Let’s take a look at some of the updates to Zoho Invoice and see how it will help you.

Custom Scheduler

Are there actions that you do repetitively in Zoho Invoice? Using Custom Schedulers, you can create a custom function and schedule them to perform them at periodic intervals. For example, you want to be notified at the end of the day with the total value of the invoices raised on that particular day. Instead of checking the amount manually, you can configure the custom scheduler to email you the amount every day. This will help you automate tasks and save time.

To set up a custom scheduler:
Go to Settings > Automation > Custom Scheduler > + New Custom Scheduler.

custom-scheduler.png

Search Help Resources

You can now search the help documents and FAQs from within Zoho Invoice and find the answers that you’re looking for contextually.

To search help resources quickly:
Click the Help icon or Page Tips at the top right corner of the page and type the keyword.

search-option.png

OAuth for Razorpay Integration

We have implemented Open Authorization (OAuth) for the Razorpay integration. That means you can connect your Razorpay account with Zoho Invoice by entering your Razorpay email address and password. This makes the integration more secure and safe.

Enhancements to Reports

We’ve brought in new enhancements to reports to help you. Here’s everything that’s new:

  1. Filter the Sales by Item report based on customer name.
  2. You can now show or hide GSTIN, GST Treatment and Contact Owner Name columns in reports. (Indian edition)
  3. You can filter reports using the Advanced Filter: Contact Owner Name.

All New Template Gallery

The Template Gallery gets an all new design to help you find the right template quickly. All the templates are grouped based on their type into different categories. Now, finding the right template is easier than before.

To view the revamped template gallery:
Go to Settings > Templates > + New

template.png

 

Update Payment Terms in Bulk

You can now bulk update payment terms in invoices and recurring invoices. This option enables you to update the due date for multiple invoices and recurring invoices at the same time.

To bulk update payment terms:
Go to Invoices or Recurring Invoices module > select multiple transactions > Bulk Update > update Payment Terms.

bulk-update.png

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Let’s take a look at some of the updates to Zoho Invoice and see how it will help you.

Custom Scheduler

Are there actions that you do repetitively in Zoho Invoice? Using Custom Schedulers, you can create a custom function and schedule them to perform them at periodic intervals. For example, you want to be notified at the end of the day with the total value of the invoices raised on that particular day. Instead of checking the amount manually, you can configure the custom scheduler to email you the amount every day. This will help you automate tasks and save time.

To set up a custom scheduler:
Go to Settings > Automation > Custom Scheduler > + New Custom Scheduler.

custom-scheduler.png

Search Help Resources

You can now search the help documents and FAQs from within Zoho Invoice and find the answers that you’re looking for contextually.

To search help resources quickly:
Click the Help icon or Page Tips at the top right corner of the page and type the keyword.

search-option.png

OAuth for Razorpay Integration

We have implemented Open Authorization (OAuth) for the Razorpay integration. That means you can connect your Razorpay account with Zoho Invoice by entering your Razorpay email address and password. This makes the integration more secure and safe.

Enhancements to Reports

We’ve brought in new enhancements to reports to help you. Here’s everything that’s new:

  1. Filter the Sales by Item report based on customer name.
  2. You can now show or hide GSTIN, GST Treatment and Contact Owner Name columns in reports. (Indian edition)
  3. You can filter reports using the Advanced Filter: Contact Owner Name.

All New Template Gallery

The Template Gallery gets an all new design to help you find the right template quickly. All the templates are grouped based on their type into different categories. Now, finding the right template is easier than before.

To view the revamped template gallery:
Go to Settings > Templates > + New

template.png

 

Update Payment Terms in Bulk

You can now bulk update payment terms in invoices and recurring invoices. This option enables you to update the due date for multiple invoices and recurring invoices at the same time.

To bulk update payment terms:
Go to Invoices or Recurring Invoices module > select multiple transactions > Bulk Update > update Payment Terms.

bulk-update.png

T