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How to Use WebP Images to Improve Website Speed

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WebP is a new, highly effective image format for the web. Compared to its predecessors, it provides a much better level of compression.

You can have images that weigh less while having the same level of quality or better.

Because of its smaller size, WebP helps you substantially improve your website speed.

The format was originally developed by Google and is already supported by every modern mobile and desktop browser.

Pictures in this format can be both lossless and lossy, which makes it very versatile.

There is no doubt that website speed is a matter of great importance. It affects the user experience, SEO, search rankings, and the overall quality of your website.

So having images that load faster can make a difference. Visitors often leave a website just because of slowly loading images, without even seeing the content.

There’s definitely a lot of benefits of switching to WebP instead of the traditionally used formats, Jpeg and PNG.

You can make your website load faster and noticeably improve website speed while preserving the quality of your images, since WebP is pretty delicate when it comes to quality.

But first let’s consider the traditional method of making images less heavy.

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Traditional Method to Reduce PNG

PNG is the most popular lossless format, broadly used around the internet.

Pictures in this format suffer no loss of quality and are relatively compact, but still not perfect, especially if we’re talking about a high number of pictures or pictures of a larger size.

The most conventional method of reducing your PNG file is by saving it as Jpeg, which is possible in any graphic editor, such as Adobe Photoshop.

You simply open your image in Photoshop, click “Save As” and select Jpeg in the list of available extentions. Jpeg is lossy format and it sometimes entails noticeable artifacts.

Another common way is by using a tool like TinyPng that can optimize your PNG file.

It does not convert images to Jpeg; instead, it analyzes the color palette and changes the colors in a subtle way so that the file becomes more optimized. However, there is an even more effective way to reduce image size.

Use WebP Image Converter

There’s an excellent web tool called Webp Converter that will definitely come in handy if you want to reduce the size of your images fast and with no hassle.

It’s a fast and portable WebP converter. Compared to all other methods, it provides superior results.

You get a perfectly compressed, optimized WebP image that you can immediately use on your website instead of the old ones and enjoy an increase in website speed.

You can convert JPG to WebP and PNG to WebP using just a single, simple web interface.

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Vertexshare Webp Converter has a great number of benefits that make it an excellent choice if you need to do the job fast.

First of all, Vertexshare Webp Converter is completely free to use. It requires no account registration and no sign-up. It requires no download and no installation.

The best feature of Vertexshare Webp Converter is that it is absolutely fast because it doesn’t send images back to the server.

It does all the job right in your browser. It works on the fly. Compared to many other web tools that make you wait, often for many minutes, this one is near-instant.

This is definitely a great benefit, and you’re not in any way limited by the number of files you can convert.

Vertexshare Webp Converter works on both Mac and Windows as online/offline software: you don’t have to stay online in order to use it.

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In addition to being a WebP converter, VertexShare Webp Converter also serves as a generic converter: you can convert PNG to JPG and JPG to PNG.

Everything is done just in one click. You can upload images in bulk and convert them simultaneously, without going through your files one by one.

If you want to increase your website speed, there’s no easier way to do this than by using the WebP format, and with the help of VertexShare Webp Converter, you can do it without downloading and installing any software. This is a fast and easy method with immediate results, a really handy WebP conversion tool that any webmaster will find useful.

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Learn How to Improve Your WIX Website Speed

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Learn How to Improve Your WIX Website Speed

[/et_pb_text][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]The page loading speed of your website is one of the most important factors in your business’s success. A slow website can cost you a loss in web traffic, poor website rankings, low conversion rate, dramatic loss in online visibility on search engines and have an overall negative impact on the business’s success. On the contrary, a fast loading website can engage your customers in your website and improve your website rankings, traffic and sales. There are certain elements that affect your website performance which are not in your control on the WIX platform such as CDN’s, https requests, server response time and scripts embedded by default into the CMS back-end systems but there is still plenty that you can do on your WIX website to improve its overall speed performance and make it perform super fast like any other high speed website (using any other platform such as wordpress, weebly, squarespace or hosted on an independent hosting provider) on the internet. In this article we are going to address some of the most common mistakes and how you can avoid them and improve your website speed.
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There are several websites that allow you to run a free test and check your website speed in real-time – some examples are below:

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  • Google Page Speed Insights

  • Gtmetrix

  • Webpagetest

  • Pingdom

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16 Top Tips to Increase Page Speed of Your WIX Website:

 

​Homepage should be simple and clean:

The homepage is the gateway to your website and it should be simple and clean. Avoid using too many images, animations and videos on your homepage; do not make it overly long and deliver a precise message about your products and services through text on the homepage. A clear message delivered through meticulous catchy text can engage your customers in your website homepage and force them to stick to your website to explore it further.

