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Content Tagged invoices
Sending your first invoice - Video
Reading documents is a pain, watching and learning is easy and fun. Yes, we understand this. That is why we have come up with a video to demonstrate the basic features of our invoicing service.
The video obviously does not walk you through each and every feature of the service, but quickly demonstrates how to create and send invoices to your clients. I have embedded the video below for a quick view-
For better quality checkout http://zoho.com/invoice/videos/index.html
Hope you find this useful. We would like to hear from you, feel free to share your comments.
This is just our first video, we have more to follow!
Happy Invoicing!
Siva
Attach purchase order, expense receipts and other supporting documents with your invoices
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.
- Click on the “Send” button in the invoice details page.
- 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:
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,
Siva
Zoho Invoice integrates with Zoho CRM
Continuing the Zoho Apps integration series, we are pleased to announce the integration between Zoho Invoice and Zoho CRM. Users can now use the customer information in Zoho CRM while raising invoices or estimates using Zoho Invoice.
A few points before you read on:
- This is just a first step towards our goal of complete integration.
- You will be able to use the customer information from Zoho CRM in Zoho Invoice but not vice versa. That is the invoice information from Zoho Invoice will not be available in Zoho CRM.
To import customer information, what you should do?
Importing customer information from Zoho CRM to Invoice is very simple, just three simple steps -
- Go to the “Settings” page and click on the “Import” link on the left under “Import/Export” section.
- Specify your Zoho CRM login name and API key. If you don’t have an API key, you can request for one from your Zoho CRM account. For further details refer - Getting API Key.
- After filling in the necessary details, click on the “Save & Import” button.
How to get the latest customer information from Zoho CRM to Zoho Invoice?
After the import, keeping the customer records updated in Zoho Invoice is very simple. Click on the “Sync” link on the left. That’s it! All the records will be automatically updated!!
When I say, we will be updating the records, we will be syncing up only those records that have been modified, but still this update is costly, use it judiciously. You also have options to -
- Sync up the records individually.
- Sync up a selected set of records.
Soon, we will be providing you options to synchronize the custom views defined in Zoho CRM.
How does this integration work?
When you click on the import button, we use the “Login Name” and the “API Key” that you have provided to connect to Zoho CRM. Then we pull up the records using Zoho CRM’s APIs.
Customer information in Zoho CRM will be considered the master. So, in case of conflicts the records in Zoho Invoice will be updated with the one from Zoho CRM.
Some specific details:
There is no concept like contact’s address in Zoho Invoice, so we will not be pulling out this information from Zoho CRM. Remember, contact’s address is different from customer’s address. We do make use of the customer’s address.
What next?
Our next immediate priority on this front includes (but not necessarily limited to) -
- Help import product and pricing information.
- Help map custom fields defined for various entities - customers, products etc.
- Once our (Zoho Invoice) APIs are ready, we will be targeting a much tighter integration whereby it will be possible to see invoices generated in Zoho Invoice from the Zoho CRM client.
Hope you find this integration useful; please feel free to share your comments.
Check into this feature by logging into Zoho Invoice now.
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