How do I change the primary email address that is used to access my Zoho Invoice account?

To change your primary email address, kindly follow the below mentioned steps:

• Log into accounts.zoho.com
• Select My Profile Info and click on the Email Preferences tab.
• Click on the Add Email button present on the top-right corner and enter the email address which you would like to make as primary.

• Enter your account’s password and click on the Add Email button.

• Now, hover your cursor over the newly added secondary email, and click on the green mailbox icon.

• This action will make the newly added email address into your new primary email address.

• You can now use this primary email address to access all the Zoho applications.

What happens when I import the same file twice in Zoho Invoice? Will the already existing data get overwritten?

When you import the same file twice, the entries of the file won’t replace the already existing files. Instead, it skips the existing entries and imports the ones that are new.

PS: This rule does not apply if you choose “Overwrite” option while importing data in the Contacts and Items modules. By clicking this, all the values in the existing records will be replaced with the imported ones and cannot be restored

Is it possible to add SPF and DKIM records to validate transactional emails from Zoho Invoice?

Yes. You can include zoho.com to your SPF (Sender Policy Framework)record. This entry represents all mail sending services of Zoho, and therefore including this entry would be sufficient if you use any other Zoho Product as well.

Note: Configuring this helps in cases where emails sent from customer addresses, might sometimes be caught in the recipient’s spam filter. To avoid this, we recommend you to add zoho.com in the SPF record of your domain’s DNS settings.

We hope that adding SPF record would be enough and there would no need for adding our public DKIM keys.

However, feel free to contact support[at]zohoinvoice[dot]com should you require any assistance on this regard.

Can we use an external SMTP to send emails from Zoho Invoice?

No. Currently we do not have an option to use external SMTP to send emails from our service.

How do I change the theme of my organization?

To change the theme of your organization, kindly follow the instructions below:

• Click on the Gear icon on the top-right corner and select Preferences.
• Now click on the Branding tab.
• Scroll down to the Themes section.
• Click on the drop-down and select a theme that you wish to apply to your organization.

Changing the theme for an organisation will also reflect in its respective client portal.

I have three organizations under a parent organization. Will I be able to create individual organizations and monitor their activities in one place?

You can create multiple organizations in Zoho Invoice and switch between them whenever necessary. But, you cannot monitor the activities of all the organizations in one place. This feature is currently not available in Zoho Invoice.

I have two stores with different names and addresses. How can I use Zoho Invoice for both the stores? Do I need to buy two separate subscriptions?

Actually, no you don’t have to get two separate subscriptions, since there is a workaround for this.

You can create two templates and customize one of them to show your alternate address, by replacing your organization’s address. Here is how you do this:

• Open Settings and click on Templates.
• Clone your Default template and name it appropriately.
• Hover your cursor over the cloned template and click on Edit.
• Under Template Properties, uncheck the box that says Show Organization Logo.
• Next, navigate to Header & Document Information and click on Customize your header content.
• Type in the other store’s name and address and click on Preview.
• Don’t forget to hit Save, present on the top.

Now you can use this template for your transactions, by scrolling down on your editor screen, click on the edit option present beside the Template field, and choose the alternate template.

Please refer to the gif file present below for further clarity:

How does the Configure Emails option work?

The Configure Emails option helps you to add additional email addresses to your organization. Transactions can be sent to your customers from any one of these email addresses as well. To do so:

• Click Configure Emails. 
• Click the +Add Additional Contact option to enter the name and the email address of the contact and hit Save.

• An email would be sent to that email address with the verification link. The owner of the email address will have to forward that mail to you.
• You need to click the verification link to complete the verification process.
• To send transactions via the newly added email id, just move your mouse on the side of the email addresses and hit Mark as primary.

NOTE: This flow of email address verification has been set in this pattern, to ensure authentication of the users. As, your Zoho Invoice account contains critical financial information, we make sure that only the right person gets access to it.