Here's the list of new features and updates in Zoho Books for the month of June.
Bulk download option for Bills
Last month we introduced the bulk download option for Invoices, Credit Notes, Estimates, Purchase Order or Sales Orders. We have now extended this option to Bills module as well. All you need to do is select the bills you need to download and click on the download button on the top of the screen.
Your clients can now make payments without logging in to their portal:
With the latest update in Zoho Books, your clients can now make payments for the invoices without the need to login to Client Portal every time. Your customers will be redirected to a secure payment page irrespective of their Client Portal status.
Option to save your Bills as Draft:
Waiting to get a Bill approved by your manager? With the latest feature in Zoho Books, now save your Bills in draft status at the time of Bill creation. Get the Bill approved and change it into open status with the click of a button.
And, that's not all. We will be adding more options to the bill status, so you can keep a tab on your bill payments. Learn More
Enhancements to Forte and Authorize.net integrations:
With this new enhancement to ACH payments, you can now choose either bank account or credit card or both to use in the above-mentioned gateways, and the appropriate option will be available to your clients to pay.
More updates coming your way next month. Stay tuned!