Feature Flashback of 2017
2017 has been a feature-rich year with a lot of enhancements and updates.
As the year ends, let us look back at some of the major features that we introduced this year.
Templates
We have enhanced the template section with the following updates.
Four new templates have been added
(Spreadsheet,
Spreadsheet
Plus, Retail and India GST) to our
existing
collection, giving you more options to choose from.
You can adjust the width of the item
columns
in your invoices according to your needs.
Learn more.
Timesheet
Manage your projects like never before with the following enhancements.
You can raise estimates for the projects and get them accepted from your customers.
Learn more.
Create and send invoices to your customers on regular intervals for the projects.
Learn more.
Pay via ACH in Client Portal
Provide your customers with ACH payment option in the Client Portal. Your customers can enter their bank details to make payments.
Custom Functions
"Actions speak louder than words
" -
Using Deluge script, you can create a set of rules to automate and customize your business workflow
.
Learn more.
Custom Views
You can create a filter using custom views and list your invoices accordingly. Just set a criteria and classify your data. Learn more.
Custom Buttons
Create a customized button and add it to your transaction modules to perform a specific action.
This is available in the Professional Plan only.
Integrations
We provided three powerful integrations to help you run your business better.
Create any type of personalized report, and build a custom dashboard within Zoho Reports using your Zoho Invoice data. Learn more.
With the Fundbox integration, receive an advance, or credit on your unpaid invoices, and always ensure that you have the funds you need to run your business in US smoothly. Learn more.
Receive notifications in Zoho Cliq when your customers accept or decline estimates, view invoices, or make payments. Learn more.
Payment Gateways
We added more payment gateways so that you can connect to your favourite one.
Square lets you accept credit card payments. Learn more.
GoCardless offers credit card and ACH payment option to business owners in the UK. Learn more.
Keyboard shortcuts
Keyboard enthusiasts can now use shortcuts to perform instant actions in Zoho Invoice.
We at Zoho Invoice are always committed to make invoicing easier and more practical for your business. So keep an eye out for new features that we will be releasing next year.
Zoho Invoice team wishes you a very happy and prosperous new year!
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