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

• Topic Participants

• Pallabi

• Michellea

• Poornima

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