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Is it possible to sync my CRM products in Zoho Invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”|auto|10px|auto||”][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_margin=”-39px|||||”]Yes, Zoho CRM-Zoho Invoice integration supports two way product sync.

  • Navigate to Gear icon > Integrations > Zoho Apps.
  • From the Zoho CRM app listing, select Show Details.
  • Under Enable modules to be synced, you will find the Contacts and Item configuration.
  • Under the Item configuration, select Configure Now for setting up item sync for the first time, or click on Edit if already configured.
  • In the Sync Items page, you will have 3 section.

Extent of the Sync :
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  • Fetch from CRM – Select this option if you wish to sync Zoho CRM records into Zoho Invoice.
  • Sync both ways – Select this option if you want to have a two way sync of the record.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _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=”crm” 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=”4.9.10″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”||0px|||”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-56px|auto||auto||”][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”]Handling Duplicate Records :

  • Clone – The record is cloned and both the original and duplicate records exist.
  • Overwrite – The duplicate record overwrites the existing record.
  • Skip – The duplicate record is not synced and the existing record is retained.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _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=”crm” 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=”4.9.10″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]Mapping Fields :

Field mapping for items in product sync is automated. Zoho CRM product fields are identified and automatically mapped to Zoho Invoice item fields.
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Q) I get the error message “File contains empty string as column header(s). Please check the content and try again.” when I try to import a .csv or a .xls file. What should I do?

 

The error may be caused because of an additional separator (Comma in the case of a CSV file, Tab in the case of a TSV file) or an empty column present on a particular line.

Remove the separator and empty columns and save the file. Finally, import the file into Zoho Invoice, match the corresponding fields and it should work perfectly fine

P.S: Also, while importing files or invoice integration , please make sure the columns do not have unnecessary separators(Commas or Tabs) or characters as this might lead to causing the above error.

 

 
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-58px|auto||auto||”][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”]

Q) Can I upload images and add SKU information to my items?

[/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”]The first step in doing this would be to enable the option from the Preferences section. In order to do that, kindly follow the steps mentioned below:

  • Click on the Gear icon present on the top-right corner and select Preferences -> Items
  • Scroll down to the Additional Information section. Select the checkboxes under Enable against SKU and Item Image to enable these additional fields while creating an item.
  • Select Show in all PDF option if you wish to display SKU or item image in the Invoice PDF.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

  • Click on the Save button for the changes to take effect.

Once this is done, whenever you create/edit an item, you will be able to upload an image and enter SKU information.
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How do we disable a reminder?

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Steps For Disable A Reminder

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Once you have set up a reminder, you can disable it at any time. Let’s check how do we disable a reminder

  • Go to Gear icon(Settings) > Reminders.
  • Under Automated Reminders, you can see the list of all reminders.
  • A reminder can be simply disabled by clicking the Turn Off button next to it.

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How does a expected payment date based reminder work?

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Once you set a reminder based on expected payment date, you will receive a reminder from Zoho Invoice reminding you about the payments those are nearing their date or payment dates that has already been crossed.

 

To set these reminders

  • Click on the gear icon present on the top right corner of the page, and select the Reminders option.

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  • Hover to the section ” Based on Expected Payment Date “.
  • Click on the Turn On button next to the details.
  • In the pop up that appears, enter the number of days you want to be reminded before/after the expected payment date.
  • You can also cc and Bcc the mail to other related organisation staff.
  • Click on Save.

Note : You must set an Expected Payment Date to use this reminder feature.

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How to delete a reminder in the invoice?

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  • Click on the reminder which needs to be deleted.
  • In the next window, a Delete this reminder button will be available on the right-bottom corner.
  • Click on the button and the reminder will be deleted instantaneously.

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Deleting The Reminder

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How do I add a new reminder to the invoice?

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A new reminder can be added only for cases based on due date.

