What's New this July 2019 in Zoho Invoice?

What's New this July 2019 in Zoho Invoice?

Hello everyone,

We're six months into 2019, and as always, we have been bringing in updates each month to provide a better invoicing experience. Read on to know about the enhancements made to Zoho Invoice for the month of July.

Choose SMS template for notification messages

If you have configured SMS notification to notify customers, you can now change the templates of these messages. You can choose from three different templates for each of the SMS notification that you send, based on your business needs.
You can choose from the following three templates:
  • Short: Choose this template if you want to keep your messages short and crisp, with minimum details. This template will use up approximately one SMS unit.
  • Brief: This is the default template for all the SMS notifications. Choose this template to keep your messages to the point. This template will use up approximately one SMS unit.
  • Detailed: Choose this template if you want your SMS notifications to be detailed with all the necessary information. This template will use up approximately two SMS units.
Here's how you can change the SMS templates:
  1. Go to Settings > SMS Notifications > SMS Templates.
  2. Click Change Template across the corresponding Notification Type.
  3. In the pop-up, choose a template of your choice (Short, Brief or Detailed) from the drop down.
  4. Click Save.


Send payment thank you SMS manually

Acknowledge your customer's prompt payment by sending them a Thank You SMS. To use this feature, you will first have to enable SMS Notifications for Payment Thank-you. In addition to sending out automated Payment Thank you messages, you can now choose to send a manual Thank You SMS for a particular payment too. 

To do this: Go to Payments Received > Select a Payment > More > Notify via SMS > Select the contact persons > Send SMS.



Bulk update payment gateway of invoices

Zoho Invoice now lets you save time by updating the invoices’ payment gateway and invoice date at one go. Using the bulk update option, you can now update these fields in the selected invoices. When bulk updating invoices, you can also provide the reason for updating, so that the other users will be aware of why this change was made. They can view this reason under the comments section of the sent invoices.

To do this: Go to Invoices > Select the invoices to be updated > Click Bulk Update > Choose Payment Gateway or Invoice Date as the field to be updated.



Add more texts with multi-line custom field

Custom field lets you add more information to your transactions. When creating a custom field, you can now choose its data type as Text Box (Multi-line). This field can be used to enter larger texts, for example, a note to be shared with the customer regarding the transaction. You can create a maximum of five such multi-line fields for a module.

To create this field: Go to Settings > Preferences > Select the particular module > Field Customization > + New Custom Field > Choose Data Type as Text Box (Multi-line).



Apply tax on shipping charges (UK Edition)

The UK edition users can now apply a tax on the shipping charge. You can add the shipping charge field to your transaction by enabling it under the General Preferences section in the Settings. Also, your business should be VAT registered to levy VAT on shipping charges. 



Choose to display usage units in templates

In templates, besides displaying an item's quantity, you can now also choose to display the item's usage units (pcs, box, kg, cm, etc.) as well. This will provide a clearer information to the customers. This option is now available in all the templates.

To do this: Go to Settings > Templates > Select the required module > Click Edit on the template > Item Table > Enable Show Unit option next to Quantity.



For the full list of updates, head over to our release notes. We'd love to hear your thoughts about these updates. So, don't forget to try these features and leave a comment below. We'll be back next month with even more updates.

Cheers,
Lavanya
The Zoho Invoice Team










    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • Sticky Posts

                                                          • Zoho Invoice: Playing Back 2023

                                                          • What's New in Zoho Invoice - Q3 2023

                                                            Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collect


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

                                                                                                            Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

                                                                                                          • Service locations are tied to contacts?

                                                                                                            Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

                                                                                                          • Enhancements to Zoho Maps integration tasks

                                                                                                            Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

                                                                                                          • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                            There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

                                                                                                          • Narrative 12: Sandbox - Testing without the risk

                                                                                                            Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements

                                                                                                          • Dynamically catching new file creations

                                                                                                            I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

                                                                                                          • Announcing new features in Trident for Mac (1.27.0)

                                                                                                            Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones

                                                                                                          • Branding of native system emails

                                                                                                            Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

                                                                                                          • Slow uploads of large files

                                                                                                            I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through

                                                                                                          • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                            Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

                                                                                                          • need to upload from airtable to google drive

                                                                                                            I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate

                                                                                                          • Can't delete functions that are associated with deleted workflow rules

                                                                                                            We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions

                                                                                                          • Default Sorting on Related Lists

                                                                                                            Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

                                                                                                          • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

                                                                                                            Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

                                                                                                          • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

                                                                                                            Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

                                                                                                          • Enhancing Zia's service with better contextual responses and article generation

                                                                                                            Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

                                                                                                          • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

                                                                                                            We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

                                                                                                          • CRM/Bookings integration edits Contact names

                                                                                                            Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

                                                                                                          • Domain Change

                                                                                                            “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

                                                                                                          • Webhooks Limit Exceeded

                                                                                                            Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

                                                                                                          • Auto select option in CRM after Zoho Form merge

                                                                                                            Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

                                                                                                          • Bring your CRM data straight into your presentations in Zoho Show

                                                                                                            Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

                                                                                                          • Improved RingCentral Integration

                                                                                                            We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

                                                                                                          • Introducing New APIs in Zoho Contracts

                                                                                                            We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

                                                                                                          • Vimeo

                                                                                                            For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

                                                                                                          • Delete a department or category

                                                                                                            How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

                                                                                                          • Organization Emails in Email History

                                                                                                            How can I make received Org Emails to show up here?

                                                                                                          • Deleting Fields in CRM Deletes Views in Analytics

                                                                                                            Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges

                                                                                                          • How to setup pricing in Zoho

                                                                                                            Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

                                                                                                          • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                                                                                            If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

                                                                                                          • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

                                                                                                            Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

                                                                                                          • Access Phone Field Components (Country Code) Directly

                                                                                                            Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

                                                                                                          • Send mass messages through WhatsApp from the Tickets module

                                                                                                            Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

                                                                                                          • Lead Owner Signature Merge Field

                                                                                                            I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

                                                                                                          • How do I create a time field?

                                                                                                            I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

                                                                                                          • Alternating columns - How to reverse order on mobile - Responsive template

                                                                                                            Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

                                                                                                          • InvokeURL butchering JSON for OpenAI API calls

                                                                                                            My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

                                                                                                          • CRM for email in Outlook: how to ignore addresses?

                                                                                                            We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

                                                                                                          • Custom order for Current Stage (Blueprint field)

                                                                                                            Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

                                                                                                          • CRM E-mail Sync from Outlook

                                                                                                            We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

                                                                                                          • Next Page