Customer Spotlight: Sam loves user friendly invoicing

April 24, 2012 | By Reshma Roy

You never know when life is going to throw you in a spot where you have to save someone’s life. Sam Thomas has worked with Red Cross for more than a decade. He now runs Philly CPR Classes, his own venture, where he trains workplace responders, students and many more to be prepared for that moment. He instructs individuals on First Aid, CPR, AED and other life saving techniques.

With people all over the country calling him and numerous training sessions that keeps him busy all day long, he wanted a robust and user friendly invoicing software to help manage his business. His friend suggested Zoho Invoice and Sam says ‘it just clicked!’ He manages his clients list, their payment history, credit owed and tons more on our invoicing software.…

Fresh updates on exchange rate in Zoho Invoice and Zoho Books

March 20, 2012 | By Reshma Roy

When running your own business, it’s mighty difficult to keep track of everything. Your memory cells will plead for mercy if asked to remember the exchange rate entered for every currency ever used.

Keeping that in mind, in Zoho Invoice and Zoho Books, you can:

View last set exchange rate: Exchange rate set for a customer’s currency is now saved in settings. When creating a new invoice for the same customer, system reminds you of the last set rate. You can choose the existing rate or set a new rate or set a new rate just for the invoice. There’s more flexibility as you can modify them whenever you want. New rate does not affect your old invoices. If you want to view the rate set by you on a given date, just go over to the exchange rate history page in settings.

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PayPal Payflow Pro : New addition in the gateway list

March 15, 2012 | By Reshma Roy

Zoho Invoice and Zoho Books now support PayPal Payflow Pro payment gateway. You can configure Payflow Pro as your online payment option and have your customers make online payment on the same page without being redirected to any other site.

If you are from US, Canada, New Zealand or Australia and your company processes large number of transactions on a daily basis, then Payflow Pro is a good choice for you. Your customers will love you too as they don’t have to wait in the long queue to make their payment.

Payflow Pro requires you to have an Internet Merchant Account, essentially an account that handles the funds received via credit card payment from your customer. The real beauty with Payflow Pro is the extensive reporting it offers.…

Customer Spotlight : Graeme sends invoices while sailing

March 8, 2012 | By Naren

Whether you are on a yacht or sailing on a powerboat, invoicing is just a breeze through. You can stay connected with your business even while you’re sailing. Our customer Graeme, who runs one of Scotland’s premier RYA recognized sailing schools does exactly that. His company 1st Scotsail Training trains hundreds of its customers on its dedicated training yachts. Our invoice software has helped Graeme save enormous amount of time on his bookkeeping related activities.

I now get a lot of time to concentrate on my business. Zoho Invoice has helped us achieve more scalability. – Graeme Kerr, Co-founder – Scotsail

Our invoice program is so simple to use that most of Scotsail’s employees create and send invoices on their own to their clients.Thus it helps increase efficiency and saves lot of time.…

Checking in – Zoho Invoice Android App V 1.3

March 2, 2012 | By Reshma Roy

A while ago the Zoho Invoice iPhone app V1.7 was released in the iTunes. And now, our android app development team has something fascinating to share as well – Release of Version 1.3.

Dim says – (Zoho Invoice android app user)

“Tried a lot of alternatives. This is EASILY the best of the lot. Made my life several magnitudes easier, and if you can believe it, has already saved me a few hundred dollars.”

What’s new in V 1.3 -

Contacts as customers in Zoho Invoice : Just like in the iPhone app, importing contacts from your android smartphone address book as customers in Zoho Invoice is possible in just a few taps. This little feature will directly import fields like email and mobile number etc., and map it to customer data in the app.…

Introducing: One button to merge them all

February 28, 2012 | By Reshma Roy

Title alone is a giveaway. You have two or more customers with duplicate records in your Zoho Invoice or Zoho Books customer list. Reason for their existence could be :

1. You recently imported accounts and contacts from Zoho CRM and there are duplicate customer names staring at you.

2. You and your colleague unknowingly created the same contact under two different names. One as ‘Jane’ and another as ‘Jane Thomas’.

End Result : There are two sets of data (invoices, estimates,expenses..etc.,) running parallel for the same customer. You are annoyed and want to delete everything and start fresh… Pause .. Take a deep breath.

A little while ago we introduced ‘Merge Customer’. This tiny, yet powerful feature in Zoho Invoice and Zoho Books lets you merge your customer data so you won’t have to worry about twin records anymore.…

Zoho Invoice V 1.7 arrives in iTunes

February 16, 2012 | By Reshma Roy

There’s a gathering of all invoice apps in town and they have just one topic to discuss. The arrival of Zoho Invoice iPhone App -Version 1.7

Chieftain: All updates are same. A few bug fixes and tiny little makeover. No panic whatsoever.

All : Didn’t you hear about V 1.7??

Chieftain: Updates his memory and shakes himself and says … No

All: With a sigh, outdated as always . WAKE UP Chief!!

Zoho Invoice iPhone app version 1.7 arrives in the iTunes bringing three important updates. Our primary focus was to reduce effort when you are invoicing via mobile and to save your time.

One touch- Add a contact you want from your iPhone address book to your Zoho Invoice customer list in just a few taps. Not just that, data like email address, phone number and other details will be moved automatically.…

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