Invoices and Estimates settings available under Preferences

Hi,

You may not find your 'Invoice or Estimate Settings' in Zoho Invoice. Do not panic.

A centralized preference settings option is now available so you can set all your preferences at one go!

Changes Made:

1. Invoice and Estimate sub-links are clubbed to a single 'Preference' point. Under Preferences you have several settings option available for invoices,estimates and credit notes. For more information, please refer to our Help Documentation.

2. For your convenience and to save time, you can save your preferences for the below listed, right from your 'Create Invoice' page. It'll be saved as your settings and you don't have to make changes anywhere else.

Invoice number auto-generation

Late Fees

Payment Terms

Customer Notes and Terms & Conditions

3.The advanced search button has been shifted and now all your search (both normal and advanced) can be made from the global search found on the top right corner of the tab.

The changes implemented may take some time getting used to but be rest assured it's definitely a time saver. We're here if you need us, just drop us a mail at support[at]zohoinvoice[dot]com or comment on this post.

Thanks & Regards
Rahul JR - Zoho Invoice Team

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