Zoho Invoice - Add a Personal Touch to Your PDF Templates with New Features
Hello Everyone!
Zoho introduce a range of new features for the Zoho Invoice mobile apps, available on both iOS and Android! These updates allow you to personalize invoice templates, add your bank details, include signatures on your invoices, and even enable or disable specific modules based on your business needs.
Personalize Your Invoice Themes
You now can customize the color scheme of your invoice templates. With four color options, you can tailor your invoices to fit your brand and create a more professional look. Here’s how you can adjust the template themes:
On iOS: Tap "More" at the bottom. Navigate to Settings > Templates > Invoices. Choose a template, tap "Customize," select a color, and then tap "Save."
On Android: Tap "More" in the top-right corner. Head to Settings > PDF Template Customization > Invoices. Choose a template, tap "Customize," select a color, and tap "Save Template."
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Android
iOSAndroidAdd Bank Information to Invoices
Adding your bank details directly to your invoice PDFs makes it easier for clients to pay, speeding up the payment process. These details will appear beneath the Customer Notes section in the PDF. Follow these steps to add your bank details:
On iOS: Tap "More" at the bottom. Go to Settings > Templates > Invoices. Select a template, then tap "Customize > Bank Details." Enter your bank information and tap "Save."
On Android: Tap "More" in the top-right corner. Go to Settings > PDF Template Customization > Invoices. Select a template, tap "Customize > + Add Bank Details," input your bank details, and tap "Save."
You can also edit the added signature by selecting "+ Edit Signature." Note that any changes will only apply to invoices created in the future.
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AndroidSign Transaction PDFs
We’ve made it possible to include your signature in PDFs of transactions such as invoices, quotes, credit notes, and delivery challans. Whether you choose to draw your signature or upload an image, this feature adds an extra layer of security to your documents. Here’s how to add a signature:
On iOS: Tap "More" at the bottom. Go to Settings > Templates > Invoices. Select a template, tap "Customize > Signature," add your signature, and tap "Save."
On Android: Tap "More" in the top-right corner. Go to Settings > PDF Template Customization > Invoices. Select a template, tap "Customize > + Edit Signature," add your signature, and tap "Save."
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AndroidManage Your Modules
You now have the option to enable only the modules that are important to your business, improving efficiency by focusing on what matters. Disable any unnecessary modules to keep things streamlined. Here's how:
On iOS: Tap "More" at the bottom. Navigate to Settings > Enable more modules. Choose the modules you want to use and uncheck the ones you don’t need. Tap "Save."
On Android: Tap "More" in the top-right corner. Go to Settings > Preferences. Under Module Preferences, select or deselect the modules as needed and tap "Save."
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