  • Go to Reminders – Automated Reminders – Invoices.
  • You can click on the Turn On button beside any one of the reminders. You can edit the reminder template as per your wish and hit the Save button.
  • If you would like to create a new reminder, click on +New Reminder option.
  • In the new window, enter the Name of the reminder to be created.
  • Select who should be reminded, either you, the customer or both from the Remind drop down.
  • Set the due date criteria and modify the content if necessary using Placeholders for help.
  • Click on Save.

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How do we check if our customer has viewed the estimate/invoice that we have sent them?

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Steps To check Estimate/invoice

 

To check if your customer has viewed the estimate/invoice you sent, you need to have client portal enabled for your customer.

Once your client views the estimate/invoice, an ‘eye’ icon will be shown next to the invoice/estimate denoting that the customer has viewed the estimate/invoice and will also be seen in the estimate/invoice window.

A history notification ‘Estimate viewed in portal’ or ‘Invoice Viewed in portal’ will also be available in the estimate/invoice window notifying you.

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You will also receive a notification when your customers view the estimates that you’ve sent them. To view the notification, click on the bell-shaped icon present on the top right corner of the page.

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Can accepted estimates be automatically converted to invoices?

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To automatically convert accepted estimates to invoices,

  • Navigate to Settings > Preferences > Estimates
  • Under the Automatically convert accepted Estimate to Invoice,
    • Check Yes, Save as Draft – Convert to invoice and save it in draft state.
    • Check Yes, Save and Send – Convert to invoice and send it to the customer directly.
  • Hit the Save button to save this action.                                                         Know more…

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How do I provide default customer notes, terms & conditions on my estimates? How do I retain these on the converted invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” min_height=”3744.1px” custom_padding=”41px|||||”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-215px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _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_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_text _builder_version=”4.9.3″ _module_preset=”default”]

To set a default customer notes and terms & conditions for the estimates created

  • Navigate to Settings > Preferences > Estimates.
  • Fill the Terms & Conditions and Customer Notes boxes with the content you wish to have on all the estimates you create.
  • Click on the Save button.

 

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To transfer the content on the estimate for customer notes and terms & conditions to the converted invoice

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  • Navigate to Settings > Preferences > Estimates.
  • Under Select estimate fields that you’d like to keep the same on your invoices as well section, check on the Customer Notes and Terms & Condition boxes. This will retain the content on the invoices.

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How do I record transaction in Zoho Invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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 do I record transaction in Zoho Invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ” url_new_window=”on” _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_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_text _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”1px|||||” hover_enabled=”0″ sticky_enabled=”0″]

A client has paid $200 as down-payment towards the purchase of a new television. How do I record this transaction in Zoho Invoice?

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Click on Payments Received module on the left panel of Zoho Invoice and select + New.

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Select the customer from the drop-down and enter the Amount. This amount will be saved as unused credits that can be applied to an invoice for this customer.

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If an invoice has already been created, you can also enter the amount under Payment against the 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_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Unused-credits3.jpg” alt=”How do I record transaction in Zoho Invoice?” title_text=”Unused-credits3″ _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_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Unused-credits4.png” alt=”How do I record transaction in Zoho Invoice?” title_text=”Unused-credits4″ _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_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 do I record transaction in Zoho Invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/HzZ” _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”]

These Unused Credits can be used for multiple transactions, based on available credits.

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How do I mark a draft as a sent invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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 do I mark a draft as a sent invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ” url_new_window=”on” _builder_version=”4.9.3″ _module_preset=”default” width=”88.5%” min_height=”125px” custom_padding=”|0px||||”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” min_height=”178px”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” min_height=”96px”]

Once you send a drafted invoice through Zoho Invoice, its status is automatically changes to ‘Sent’. Alternatively, you can manually change its delivery status by following these steps,

  • Click on the Invoices tab on the left pane.
  • Select an invoice which is in Draft status.
  • Click on the More drop down on the top and choose Mark as Sent.
  • The status of this invoice will now change to Sent. Know More

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