What's New this May 2020 in Zoho Invoice?
Hello, everyone!
We've spent the last month working on a slew of new features and enhancements for Zoho Invoice. This includes much-awaited features such as multiple GSTINs for the Indian edition and setting a revenue budget for projects. Here's a run-through of what's new this May.
Manage multiple branches and GSTINs (Indian Edition)
As your business grows, you might have different branches both within and across states in India. Depending upon your business type, each of these branches might have the same GSTIN or different ones. We are happy to announce that all of this can now be captured in Zoho Invoice. This means that you can now handle invoicing for multiple GSTINs in a single organization!
With this feature, you can:
- Add multiple GSTINs under GST Settings.
- Create branches and associate a GSTIN for each of them.
- Associate a unique transaction series for each branch.
- Choose a branch when creating a transaction.
- Get an overview of the GST Return status for each GSTIN.
- Analyze the performance of each branch separately.
Admins can enable this feature from Settings > Branches > Enable Branches. A branch named Head Office will be created by default with your organization's GSTIN and existing transactions. You can click Add Branch to add a new branch's details. Read more.
Note: This feature is available only in the Professional plan of Zoho Invoice.
View transactions for items contextually
When creating a new transaction, you can now view the selected item's previous transactions in a sidebar. This way, you can check the different prices the item was previously sold at and set its current price accordingly. To get a clearer picture, you can filter this list of transactions based on the transaction type, status, and the selected customer.
To view this: Create a new transaction > Select an item for it > Click the more icon next to the item name > Select View Item Details.
Allow users to skip digital signature
If you have integrated your organization with Zoho Sign, you can now decide if you want to make a digital signature optional for invoices and estimates. When you enable this option, users with sign permission can choose to skip signing documents, and send them to customers without a digital signature.
To do this: Go to Settings > Integrations > Zoho Apps > Click Show Details near Zoho Sign > Click Edit > Enable the Allow your users to skip signature for sending Invoices/Estimates option.
Set revenue budgets for projects
Setting a budget helps you to keep track of your business's cash flow and make better decisions. We have introduced the option to set a revenue budget for your projects in Zoho Invoice. Using this, you can track the budget amount and compare it with the actual amount earned from the project.
To set this: Go to Timesheet > Click + New Project > Enter the amount in the Revenue Budget field.
Note: The revenue budget will be recorded in your customer’s currency.
Generate the Revenue Summary report
As part of the previous feature to add a revenue budget for a project, we have also provided the option to view the summary of each project's revenue. In this report, you can compare each project's actual revenue against the set revenue budget. You can customize this report by selecting a date range, adding filters, or choosing the columns to be displayed. You can also drill down to see the list of transactions that brought in the revenue.
To view this report: Go to Reports > Projects and Timesheets > Projects Revenue Summary.
We're not done yet! We've made a couple of updates to our Android, iOS, and Windows app as well. For the full list of updates, head over to our release notes.
We understand that this is a tough time for businesses. We have put together a list of resources that we hope can help you persevere through this crisis. You can also check the relief initiatives provided by Zoho. And as always, you can reach out to us at support@zohoinvoice.com for any assistance.
Regards,
Lavanya
The Zoho Invoice Team
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Lavanyasree S
Paragon Software Int'l, Inc.
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