What's New in Zoho Invoice - November 2016
Check out whats new in Zoho Invoice for the month of November.
1. More on Custom Fields
Custom Fields feature has always been a part of Zoho Invoice. Customise your Custom Fields further by marking them as mandatory, active or inactive. Read more .
2. Customise Reports with Custom Fields
We understand how important it is for you to run reports to evaluate and improve your business' performance. With the new feature in Zoho Invoice, customise your Invoice details Report and Expenses by Customer Report with Custom Fields. Use the Custom Fields you had created in Contacts, Invoices and Estimates modules to run reports and understand your business performance. Improve the already in depth reports with Custom Fields.
3. Updating Organisation Address
Running a business would sometimes require you to shift locations and offices for which you would need to constantly update your address. The new feature in Zoho Invoice provides you with an option to reflect the updated address in your transaction documents. You can choose to update your organization's address in all your past transactions or future transactions.
4.Zapier- Chrome Extension
Creating new invoices is now literally a click away with Zapier's Chrome extension. The new Chrome extension is a button, called Push, which lets people kick off Zapier workflows with Zoho Invoice from anywhere on the web. With the click of a button, Push can create a standard, templated invoice in Zoho Invoice or can input a bit of text to create custom invoices on-the-fly. Read more .
Get Started. Write Away!
1. More on Custom Fields
Custom Fields feature has always been a part of Zoho Invoice. Customise your Custom Fields further by marking them as mandatory, active or inactive. Read more .
2. Customise Reports with Custom Fields
We understand how important it is for you to run reports to evaluate and improve your business' performance. With the new feature in Zoho Invoice, customise your Invoice details Report and Expenses by Customer Report with Custom Fields. Use the Custom Fields you had created in Contacts, Invoices and Estimates modules to run reports and understand your business performance. Improve the already in depth reports with Custom Fields.
3. Updating Organisation Address
Running a business would sometimes require you to shift locations and offices for which you would need to constantly update your address. The new feature in Zoho Invoice provides you with an option to reflect the updated address in your transaction documents. You can choose to update your organization's address in all your past transactions or future transactions.
4.Zapier- Chrome Extension
Creating new invoices is now literally a click away with Zapier's Chrome extension. The new Chrome extension is a button, called Push, which lets people kick off Zapier workflows with Zoho Invoice from anywhere on the web. With the click of a button, Push can create a standard, templated invoice in Zoho Invoice or can input a bit of text to create custom invoices on-the-fly. Read more .
For our Canadian Edition Customers
1. Send your invoices via Snail Mail
Cater to the needs of the customers who would rather receive a hard copy of their invoice than an email. Zoho Invoice saves you time and money spent on printing, stuffing envelopes, licking stamps and dropping envelopes in the mail. Send a hard copy of the invoice to the mailing address of the customer.
Learn more.
Thank you for taking the time to go through the post. Keep an eye on this space for more updates.
Regards,
Poornima
Thank you for taking the time to go through the post. Keep an eye on this space for more updates.
Regards,
Poornima
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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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