What's New this November 2018 in Zoho Invoice?
We've got some amazing product enhancements that will improve your invoicing experience in Zoho Invoice . Check them out below!
Enhanced Version of Zoho Invoice - Zoho Projects Integration
We have enhanced the Zoho Invoice - Zoho Projects integration. In this, you will be able to sync project related data such as Project info, Tasks, Bugs, Timesheets and its users from Zoho Projects to Zoho Invoice.With the imported data, you can send invoices from Zoho Invoice.
This enhanced version is currently available only for the new users. We're working on the migration for existing users and we'll keep this space posted.
Bulk Email Option for Payments Received
Tired of manually sending out payment receipts to your customers? Not any more! We have introduced Bulk Email option for the payment receipts. You just have to select them and click the mail icon on the top. All your payment receipts will be sent to the respective customers.
Bulk Update for Credit Notes, Projects, Invoices
No more the pain of manually updating changes in each and every transaction! With the new Bulk Update feature in Credit Notes, Projects and Invoices, even the slightest of the modification can be updated in all the transactions at the same time.
Associate Additional Billing and Shipping Addresses to Recurring Invoices
So far, you will be able to associate only the primary address of your customer to the recurring profiles you create for them. We have enhanced this and from now on, for customers with multiple addresses, you can choose to associate any one of those addresses to their recurring profiles.
Import Retainer Payments
Retainer payments can now be exclusively imported into Zoho Invoice. This option would be available in the Payments Received module.
We have some more amazing enhancements which you can check here. Do let us know your feedback in the comments and if you need any help, feel free to write to support[at]zohoinvoice.com.
Cheers,
Monisha S
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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