What's New this April 2019 in Zoho Invoice?
Hello everyone,
It’s a new month and we are excited to bring you the enhancements and updates we made in Zoho Invoice. Let’s take a look at some of them and see how it will help you.
PayTabs Integration (UAE, KSA & Bahrain editions)
If you’re a business owner in the GCC region, collecting payments from your customers just became easier. We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across the world. PayTabs supports credit card and debit card along with the local payment methods such as:
- SADAD (Saudi Arabia)
- MADA (Saudi Arabia)
- KNet (Kuwait)
- OmanNet (Oman)
- Bahrain Benefit
Note: PayTabs is not yet available in Qatar.
To integrate your Zoho Invoice organization with PayTabs:
Go to Settings > Integrations > Online Payments > PayTabs > Set up Now.
Go to Settings > Integrations > Online Payments > PayTabs > Set up Now.
Custom Scheduler
Are there actions that you do repetitively in Zoho Invoice? Using Custom Schedulers, you can create a custom function and schedule them to perform them at periodic intervals. For example, you want to be notified at the end of the day with the total value of the invoices raised on that particular day. Instead of checking the amount manually, you can configure the custom scheduler to email you the amount every day. This will help you automate tasks and save time.
To set up a custom scheduler:
Go to Settings > Automation > Custom Scheduler > +New Custom Scheduler.
Go to Settings > Automation > Custom Scheduler > +New Custom Scheduler.
Learn more about Custom Scheduler.
Search Help Resources
You can now search the help documents and FAQs from within Zoho Invoice and find the answers that you’re looking for contextually.
To search help resources quickly:
Click the Help icon or Page Tips at the top right corner of the page and type the keyword.
OAuth for Razorpay Integration
We have implemented Open Authorization (OAuth) for the Razorpay integration. That means you can connect your Razorpay account with Zoho Invoice by entering your Razorpay email address and password. This makes the integration more secure and safe.
Enhancements to Reports
We’ve brought in new enhancements to reports to help you. Here’s everything that’s new:
- Filter the Sales by Item report based on customer name.
- You can now show or hide GSTIN, GST Treatment and Contact Owner Name columns in reports. (Indian edition)
- You can filter reports using the Advanced Filter: Contact Owner Name.
All New Template Gallery
The Template Gallery gets an all new design to help you find the right template quickly. All the templates are grouped based on their type into different categories. Now, finding the right template is easier than before.
To view the revamped template gallery:
Go to Settings > Templates > + New.
Update Payment Terms in Bulk
You can now bulk update payment terms in invoices and recurring invoices. This option enables you to update the due date for multiple invoices and recurring invoices at the same time.
To bulk update payment terms:
Go to Invoices or Recurring Invoices module > select multiple transactions > Bulk Update > update Payment Terms.
Try these features and let us know what you think. Your feedback helps us make Zoho Invoice better for everyone.
Cheers,
Lavanya
The Zoho Invoice Team
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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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