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Follow top to bottom rule:

When people enter your website, the first section that loads is the top part of your website. A website generally loads from top to bottom therefore placing easy to load content on the top part of the page is good practise. You can place images, videos, animations or any apps in the bottom part of the page (although it is advisable not to use too many videos, images or apps on your website or on individual pages). The point is that the top part loads quickly and engages your customers while the rest of the page (bottom part) loads. We would recommend to display the most important information related to the page that customers need to know on the top part of the page, which can engage your customers while the bottom part loads.

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Do not overload your webpages with images, animations & videos:

Videos, large size images and animations take extra time to load due to their heavy bandwidth, and can slow down your website speed and cause speed performance issues. When using videos, images or animations make sure you use them in moderation and carry out real-time testing while developing your website pages to see what impact they have on your page speed. While using and embedding external videos from YouTube, Vimeo and Facebook into your website, be aware of the impact of loading time of these videos on your website. Although videos and animations look attractive to use, you should think about their impact on your website speed before using them.

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Optimise the mobile version of your website:

One of the major benefits of using WIX CMS is that it allows you to edit your mobile site and make changes to the mobile version separately. The mobile editor can dramatically improve your mobile site speed. You can hide large size images, videos, animations, photo galleries, iFrames or any other large size elements in the mobile editor separately, without hiding them in the desktop version on a WIX site. Therefore the WIX mobile version allows you to hide elements while keeping the same elements visible in the desktop version. Also, try to make your mobile site clean, simple and not to make individual pages overly lengthy. Deliver a concise message to engage your audience on your mobile site.

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Compress images and use the right format:

You can use free compression tools to compress your website images for better performance before uploading them on your WIX website. WIX states that it automatically compresses your images to WebP image format. WebP is a new image compression format by Google. WIX has clearly stated that it prefers JPEG files for images over PNG files because JPEG images load faster than PNG while retaining the same level of quality, and JPEG images are more web optimised as well. There are several free tools available online to convert PNG images to JPEG file format.

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Use font cleverly on the webpages:

It is always advisable to use popular web fonts on your website such as Helvetica, Times, Arial, Futura because they are already cached in most web browsers, and having a popular font on your website means you are automatically improving your website speed to a certain extent.

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Prefer text over images or animations:

Everybody knows text loads faster than images, animations & video, therefore using text over images and other media is always advisable to improve the speed of your website. You can easily deliver your message through text and engage your audience while the rest of your website loads. As we all know, Google and other search engines love informative text as it helps SEO and establishes website relevance to user queries. So using text in a professional manner over images can not only increase your website speed but also help to improve your rankings on Google and other search engines.
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Stick to one or two font styles:

It is good practise to stick to one or two font styles at most for your entire website because using a large number of font styles or custom fonts can affect your website speed as they take longer to load. Also, using different fonts means that you are showing inconsistency on your website and it doesn’t look very professional to use different custom fonts.

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Avoid using too many apps or plug-ins:

Apps and plug-ins are generally made of scripts and CSS and require more bandwidth to load. In simple words, you can think of an app as a small website, so if you use an app on your website that means you are putting another small website within your website and it can impact your website speed. We only advise you to use apps when there is no other alternative and it becomes necessary to use an app on your business website. If you are using apps only to make your website look good, then we would advise to use an alternative that doesn’t impact your website speed.

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Avoid excessive use of slideshows & galleries:

Slideshows and galleries apps are very large in size and when you put further images into them, they require more bandwidth to download. Though Slideshows and galleries look very attractive, they do impact your website speed performance on the WIX platform, so consider the page speed aspect when you use them on your website.

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Avoid using multiple iFrames of your webpages:

iFrames can dramatically slow down your website speed e.g. if you use 2 iFrames on one page, it means that single page (where you added 2 iFrames) will take as long as 3 pages take to load, therefore using multiple iFrames on your webpages can dramatically reduce your website speed.

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Enable local browser caching:

You can enable your local browser caching to improve your website loading time. Obviously, this is a local client side function and doesn’t improve website speed on the server side. It only helps to improve the client side website speed.

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Follow simple header policy:

The header is the section that is present on almost every webpage of your website and contributes to the website loading time. The header should be clean, simple and short. Only use the logo, tagline and text based minimum menu elements in the header section. Avoid putting items, images, social media links, button or animations into your header section. If you make your website header too large and heavy, it will take longer to load and put a negative impact on each individual page and overall website speed. A complex header confuses customers whereas simple and clean headers can engage your customers when they find information easily on your website through header navigational links.

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Reduce re-directs & Fix broken links:

Re-directs can have a negative impact on your website speed because each time a page re-directs to another page, some time is wasted in the HTTPS request. Although re-directs are required when a page is deleted or moved, having too many re-directs can create additional HTTPS requests and causes pages to load with delay. Also, fix your entire website broken links because they unnecessarily use bandwidth.

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Cut down external scripts:

If you are using any external scripts on your WIX website, make sure you test them first for the amount of impact they can put on your website speed. Using too many unnecessary scripts can have negative impacts on your website speed.

