, you have to configure the SMS notification first. Once you enable this option, you can go to the respective estimate, click More and choose the Notify via SMS option to send the message.

To enable this: Go to Settings > SMS Notifications > SMS Templates > Enable it for Estimate Details.



Set a date range when attaching customer statements


When sending an email to a customer, you can now select the date range of customer statements that you want to attach. You can also double check the attached statements by previewing them before sending the email.

To do this: Go to Customers > More > Email Customer > Mark the option Attach Customer Statement > Click the pencil icon to set the Date Range > Click Save.



Find what you need using Zia Search


Be it searching for a customer's details, or finding all invoices for a particular item, you can now make use of the powerful Zia Search to pull up results within seconds. If you have multiple Zoho Invoice organizations, Zia can search across all of them to help you find what's needed. You can access Zia Search using the following keyboard shortcuts:
  • cmd + / for Mac
  • ctrl + / for Windows


Enhancements to templates


We have brought in a few customizations to templates:
  • Added the option to show or hide an associated invoice's invoice number and invoice date in the Credit Notes template (Available only in India and GCC editions).
    To do this: Go to Settings > Templates > Credit Notes > Click Edit on a template > Header > Mark the option Associated Invoice Number/Associated Invoice Date.
         
  • Added an option to change the font size of the content in all the email templates.
    To do this: Go to Settings > Emails > Templates > Choose a module > Select a template > Choose your desired font size.

  • You can now change the height and width of an item's image in custom templates, using the item image URL placeholder (Ensure that you enable Show in All PDF for item image in the item preferences).

View estimate details contextually


You can now view the estimate details within the invoice module by using the contextual sidebar. Once an estimate has been invoiced, you can view the estimate's details by clicking "View the estimate" in the Comments & History tab of the corresponding invoice.



Do give these features a try and let us know your thoughts and suggestions in the comments below.

Cheers,
Lavanya
The Zoho Invoice Team


    • Sticky Posts

    • Zoho Invoice: Playing Back 2023

    • What's New in Zoho Invoice - Q3 2023

      Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collect

    • Recent Topics

    • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

      Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

    • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

      Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

    • Managing Rental Sales in Zoho Inventory

      I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th

    • Megamenu

      Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

    • Zoho Flow to Creator 3001 Respoonse

      I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

    • File Upload to Work Drive While Adding Records in Zoho Creator Application

      Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

    • Why not possible to generate?

      Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

    • email

      Hi My crm email is not working, can you check, I have zoho one account.

    • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

      Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

    • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

      Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • Internally created tickets

      Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

    • Automatically change website passwords

      Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar

    • Change Invoice Prices for an Effective Date

      Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

    • "Other Current Asset" accounts as "Paid Through" accounts in Expense

      It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.

    • Multi column open text questions that allows respondents to add rows for additional information

      I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type

    • Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns

      Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated

    • Découvrons les détails qui simplifient vos journées de travail avec Trident

      Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé

    • Issue with Purchase Rate Showing as “0” After Importing Items List

      Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase

    • API for Task Entity in Zoho Books

      I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,

    • create invoice in zoho books from the zoho forms

      Is there a native way to have create invoice in zoho books, when zoho form is completed?

    • Email undelivered

      GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.

    • Add inventory_valuation_method to items endpooints

      To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

    • Use Zoho to send sales receipts for Gocardless transactions

      I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

    • Zoho - Gocardless sales receipts

      I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

    • Introducing Rollup summary in Zoho CRM

      ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

    • Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

      Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration

    • Cooling-off Period Just Got Better: More Coverage, More Control

      We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate

    • Revenue Management: #7 Revenue Recognition in Construction & Real Estate Industry

      If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones

    • TikTok (and other social platform) Messages and comments of the past

      When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)

    • Restrict Employee mail deletion

      Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account

    • 554 5.1.8 Email Outgoing Blocked.

      Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.

    • Zoho IP blocked by SpamHaus

      ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

    • File Upload in Creator's Subfrom

      Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

    • Trigger workflow base on email clic

      Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,

    • Bigin Form Acknowledgement

      How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Zoho Mail POP & IMAP Server Details

      Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

    • Ever since the new Android App udpates notifications are not working

      notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig

    • Next Page