Position Billing & Shipping Addresses in Invoices When sending a printed copy of the invoice you can now move the position of the addresses so it fits into the window on the envelope. Send SMS for Payment Reminders to Your Customers You can remind your...
May 2019 Updates: Set validation rules for estimates Exclusive Inbox for Expense Receipts Store all your expense receipts in one place. Upload, auto-scan your expense receipts or have your expenses mailed to your Zoho Books account. Choose multiple...
Automate frequent tasks with Custom Schedulers Custom Schedulers allow you to create and automate tasks on a recurring basis, they can run daily, weekly, monthly or yearly. Multi-select Custom Fields Multi-select fields allow you to choose more than one option vs....
Set validation rules for estimates You can choose the field for which you want to set, select the required condition, customize the alert message that should be thrown when the validation is not met. Choose multiple values for a custom field Multi-select fields allow...
May 2019 Updates Package Geometry Allows you to arrang items within the boxes. You can see how the items sit in the box in a 3D format. Layout the items inside the box beforehand and generate package slips for them as well. Learn more about package geometry in Zoho...
Custom Scheduler Custom Schedulers can create a custom function and schedule them to perform them at periodic intervals. Search Help Resources OAuth for Razorpay Integration Enhancements to Report Filter the Sales by Item and customer name Filter reports using the...