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 Take advantage of caching:

This is a new feature created by WIX to cache your webpages. It is a very good feature mainly for static pages. Webpage caching on WIX helps to speed up page loading time significantly compared to pages that are not cached. Although WIX has enabled automatic caching for most pages, if you wish you can check and set your own caching parameters via the advanced settings of each page in your WIX control panel.

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Website speed is very important because if you have a website that takes longer to load, customers will not stay on your website and jump to another website which forces Google algorithms to consider that your website is creating a bad experience for your customers and is not a good online resource. This process can increase your website bounce rate and may drop your website rankings on Google and other search engines.

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To sum up, WIX is a very good platform and your website can run super fast if you can avoid common mistakes that generally affect the page speed. In fact, your website can run slow on any other platform such as wordpress, weebly, squarespace or another independent hosting provider if you use excessive images with animations, different fonts and videos and do not address those factors that affect website speed. If you think and learn about website speed factors before designing your new website, you can certainly make a big difference to your website speed performance.

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Invoice payment through the portal?

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How can customers pay an invoice via the portal?

In order to pay an invoice, your customer needs to login to the portal. You can find out how your customers can login to the portal here.

After logging in to the client portal, your customer can choose a transaction and click on the corresponding Pay Now button.

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A method of payment can also be chosen

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Can we have our customer pay an invoice directly without going through the portal?

Yes! Your customer can simply click on the link received in the email and he would be directed to the portal page. He can pay for the invoice without logging into the portal.

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Can a customer download his “Customer Statement” from within the client portal?

The Statements tab on the navigation panel inside the client portal contains a Statement of Accounts which is nothing but the customer statement. It can be printed or exported as PDF using the respective options provided right inside the portal.

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IOSS FAQ: Your guide to the Import One Stop Shop

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Q. What is the Import One Stop Shop? 

The Import One Stop Shop (IOSS) is an online portal that businesses can use from 1 July, 2021 to file VAT returns for imports. This has been introduced as part of the EU VAT e-commerce package, where the import of low value goods that don’t exceed €150 (£135) will be subject to VAT.

Low value goods are those that are in consignments with an intrinsic value (the price of the supplies, excluding discrete packaging and postal charges) of €150 (£135), imported into the EU or Northern Ireland.

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Q. What is the purpose of IOSS and how does it help? 

The IOSS was introduced to allow suppliers and marketplaces selling imported goods to EU buyers to collect and pay VAT in a simpler way. With this option, you don’t need to register in each EU member state to keep up with your VAT obligations, and you can simply use the portal to file your monthly VAT. The buyer is charged VAT at the point of sale, and doesn’t have to face any unexpected fees when the goods are delivered.

Previously, VAT would be applied at the very end, and the customer would have to pay an unexpected amount. With the IOSS, the process of customs clearance is much faster, because by then, VAT would have already been calculated and applied. This gives the customer complete knowledge of the exact amount they’d have to pay.

Q. What changes does IOSS bring?

a) No more low-value consignment relief (LVCR)

The previous VAT exemption, where imports valuing less than €22 (£20), is removed with the introduction of the IOSS. From July 2021, VAT will apply to all goods. You can file your VAT for imports falling under the threshold of €150 using the IOSS. This portal can be used by businesses outside the EU, including the UK. Goods that cross €150 will continue to be charged with VAT, as per the existing rules. 

b) Marketplaces will become deemed suppliers

From July 1, 2021, online sellers and marketplaces will become deemed suppliers. In other words, they will be in charge of collecting and paying VAT on behalf of the seller. Marketplaces that facilitate the sale of imported goods can opt to use the IOSS to file monthly VAT returns. Note that the IOSS won’t be applied to goods that are subject to excise duties (like alcohol or tobacco products).  

c) Customs clearance becomes easier

If you’ve registered for the IOSS, you don’t need to pay import VAT at the customs clearance. However, if the value of your items crosses the threshold amount, you’ll have to pay import VAT to customs.

Q. Who can use the IOSS? 

Any business (including charities and non-profit organisations) that imports goods falling under the threshold amount of €150, even if the order contains more than one item, into the EU or Northern Ireland, can use the IOSS. These goods, when sold, must be transported from outside the EU and must not be subject to excise duty.

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Q. Is IOSS mandatory? 

IOSS is optional. However, once you register, you should use the portal for all applicable sales. If you don’t want to opt for this, you’ll have to register and pay VAT in each of the EU countries in which you sell to customers, and will have to apply VAT upon imports.

Q. How does IOSS affect me as a seller?

If you’re a non-EU seller, you’ll have to charge VAT on imported goods and can register for the IOSS in just one EU state to declare and pay the amount. The VAT rate that you’ll have to apply will be the rate in the destination state (the EU member state where your goods will be delivered). If these goods cross the threshold amount, they will be taxed at importation in the respective EU Member State.

