Željko Janković
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36 votes
Hi,
The wait is over! Yes, Zoho Invoice now lets you customize your customer statement and make it appear personalized.
You can choose a background color and theme, insert your company logo, add header and footer content and whatnot!
To check this out, switch to Settings > Templates, where you would be able to find “Customer Statement” option in the second left pane.
The Standard template available under this section can be customized and saved so that all future customer statements would be sent using those preferences.
Happy invoicing!
Cheers,
Reshma.An error occurred while saving the comment Željko Janković
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16 votesŽeljko Janković
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12 votesŽeljko Janković
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13 votes
Hi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
ReshmaŽeljko Janković
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I can update what? You've enabled us to add header and footer content, but what's happening to FIELDS customization, we've requested? It really does not mean anything to us to change header and footer and not making us able to change labels of Date, Transaction, Details, Amount, Balance, etd.. How can I explain to my customer that I've sent him a half English/Half Serbian Statement? What should I tell them, oh, sorry, but you still got header and footer in your language? I'm really disappointed. Plus the Bill to field, has the bug!