Zoho Invoice
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5 results found
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Digital Signature for Estimates/Invoices
Add the capability to have clients add their digital signature to estimates and Invoice
630 votesDear customers,
We are so happy to announce that the much-awaited Zoho Invoice – Zoho Sign integration is live! You can now digitally sign your estimates and invoices before emailing it to the customers. Also, you can receive the customers’ signature while they accept the estimates.
(Note: This is not available for the Indian edition of Zoho Invoice).Here is a help doc for your reference:
https://www.zoho.com/invoice/help/integrations/sign-integration.htmlPlease feel free to share your feedback to support@zohoinvoice.com or on Twitter (@ZohoInvoice). We would love to know!
Cheers,
Reshma -
Accept Estimates without a portal login
Freshbooks gives the user a unique url for the estimate and automatically logs them in. Avoiding the portal login requirement. zoho invoice should do the same. alot eaiser for customers to accept estimates when they dont need to login.
54 votesHello everyone,
We are glad to inform that in Zoho Invoice, your clients can accept/decline estimates without logging in to the client portal. Kindly refer this help document to know more on this.
https://www.zoho.com/invoice/help/estimate/estimate-preferences.html#public-linkYou can give it a try and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Email delivery and read receipts and notifications
It would be good to get notifications on email delivery and read receipts and notifications
30 votesHello everyone,
We are happy to introduce the ‘Email insights’ feature in Zoho Invoice, which lets you know when the emails you send (invoice/estimate/retainer invoice) are opened.
To know more on this enhancement, you can refer the link below:
https://www.zoho.com/invoice/kb/general/email-insights.htmlYou can always share your feedback with us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Add images to items in Estimates
Add images to items it will be very nice to have
to send a clint the item image with the estimates26 votes -
Add option "Allow editing of Invoiced Estimates?" in Settings for estimates.
Add option "Allow editing of Invoiced Estimates?" in Settings for estimates.
Some business would like to prevent salesmen to edit estimates after it has been invoiced.
Similar to the option "Allow editing of Sent Invoice?" for invoices, we should have an option "Allow editing of Invoiced Estimates?" for estimates.3 votesHi all,
We now have the option to enable/disable editing of Invoiced Estimates.
When the preference is disabled, we do not allow the users to edit the estimate.
If the permission to change Estimate Preference is not enabled, we ask user to contact Administrator to enable this.
Please go to Settings→ Preferences→ Estimates. You will find this option here.
Hope this helps.
Regards,
Zoho Cares
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