In the case of marketplaces, since they facilitate sales on behalf of other sellers, they’ll become a deemed supplier, and can register for the IOSS as well. If so, they’ll be in charge of collecting and paying VAT that’s due on sale, instead of the seller having to take care of it.

Q. How can I register for IOSS? 

From April 1, 2021, you can register on the IOSS portal of any EU Member State of your choice. If you’re a non-EU business, you should appoint an EU-based intermediary to act on your behalf and fulfil your VAT obligations under the IOSS. In case you already have an agreement with the EU, related to mutual aid in VAT recovery, then you don’t have to appoint an intermediary.

When you register for the IOSS, remember to continue following your regular VAT requirements in your own country. If you don’t opt for IOSS and don’t select an intermediary, you can continue your business as it is, and import VAT will be applied at customs.   

If you haven’t registered with the IOSS, your buyer will have to pay VAT. The transporter will also charge a customs clearance fee.

Q. What should I do once I’ve registered for IOSS?

Once you ensure that the value of the consignment doesn’t exceed the threshold, you (as the supplier or the deemed supplier) have to display the VAT amount to be paid to the buyer. After this, you’ll have to submit a monthly VAT return via the IOSS portal of the EU member state you’ve registered in, and keep records of these sales.

Marketplaces that facilitate sales will have to be in contact with the sellers, and have to pass on details like the IOSS VAT identification number to the EU customs for customs clearance. 

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Q. Can I use IOSS to reclaim input VAT or offset VAT returns?

No. You can use IOSS to pay output VAT, but you cannot use it to reclaim input VAT.

Q. I have a business in Great Britain. How do I use IOSS?

If you have a business in Great Britain and you’re selling to the EU or Northern Ireland, you should follow the usual steps of paying VAT via IOSS for sales falling below the €150 threshold. You can also report your IOSS number to HMRC before transporting your goods to Northern Ireland. If you’ve registered for the IOSS but haven’t registered for VAT (you may fall below the threshold), you can submit your IOSS number to HMRC, but you need not charge VAT on your sale.

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How to Improve Website Speed – 5 Best Tips

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5 Areas of Focus for a Website Speed

[/et_pb_text][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]Nowadays, website speed is everything and knowing how to speed up a slow site is worth the struggle. If you’ve put a lot of time and effort into creating, researching, drafting, and perfecting your website analysis, don’t let it be slow! You want visitors to explore your site and make it easy to navigate, right? Well, website speed plays a huge role!

However, improving website speed can be frustrating because there are a lot of moving pieces. On top of that, when you don’t know what else to do to fix it, it can get downright depressing.

Onward!
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1. Website Hosting

The first thing to do is check to make sure that you have a web host. Not sure if you have one or not? Well, web hosting isn’t free, and it’s usually a separate fee vs. your annual domain renewal.

Side note: you can utilize web hosts to buy and renew your domain names—no need to have separate services. Web hosts also offer additional security features, easy-to-use plugins, varying server options, customer support when your website is down, and more! Two popular web hosts are  Bluehost and GreenGeeks. Ever hear of them?

With a little research and knowing what to look for, you should be able to find a great deal.

 
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2. Cache Memory

Cache memory is one of the fastest types of auxiliary memory out here! Why does that matter? Well, it’s super beneficial when it comes to loading a website. Using cache to load your site can decrease loading times up to 300%, which is huge and can also save you on bandwidth!

Many small business owners overlook cache memory for apparent reasons. All jokes aside, if you need to fix cache memory, you’ll either need to code a bit, possibly adjust some things in your site’s Cpanel, or do it with a plugin. How do you access the Cpanel? Well, if you don’t have a host, then you…can’t?

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3. Image Optimization

If you’re a first-time reader, you’ve probably noticed that we mention image optimization quite a bit, and for a good reason! Images have the potential to take up A LOT of data on your site before they are optimized. Why does that matter? They can slow down your website significantly and, well, unnecessarily if you don’t optimize them!

For example, having to load images that use up 500kb (P.S. pictures taken with mobile devices can easily exceed 2.5MB!) of data slow things down independently. Also, having multiple images on a single page adds to lag.

So what can you do? Well, manually resizing images can take a while, depending on how many you have to do. The better option is to use a plugin like Smush Image Compression and Optimization. It simplifies everything and can save you a lot of time!
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4. Content Delivery Network

Using Content Delivery Networks (also known as CDNs) are becoming super popular (and extremely necessary) for any website! If you sell online, offer tons of content that anyone can use, have a brick-and-mortar company, or even entirely remote, you need a CDN! Why? Because you want to deliver content to viewers at a consistent speed, no matter where they live.

And they also help with SEO. How so? They improve website speed, which is an SEO factor!

So how do CDNs work?

