Author Archives: Sivaramakrishnan Iswaran

Automatically assess the late fees for your invoices

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In an ideal world, all your customers pay you on time. In the real world, however, you need a mechanism to encourage your defaulting customers to pay you on time. One best, proven mechanism to ensure timely payment is – charging late fees on invoices. More often than not, the complexities involved in computing and managing the late fees keeps you away from using it.

Well, that’s no more the case! With Zoho Invoice late fee calculation on invoices can be completely automated and managing it is a breeze. Let’s quickly see how to configure late fees for an invoice, but before getting into the configuration details, let’s take a look at their relationship-

  1. You can configure as many late fees as you want
  2. While creating/editing an invoice you can associate a late fee to it.  Whenever there is a delayed payment for this particular invoice the corresponding late fee formula will be applied.

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Support for customer statements in Zoho Invoice

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Do you spend more time following up customers for payments?  Do you have customers who have disputed an invoice or payment?  Have you frantically tried to consolidate the transactions for a particular customer?

If the answer to any of the above question is yes, you would have definitely felt the need for customer transaction summary (customer statements).  Not surprisingly this is one of the most requested features in Zoho Invoice and we are happy to heed to the request.  Yes, we have added support for “Customer Statements” in Zoho Invoice.

What is a customer statement?

Customer statement is a summary of all transactions for a particular customer during a specific period.  It lists the invoices that were sent and the payments that were received along with their associated details.  Shown below is a sample customer statement-

Sample Customer Statement

How to generate a customer statement?

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Importing data from Blinksale to Zoho Invoice

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We have been getting quite a few requests from our customers as to how they can import data from their Blinksale account to Zoho Invoice.  Earlier we used to send manual procedures and assist customers individually but still it was not easy for our customers to import the data.

Now with the last upgrade, we have made this import lot easier.  Here is how you can import your data from Blinksale to Zoho Invoice –

  1. Sign-in to Zoho Invoice and click on the “Settings” link at the top right.
  2. Now, click on the “Import from Blinksale” link at the left under the “Import & Export Settings”
  3. Fill in the requested details and click on the “Import” button

All your invoices and customers along with their associated details will be imported into Zoho Invoice.

We also recommend you to take a look at the following wiki doc – “Importing data from Blinksale” in which we have listed out the known issues.

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Support for Google Checkout in Zoho Invoice

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Happy to announce the availability of one of the most requested and long awaited features in Zoho Invoice – “Google Checkout Integration”

Yes, we have integrated our service with Google Checkout.  We have already integrated our service with PayPal and now this integration gives more options to our customers.  Now they have the option to choose either PayPal or Google Checkout for accepting online payment from their customers.

Configuring Google Checkout in Zoho Invoice:

Configuring Google Checkout in Zoho Invoice is easy and can be done by following the steps below-

  1. Sign-in to Zoho Invoice and click on the “Settings” link at the top right.
  2. In the settings page that comes up, click on the “Payment Gateways” link under “Invoice Settings” on the left.
  3. Specify your “Merchant ID” and “Merchant Key” and click on the save button.

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Support for currency symbols in Zoho Invoice

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In the past few weeks we had been really busy adding some nice little features to our service.  One such feature is the support for currency symbols.  Now you can have your currency symbols ($, €, £, ¥) on your invoices instead of the standard currency code (USD, EUR, GBP, JPY…).

As you may know, we already support multi-currency in our service.  Now you can configure a unique symbol for each and every currency that you use.  You can configure this in “Currency & Time” settings.

To configure your currency symbol, follow the steps below-

  1. Click on the “Settings” link at the top right.
  2. Click on the “Currency & Time” link on the left, this will take you to the currency and time zone configuration page.
  3. In the currency and time zone configuration page, you have the “Currency Details” table, where you can add as many currencies as you want and for each currency you can specify a unique symbol.

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Automatic Payment Reminders For Invoices

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Our goal is to make invoicing fast, easy and painless for our customers. When we say invoicing, we include the entire process of creating, sending, tracking and managing the invoices. More often than not, tracking and following-up for payments takes a lot of time and energy than the other activities. We clearly understand this. So, here we are in line with our goal introducing a brand new feature “Automatic Payment Reminders” which we hope will definitely help reduce your pain points.

Yes, now you can automate the process of sending payment reminders to your customers. We have tried to make this feature as flexible as possible (at least that is what we think :~))

  1. You can specify when each of these reminders has to be sent. Say for example you can configure that the first reminder has to be sent 2 days after the invoice due date, the second one 14 days after the due date and the third one 21 days after the due date.

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One, two, three – Export data from Zoho Invoice to Zoho Sheet

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Yes, three easy steps are all it takes to export your data from Zoho Invoice to Zoho Sheet. You can export and view all of your invoices, quotes, contacts, customers and items in Zoho Sheet. I am sure most of you would be using this feature already, exploring it for the benefit of others-

Let’s say you want to export and view all your invoices in Zoho Sheet, all you have to do is-

1. Select the “Invoices” tab.
2. Click on the “Export Invoices” link at the top.
3. Click on the “View” link in the Spreadsheet/CSV/TSV format.

That’s it! All your invoices will be exported and will be shown in a new window in Zoho Sheet. Now you can play with it as any other sheet document.

Hope you find this feature useful. We will be happy to hear your comments.

Just like Zoho Sheet, we will also be supporting Google Sheet shortly.

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