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.
  4. In the same table you can also specify the format for the currencies and select the currency that has to be used as your base currency (the currency, in which you do all your accounting).

Hope this makes your invoices look much more professional.  Give it a try and share your comments.

Happy Invoicing!


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.
  2. You have full control over the content of each of these reminders, still better you can make use of the placeholders in the content.
  3. You also have complete control over who has to be notified via each of these reminders. You can send it to yourself or send it to your customers directly and have yourself copied.

Configuring these automatic payment reminders is simple,

  1. Click on the “Settings” link and select the “Payment Reminders” link under “Invoice Settings”.
  2. In the “Payment Reminder” page that comes up each of these reminders can be configured by clicking on the appropriate row in the table.
Invoice Payment Reminders Settings

You can try out this feature by signing into Zoho Invoice now. We would definitely like to hear your comments and don’t forget to drop us a note when you enjoy using this feature.

Happy Invoicing

Freedom to move your data whenever and wherever you need to – Support for Import and Export in Zoho Invoice

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Now you have complete flexibility and freedom to move your data in and out of Zoho Invoice at your will.  Yes, we are happy to announce the support for import and export functionality in Zoho Invoice, a feature long awaited but well worth the wait.

What can you import or export?

Your complete set of data!

Yes, you can import or export your customer information, contacts, the items you sell (products or services), invoices and quotes.

What are the formats supported?

We have support for most of the standard formats.

  • Data can be exported in CSV (Comma Separated Values), TSV (Tab Separated Values), XLS (Spreadsheet) and JSON formats.  Additionally we also support exporting of customer and contact information in vCards (.vcf files) format.
  • You can import your data in CSV (Comma Separated Values) or TSV (Tab Separated Values) formats.  Additionally we also support vCard format for importing your contacts or customer information

If you feel, we have missed out any important format drop us a note.  We will be more than happy to add support for that format.

Couple of screenshots for a quick look:

Importing contact information into Zoho Invoice:

Importing contacts in Zoho Invoice

Exporting invoices from Zoho Invoice:

Exporting invoices from Zoho Invoice

Please feel free to share your comments.  You can try out this feature by signing into Zoho Invoice now.

Happy invoicing,

Attach purchase order, expense receipts and other supporting documents with your invoices

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We are happy to announce the support for attaching documents while sending your invoices. Now you can attach your purchase order (PO), expense receipts and other supporting documents with your invoices.

How to attach documents?

You can attach documents while sending the invoice to your client. It is like attaching documents to your e-mail.

  1. Click on the “Send” button in the invoice details page.
  2. In the “Send Invoice” screen that comes up, click on the “Add” link in the attachment window to add your attachments.

Look at the image below for details:

Attaching PO with Invoice

What Next?

We will be enhancing this feature further. Instead of searching and attaching the documents while sending invoice to your client. We will give you options, to attach documents to the invoice as and when they are ready. Say for example, you will be able to attach an expense receipt to an invoice upon incurring that expense. While sending the invoice, the documents will be automatically attached to the invoice; of course you will have the option to remove the attachments.

Hope you find this feature useful. We would like to hear from you, feel free to share your comments.

Check into this feature by signing into Zoho Invoice now.

Happy invoicing,