In general, a CDN service has multiple servers distributed throughout the world. Those servers then communicate with your web host  to keep the site’s content up-to-date. Then when someone visits your site (no matter where they live), your site loads quicker because it pulls the data from the nearest CDN server.

In other words, without the help of a CDN, your site’s load time could increase.
If you’re looking for a CDN that has been highly rated by small businesses, check out StackPath! (They also have a user-friendly dashboard and their customer service is awesome.)

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5. Optimize JavaScript, CSS, and HTML

Many people lack experience with programming, even if they have a website. And guess what? Lots of those sites do just fine! Nowadays, we have tons of testing tools to help us with coding. No longer are the days where you have to memorize dictionary-size amounts of code and then frantically type it all out before you forget. That’s not how it works anyway! Except for maybe in…Hollywood?

Here are a couple of options:

  • Manually go through all of your HTML, CSS, and JavaScript files and remove unnecessary characters (such as line breaks and white space.)
  • Combine files to lower the number of server requests. (NOT recommended if you aren’t familiar with programming since it could break your site.)
  • Enable minification on your CDN! It might take a little time for your CDN to cache the data (depends on your web host’s servers). However, it’s way easier and A LOT less time-consuming than the manual route.
  • If you don’t have a CDN, use plugins or add-ons within your content management system (WordPress, etc.). If this is the case, you can use WP Fastest Cache or Autoptimize to help minify (remove unnecessary data) from your code.

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Final Thoughts

Your site’s speed is essential when it comes to website optimization, SEO, and online success. The key to keep in mind is always to provide a good user-experience when optimizing.

Side note: You don’t have to use all of these techniques to make your website run faster. However, the most significant improvements will most likely come from cache, image optimization, and using a CDN.
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Can I use Zoho Invoice for free?

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Can I use Zoho Invoice for free?

Yes, you can!

Zoho Invoice is forever-free invoicing software that helps small businesses manage their invoices and collect payments effortlessly.

It’s packed with features that are essential for taking care of all your billing needs. With it, you’ll be able to:

  • Create invoices, retainers, and credit notes
  • Automate payment reminders
  • Collect online & offline payments
  • Record expenses
  • Offer a self-service portal for your customers
  • Log work-hours and bill clients for projects
  • View multiple reports

And much more, all available fully free of cost!

Get Started with Zoho Invoice Now

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How do I backup my data?

To backup all the data of your Zoho Invoice account, kindly follow the below mentioned steps:

  • Click on the gear icon present on the top-right corner of the page, and select Data Backup.
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  • Click on the Backup Your Data button.

  • A few minutes after you click the button (approx. 30 minutes), you will receive an email with a link to download your data.

Note: Backing up your data today will not allow you to initiate another backup for the next 15 days.

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Is it possible to change the email address with which I access my Zoho Invoice account?

Yes. You can change the email address with which you access your Zoho Invoice organization. You can find the list of scenarios and the corresponding steps you could use to change your email address.

Case 1: If you’ve signed up for Zoho Invoice using your personal email address and plan on using your organization email to access your Zoho Invoice account.

In this case, you can change the email address by following steps mentioned here.

Note: Kindly make sure that the email address to which you wish to switch shouldn’t already have a Zoho account.

Case 2: You’re in the paid plan and you wish to access your Zoho Invoice account using another email address.

To add a new email address, kindly follow the instructions below:

  • Click on the Gear icon on the top and select the Users option.
  • Click Invite User and enter your new email address.
  • Choose the user role as Admin and click Send.
  • You/the user will receive an email invitation to join the organization.
  • Accept the invitation and log into the organization using the new email address.
  • Now, head to the Users section and delete the user with the old email address.

Note: If you belong to the free plan/exceed the user limit, you cannot add more than one user. In that case, send us an email to support[at]zohoinvoice[dot]com and we will provide you permission to add another user. Once we’ve enabled the option, we’ll let you know and you can follow the above steps to add your new email address.

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Why am I not able to send invoices, estimates, etc. when I use an AOL email address as my primary email address?

If you create your Zoho Invoice account using an AOL email address, you won’t be able to send invoices, estimates to your customers as AOL’s DMARC policy does not allow Zoho Invoice to send emails on behalf of users/businesses using AOL addresses.

Hence, we advise you to change your primary email address created under a different domain. To know more about how to change your primary email address, kindly click here.

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How do I make my company’s logo visible on all my invoices?

To make your logo visible on your invoice, you will have to upload your logo on to the organizational profile of your Zoho Invoice account. To upload your organization logo:

  • Login to your Zoho Invoice account and click on the Gear icon present on the top right corner of the page.
  • Select the Organization Profile option.
  • Click on the Upload your logo option to upload your organization’s logo from your computer.
  • Kindly make sure that the preferred image size for your logo is 240px x 240px @ 72 DPI (Maximum size of 1MB.)
  • Once you upload your logo, click on the Save button for the changes to take effect.
  • Now, your organization logo will be visible in all your invoices.
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After uploading the logo, kindly make sure that the option to display your organization logo on all your invoices is enabled. To do that:

  • Click on the gear icon present on the top right corner of the page and select Templates.
  • Choose the invoice template of your choice and click on the Edit button.
  • Tap on the Header section and check whether the Show Organization Logo option is checked. If not, check it and click on the Save button.

