Ever since we launched Zoho Invoice, we have been constantly upgrading our service based on your feedback. Some of these past improvements
included features like adding multiple payment gateways, enhancements to multi-currency support, handling of stacked or compound taxes, importing of data into Zoho Invoice and lot more. The biggest update since our release is now here.
Introducing Zoho Invoice 2.0.
This major update comes with a host of new features like the Expenses module, fresh new user interface and open APIs. Let us look at what's new in this update.
New User Interface
With this update, we completely redesigned our user interface with a fresh new look.
This new design borrows the simplicity, ease of use from our previous design and accommodates new features in a pleasant new interface with improve navigation, contextual help, better fonts and customizable themes that allows you to completely customize the colors of the application to match your corporate identity.
In this new interface you'll notice that frequently accessed items are contextually positioned in each module so that you don't have to spend
time hunting for options. As you dig deep, you'll also notice interesting details like the ability to re-order the items in an invoice.
Screenshots won't do justice to the UI. We recommend you to try it yourself.
New Expenses Module
In many cases, users have expenses on behalf of their clients, like travel expenses, making purchases on their client's behalf etc. Our new Expenses module lets you record such expenses for each of your clients. With a single click, all billable expenses for a given customer can be consolidated on a single, itemized invoice which can be emailed to the client.
Additional features like applying Taxes, multi-currency support, billable or non-billable expenses are all available in this module. You can also run reports to track all your expenses. This new module is available at
no additional cost.
Open APIs
At Zoho, we try to open up APIs for most of our applications
so that you can extend and integrate our applications/data into your internal workflow or with external apps. With this update, we are opening up the APIs for Zoho Invoice and we hope to see you use it in
innovative ways.
You can enable API access for your account under the 'Settings' tab.
Invite, Share & Collaborate
Zoho Invoice now includes organization support. Multiple users can now access and collaborate on content like Invoices, Estimates, Expenses etc within an organization. You can assign roles like 'Administrator' or 'Staff' to the members of your organization.
This is one of the popular requests and we are glad to include it as part of this release. This functionality is now available under the 'Users' tab where you can manage users and their access permissions.
Email History
When you send out Invoices or Estimates to your clients, they are sent as emails. Reminders about payments and dues are also sent via email. Wouldn't it be nice to have an option to go back and check out the emails you sent out? This is now possible in Invoice 2.0 as we log your communication with your clients. Emails to your
customers and users can be viewed under the 'Customers' and 'Users' tab respectively.
While these are the key highlights of Zoho Invoice 2.0, the update includes several other improvements. We have been working hard to bring this update to you. We hope you are as excited as we are and we can't wait to hear your feedback.
Thanks for the response. I actually don't have any special expectations. Just looking for the minimal integration requirements that are required for Marketplace apps.
Thanks for the response. I actually don't have any special expectations. Just looking for the minimal integration requirements that are required for Marketplace apps.
Definitely this is in our short-term plan.Let us know your expectations about the Zoho Invoice integration with Google Apps. It would really help us to design the integration better.
Definitely this is in our short-term plan.Let us know your expectations about the Zoho Invoice integration with Google Apps. It would really help us to design the integration better.
When can we expect to see this in the Google Apps Marketplace?
When can we expect to see this in the Google Apps Marketplace?
@Chris HallThanks and stay tuned for more exiting features.
@Chris HallThanks and stay tuned for more exiting features.
Zoho Invoice 2.0 is now an absolutely fantastic bit of software, my favourite from the Zoho suite of products. Congratulations to those at Zoho for bringing all this together!
Zoho Invoice 2.0 is now an absolutely fantastic bit of software, my favourite from the Zoho suite of products. Congratulations to those at Zoho for bringing all this together!
@smbonline360.comThanks for the comments.
@smbonline360.comThanks for the comments.
Zoho Invoice 2.0 is starting to look like small business accounting. Way to go Zoho!
Zoho Invoice 2.0 is starting to look like small business accounting. Way to go Zoho!
@RogerMany Thanks for your feedback. As of now, you can import your contacts and accounts into Zoho Invoice from Zoho CRM. We have plans to take this integration up a few notches; just that it might take a few months for us to start working on it.@RezThanks for contacting us. We do not have plans for a source code management system yet. Sorry for that.@eoiacademyWe had renamed the label 'sync' to 'Import from Zoho CRM'. Please follow the instructions below to synchronize the data (contacts and accounts) between CRM and Invoice.1. Go to the 'Customers' tab.
2. Click on the 'Import from Zoho-CRM' link on the right sidebar of the page. A window pops up asking your confirmation of the API key and login. Click on the 'OK' button to proceed.This should sync the data between Zoho CRM and Zoho Invoice.Regards
Prashant
@RogerMany Thanks for your feedback. As of now, you can import your contacts and accounts into Zoho Invoice from Zoho CRM. We have plans to take this integration up a few notches; just that it might take a few months for us to start working on it.@RezThanks for contacting us. We do not have plans for a source code management system yet. Sorry for that.@eoiacademyWe had renamed the label 'sync' to 'Import from Zoho CRM'. Please follow the instructions below to synchronize the data (contacts and accounts) between CRM and Invoice.1. Go to the 'Customers' tab.
2. Click on the 'Import from Zoho-CRM' link on the right sidebar of the page. A window pops up asking your confirmation of the API key and login. Click on the 'OK' button to proceed.This should sync the data between Zoho CRM and Zoho Invoice.Regards
Prashant
Where is the "sync" button in Zoho Invoice 2.0 to synchronise my customers with my accounts and contacts in Zoho CRM? I'v tried to click on "All", "CRM", but I cannot find the accounts I've just created in Zoho CRM...Could you please explain how I can synchronise between "Accounts" and "Contacts" in Zoho CRM and "Customers" in Zoho Invoice 2.0?
Thanks for your feedback.
Where is the "sync" button in Zoho Invoice 2.0 to synchronise my customers with my accounts and contacts in Zoho CRM? I'v tried to click on "All", "CRM", but I cannot find the accounts I've just created in Zoho CRM...Could you please explain how I can synchronise between "Accounts" and "Contacts" in Zoho CRM and "Customers" in Zoho Invoice 2.0?
Thanks for your feedback.
Are there any plan to provide project management tool that can manage source code?A well known solution for this is Unfuddle and FogBugz. For FogBugz, we need to purchase SVN service from other provider (e.g. CVSDude)I use Unfuddle but the developer (Unfuddle Developer) rarely add new features. It's a small company.FogBugz is interesting but we need 3rd party provider for SVN. And the price of FogBugz is too expensive compared to the available features.
Are there any plan to provide project management tool that can manage source code?A well known solution for this is Unfuddle and FogBugz. For FogBugz, we need to purchase SVN service from other provider (e.g. CVSDude)I use Unfuddle but the developer (Unfuddle Developer) rarely add new features. It's a small company.FogBugz is interesting but we need 3rd party provider for SVN. And the price of FogBugz is too expensive compared to the available features.
please integrate Zoho Invoice 2.0 into Zoho CRM. Congratulations on the design, it's the most beautiful Zoho product ever!
please integrate Zoho Invoice 2.0 into Zoho CRM. Congratulations on the design, it's the most beautiful Zoho product ever!