A recap of major features released in Zoho Invoice in 2016
This year, we have added a lot of new features and product enhancements to help you tackle your invoicing tasks better.
Here is a look at some key features we had added this year.
Get Feedback from Clients.
Business is nothing without customers and it is necessary to keep them happy. Getting feedback from your customers lets you know whether they are happy. This is exactly why we introduced the feedback/rating feature.
With this feature, your clients can rate your service and provide feedback through the client portal and you will be notified instantly. You can also share their reviews on social media and spread the good word. Read more about the feature here.
Schedule Emails
Some businesses prefer to send invoices at a later date. We realize it will be tedious for you to
track and remember to send these invoices at that particular time, that is why we introduced
Scheduled Invoices feature. With this feature you will be able to schedule invoices to go at a later date.
Slack Integration
We introduced Zoho Invoice and Slack integration, so that you can receive notification related to your customers and transactions in Zoho Invoice within Slack. Learn more about Slack integration here.
Office 365 Integration:
Zoho Invoice integrates with Office 365 to make invoicing more easy and effortless for you. Sync all your Office 365 contacts to Zoho Invoice automatically, and select the ones you would like to import. You can also add your employees as users and manage your invoicing better as a team. Read more.
Allow customers to store their card information
Collecting a payment from your customers is very important and it is in your best interest when you make the payment process easier for them. Your customers can store their card information in Zoho Invoice and make payments. This removes the hassle of having to re-enter their card details every time they have to make payments.
Organization Summary
As a business owner, it is important for you to know details like how much sales you have made, how much payments you have received and how much you have spent.
Enable the option "Send Weekly Summary report” under Settings and Zoho Invoice will summarise and send you a weekly transactions history and email every Sunday.
Custom Views
Create custom views to sort your Invoices, Estimates, Credit Notes, Recurring Invoices and Retainer Invoices based on a criteria of your choice.
You can get a full list of all the feature enhancements we introduced this year in Zoho Invoice's What's New page.
Domain Mapping
The Domain Mapping feature enables you and your users to access Zoho Invoice and your customers to access their Customer Portal from a domain of your choice. Read more about domain mapping feature.
These are the main features introduced this year. Keep an eye out for more exciting features next year!
We at Zoho Invoice wish you a very happy and prosperous new year!
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Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requestsWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.
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