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I forgot the password for my Zoho Invoice account. How do I reset it?

Click on the Forgot Password link in the Zoho Invoice login screen. Enter your registered email address, enter the captcha code and hit Request.

You will receive an email to the registered email address with the password reset link. Click the link and reset the password.

You will now be able to login to your Zoho Invoice account with your new password.

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Can I select my country as India but, have USD as the base currency?

Yes, you can.

In order to create an Organization with India as Country and Base Currency as USD,

  • Create an organization with some other country name (say Singapore) and choose the currency as USD.
  • Once the organization has been created, click on the Gear icon, select Organization Profile and edit the country name as India and finally click Save.

Note: This case can be applicable for all the organizations having their country as USA, UK, Canada,Australia and India wherein the user wishes to choose a country but have a different base currency.

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I have two organizations in Zoho Invoice. How do I transfer data between both the organizations?

While it is not possible to automatically transfer data between two organizations, you can manually export data from one organization and import it into the other.

Click here to learn more about how to Import & Export data from your Zoho Invoice organization.

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I created two organizations under different email accounts.How do I bring both the organizations so that I can manage them under a single account?

Zoho Invoice allows you to manage multiple organizations under a single account. If you’ve mistakenly created two accounts to create two organizations, you can bring them together under a single account by following the below mentioned steps:

  • Let’s take an example where you have created two organizations, Automatic Advertising and Automatic Design under different email addresses admin@example.com and admin@example.net (in that order) and you wish to bring both of the organizations under the email address admin@example.com
  • Log into the account created using admin@example.net and invite admin@example.com as a user and assign the user role as Admin. (To know how to invite a user, click here.)
  • You will receive an email invite to join the organization.
  • Once you accept the invitation, log into your other account using admin@example.com and you will see both the organization’s listed under your account.
  • Now, after this is done, delete the user admin@example.net from the Users section of your organization (To know how to delete a user, click here).

Note: Users cannot be added to your organization if you are using the Free plan of Zoho Invoice.

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Can I reset my organization?

No, it is not possible to reset your Zoho Invoice organization. The only option would be to delete the organization and create a new one.

To delete an organization, please follow the instructions below,

  • Click on the organization name on the top right corner and select Manage Organizations from the drop-down.
  • In the following page, you will see a list of all your organizations.
  • Click on the delete option under the organization you wish to remove.
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  • Confirm your action by clicking on Yes in the pop-up that follows.

Here are some things you should know:

  • The organization should not be under any Paid plan.
  • The user who is deleting the organization must be the last Admin user of the organization.
  • The CRM integration must be disabled.
  • If you’ve enabled the client portal for a few contacts, deleting the organization will not allow your customers to access/view their previous transactions with your organization.
  • Once an organisation is deleted, you cannot retrieve any data related to that organisation.
  • In case you wish to delete an organisation, but save all it’s data, you can opt for Data Backup before deleting. This option is available under the Gear icon, on the top right corner of Zoho Invoice screen.
    • Select Data Backup and click on Backup Your Data. Once you have backed up your organization’s data, you can delete the organisation and still have all the related information.

P.S. : You will be able to perform the Data Backup only once in 15 days.

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How do I create a recurring invoice? How do I make an existing invoice recurring?

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                     creating a recurring invoice

 

A Recurring Invoice can be created either from :

  • Recurring Invoices module
  • Invoices module
  1. To create a recurring invoice :
  • Go to the Recurring Invoices module.
  • Click ”+” icon and proceed to create a recurring invoice as usual.
  • You will be prompted to enter data relevant to recurring invoices, such as Start and End time, and Recurring frequency. Enter the information according to the specifications which you want your recurring invoice to possess.
  • Save the changes by clicking on the Save.
  1. To make an invoice recurring, all you need to do is :
  • Go to the Invoices module.
  • Select the specific invoice you want to make recurring.
  • Click on More –> Make recurring.
  • Fill in the appropriate fields.

 

 

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    Also, a New Invoice can be made Recurring using the button Make Recurring given at the bottom right of the Invoice creation page.

     

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    [/et_pb_text][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][et_pb_post_slider posts_number=”5″ include_categories=”139″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][/et_pb_section]

    What are the different options to create and send recurring invoices to my customers?

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    Different options to create and send recurring invoices

    [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]

    Follow these steps to customize how and when recurring invoices are sent out.

