What's New in Zoho Invoice- October 2016
Checkout Whats New in Zoho Invoice for the month of October.
1) LET YOUR SALES TEAM AND FINANCE TEAM COLLABORATE
Sales team and the Finance team always find it hard to collaborate with each other, mostly because of a lack of proper channel to communicate and collaborate. Now with the new integration, these teams now share a common data base and can instantly sync data between Zoho CRM and Zoho Invoice.
The new integration provides the Zoho Invoice module within your Zoho CRM making it easier to create and keep track of invoices from within CRM, and the changes will be reflected in Zoho Invoice. Create and add tasks in CRM and let your Finance team in on your sales activities. With the new integration, merge the data available in CRM and Zoho Invoice to create and view customised reports in Zoho CRM. Learn more.
2) NEW ADDITION TO THE TEMPLATE GALLERY
A) Introducing the Basic template!
If you’re a freelancer or offer a service, not worrying about parts, shipping and selling physical products, then you might want to take a look at this template. This basic invoice form is beautifully minimalist and has all the essential fields. It comes without much complexities, and looks just as great printed in monochrome as it does in color.
B)Clone your templates.
So, you have already chosen a template and made changes in your invoice templates, and you don’t want to waste time re-creating the changes made. Simply use the clone option to replicate one entity template to another entity and record the changes made.
3) SHIP AND BILL ITEMS TO MULTIPLE ADDRESSES
Convenience for your customers should be a paramount priority for any business. That’s where Multiple Address functionality comes in. With this feature, you can help avoid the frustration that can occur when you have to deliver goods at multiple locations. Now with the option to add multiple addresses to contacts, you can quickly and easily deliver items to multiple addresses. Learn more.
4) VIEW YOUR PAYMENT REMINDERS
While we've had the payment reminder feature in Zoho Invoice for a while now, we've now made it possible for you to know exactly 'when' the next payment reminder will be emailed to your customer.
5)MORE ON RETAINER INVOICES
Zoho Invoice now supports 'charge customer' option for Retainer Invoice.Payment for the retainer invoice can be collected by manually charging your customer using their card details. Charging can either be done with the associated card of the customer or with another valid card.
You can also create a duplicate of an existing Retainer Invoice in Zoho Invoice using the Clone option.
6) KNOW YOUR CONTACTS' DEPARTMENT AND DESIGNATION
With the new addition to the Contacts section, route your invoices and bills to the proper department. You can also record the designation of your Contact person with whom you are doing business with, in case you need to communicate with them later.
Thank you for taking time to go through the post. More updates coming your way, next month.
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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