What's New in Zoho Invoice - February 2017

What's New in Zoho Invoice - February 2017

Every day we get lots of great feedback from our Customers. So this February, all we wanted to say is we love you too! And to celebrate your fabulousness, we have added a bunch of slick new features to Zoho Invoice. So, buckle up and read on What's New this February 2017. 

1.Introducing Zoho Checkout
 
Our newest addition to the Zoho Finance suite, Zoho Checkout, provides businesses an easy way to accept online payments. Add a touch of your company’s brand and style to your payment pages, and share on social media or email so your clients can pay immediately, even if you don’t have your own website. Read More




2.Zoho Invoice - Zoho CRM Enhancements
 
With the new enhancement in Zoho Invoice - Zoho CRM integration, you can now search for the items using the SKU code and also add Custom fields to the line items.


 
You can select a template while creating/editing an Invoice or an Estimate under Zoho Invoice inside Zoho CRM.


3.New in Projects: Associate Projects and Estimates.
 
If you're a service-based company, there may be a couple of scenarios you may come across when it comes to creating estimates. 

Scenario 1: You send your client the estimate, your client accepts it and later you want to create the project from the estimate. 

Scenario 2: You have already created the project, decided the tasks and now you want to create Estimates for your Project. 

Scenario 3: Your client accepts your estimate but later, asks for a revised one. You send the revised estimate and he finally accepts it. Now, you have two estimates for a single project. Wouldn't it be great to have them all associated with a single project?

Now in Zoho Invoice, you can do all of the above.


4.Create Projects with the same name for different customers
 
If ever you've come across the need to create multiple projects with the same name, however different customers – you can do that now in Zoho Invoice. 


 
5.Recurring invoices for Projects

Businesses which run several long term projects and need to bill their clients at regular, repeat intervals can make use of the Recurring Invoice feature for Projects. You can set your invoices to be automatically sent to your customers by configuring their projects to a recurring schedule and bill them based on that. All you have to do is set up your recurring profile, while Zoho Invoice takes care of the rest.Read More


6.Credit Card Information Settings

Earlier, if you were entering your customer's credit card details or if your customer was entering it via the Client Portal, they would have had to enter the Credit Card Address Information as well. Now we give you an option to decide whether the card address needs to be shown or not.



Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.


7.e-check payments through Client portal

Zoho Invoice offers ACH payments via Authorize.Net and Forte gateways. Now you can Integrate to pay with an eCheck supported payment gateway to allow your customers to pay via their bank account.


These are the most important updates to start out fresh in this month. Do let us know your valuable feedback so that we can make Zoho Invoice continuously awesome for you.

Cheers,
Pallabi

    • 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

      • Recent Topics

      • Where are Kanban swimlanes

        So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

      • Tip 19: How to display images in Pages using ZML snippets

        Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

      • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

        I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

      • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

        I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

      • Reference lookup field values in Client script

        hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

      • In App Auto Refresh/Update Features

        Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

      • Every time an event is updated, all participants receive an update email. How can I deactivate this?

        Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

      • How can I filter a field integration?

        Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

      • How to implement new online payment gateway?

        Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

      • Zoho CRM - Portal Users Edit Their Own Account Information

        Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

      • Connecting Zoho Mail with Apollo.io

        Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

      • Where does this report come from in the Zoho One ecosystems?

        Is this directly from MA, Analytics or ??? ???

      • Contact's title in "Contact Role Mapping"

        When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

      • Zoho CRM - Client Portal - Hide Notes Related List

        Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

      • "Pivot Table" Conditional Formatting

        Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

      • How many clients can be added to Zoho Practice?

        How many clients can be added to Zoho Practice without having their zoho app?

      • Stage History

        when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

      • Automating Ticket Responses Using Zoho Desk's AI Features

        We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

      • 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 Map integration tasks

        Hello everyone, We're excited to announce enhancements to the Zoho Map 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

      • 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

      • 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

      • Next Page