    • Click on the gear icon on the top right corner and select Preferences from the drop down.
    • Now click on Recurring Invoices, here you can select how you want to handle recurring invoices,
      • Create Invoices as drafts – Your recurring invoices are only saved as drafts. You can review them, make changes and send them out manually.
      • Create and send invoices – Your recurring invoices are sent out to the customers for payment automatically once they’re created.
      • Create, Charge and send invoices – The customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent out for their reference.
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    How can I view CRM contacts under the customers section in Zoho Invoice?

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    How can I view CRM contacts under the customers section in Zoho Invoice?

    You can view the contacts imported from Zoho CRM into Zoho Invoice by opening the customers tab and selecting CRM Customers from the drop down arrow above the customers list. Doing so, filters only the CRM contacts and displays them in the list.

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/crm-contacts.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    While importing ‘Accounts and its Contacts’ from Zoho CRM, how do I mark a Zoho CRM contact as a primary contact in Zoho Invoice?

    The first step would be to create a custom field for Contacts in Zoho CRM. To create a custom field,

    • Click on the spanner icon on the top right corner and select Setup. Under Customization, go to Modules and Fields and select Contacts from the module list.
    • In the following page, you can view the fields of different datatypes. Drag and drop the Checkbox field on the right.
    • Fill up Label as, for example, “Is Primary Contact” and hit the Save Layout button.
    • Now click on the Contacts tab in Zoho CRM, go to the contacts which you wish to set as primary contacts and click on the checkbox against Is Primary Contact field. Also, make sure they are associated to an Account in Zoho CRM.
    • In Zoho Invoice, click on the Gear icon on the top right corner of the page and select Integrations -> Zoho Apps -> Zoho CRM, click on Show Details.
    • Click on Edit below the contact sync module integration settings as shown in the image below,
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/edit-contact-sync.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]
    • Then, at the bottom of the page, map the Is Primary Contact field in Zoho Invoice with Is Primary Contact field in Zoho CRM as shown in the image below,
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/crm-primary-contact.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]
    • Finally, click on Save and Sync. Then, in the CRM integration details page, click on Instant Sync as shown in the image below,
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/instant-sync.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    Henceforth, the contacts for which you have enabled the “Is Primary Contact” field in Zoho CRM, would be set as a Primary Contact for those customers in Zoho Invoice.

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    If I modify the address of my customer, will that reflect in the invoices that have already been created for that customer?

    No. The changes will not reflect in the invoices that have already been created. Invoices that are created after the change will have the new address .

    You can choose to update the address in the invoices that are saved as drafts. You can do this by choosing the change address in draft option while changing the address of your customer.

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/address-change-draft.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, estimates, reminders, etc. to be in Spanish?

    In Zoho Invoice, you can associate a language to a customer. This includes:

    • Modifying the portal language.
    • Creating templates for invoices, estimates, reminders etc.
    • Creating workflows specific to language-associated customer

    Let’s take the above example where your customer prefers all communication in Spanish.

    Choosing Spanish as Portal Language

    In order to choose Spanish as default portal language for the customer, follow the below mentioned steps:

    • Click on the Customers tab on the left sidebar.
    • Select the customer for whom you would like to associate Spanish as the portal language.
    • Click on the Edit option.
    • Click on the Portal Language drop-down under the Other Details tab and choose Spanish.
    • Click Save for the changes to take effect.
    Setting up Invoice Template in Spanish

    In order to set the invoice template in Spanish, kindly follow the instructions below:

    • Click on the Gear icon on the top-right corner and select More Settings.
    • In the page that follows, click on the Templates section and choose the type of template, say invoice template.
    • Click on the + New button present within the New Template section.
    • A pop-up window will display all the available templates.
    • Hover your mouse over the template of your choice, and click on the Use This button.
    • In the window that follows, enter a name (optional) for your template, and choose Spanish from the Language drop-down.
    • Click on the Continue button.
    • The following screen will allow you to edit the properties of your template. Once you’re done. Click on the Save button for the changes to take effect.
    Setting up Email Templates in Spanish

    You can do this for Email templates as well. To set up your email templates in Spanish, kindly follow the instructions below:

    • Click on the Gear icon on the top-right corner and select More Settings.
    • In the page that follows, click on the Email Templates section.
    • Click on the + New button present on the top-right corner.
    • A New Email Template window will appear on the screen.
    • Enter the content of your email and click Save for the changes to take effect.
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]
    Setting up Payment Reminders in Spanish

    Apart from setting email templates, you can also set up payment reminders in other languages and associate them to specific customers.

    The first step in the process is to create an email alert. To create an email alert, kindly follow the instructions below:

    • Click on the Gear icon present on the top-right corner of the page.
    • Select the Automation tab and click on the Email Alerts section.
    • Click on the + New Email Alert button.
    • Enter a name for the Email Alert. In this case, the purpose of the email Alert is to send a payment reminder to a customer whose language is Spanish.
    • Select a module, say the Invoice module.
    • Click on the Email Template drop-down and select the + Add New Email Template option.
    • Enter the content of the template in Spanish and click on Save and Select button.
    • Now, click on the Save button to save your newly created Email Alert.

