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By: Andrew Wallace | October 07, 2016

We thought we would announce this small but useful enhancement on Zoho Books/Zoho Invoice, not only because it is a useful function but because we like how it demonstrates how Zoho listen to their customers and take valuable feedback on board to improve their software. 

A customer of ours one day asked whether they could - instead of including lengthy terms and conditions in an invoice template - include them as an attachment on the email that send the invoice. 

Different terms and conditions, could be attached to different email templates, rather than trying to remember to attach them when sending the invoice. 

We suggested this to Zoho and within a week, they had introduced this enhancement. 

You are now able to add attachments to the email t...

By: Andrew Wallace | December 14, 2015

You may or many not have noticed the new widgets in Zoho Invoice and Zoho Books but we thought we would blog about them just in case as they can be quite useful!


Take a look at the top left of the screen now and you will see a couple of new icons, next to the Zoho logo:

New functions in Zoho Invoice and Zoho Books accounting software

By: Andrew Wallace | September 03, 2014

Zoho Books and Zoho Invoice, the online business accounting solutions from Zoho, now have a new feature to reduce the tedious process of charging recurring invoices to customers on a regular basis.


Zoho Books and Zoho Invoice have long had a recurring invoice function that sends a manually checked or fully automated


The new feature lets you charge your customer's credit card for recurring invoice payments on a daily/weekly/monthly basis.


In the case of failed payments, Zoho Books/Invoice will then try to process the payment again after a few days, before suspending it (dunning).  


The ‘dunning process’ is defined by Wikipedia as:


“... the process of methodically communicating with customers to ensure the collection of accounts receivable...

By: Andrew Wallace | April 07, 2014

With Zoho Books & Zoho Invoice you can now provide your customers with their own client portal so that they can review their payments, latest transactions and also provide them with the ability to make online payments.

All superb features that will help you to get paid quickly!

Zoho Books client portal - make it easier to pay online for small business services
The new client portal for Zoho Books or Invoice provide easy payment options for clients