What's New this October 2018 in Zoho Invoice?
We have some exciting product updates and enhancements for October. Keep reading to know about them!
Zoho Invoice - Zoho Mail Integration
No more switching tabs to check emails and transactions simultaneously! Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. This integration simplifies the process of attaching email documents to your transactions and all the mail activities can be viewed within your Zoho Invoice organisation. You can checkout our help document to set up this integration.
GoCardless for Australia
GoCardless payment gateway is now available for the Australian Edition of Zoho Invoice! Integrate with it to start receiving payments via direct debit.
Estimate Generator for Android
Create estimates instantly on the go! Zoho Invoice has introduced a free estimate generator app for Android.
Bulk Update Option for Recurring Invoices
Say good-bye to manually updating changes in your recurring invoices! We have now enhanced this module with the Bulk Update option. Just select all the recurring invoices and click the Bulk Update button on the top to update any modification.
Client Approval for Time Entries
How about a feature that lets you to get your time entries approved by your client before you invoice them for the same? Wouldn't it avoid last-minute confusion? We have introduced Client Approval, an exclusive feature for the Timesheets module. Using this feature, you can get all your time entries approved by your client in advance and have a smooth invoicing process. Do checkout our help document to know about this feature in detail.
That's all for this month! You can also bookmark our What's New page and not miss a single update. Do let us know your feedback in the comments section below.
Cheers,
Monisha
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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