    The next and final step is to create a workflow rule, where a payment reminder is send for invoices created for customers whose language is Spanish.

    • Under the Automation section, click the Workflow Rules tab.
    • Click the + New Workflow Rule button.
    1. Name your Workflow

    Workflow name: Give your workflow a name.

    Module: Invoice

    2. Choose When to Trigger

    Workflow type: Event Based

    When an Invoice is: Created

    3. Filter the Triggers

    When -> Customer Language -> is -> Espanol

    Click Next and check the Would you like to add time-based action? option.

    Execution time: 5 -> Days > Before -> Due Date

    Action: Email Alert -> Spanish – Payment Reminder

    Click on the Save button to save the workflow rule created. This will trigger a payment reminder (in Spanish), five days before the due date, for all the customers whose language is Espanol.

    Associating the templates to a customer

    Once you’ve set up the invoice and email templates, you can associate these templates by following the instructions below:

    • Click on the Customers tab on the left sidebar.
    • Select the customer for whom you would like to associate Spanish template.
    • Click on the More drop-down and select the Associate Templates option.
    • Click on the appropriate drop-downs under each template and choose the newly created Spanish Template.
    • Click on the Save button for the changes to take effect.

    This action will allow you to send customized invoices and emails to that particular customer.

    Note: You can also create workflows based on the language, i.e. you can create workflows for customer who are assigned a specific language.

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_post_slider posts_number=”10″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

    Transaction process in zoho invoicing software

    Posted on by
    Reply
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    How do I create a new transaction for a customer?

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    You can create transactions for a customer by following these steps.

    • After creating the customer, click on New Transaction under the Customer Details Page to start a new transaction.
    • Select from the list of options provided under the drop-down and proceed with the transaction.
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/new-transaction.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=”invoicing software” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    How can I merge customers?

    Remember that transactions associated with customers, once merged, will be listed under the master customer’s transactions. Customers that are being merged must contain the same currency terms. Such customers can be merged in two ways,

    1) Multiple Customers to be merged.

    • Go to the Customers tab. Browse the customers list and select the customers you want to merge as one.
    • Once all the customers to be involved in the merging have been selected, click on the option Merge at the top of the customers list.
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/select-contact-merge.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=”invoicing software” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]
    • You will be required to select a ‘Master Customer’ from among the customers you’ve chosen to merge. This customer will be the one retained with the total transactions of all the merged customers, while the rest will be marked inactive. The customers made inactive can be marked active again, but all the previous transactions associated to them will be erased.
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/help/images/contactsnew/contact-multiple-merge.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=”invoicing software” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    2) An alternative way when only two customers are to be merged,

    • Select the customer you want to merge with another, and click the settings icon shaped like a gear in the customer details page.
    • Now, select Merge Customer and proceed to pick the master customer you want to merge this with. Once you’ve completed the merge, the original customer selected will become inactive.
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/merge-contact.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=”invoicing software” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    Can I delete a customer?

    Yes, you can.

    In the Customers module, click on a customer you wish to delete. In the customer details page, click on More in the top right corner and select Delete from the drop-down.

    Note: You will not be able to delete a customer if any transactions have been created for it. The transactions for the particular customer have to be deleted first after which you can proceed to delete the customer.

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

    How do I filter my customers?

    Customers can be filtered and viewed in two ways, either according to level of activity, or according to what category they fall under. Customers belonging to any one such type can be viewed separately by going to the customers tab, clicking on the drop down arrow above the customer list and selecting the type of customers you want shown up on your screen. The various types are briefly explained,

    1) According to Category:-

    • All Customers – These refer to all your customers to whom you sell your goods/services.
    • CRM Customers – These are the customers that you have imported into Zoho Invoice from Zoho CRM.
    • G Suite Customers – In case your Zoho Invoice is integrated with your google account, your google customers will be shown up under this heading.

    2) According to level of activity –

    • Active – Active customers are those with whom transactions are taking place or about to take place. As such, all customers have the Active status unless marked inactive.
    • Inactive – This status is assigned to the customers which have been manually marked as inactive, or whose transactions have been transferred to a Master customer after merging.
    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”||0px|||”]

    3) According to status –

    • Duplicate – Duplicate customers are the ones which were created with same names.
    • Client Portal Enabled – This filter lists out the customers for whom, you have enabled client portal access.
    • Client Portal Disabled – These customers do not have access to the client portal.

    4) According to payment status:-

    • Overdue Customers – This list includes those customers, whose invoices are still unpaid, past the due date.
    • Unpaid Customers – These customers have invoices, which are yet to be paid by them.
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